Mill Valley, CACIK 13358514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
169 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 718.9K | $134.07M | 9.5% | −106.2K | Reduced |
| 2 | Apple Inc | 436.5K | $118.66M | 8.4% | −29.7K | Reduced |
| 3 | Microsoft Corp | 200.8K | $97.12M | 6.9% | −4.3K | Reduced |
| 4 | Alphabet Inc |
| 309.0K |
| $96.71M |
| 6.9% |
| −15.3K |
| Reduced |
| 5 | Amazon Com Inc | 272.3K | $62.85M | 4.5% | −16.6K | Reduced |
| 6 | Jpmorgan Chase & Co. | 153.9K | $49.60M | 3.5% | −2.1K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 97.2K | $48.86M | 3.5% | +1.1K | Added |
| 8 | Visa Inc | 138.6K | $48.61M | 3.4% | −9.1K | Reduced |
| 9 | Alphabet Inc | 122.5K | $38.43M | 2.7% | −9.9K | Reduced |
| 10 | Thermo Fisher Scientific Inc | 63.3K | $36.69M | 2.6% | −3.8K | Reduced |
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