Location: Palo Alto, CA
CIK: 0000819535 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 12, 2026
Total Value: $1.001B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 415,030 | $56.43M | 5.6% | $35.94 | +210.8% | COM | 219350105 |
| GOOGL | ALPHABET INC | 171,171 | $49.22M | 4.9% | $107.24 | +201.5% | CAP STK CL A | 02079K305 |
| MSFT | MICROSOFT CORP | 117,080 | $43.34M | 4.3% | $98.17 | +342.7% | COM | 594918104 |
| V | VISA INC | 131,235 | $39.66M | 4.0% | $154.54 | +113.0% | COM CL A | 92826C839 |
| AMZN | AMAZON COM INC | 181,263 | $37.75M | 3.8% | $137.05 | +65.5% | COM | 023135106 |
| ABBV | ABBVIE INC | 154,682 | $33.64M | 3.4% | $38.92 | +471.9% | COM | 00287Y109 |
| APH | AMPHENOL CORP | 255,510 | $32.28M | 3.2% | $68.20 | +114.7% | CL A | 032095101 |
| AMGN | AMGEN INC | 90,771 | $31.94M | 3.2% | $145.51 | +140.3% | COM | 031162100 |
| SHOP | SHOPIFY INC | 263,825 | $31.29M | 3.1% | $51.76 | +163.6% | CL A SUB VTG SHS | 82509L107 |
| AME | AMETEK INC | 133,846 | $28.69M | 2.9% | $173.07 | +29.0% | COM | 031100100 |
| GS | GOLDMAN SACHS GROUP INC | 31,732 | $26.84M | 2.7% | $605.93 | +53.9% | COM | 38141G104 |
| HD | HOME DEPOT INC | 79,938 | $26.29M | 2.6% | $297.30 | +26.8% | COM | 437076102 |
| TMO | THERMO FISHER SCIENTIFIC INC | 49,377 | $24.27M | 2.4% | $141.65 | +305.7% | COM | 883556102 |
| PG | PROCTER & GAMBLE CO | 167,255 | $24.16M | 2.4% | $151.42 | +0.2% | COM | 742718109 |
| JNJ | JOHNSON & JOHNSON | 97,803 | $23.91M | 2.4% | $74.72 | +205.0% | COM | 478160104 |
| CSCO | CISCO SYS INC | 303,494 | $23.55M | 2.4% | $47.40 | +64.4% | COM | 17275R102 |
| ATR | APTARGROUP INC | 183,499 | $23.12M | 2.3% | $112.19 | +16.0% | COM | 038336103 |
| NKE | NIKE INC | 436,990 | $23.08M | 2.3% | $64.45 | -0.7% | CL B | 654106103 |
| ABT | ABBOTT LABORATORIES | 219,460 | $22.53M | 2.3% | $41.99 | +174.8% | COM | 002824100 |
| AJG | GALLAGHER ARTHUR J & CO | 103,213 | $22.35M | 2.2% | $64.67 | +271.7% | COM | 363576109 |
| SPY | STATE STR SPDR S&P 500 ETF T | 34,310 | $22.31M | 2.2% | $477.30 | — | TR UNIT | 78462F103 |
| UBER | UBER TECHNOLOGIES INC | 300,101 | $21.59M | 2.2% | $41.64 | +89.0% | COM | 90353T100 |
| VRT | VERTIV HOLDINGS CO | 86,078 | $21.57M | 2.2% | $101.11 | +97.7% | COM CL A | 92537N108 |
| RS | RELIANCE INC | 63,776 | $19.38M | 1.9% | $73.93 | +342.1% | COM | 759509102 |
| SSD | SIMPSON MFG INC | 105,652 | $18.13M | 1.8% | $35.28 | +431.9% | COM | 829073105 |
| XLU | SELECT SECTOR SPDR TR | 391,981 | $17.99M | 1.8% | $54.39 | — | STATE STREET UTI | 81369Y886 |
| DIS | DISNEY WALT CO | 176,141 | $16.98M | 1.7% | $88.76 | +23.3% | COM | 254687106 |
| TRMB | TRIMBLE INC | 236,502 | $15.43M | 1.5% | $38.60 | +83.9% | COM | 896239100 |
| VZ | VERIZON COMMUNICATIONS INC | 292,128 | $14.66M | 1.5% | $32.04 | +36.8% | COM | 92343V104 |
| META | META PLATFORMS INC | 24,478 | $14M | 1.4% | $197.34 | +232.2% | CL A | 30303M102 |
| KMB | KIMBERLY-CLARK CORP | 144,505 | $13.94M | 1.4% | $81.45 | +26.6% | COM | 494368103 |
| PEP | PEPSICO INC | 85,728 | $13.31M | 1.3% | $87.49 | +76.9% | COM | 713448108 |
| SCHW | SCHWAB CHARLES CORP | 136,180 | $12.8M | 1.3% | $49.89 | +100.7% | COM | 808513105 |
| AAPL | APPLE INC | 48,811 | $12.39M | 1.2% | $122.46 | +114.6% | COM | 037833100 |
| SHAK | SHAKE SHACK INC | 128,544 | $11.37M | 1.1% | $66.56 | +39.7% | CL A | 819047101 |
| KMI | KINDER MORGAN INC DEL | 335,480 | $11.25M | 1.1% | $16.12 | +84.5% | COM | 49456B101 |
| ETN | EATON CORP PLC | 28,294 | $10.12M | 1.0% | $317.35 | +11.4% | SHS | G29183103 |
| BOX | BOX INC | 350,867 | $8.294M | 0.8% | $22.74 | +12.6% | CL A | 10316T104 |
| INDA | ISHARES TR | 155,800 | $7.298M | 0.7% | $42.52 | — | MSCI INDIA ETF | 46429B598 |
| RHI | ROBERT HALF INC. | 265,028 | $6.732M | 0.7% | $81.17 | -65.5% | COM | 770323103 |
| DOC | HEALTHPEAK PROPERTIES INC | 356,063 | $5.85M | 0.6% | $23.43 | -30.9% | COM | 42250P103 |
| ISRG | INTUITIVE SURGICAL INC | 11,694 | $5.391M | 0.5% | $291.62 | +78.6% | COM NEW | 46120E602 |
| GILD | GILEAD SCIENCES INC | 35,818 | $4.992M | 0.5% | $55.06 | +151.3% | COM | 375558103 |
| SO | SOUTHERN CO | 50,601 | $4.884M | 0.5% | $33.86 | +164.5% | COM | 842587107 |
| CCI | CROWN CASTLE INC | 60,036 | $4.882M | 0.5% | $134.45 | -34.0% | COM | 22822V101 |
| NVDA | NVIDIA CORPORATION | 17,085 | $2.98M | 0.3% | $100.07 | +86.5% | COM | 67066G104 |
| VKTX | VIKING THERAPEUTICS INC | 86,900 | $2.828M | 0.3% | $24.98 | +25.5% | COM | 92686J106 |
| ADI | ANALOG DEVICES INC | 8,657 | $2.754M | 0.3% | $283.98 | +11.3% | COM | 032654105 |
| CRWD | CROWDSTRIKE HLDGS INC | 6,945 | $2.711M | 0.3% | $167.30 | +157.7% | CL A | 22788C105 |
| CVX | CHEVRON CORPORATION | 12,371 | $2.56M | 0.3% | $134.88 | +27.4% | COM | 166764100 |
| IWM | ISHARES TR | 10,013 | $2.483M | 0.2% | $241.98 | — | RUSSELL 2000 ETF | 464287655 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 4,839 | $2.319M | 0.2% | $330.77 | +49.2% | CL B NEW | 084670702 |
| PFE | PFIZER INC | 74,730 | $2.098M | 0.2% | $25.68 | +1.9% | COM | 717081103 |
| DUK | DUKE ENERGY CORP NEW | 15,584 | $2.041M | 0.2% | $64.70 | +86.8% | COM NEW | 26441C204 |
| VGK | VANGUARD INTL EQUITY INDEX F | 23,000 | $1.896M | 0.2% | $59.57 | — | FTSE EUROPE ETF | 922042874 |
| VTI | VANGUARD INDEX FDS | 5,625 | $1.805M | 0.2% | $252.76 | — | TOTAL STK MKT | 922908769 |
| VOO | VANGUARD INDEX FDS | 2,960 | $1.769M | 0.2% | $612.09 | — | S&P 500 ETF SHS | 922908363 |
| EWJ | ISHARES INC | 19,455 | $1.643M | 0.2% | $61.64 | — | MSCI JAPAN ETF | 46434G822 |
| LGND | LIGAND PHARMACEUTICALS INC | 7,856 | $1.569M | 0.2% | $103.98 | +85.8% | COM NEW | 53220K504 |
| COST | COSTCO WHOLESALE CORPORATION | 1,552 | $1.546M | 0.2% | $863.87 | +11.6% | COM | 22160K105 |
| XOM | EXXON MOBIL CORP | 7,287 | $1.236M | 0.1% | $87.85 | +57.9% | COM | 30231G102 |
| XLP | SELECT SECTOR SPDR TR | 14,480 | $1.187M | 0.1% | $77.68 | — | STATE STREET CON | 81369Y308 |
| GOOG | ALPHABET INC | 4,040 | $1.159M | 0.1% | $323.67 | 0.0% | CAP STK CL C | 02079K107 |
| ITW | ILLINOIS TOOL WKS INC | 4,345 | $1.131M | 0.1% | $156.60 | +74.5% | COM | 452308109 |
| OOMA | OOMA INC | 75,000 | $1.091M | 0.1% | $11.74 | 0.0% | COM | 683416101 |
| AVUS | AMERICAN CENTY ETF TR | 8,940 | $994K | 0.1% | $90.19 | — | US EQT ETF | 025072885 |
| CHTR | CHARTER COMMUNICATIONS INC | 4,350 | $939K | 0.1% | $378.88 | -43.6% | CL A | 16119P108 |
| KO | COCA COLA CO | 12,246 | $931K | 0.1% | $51.87 | +44.1% | COM | 191216100 |
| TSLA | TESLA INC | 2,348 | $873K | 0.1% | $257.93 | +65.2% | COM | 88160R101 |
| ED | CONSOLIDATED EDISON INC | 6,957 | $787K | 0.1% | $58.03 | +81.5% | COM | 209115104 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 1 | $718K | 0.1% | $740378.25 | 0.0% | CL A | 084670108 |
| PFF | ISHARES TR | 23,155 | $702K | 0.1% | $34.83 | — | PFD AND INCM SEC | 464288687 |
| TRGP | TARGA RES CORP | 2,668 | $669K | 0.1% | $65.10 | +209.8% | COM | 87612G101 |
| LMT | LOCKHEED MARTIN CORP | 1,101 | $665K | 0.1% | $363.01 | +65.5% | COM | 539830109 |
| FENC | FENNEC PHARMACEUTICALS INC | 105,000 | $646K | 0.1% | $7.95 | 0.0% | COM | 31447P100 |
| NOW | SERVICENOW INC | 5,630 | $589K | 0.1% | $158.77 | -23.7% | COM | 81762P102 |
| CRM | SALESFORCE INC | 3,106 | $580K | 0.1% | $215.77 | 0.0% | COM | 79466L302 |
| C | CITIGROUP INC | 5,045 | $572K | 0.1% | $116.18 | 0.0% | COM NEW | 172967424 |
| QQQ | INVESCO QQQ TR | 981 | $566K | 0.1% | $502.23 | — | UNIT SER 1 | 46090E103 |
| MRK | MERCK & CO INC | 4,623 | $556K | 0.1% | $67.56 | +69.2% | COM | 58933Y105 |
| BMY | BRISTOL-MYERS SQUIBB CO | 8,985 | $545K | 0.1% | $40.25 | +42.7% | COM | 110122108 |
| AVGO | BROADCOM INC | 1,736 | $537K | 0.1% | $195.91 | +70.6% | COM | 11135F101 |
| MAR | MARRIOTT INTL INC NEW | 1,630 | $533K | 0.1% | $330.79 | 0.0% | CL A | 571903202 |
| AVDE | AMERICAN CENTY ETF TR | 6,146 | $521K | 0.1% | $64.72 | — | INTL EQT ETF | 025072703 |
| HTBK | HERITAGE COMM CORP | 37,500 | $468K | 0.0% | $12.94 | 0.0% | COM | 426927109 |
| LLY | ELI LILLY & CO | 485 | $446K | 0.0% | $955.55 | +9.6% | COM | 532457108 |
| DFJ | WISDOMTREE TR | 4,362 | $445K | 0.0% | $69.48 | — | JP SMALLCP DIV | 97717W836 |
| LOW | LOWES COS INC | 1,768 | $418K | 0.0% | $271.50 | 0.0% | COM | 548661107 |
| NEPH | NEPHROS INC | 128,700 | $384K | 0.0% | $4.35 | 0.0% | COM | 640671400 |
| EMR | EMERSON ELEC CO | 2,900 | $380K | 0.0% | $53.50 | +177.5% | COM | 291011104 |
| AXP | AMERICAN EXPRESS CO | 1,242 | $376K | 0.0% | $356.17 | 0.0% | COM | 025816109 |
| IWV | ISHARES TR | 934 | $346K | 0.0% | $252.37 | — | RUSSELL 3000 ETF | 464287689 |
| AVUV | AMERICAN CENTY ETF TR | 2,804 | $310K | 0.0% | $95.95 | — | US SML CP VALU | 025072877 |
| AVEM | AMERICAN CENTY ETF TR | 3,815 | $307K | 0.0% | $63.39 | — | AVANTIS EMGMKT | 025072604 |
| CAT | CATERPILLAR INC | 430 | $305K | 0.0% | $684.39 | 0.0% | COM | 149123101 |
| AEP | AMERICAN ELEC PWR CO INC | 2,300 | $301K | 0.0% | $82.62 | +45.9% | COM | 025537101 |
| WMB | WILLIAMS COS INC | 4,121 | $300K | 0.0% | $51.72 | +28.3% | COM | 969457100 |
| RSP | INVESCO EXCHANGE TRADED FD T | 1,550 | $297K | 0.0% | $190.13 | — | S&P500 EQL WGT | 46137V357 |
| GEV | GE VERNOVA INC | 340 | $297K | 0.0% | $736.93 | 0.0% | COM | 36828A101 |
| SLB | SLB LIMITED | 5,699 | $293K | 0.0% | $48.30 | 0.0% | COM STK | 806857108 |
| DE | DEERE & CO | 501 | $282K | 0.0% | $551.35 | 0.0% | COM | 244199105 |
| GE | GE AEROSPACE | 985 | $280K | 0.0% | $195.73 | +62.6% | COM NEW | 369604301 |
| DOV | DOVER CORP | 1,340 | $279K | 0.0% | $85.58 | +150.8% | COM | 260003108 |
| AMAT | APPLIED MATLS INC | 800 | $273K | 0.0% | $239.49 | +36.4% | COM | 038222105 |
| FLNC | FLUENCE ENERGY INC | 18,740 | $258K | 0.0% | $12.11 | +87.8% | COM CL A | 34379V103 |
| PSTG | EVERPURE INC | 4,250 | $251K | 0.0% | $49.76 | +42.6% | CL A | 74624M102 |
| WMT | WALMART INC | 1,985 | $247K | 0.0% | $122.03 | 0.0% | COM | 931142103 |
| IBKR | INTERACTIVE BROKERS GROUP IN | 3,600 | $241K | 0.0% | $47.28 | +55.7% | COM CL A | 45841N107 |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | 100,000 | $237K | 0.0% | $1.85 | +18.4% | COM | 18453H106 |
| COP | CONOCOPHILLIPS | 1,760 | $232K | 0.0% | $102.65 | 0.0% | COM | 20825C104 |
| OABI | OMNIAB INC | 142,286 | $223K | 0.0% | $4.52 | -59.7% | COM | 68218J103 |
| GLD | SPDR GOLD TR | 490 | $211K | 0.0% | $179.75 | — | GOLD SHS | 78463V107 |
| NEE | NEXTERA ENERGY INC | 2,260 | $210K | 0.0% | $87.17 | 0.0% | COM | 65339F101 |
| ABNB | AIRBNB INC | 1,640 | $207K | 0.0% | $124.53 | +3.9% | COM CL A | 009066101 |
| XLK | SELECT SECTOR SPDR TR | 1,520 | $202K | 0.0% | $159.53 | — | STATE STREET TEC | 81369Y803 |
| ENVX | ENOVIX CORPORATION | 24,415 | $126K | 0.0% | $9.68 | -27.9% | COM | 293594107 |
| JOBY | JOBY AVIATION INC | 12,450 | $103K | 0.0% | $12.38 | 0.0% | COMMON STOCK | G65163100 |
| EVTL | VERTICAL AEROSPACE LTD | 27,000 | $59,670 | 0.0% | $5.56 | -7.0% | SHS NEW | G9471C206 |