San Francisco, CACIK 20436714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 57.0K | $17.89M | 15.0% | 0 | Held |
| 2 | American Express Co | 23.1K | $8.55M | 7.2% | 0 | Held |
| 3 | Jpmorgan Chase & Co. | 24.0K | $7.73M | 6.5% | 0 | Held |
| 4 | Progressive Corp |
| 33.4K |
| $7.61M |
| 6.4% |
| 0 |
| Held |
| 5 | Tjx Cos Inc New | 47.0K | $7.22M | 6.0% | 0 | Held |
| 6 | Unitedhealth Group Inc | 21.7K | $7.16M | 6.0% | 0 | Held |
| 7 | Bank America Corp | 126.0K | $6.93M | 5.8% | 0 | Held |
| 8 | Autozone Inc | 2.0K | $6.78M | 5.7% | 0 | Held |
| 9 | Ross Stores Inc | 34.7K | $6.25M | 5.2% | 0 | Held |
| 10 | Visa Inc | 17.8K | $6.24M | 5.2% | 0 | Held |
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