Mill Valley, CACIK 13267664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
114 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 340.8K | $106.94M | 11.9% | +3.4K | Added |
| 2 | Alphabet Inc | 325.6K | $101.92M | 11.4% | +5.5K | Added |
| 3 | Microsoft Corp | 181.3K | $87.67M | 9.8% | +4.0K | Added |
| 4 | Apple Inc |
| 213.0K |
| $57.90M |
| 6.5% |
| −700 |
| Reduced |
| 5 | Visa Inc | 143.4K | $50.28M | 5.6% | +1.7K | Added |
| 6 | Costco Whsl Corp New | 49.1K | $42.37M | 4.7% | +41 | Added |
| 7 | Oracle Corp | 212.5K | $41.42M | 4.6% | −1.1K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 58.2K | $29.26M | 3.3% | +445 | Added |
| 9 | Abbvie Inc | 111.4K | $25.45M | 2.8% | +1.0K | Added |
| 10 | Spdr Gold Tr | 51.9K | $20.56M | 2.3% | +4.0K | Added |
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