Walnut Creek, CACIK 13881424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 161.3K | $43.85M | 8.5% | +6.4K | Added |
| 2 | Alphabet Inc | 90.8K | $28.41M | 5.5% | −1.2K | Reduced |
| 3 | Amazon Com Inc | 116.6K | $26.92M | 5.2% | +11.6K | Added |
| 4 | Spdr Gold Tr |
| 66.0K |
| $26.16M |
| 5.0% |
| −1.6K |
| Reduced |
| 5 | Microsoft Corp | 30.1K | $14.54M | 2.8% | +221 | Added |
| 6 | Eli Lilly & Co | 12.9K | $13.84M | 2.7% | +3.0K | Added |
| 7 | Johnson & Johnson | 60.1K | $12.45M | 2.4% | +1.3K | Added |
| 8 | Uber Technologies Inc | 141.7K | $11.57M | 2.2% | +4.3K | Added |
| 9 | Ishares Tr | 143.9K | $10.72M | 2.1% | +143.9K | New |
| 10 | Coca Cola Co | 152.0K | $10.63M | 2.1% | +5.4K | Added |
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