Burlingame, CACIK 17709944 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
292 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 316.8K | $59.09M | 7.1% | −16.7K | Reduced |
| 2 | Apple Inc | 178.2K | $48.45M | 5.8% | +14.6K | Added |
| 3 | Ishares Tr | 556.5K | $28.30M | 3.4% | −40.2K | Reduced |
| 4 | Microsoft Corp |
| 56.9K |
| $27.51M |
| 3.3% |
| +415 |
| Added |
| 5 | Spdr Series Trust | 782.2K | $26.45M | 3.2% | +10.1K | Added |
| 6 | Spdr Series Trust | 801.6K | $24.21M | 2.9% | +2.6K | Added |
| 7 | Ishares Tr | 42.4K | $20.09M | 2.4% | −56 | Reduced |
| 8 | Flexshares Tr | 835.6K | $18.69M | 2.2% | +29.4K | Added |
| 9 | Fidelity Merrimack Str Tr | 395.0K | $18.19M | 2.2% | +13.2K | Added |
| 10 | Alphabet Inc | 56.7K | $17.78M | 2.1% | +250 | Added |
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