Mill Valley, CACIK 18607194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
103 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 77.6K | $21.09M | 11.4% | −28.5K | Reduced |
| 2 | Alphabet Inc | 44.6K | $13.97M | 7.6% | −26.5K | Reduced |
| 3 | Nvidia Corporation | 70.4K | $13.14M | 7.1% | +905 | Added |
| 4 | Ishares Tr |
| 172.4K |
| $11.97M |
| 6.5% |
| −63.5K |
| Reduced |
| 5 | Vanguard Index Fds | 13.2K | $8.31M | 4.5% | −6.8K | Reduced |
| 6 | Broadcom Inc | 22.3K | $7.73M | 4.2% | +18.6K | Added |
| 7 | Microsoft Corp | 15.0K | $7.26M | 3.9% | −2.0K | Reduced |
| 8 | Ishares Tr | 10.3K | $7.06M | 3.8% | −1.8K | Reduced |
| 9 | Vanguard Specialized Funds | 29.2K | $6.41M | 3.5% | −8.9K | Reduced |
| 10 | Ishares Tr | 40.8K | $6.07M | 3.3% | −8.9K | Reduced |
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