Menlo Park, CACIK 15126114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.60M | $298.48M | 34.9% | +1.2K | Added |
| 2 | Vanguard Tax-Managed Fds | 643.2K | $40.18M | 4.7% | +10.1K | Added |
| 3 | Ishares Tr | 660.6K | $34.93M | 4.1% | +86.2K | Added |
| 4 | Microsoft Corp |
| 68.6K |
| $33.19M |
| 3.9% |
| −1.5K |
| Reduced |
| 5 | Apple Inc | 95.9K | $26.08M | 3.1% | −667 | Reduced |
| 6 | Spdr Series Trust | 865.3K | $25.34M | 3.0% | +31.7K | Added |
| 7 | Alphabet Inc | 79.2K | $24.86M | 2.9% | −2.9K | Reduced |
| 8 | Select Sector Spdr Tr | 163.1K | $23.48M | 2.7% | +94.6K | Added |
| 9 | Select Sector Spdr Tr | 129.1K | $20.02M | 2.3% | −2.2K | Reduced |
| 10 | Vanguard Index Fds | 62.9K | $16.21M | 1.9% | −356 | Reduced |
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