San Jose, CACIK 17673844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
110 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 136.8K | $37.18M | 7.6% | +1.4K | Added |
| 2 | Spdr S&P 500 ETF Tr | 51.5K | $35.11M | 7.2% | +258 | Added |
| 3 | Vanguard Index Fds | 99.9K | $33.49M | 6.8% | +1.1K | Added |
| 4 | Invesco Qqq Tr |
| 54.4K |
| $33.41M |
| 6.8% |
| −218 |
| Reduced |
| 5 | Vanguard Specialized Funds | 101.8K | $22.37M | 4.6% | +1.7K | Added |
| 6 | Spdr Dow Jones Indl Average | 41.1K | $19.75M | 4.0% | +1.9K | Added |
| 7 | Ishares Tr | 271.3K | $17.91M | 3.7% | +10.2K | Added |
| 8 | Vanguard Star Fds | 237.1K | $17.89M | 3.6% | +13.4K | Added |
| 9 | Alphabet Inc | 54.7K | $17.13M | 3.5% | −838 | Reduced |
| 10 | Vanguard Index Fds | 51.4K | $13.27M | 2.7% | +2.1K | Added |
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