Westlake Village, CACIK 20549804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
286 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 74.9K | $20.36M | 6.6% | +2.5K | Added |
| 2 | Nvidia Corporation | 103.0K | $19.21M | 6.2% | +3.7K | Added |
| 3 | Broadcom Inc | 39.2K | $13.56M | 4.4% | +612 | Added |
| 4 | Microsoft Corp |
| 19.3K |
| $9.34M |
| 3.0% |
| +310 |
| Added |
| 5 | Walmart Inc | 82.1K | $9.14M | 3.0% | −3.2K | Reduced |
| 6 | Alphabet Inc | 27.3K | $8.53M | 2.8% | +619 | Added |
| 7 | Exxon Mobil Corp | 59.0K | $7.10M | 2.3% | +832 | Added |
| 8 | Amazon Com Inc | 28.4K | $6.55M | 2.1% | +143 | Added |
| 9 | Jpmorgan Chase & Co. | 15.2K | $4.89M | 1.6% | +42 | Added |
| 10 | Bank America Corp | 80.8K | $4.44M | 1.4% | +181 | Added |
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