San Francisco, CACIK 16977964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 155.5K | $42.27M | 10.5% | −7.6K | Reduced |
| 2 | Alphabet Inc | 110.1K | $34.55M | 8.6% | −7.4K | Reduced |
| 3 | Vanguard Index Fds | 123.1K | $31.75M | 7.9% | −8.2K | Reduced |
| 4 | Meta Platforms Inc |
| 41.2K |
| $27.22M |
| 6.8% |
| +5.2K |
| Added |
| 5 | Berkshire Hathaway Inc Del | 48.7K | $24.49M | 6.1% | −2.2K | Reduced |
| 6 | Nvidia Corporation | 107.5K | $20.05M | 5.0% | −1.5K | Reduced |
| 7 | Amazon Com Inc | 65.2K | $15.06M | 3.8% | +35.8K | Added |
| 8 | Pfizer Inc | 526.3K | $13.11M | 3.3% | −5.0K | Reduced |
| 9 | Enterprise Prods Partners L | 374.6K | $12.01M | 3.0% | +5.2K | Added |
| 10 | Netflix Inc | 127.5K | $11.95M | 3.0% | +117.1K | Added |
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