Santa Barbara, CACIK 17665714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
61 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 37.4K | $25.51M | 14.4% | +2.4K | Added |
| 2 | Proshares Tr | 190.6K | $19.83M | 11.2% | +9.5K | Added |
| 3 | Schwab Strategic Tr | 441.8K | $14.41M | 8.2% | +291.8K | Added |
| 4 | Apple Inc |
| 47.5K |
| $12.91M |
| 7.3% |
| +747 |
| Added |
| 5 | Nvidia Corporation | 65.4K | $12.19M | 6.9% | −1.7K | Reduced |
| 6 | Alphabet Inc | 30.7K | $9.60M | 5.4% | −159 | Reduced |
| 7 | Amazon Com Inc | 36.4K | $8.39M | 4.8% | +1.4K | Added |
| 8 | Microsoft Corp | 15.8K | $7.65M | 4.3% | +587 | Added |
| 9 | Calamos Conv & High Income F | 580.1K | $6.56M | 3.7% | −56.5K | Reduced |
| 10 | Eli Lilly & Co | 5.7K | $6.11M | 3.5% | +53 | Added |
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