Santa Barbara, CACIK 14225083 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
265 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 74.2K | $35.13M | 5.6% | −582 | Reduced |
| 2 | Nvidia Corporation | 175.3K | $32.70M | 5.2% | −19.2K | Reduced |
| 3 | Microsoft Corp | 42.7K | $20.63M | 3.3% | −4.1K | Reduced |
| 4 | Ishares Tr |
| 26.7K |
| $18.32M |
| 2.9% |
| −294 |
| Reduced |
| 5 | Vanguard Bd Index Fds | 188.6K | $14.69M | 2.3% | −3.5K | Reduced |
| 6 | Ishares Tr | 141.8K | $14.17M | 2.3% | −660 | Reduced |
| 7 | Alphabet Inc | 43.7K | $13.69M | 2.2% | −9.6K | Reduced |
| 8 | Vanguard Scottsdale Fds | 230.8K | $13.56M | 2.2% | +7.4K | Added |
| 9 | Spdr S&P 500 ETF Tr | 19.7K | $13.41M | 2.1% | −190 | Reduced |
| 10 | Ishares Tr | 182.3K | $12.03M | 1.9% | −4.1K | Reduced |
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