Palm Desert, CACIK 17665094 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
173 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc | 98.7K | $17.55M | 4.7% | +2.7K | Added |
| 2 | Global X Fds | 389.2K | $16.63M | 4.4% | +3.8K | Added |
| 3 | Nvidia Corporation | 83.9K | $15.64M | 4.2% | +3.1K | Added |
| 4 | Ssga Active ETF Tr |
| 287.6K |
| $11.87M |
| 3.2% |
| +6.1K |
| Added |
| 5 | Tesla Inc | 25.6K | $11.53M | 3.1% | +605 | Added |
| 6 | Alps ETF Tr | 242.1K | $11.38M | 3.0% | −1.1K | Reduced |
| 7 | Broadcom Inc | 32.2K | $11.13M | 3.0% | +373 | Added |
| 8 | Spdr Series Trust | 107.3K | $11.11M | 3.0% | +323 | Added |
| 9 | Kla Corp | 7.4K | $8.98M | 2.4% | +3 | Added |
| 10 | Cohen & Steers ETF Trust | 300.3K | $7.78M | 2.1% | +300.3K | New |
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