Stockton, CACIK 13877234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
134 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 95.3K | $65.25M | 18.7% | −1.0K | Reduced |
| 2 | Ishares Tr | 661.3K | $43.64M | 12.5% | −50.9K | Reduced |
| 3 | Ishares Tr | 149.0K | $17.91M | 5.1% | −1.4K | Reduced |
| 4 | Apple Inc |
| 42.6K |
| $11.59M |
| 3.3% |
| +853 |
| Added |
| 5 | Ishares Tr | 54.6K | $11.58M | 3.3% | −3.1K | Reduced |
| 6 | Alphabet Inc | 31.4K | $9.84M | 2.8% | +429 | Added |
| 7 | Microsoft Corp | 17.0K | $8.22M | 2.4% | −208 | Reduced |
| 8 | Ishares Inc | 122.2K | $8.21M | 2.4% | −10.7K | Reduced |
| 9 | Jpmorgan Chase & Co. | 22.8K | $7.35M | 2.1% | −334 | Reduced |
| 10 | Ishares Tr | 94.3K | $7.31M | 2.1% | −4.3K | Reduced |
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