Los Altos, CACIK 20296804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 99.5K | $21.88M | 13.7% | +16.1K | Added |
| 2 | Quanta Svcs Inc | 40.9K | $17.27M | 10.8% | +40.9K | New |
| 3 | Ishares Tr | 151.7K | $13.57M | 8.5% | +31.7K | Added |
| 4 | Vanguard Index Fds |
| 59.6K |
| $12.63M |
| 7.9% |
| +2.3K |
| Added |
| 5 | Ishares Inc | 172.1K | $11.57M | 7.2% | +25.0K | Added |
| 6 | Vanguard Whitehall Fds | 41.4K | $5.94M | 3.7% | −4 | Reduced |
| 7 | Ishares Tr | 29.0K | $5.75M | 3.6% | +14.7K | Added |
| 8 | Vanguard Tax-Managed Fds | 81.2K | $5.07M | 3.2% | −899 | Reduced |
| 9 | Ishares Tr | 75.9K | $5.01M | 3.1% | −68 | Reduced |
| 10 | Ishares Tr | 6.4K | $4.40M | 2.7% | −153 | Reduced |
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