San Diego, CACIK 13588284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
147 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 60.6K | $38.02M | 7.1% | +1.2K | Added |
| 2 | Ishares Tr | 617.6K | $31.41M | 5.9% | −89.8K | Reduced |
| 3 | Tesla Inc | 62.0K | $27.86M | 5.2% | +3.4K | Added |
| 4 | Ishares Bitcoin Trust ETF |
| 502.4K |
| $24.94M |
| 4.7% |
| −28.6K |
| Reduced |
| 5 | Teva Pharmaceutical Inds Ltd | 751.6K | $23.46M | 4.4% | −51.5K | Reduced |
| 6 | Pan Amern Silver Corp | 420.7K | $21.80M | 4.1% | −276.9K | Reduced |
| 7 | Freeport-Mcmoran Inc | 427.6K | $21.72M | 4.1% | +220.6K | Added |
| 8 | Nextera Energy Inc | 431.2K | $21.02M | 3.9% | −4.3K | Reduced |
| 9 | Bp PLC | 577.8K | $20.07M | 3.7% | +3.1K | Added |
| 10 | Hewlett Packard Enterprise C | 277.7K | $18.52M | 3.5% | +4.7K | Added |
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