Walnut Creek, CACIK 14440554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 30.4K | $20.86M | 28.9% | 0 | Held |
| 2 | Coastal Finl Corp Wa | 129.0K | $14.79M | 20.5% | −1.0K | Reduced |
| 3 | Ffb Bancorp | 119.9K | $10.19M | 14.1% | +119.9K | New |
| 4 | Prime Meridian Holding Co |
| 121.2K |
| $6.86M |
| 9.5% |
| +121.2K |
| New |
| 5 | East West Bancorp Inc | 40.1K | $4.51M | 6.2% | +500 | Added |
| 6 | Bank Of Nt Butterfield&Son L | 78.8K | $3.93M | 5.4% | 0 | Held |
| 7 | Popular Inc | 23.1K | $2.88M | 4.0% | 0 | Held |
| 8 | Gbank Finl Hldgs Inc | 62.9K | $2.13M | 3.0% | +22.1K | Added |
| 9 | Old Second Bancorp Inc Ill | 74.1K | $1.44M | 2.0% | −1.0K | Reduced |
| 10 | Eagle Bancorp Inc Md | 56.5K | $1.21M | 1.7% | +56.5K | New |
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