Pasadena, CACIK 10346424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
323 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 677.8K | $184.25M | 6.1% | +299 | Added |
| 2 | Microsoft Corp | 303.1K | $146.58M | 4.9% | −4.8K | Reduced |
| 3 | Alphabet Inc | 411.3K | $128.74M | 4.3% | −19.0K | Reduced |
| 4 | United Parcel Service Inc |
| 970.6K |
| $96.27M |
| 3.2% |
| −5.8K |
| Reduced |
| 5 | Costco Whsl Corp New | 99.5K | $85.81M | 2.8% | −2.1K | Reduced |
| 6 | Berkshire Hathaway Inc Del | 166.0K | $83.45M | 2.8% | −2.6K | Reduced |
| 7 | Arista Networks Inc | 532.7K | $69.80M | 2.3% | −18.5K | Reduced |
| 8 | Jpmorgan Chase & Co. | 181.0K | $58.32M | 1.9% | −4.0K | Reduced |
| 9 | Accenture PLC Ireland | 184.6K | $49.52M | 1.6% | −2.0K | Reduced |
| 10 | Alphabet Inc | 155.6K | $48.83M | 1.6% | −2.8K | Reduced |
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