Menlo Park, CACIK 17053994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
136 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 910.2K | $90.91M | 14.6% | +18.4K | Added |
| 2 | Merck & Co Inc | 186.8K | $19.66M | 3.2% | −13.3K | Reduced |
| 3 | Vanguard Mun Bd Fds | 367.8K | $18.50M | 3.0% | −23.8K | Reduced |
| 4 | Exxon Mobil Corp |
| 138.5K |
| $16.66M |
| 2.7% |
| +20.5K |
| Added |
| 5 | Alphabet Inc | 51.3K | $16.07M | 2.6% | −8.3K | Reduced |
| 6 | Chevron Corp New | 93.4K | $14.23M | 2.3% | +21.9K | Added |
| 7 | Unitedhealth Group Inc | 42.0K | $13.88M | 2.2% | +8.1K | Added |
| 8 | Toyota Motor Corp | 50.6K | $10.82M | 1.7% | −4.5K | Reduced |
| 9 | Microsoft Corp | 22.3K | $10.77M | 1.7% | +3.9K | Added |
| 10 | Johnson & Johnson | 46.1K | $9.54M | 1.5% | +202 | Added |
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