Cupertino, CACIK 19620864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
137 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Meta Platforms Inc | 343.0K | $226.41M | 17.9% | +682 | Added |
| 2 | Berkshire Hathaway Inc Del | 189.8K | $95.40M | 7.5% | −100 | Reduced |
| 3 | Apple Inc | 221.5K | $60.21M | 4.8% | −1.2K | Reduced |
| 4 | Vanguard Index Fds |
| 115.8K |
| $56.52M |
| 4.5% |
| −54 |
| Reduced |
| 5 | Abbvie Inc | 228.5K | $52.21M | 4.1% | +1.5K | Added |
| 6 | Alphabet Inc | 147.4K | $46.15M | 3.6% | +180 | Added |
| 7 | Unitedhealth Group Inc | 137.6K | $45.43M | 3.6% | +65.3K | Added |
| 8 | Ishares Tr | 417.4K | $44.12M | 3.5% | −3.9K | Reduced |
| 9 | Microsoft Corp | 82.2K | $39.75M | 3.1% | −850 | Reduced |
| 10 | Vanguard Index Fds | 127.8K | $37.09M | 2.9% | +997 | Added |
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