Santa Barbara, CACIK 16525944 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,422 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 877.2K | $202.22M | 3.9% | +142.7K | Added |
| 2 | Vanguard Index Fds | 267.5K | $150.31M | 2.9% | +24.1K | Added |
| 3 | Microsoft Corp | 272.4K | $111.04M | 2.1% | +49.4K | Added |
| 4 | Spdr Series Trust |
| 1.33M |
| $105.93M |
| 2.0% |
| +94.1K |
| Added |
| 5 | Vanguard Bd Index Fds | 1.10M | $81.80M | 1.6% | +133.0K | Added |
| 6 | Alphabet Inc | 274.8K | $78.87M | 1.5% | +23.1K | Added |
| 7 | Jpmorgan Chase & Co. | 246.0K | $75.34M | 1.4% | +12.4K | Added |
| 8 | Amazon Com Inc | 379.5K | $71.48M | 1.4% | +80.2K | Added |
| 9 | Nvidia Corporation | 475.6K | $65.11M | 1.2% | +139.4K | Added |
| 10 | Alphabet Inc | 190.7K | $55.01M | 1.1% | +15.3K | Added |
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