Pasadena, CACIK 16681884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
110 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 70.5K | $25.39M | 5.1% | +2.3K | Added |
| 2 | Alphabet Inc | 74.3K | $23.25M | 4.7% | −18 | Reduced |
| 3 | Broadcom Inc | 63.5K | $21.97M | 4.4% | +227 | Added |
| 4 | Apple Inc |
| 71.9K |
| $19.55M |
| 3.9% |
| +3.5K |
| Added |
| 5 | Microsoft Corp | 38.4K | $18.57M | 3.7% | +1.4K | Added |
| 6 | Ishares Tr | 98.8K | $17.72M | 3.6% | +1.4K | Added |
| 7 | Walmart Inc | 149.8K | $16.69M | 3.4% | −517 | Reduced |
| 8 | Amazon Com Inc | 54.3K | $12.53M | 2.5% | +2.4K | Added |
| 9 | Jpmorgan Chase & Co. | 38.7K | $12.47M | 2.5% | +203 | Added |
| 10 | First Tr Exchange-Traded Fd | 731.3K | $12.44M | 2.5% | −12.7K | Reduced |
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