Bakersfield, CACIK 18461774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
184 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Reliance Inc | 78.3K | $22.63M | 10.4% | 0 | Held |
| 2 | Apple Inc | 46.5K | $12.63M | 5.8% | −3.5K | Reduced |
| 3 | Genelux Corporation | 1.93M | $8.43M | 3.9% | +88.6K | Added |
| 4 | Exxon Mobil Corp |
| 61.7K |
| $7.42M |
| 3.4% |
| +602 |
| Added |
| 5 | Wells Fargo Co New | 75.4K | $7.02M | 3.2% | +472 | Added |
| 6 | Chevron Corp New | 44.5K | $6.79M | 3.1% | −1.4K | Reduced |
| 7 | Nvidia Corporation | 35.9K | $6.69M | 3.1% | −1.3K | Reduced |
| 8 | Amazon Com Inc | 19.9K | $4.59M | 2.1% | +352 | Added |
| 9 | Microsoft Corp | 9.3K | $4.51M | 2.1% | +354 | Added |
| 10 | Alphabet Inc | 14.1K | $4.42M | 2.0% | +244 | Added |
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