San Diego, CACIK 15678894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
196 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 225.7K | $61.36M | 5.7% | −4.1K | Reduced |
| 2 | Vanguard Index Fds | 124.4K | $41.70M | 3.9% | −1.2K | Reduced |
| 3 | Alphabet Inc | 105.4K | $32.98M | 3.1% | −6.4K | Reduced |
| 4 | Qualcomm Inc |
| 189.1K |
| $32.35M |
| 3.0% |
| −89 |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 352.7K | $25.95M | 2.4% | +5.6K | Added |
| 6 | Morgan Stanley | 133.1K | $23.64M | 2.2% | −8.1K | Reduced |
| 7 | Amazon Com Inc | 94.8K | $21.89M | 2.0% | +380 | Added |
| 8 | Visa Inc | 60.9K | $21.35M | 2.0% | +662 | Added |
| 9 | Home Depot Inc | 61.7K | $21.24M | 2.0% | +2.3K | Added |
| 10 | Pepsico Inc | 146.2K | $20.99M | 2.0% | +4.1K | Added |
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