Orinda, CACIK 10332254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Progressive Corp | 883.7K | $201.24M | 12.3% | −29.2K | Reduced |
| 2 | Regeneron Pharmaceuticals | 208.2K | $160.73M | 9.9% | −5.1K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 308.0K | $154.83M | 9.5% | −11.4K | Reduced |
| 4 |
| 2.70M |
| $123.86M |
| 7.6% |
| +819.2K |
| Added |
| 5 | Amazon Com Inc | 511.7K | $118.12M | 7.2% | −19.5K | Reduced |
| 6 | Netflix Inc | 1.09M | $101.83M | 6.2% | +975.0K | Added |
| 7 | Paychex Inc | 842.9K | $94.55M | 5.8% | −15.0K | Reduced |
| 8 | Martin Marietta Matls Inc | 151.6K | $94.42M | 5.8% | −5.9K | Reduced |
| 9 | Jpmorgan Chase & Co. | 269.1K | $86.70M | 5.3% | −15.3K | Reduced |
| 10 | Ecolab Inc | 296.5K | $77.84M | 4.8% | −12.4K | Reduced |
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