San Francisco, CACIK 14325294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
624 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 877.5K | $238.55M | 5.5% | +63.1K | Added |
| 2 | Nvidia Corporation | 1.23M | $229.48M | 5.3% | +50.7K | Added |
| 3 | Simpson Mfg Inc | 941.1K | $151.96M | 3.5% | −149.8K | Reduced |
| 4 | Microsoft Corp |
| 294.9K |
| $142.60M |
| 3.3% |
| +5.2K |
| Added |
| 5 | Vanguard Index Fds | 386.6K | $99.73M | 2.3% | +4.3K | Added |
| 6 | Ishares Tr | 139.0K | $95.23M | 2.2% | +3.8K | Added |
| 7 | Vanguard Bd Index Fds | 1.28M | $94.94M | 2.2% | +73.1K | Added |
| 8 | Ishares Tr | 194.1K | $91.85M | 2.1% | −664 | Reduced |
| 9 | Ishares Tr | 904.2K | $90.32M | 2.1% | +61.0K | Added |
| 10 | Spdr Series Trust | 3.30M | $85.02M | 2.0% | +214.8K | Added |
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