San Rafael, CACIK 10782464 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 140.0K | $43.82M | 7.5% | −119 | Reduced |
| 2 | Berkshire Hathaway Inc Del | 72.3K | $36.36M | 6.2% | +515 | Added |
| 3 | Microsoft Corp | 66.8K | $32.30M | 5.5% | +48 | Added |
| 4 | Apple Inc |
| 118.8K |
| $32.29M |
| 5.5% |
| +66 |
| Added |
| 5 | Bank America Corp | 551.8K | $30.35M | 5.2% | −137 | Reduced |
| 6 | Progressive Corp | 102.3K | $23.29M | 4.0% | −30 | Reduced |
| 7 | Jacobs Solutions Inc | 140.5K | $18.62M | 3.2% | −586 | Reduced |
| 8 | Waters Corp | 47.7K | $18.11M | 3.1% | −467 | Reduced |
| 9 | Markel Group Inc | 8.2K | $17.67M | 3.0% | +7 | Added |
| 10 | Capital One Finl Corp | 72.0K | $17.46M | 3.0% | +86 | Added |
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