Carmel By The Sea, CACIK 20547144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 26.6K | $7.22M | 7.5% | −420 | Reduced |
| 2 | Starboard Invt Tr | 231.7K | $6.62M | 6.9% | +3.5K | Added |
| 3 | Janus Detroit Str Tr | 92.5K | $4.55M | 4.7% | +29.3K | Added |
| 4 | Starboard Invt Tr |
| 563.0K |
| $4.45M |
| 4.6% |
| +68.8K |
| Added |
| 5 | Berkshire Hathaway Inc Del | 6.8K | $3.43M | 3.6% | −197 | Reduced |
| 6 | Eli Lilly & Co | 2.8K | $3.02M | 3.2% | −137 | Reduced |
| 7 | Starboard Invt Tr | 138.9K | $2.56M | 2.7% | −546 | Reduced |
| 8 | Ishares Tr | 11.7K | $2.49M | 2.6% | −90 | Reduced |
| 9 | Microsoft Corp | 4.9K | $2.39M | 2.5% | −63 | Reduced |
| 10 | Ishares Tr | 16.2K | $2.00M | 2.1% | −27 | Reduced |
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