Palo Alto, CACIK 15435684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
57 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 130.1K | $81.60M | 47.9% | +130.1K | New |
| 2 | Invesco Qqq Tr | 32.7K | $20.08M | 11.8% | +8.4K | Added |
| 3 | Intuitive Surgical Inc | 23.4K | $13.25M | 7.8% | +1.5K | Added |
| 4 | Proshares Tr |
| 105.9K |
| $7.46M |
| 4.4% |
| +53.0K |
| Added |
| 5 | Microsoft Corp | 14.4K | $6.94M | 4.1% | 0 | Held |
| 6 | Apple Inc | 19.4K | $5.27M | 3.1% | 0 | Held |
| 7 | Ishares Tr | 13.5K | $4.35M | 2.6% | 0 | Held |
| 8 | Cameco Corp | 45.0K | $4.12M | 2.4% | 0 | Held |
| 9 | Mercadolibre Inc | 1.4K | $2.88M | 1.7% | 0 | Held |
| 10 | Amazon Com Inc | 9.3K | $2.15M | 1.3% | 0 | Held |
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