Beverly Hills, CACIK 20435384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,359 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 120.3K | $32.70M | 9.1% | −6.4K | Reduced |
| 2 | Ishares Tr | 24.6K | $16.83M | 4.7% | +2.0K | Added |
| 3 | Ciena Corp | 11.75M | $11.78M | 3.3% | +11.75M | New |
| 4 | Nvidia Corporation |
| 62.0K |
| $11.56M |
| 3.2% |
| +336 |
| Added |
| 5 | Microsoft Corp | 23.2K | $11.21M | 3.1% | −157 | Reduced |
| 6 | Affirm Hldgs Inc | 123.8K | $9.22M | 2.6% | +7.8K | Added |
| 7 | Spdr S&P 500 ETF Tr | 11.7K | $8.01M | 2.2% | −25 | Reduced |
| 8 | American Centy ETF Tr | 92.2K | $7.59M | 2.1% | +92.2K | New |
| 9 | Amazon Com Inc | 30.6K | $7.05M | 2.0% | +1.6K | Added |
| 10 | Ishares Tr | 17.7K | $6.86M | 1.9% | 0 | Held |
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