Pasadena, CACIK 11424954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,207 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 620.0K | $388.8K | 11.3% | +45.0K | Added |
| 2 | Apple Inc | 914.1K | $248.5K | 7.2% | +100.1K | Added |
| 3 | Nvidia Corporation | 929.7K | $173.4K | 5.1% | +7.3K | Added |
| 4 | Microsoft Corp |
| 223.2K |
| $108.0K |
| 3.1% |
| +19.4K |
| Added |
| 5 | Costco Whsl Corp New | 114.7K | $98.9K | 2.9% | +2.0K | Added |
| 6 | Amazon Com Inc | 417.3K | $96.3K | 2.8% | +11.5K | Added |
| 7 | Invesco Qqq Tr | 121.3K | $74.5K | 2.2% | +51.0K | Added |
| 8 | Alphabet Inc | 167.4K | $52.4K | 1.5% | +3.4K | Added |
| 9 | Alphabet Inc | 129.2K | $40.6K | 1.2% | −4.2K | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 57.9K | $39.5K | 1.2% | +4.6K | Added |
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