Los Angeles, CACIK 19653044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vail Resorts Inc | 86.0K | $11.42M | 11.4% | 0 | Held |
| 2 | Ishares Tr | 51.9K | $11.01M | 11.0% | 0 | Held |
| 3 | Unitedhealth Group Inc | 30.0K | $9.90M | 9.9% | +30.0K | New |
| 4 | Vanguard Tax-Managed Fds |
| 158.2K |
| $9.88M |
| 9.9% |
| 0 |
| Held |
| 5 | Digitalbridge Group Inc | 609.5K | $9.35M | 9.4% | 0 | Held |
| 6 | Vanguard Intl Equity Index F | 127.6K | $6.86M | 6.9% | 0 | Held |
| 7 | Ishares Tr | 35.1K | $5.92M | 5.9% | 0 | Held |
| 8 | Ishares Tr | 35.4K | $5.58M | 5.6% | 0 | Held |
| 9 | Spdr Series Trust | 63.5K | $4.12M | 4.1% | 0 | Held |
| 10 | Safehold Inc | 297.5K | $4.07M | 4.1% | 0 | Held |
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