Los Angeles, CACIK 9475174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
202 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 41.4K | $11.24M | 5.4% | −6.4K | Reduced |
| 2 | First Tr Exchange-Traded Fd | 28.7K | $7.72M | 3.7% | −374 | Reduced |
| 3 | Berkshire Hathaway Inc Del | 13.2K | $6.61M | 3.2% | −110 | Reduced |
| 4 | Select Sector Spdr Tr |
| 39.2K |
| $5.65M |
| 2.7% |
| +19.6K |
| Added |
| 5 | Spdr Series Trust | 51.9K | $4.89M | 2.4% | −1.6K | Reduced |
| 6 | Invesco Exchange Traded Fd T | 29.1K | $4.56M | 2.2% | +29 | Added |
| 7 | Spdr Series Trust | 17.9K | $4.31M | 2.1% | −95 | Reduced |
| 8 | First Tr Exchange Traded Fd | 58.5K | $4.18M | 2.0% | +1.8K | Added |
| 9 | Tesla Inc | 8.5K | $3.81M | 1.8% | 0 | Held |
| 10 | Invesco Qqq Tr | 5.9K | $3.64M | 1.8% | −4 | Reduced |
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