Walnut Creek, CACIK 17276055 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
261 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 109.4K | $19.55M | 4.2% | −332 | Reduced |
| 2 | Coca Cola Co | 242.3K | $18.66M | 4.0% | −772 | Reduced |
| 3 | Chevron Corp New | 85.0K | $15.01M | 3.2% | −763 | Reduced |
| 4 | Apple Inc |
| 52.8K |
| $14.24M |
| 3.1% |
| −2.2K |
| Reduced |
| 5 | Ishares Tr | 281.0K | $14.19M | 3.1% | −57.8K | Reduced |
| 6 | Wisdomtree Tr | 248.1K | $12.49M | 2.7% | +57.3K | Added |
| 7 | Microsoft Corp | 30.0K | $12.30M | 2.7% | −506 | Reduced |
| 8 | Alphabet Inc | 30.6K | $10.38M | 2.2% | −2.0K | Reduced |
| 9 | Ishares Tr | 87.7K | $8.80M | 1.9% | −12.1K | Reduced |
| 10 | Amazon Com Inc | 36.4K | $8.60M | 1.9% | +100 | Added |
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