San Anselmo, CACIK 17510064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 29.9K | $14.44M | 10.6% | −117 | Reduced |
| 2 | Costco Whsl Corp New | 14.5K | $12.53M | 9.2% | −73 | Reduced |
| 3 | Mastercard Incorporated | 20.9K | $11.92M | 8.7% | +95 | Added |
| 4 | Amazon Com Inc |
| 48.1K |
| $11.10M |
| 8.1% |
| −882 |
| Reduced |
| 5 | Markel Group Inc | 4.8K | $10.28M | 7.5% | +7 | Added |
| 6 | Visa Inc | 28.9K | $10.13M | 7.4% | −38 | Reduced |
| 7 | Mercadolibre Inc | 4.0K | $8.06M | 5.9% | −168 | Reduced |
| 8 | American Express Co | 21.4K | $7.93M | 5.8% | −3 | Reduced |
| 9 | Apple Inc | 26.4K | $7.19M | 5.3% | 0 | Held |
| 10 | Waste Mgmt Inc Del | 28.0K | $6.16M | 4.5% | +32 | Added |
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