Calabasas, CACIK 20537564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
122 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 32.0K | $10.01M | 6.4% | −1.2K | Reduced |
| 2 | Vanguard Index Fds | 25.1K | $8.40M | 5.4% | +487 | Added |
| 3 | International Business Machs | 20.9K | $6.18M | 3.9% | +223 | Added |
| 4 | Deere & Co |
| 11.2K |
| $5.20M |
| 3.3% |
| 0 |
| Held |
| 5 | Microsoft Corp | 9.5K | $4.62M | 2.9% | −531 | Reduced |
| 6 | Nvidia Corporation | 24.1K | $4.49M | 2.9% | −3.7K | Reduced |
| 7 | Marriott Intl Inc New | 13.7K | $4.25M | 2.7% | 0 | Held |
| 8 | Roblox Corp | 51.6K | $4.18M | 2.7% | +309 | Added |
| 9 | Oracle Corp | 19.2K | $3.75M | 2.4% | −616 | Reduced |
| 10 | Amazon Com Inc | 14.1K | $3.26M | 2.1% | −992 | Reduced |
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