San Francisco, CACIK 15210014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
543 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Express Co | 733.9K | $271.50M | 9.5% | +733.9K | New |
| 2 | Ishares Tr | 625.8K | $154.04M | 5.4% | +625.8K | New |
| 3 | Tesla Inc | 321.6K | $144.63M | 5.0% | +74.4K | Added |
| 4 | Spdr Gold Tr |
| 337.4K |
| $133.71M |
| 4.7% |
| −210.7K |
| Reduced |
| 5 | Spdr S&P 500 ETF Tr | 134.5K | $91.70M | 3.2% | +134.5K | New |
| 6 | Ge Aerospace | 271.7K | $83.70M | 2.9% | +65.0K | Added |
| 7 | Palantir Technologies Inc | 401.1K | $71.30M | 2.5% | −216.9K | Reduced |
| 8 | Morgan Stanley | 376.4K | $66.82M | 2.3% | +211.5K | Added |
| 9 | Broadcom Inc | 171.8K | $59.47M | 2.1% | +101.9K | Added |
| 10 | Wells Fargo Co New | 553.4K | $51.57M | 1.8% | +166.9K | Added |
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