Tiburon, CACIK 13654744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 78.8K | $21.44M | 16.7% | 0 | Held |
| 2 | Blackstone Inc | 79.4K | $12.24M | 9.5% | +62.1K | Added |
| 3 | Danaher Corporation | 63.8K | $11.90M | 9.3% | 0 | Held |
| 4 | Amgen Inc |
| 16.1K |
| $5.26M |
| 4.1% |
| −150 |
| Reduced |
| 5 | Microsoft Corp | 9.9K | $4.81M | 3.7% | −400 | Reduced |
| 6 | Costco Whsl Corp New | 4.9K | $4.21M | 3.3% | −155 | Reduced |
| 7 | Walmart Inc | 35.6K | $3.97M | 3.1% | −425 | Reduced |
| 8 | Bank America Corp | 70.6K | $3.88M | 3.0% | −495 | Reduced |
| 9 | Johnson & Johnson | 16.8K | $3.48M | 2.7% | +3 | Added |
| 10 | Ge Aerospace | 11.2K | $3.44M | 2.7% | −13 | Reduced |
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