CALIFORNIA FIRST LEASING CORP Q2 2025 Filing
Filed August 13, 2025
Portfolio Value
$240.5B
Holdings
42
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 105,100 | $18.5B | 7.70% | |
| 2 | XOMEXXON MOBIL CORP | 160,800 | $17.3B | 7.21% | |
| 3 | AMATAPPLIED MATLS INC | 92,836 | $17.0B | 7.07% | |
| 4 | GSGOLDMAN SACHS GROUP INC | 23,200 | $16.4B | 6.83% | |
| 5 | METAMETA PLATFORMS INC | 17,739 | $13.1B | 5.44% | |
| 6 | MUMICRON TECHNOLOGY INC | 86,400 | $10.6B | 4.43% | |
| 7 | CITHE CIGNA GROUP | 30,710 | $10.2B | 4.22% | |
| 8 | MRVLMARVELL TECHNOLOGY INC | 130,800 | $10.1B | 4.21% | |
| 9 | QCOMQUALCOMM INC | 58,650 | $9.3B | 3.88% | |
| 10 | WFCWELLS FARGO CO NEW | 106,400 | $8.5B | 3.54% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 36,550 | $8.3B | 3.44% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 54,000 | $7.7B | 3.19% | |
| 13 | IWMISHARES TR | 29,705 | $6.4B | 2.67% | |
| 14 | AFWALIGN TECHNOLOGY INC | 30,790 | $5.8B | 2.42% | |
| 15 | BACBANK AMERICA CORP | 117,500 | $5.6B | 2.31% | |
| 16 | FIXCOMFORT SYS USA INC | 8,720 | $4.7B | 1.94% | |
| 17 | TWLOTWILIO INC | 36,200 | $4.5B | 1.87% | |
| 18 | SLBSCHLUMBERGER LTD | 129,000 | $4.4B | 1.81% | |
| 19 | PYPLPAYPAL HLDGS INC | 55,550 | $4.1B | 1.72% | |
| 20 | ALSNALLISON TRANSMISSION HLDGS I | 42,290 | $4.0B | 1.67% | |
| 21 | MTNVAIL RESORTS INC | 23,708 | $3.7B | 1.55% | |
| 22 | DDDUPONT DE NEMOURS INC | 53,940 | $3.7B | 1.54% | |
| 23 | LADLITHIA MTRS INC | 10,759 | $3.6B | 1.51% | |
| 24 | NFLXNETFLIX INC | 2,650 | $3.5B | 1.48% | |
| 25 | ITRIITRON INC | 26,950 | $3.5B | 1.47% | |
| 26 | ONONON HLDG AG | 63,100 | $3.3B | 1.37% | |
| 27 | CHTRCHARTER COMMUNICATIONS INC N | 7,657 | $3.1B | 1.30% | |
| 28 | ZETAZETA GLOBAL HOLDINGS CORP | 201,163 | $3.1B | 1.30% | |
| 29 | LDOSLEIDOS HOLDINGS INC | 19,231 | $3.0B | 1.26% | |
| 30 | REEVEREST GROUP LTD | 7,740 | $2.6B | 1.09% | |
| 31 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 32,799 | $2.6B | 1.06% | |
| 32 | BMTABRITISH AMERN TOB PLC | 52,500 | $2.5B | 1.03% | |
| 33 | FVRRFIVERR INTL LTD | 79,610 | $2.3B | 0.97% | |
| 34 | LRNSTRIDE INC | 15,685 | $2.3B | 0.95% | |
| 35 | EMEEMCOR GROUP INC | 4,070 | $2.2B | 0.91% | |
| 36 | CNRCORE NATURAL RESOURCES INC | 28,200 | $2.0B | 0.82% | |
| 37 | DOCNDIGITALOCEAN HLDGS INC | 67,600 | $1.9B | 0.80% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,364 | $1.6B | 0.68% | |
| 39 | JPMJPMORGAN CHASE & CO. | 4,380 | $1.3B | 0.53% | |
| 40 | UNHUNITEDHEALTH GROUP INC | 2,489 | $776.5M | 0.32% | |
| 41 | CACCCREDIT ACCEP CORP MICH | 1,220 | $621.5M | 0.26% | |
| 42 | BABAALIBABA GROUP HLDG LTD | 4,900 | $555.7M | 0.23% |