Pasadena, CACIK 16670194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 61.7K | $16.78M | 7.8% | +2.7K | Added |
| 2 | Microsoft Corp | 24.9K | $12.06M | 5.6% | −369 | Reduced |
| 3 | Nvidia Corporation | 63.9K | $11.91M | 5.5% | −1.7K | Reduced |
| 4 | Alphabet Inc |
| 36.3K |
| $11.36M |
| 5.3% |
| −1.0K |
| Reduced |
| 5 | Vanguard Specialized Funds | 47.5K | $10.45M | 4.9% | +229 | Added |
| 6 | Alphabet Inc | 25.6K | $8.04M | 3.7% | −554 | Reduced |
| 7 | Invesco Exchange Traded Fd T | 170.6K | $8.00M | 3.7% | +1.4K | Added |
| 8 | Visa Inc | 19.1K | $6.71M | 3.1% | −289 | Reduced |
| 9 | Vaneck ETF Trust | 64.8K | $6.71M | 3.1% | +1.1K | Added |
| 10 | Vanguard Index Fds | 19.6K | $6.57M | 3.1% | −425 | Reduced |
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