San Francisco, CACIK 20595715 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 99.5K | $18.56M | 9.3% | +2.3K | Added |
| 2 | Ishares Tr | 31.1K | $11.63M | 5.8% | +841 | Added |
| 3 | Microsoft Corp | 15.2K | $7.37M | 3.7% | +1.5K | Added |
| 4 | Invesco Exchange Traded Fd T |
| 37.6K |
| $7.20M |
| 3.6% |
| +1.1K |
| Added |
| 5 | Apple Inc | 25.6K | $6.96M | 3.5% | +2.0K | Added |
| 6 | Jpmorgan Chase & Co. | 21.1K | $6.78M | 3.4% | +874 | Added |
| 7 | Vanguard Index Fds | 10.4K | $6.54M | 3.3% | +4.7K | Added |
| 8 | Tesla Inc | 13.5K | $6.07M | 3.0% | +131 | Added |
| 9 | Vanguard Star Fds | 74.5K | $5.62M | 2.8% | +21.3K | Added |
| 10 | Spdr Gold Tr | 13.1K | $5.18M | 2.6% | +100 | Added |
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