Los Angeles, CACIK 15983524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 45.9K | $22.18M | 16.3% | −3.8K | Reduced |
| 2 | Meta Platforms Inc | 15.8K | $10.45M | 7.7% | 0 | Held |
| 3 | Thermo Fisher Scientific Inc | 17.9K | $10.38M | 7.6% | −1.8K | Reduced |
| 4 | Qualcomm Inc |
| 50.7K |
| $8.68M |
| 6.4% |
| 0 |
| Held |
| 5 | Oracle Corp | 39.6K | $7.72M | 5.7% | −200 | Reduced |
| 6 | Adobe Inc | 20.7K | $7.25M | 5.3% | −4.0K | Reduced |
| 7 | Automatic Data Processing In | 24.6K | $6.33M | 4.6% | −4.2K | Reduced |
| 8 | Amgen Inc | 19.3K | $6.33M | 4.6% | −3.2K | Reduced |
| 9 | Starbucks Corp | 65.7K | $5.53M | 4.1% | 0 | Held |
| 10 | Berkshire Hathaway Inc Del | 10.1K | $5.06M | 3.7% | −1.1K | Reduced |
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