Los Gatos, CACIK 21059331 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
94 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 19.0K | $12.98M | 10.2% | +19.0K | New Position |
| 2 | Spdr S&P 500 ETF Tr | 16.3K | $11.08M | 8.7% | +16.3K | New Position |
| 3 | Vanguard Index Fds | 30.9K | $10.35M | 8.1% | +30.9K | New Position |
| 4 |
| 127.0K |
| $8.38M |
| 6.6% |
| +127.0K |
| New Position |
| 5 | Vanguard Intl Equity Index F | 90.2K | $6.79M | 5.3% | +90.2K | New Position |
| 6 | Apple Inc | 18.8K | $5.12M | 4.0% | +18.8K | New Position |
| 7 | Spdr Series Trust | 128.6K | $4.35M | 3.4% | +128.6K | New Position |
| 8 | Ishares Tr | 29.8K | $3.58M | 2.8% | +29.8K | New Position |
| 9 | Ishares Tr | 74.4K | $3.46M | 2.7% | +74.4K | New Position |
| 10 | Invesco Actively Managed Exc | 132.8K | $3.42M | 2.7% | +132.8K | New Position |
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