San Luis Obispo, CACIK 19653074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 9.1K | $1.70M | 10.9% | +486 | Added |
| 2 | Ishares Tr | 12.9K | $1.04M | 6.7% | 0 | Held |
| 3 | Microsoft Corp | 2.0K | $953.7K | 6.1% | −9 | Reduced |
| 4 | Apple Inc |
| 2.8K |
| $769.9K |
| 5.0% |
| +75 |
| Added |
| 5 | Ishares Tr | 13.8K | $746.0K | 4.8% | +41 | Added |
| 6 | Amazon Com Inc | 3.0K | $696.2K | 4.5% | +55 | Added |
| 7 | Cintas Corp | 3.3K | $619.9K | 4.0% | +3.3K | New |
| 8 | Schwab Strategic Tr | 23.0K | $609.3K | 3.9% | 0 | Held |
| 9 | Ishares Tr | 11.3K | $573.0K | 3.7% | 0 | Held |
| 10 | J P Morgan Exchange Traded F | 11.2K | $569.0K | 3.7% | 0 | Held |
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