Corte Madera, CACIK 20571535 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
23 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amphenol Corp New | 48.8K | $6.60M | 9.2% | −3.5K | Reduced |
| 2 | Amazon Com Inc | 26.3K | $6.07M | 8.5% | +357 | Added |
| 3 | Emcor Group Inc | 8.4K | $5.16M | 7.2% | +236 | Added |
| 4 | Analog Devices Inc |
| 18.4K |
| $4.98M |
| 6.9% |
| −55 |
| Reduced |
| 5 | Intuit | 7.3K | $4.84M | 6.7% | −31 | Reduced |
| 6 | Curtiss Wright Corp | 8.0K | $4.39M | 6.1% | +324 | Added |
| 7 | Deere & Co | 8.4K | $3.89M | 5.4% | +324 | Added |
| 8 | Ecolab Inc | 14.6K | $3.82M | 5.3% | +9.2K | Added |
| 9 | Apple Inc | 13.9K | $3.79M | 5.3% | +410 | Added |
| 10 | Veeva Sys Inc | 16.3K | $3.64M | 5.1% | +698 | Added |
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