Sacramento, CACIK 18180444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
29 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fair Isaac Corp | 128.1K | $216.63M | 82.3% | −11.5K | Reduced |
| 2 | Vanguard Whitehall Fds | 118.9K | $17.06M | 6.5% | +40.0K | Added |
| 3 | Spdr Series Trust | 128.0K | $7.41M | 2.8% | 0 | Held |
| 4 | Spdr Series Trust |
| 150.0K |
| $7.03M |
| 2.7% |
| +60.0K |
| Added |
| 5 | Wells Fargo Co New | 32.0K | $2.99M | 1.1% | 0 | Held |
| 6 | Vanguard Index Fds | 5.2K | $1.73M | 0.7% | +1 | Added |
| 7 | Caterpillar Inc | 2.1K | $1.18M | 0.4% | +2 | Added |
| 8 | Nvidia Corporation | 5.8K | $1.08M | 0.4% | −25 | Reduced |
| 9 | Vanguard Index Fds | 1.6K | $797.7K | 0.3% | 0 | Held |
| 10 | Schwab Strategic Tr | 26.9K | $706.5K | 0.3% | +8 | Added |
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