Palo Alto, CACIK 18853194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
99 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 582.2K | $29.46M | 7.7% | +90.9K | Added |
| 2 | Apple Inc | 87.7K | $23.85M | 6.2% | −3.6K | Reduced |
| 3 | J P Morgan Exchange Traded F | 497.1K | $23.64M | 6.2% | +125.4K | Added |
| 4 | Alphabet Inc |
| 66.4K |
| $20.84M |
| 5.4% |
| −15.1K |
| Reduced |
| 5 | Microsoft Corp | 33.2K | $16.06M | 4.2% | −3.5K | Reduced |
| 6 | Vanguard Index Fds | 49.2K | $12.69M | 3.3% | +841 | Added |
| 7 | Amazon Com Inc | 50.2K | $11.58M | 3.0% | −3.9K | Reduced |
| 8 | Schwab Strategic Tr | 444.1K | $10.68M | 2.8% | +40.8K | Added |
| 9 | Vanguard Intl Equity Index F | 179.8K | $9.67M | 2.5% | +5.1K | Added |
| 10 | Vanguard Tax-Managed Fds | 143.5K | $8.96M | 2.3% | −7.9K | Reduced |
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