Bakersfield, CACIK 15670135 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Trico Bancshares | 353.7K | $16.76M | 14.9% | 0 | Held |
| 2 | Primoris Svcs Corp | 80.0K | $9.93M | 8.8% | 0 | Held |
| 3 | Spdr S&P 500 ETF Tr | 14.2K | $9.69M | 8.6% | −513 | Reduced |
| 4 | Ishares Tr |
| 78.9K |
| $7.58M |
| 6.7% |
| 0 |
| Held |
| 5 | Apple Inc | 22.4K | $6.09M | 5.4% | +324 | Added |
| 6 | Microsoft Corp | 11.4K | $5.50M | 4.9% | 0 | Held |
| 7 | Broadcom Inc | 11.5K | $3.97M | 3.5% | 0 | Held |
| 8 | Alphabet Inc | 10.7K | $3.36M | 3.0% | 0 | Held |
| 9 | J P Morgan Exchange Traded F | 56.2K | $2.84M | 2.5% | 0 | Held |
| 10 | Jpmorgan Chase & Co. | 8.8K | $2.84M | 2.5% | +485 | Added |
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