Beverly Hills, CACIK 19657105 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
330 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 99.3K | $26.98M | 4.6% | −2.6K | Reduced |
| 2 | Microsoft Corp | 45.2K | $21.88M | 3.7% | −256 | Reduced |
| 3 | Ishares Tr | 130.4K | $18.45M | 3.2% | +110.2K | Added |
| 4 | Nvidia Corporation |
| 88.5K |
| $16.50M |
| 2.8% |
| −2.5K |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 46.7K | $15.04M | 2.6% | −4.4K | Reduced |
| 6 | Amazon Com Inc | 60.7K | $14.02M | 2.4% | +603 | Added |
| 7 | Vanguard Scottsdale Fds | 192.4K | $11.53M | 2.0% | +9.5K | Added |
| 8 | Schwab Charles Corp | 109.4K | $10.93M | 1.9% | +4.9K | Added |
| 9 | Berkshire Hathaway Inc Del | 20.2K | $10.13M | 1.7% | −3.7K | Reduced |
| 10 | Philip Morris Intl Inc | 58.4K | $9.36M | 1.6% | −472 | Reduced |
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