San Diego, CACIK 20569764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 314.3K | $28.72M | 15.4% | +48.8K | Added |
| 2 | Tesla Inc | 16.3K | $7.35M | 3.9% | −3.0K | Reduced |
| 3 | Apple Inc | 23.8K | $6.48M | 3.5% | +8.0K | Added |
| 4 | Ishares Gold Tr |
| 68.9K |
| $5.59M |
| 3.0% |
| 0 |
| Held |
| 5 | Alphabet Inc | 15.9K | $5.00M | 2.7% | −242 | Reduced |
| 6 | Microsoft Corp | 9.0K | $4.35M | 2.3% | +468 | Added |
| 7 | Hubbell Inc | 8.1K | $3.60M | 1.9% | 0 | Held |
| 8 | Broadcom Inc | 9.9K | $3.42M | 1.8% | +1.2K | Added |
| 9 | Intuit | 5.1K | $3.38M | 1.8% | +269 | Added |
| 10 | Taiwan Semiconductor Mfg Ltd | 9.3K | $2.84M | 1.5% | +221 | Added |
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