CALIFORNIA FIRST LEASING CORP Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$307.9M

Holdings

45

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (45 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
105,100$32.9M10.68%
2
MUMICRON TECHNOLOGY INC
86,400$24.7M8.01%
3
AMATAPPLIED MATLS INC
92,836$23.9M7.75%
4
GSGOLDMAN SACHS GROUP INC
23,200$20.4M6.62%
5
XOMEXXON MOBIL CORP
160,800$19.4M6.28%
6
METAMETA PLATFORMS INC
18,164$12.0M3.89%
7
AMDADVANCED MICRO DEVICES INC
54,000$11.6M3.76%
8
MRVLMARVELL TECHNOLOGY INC
130,800$11.1M3.61%
9
TSMTAIWAN SEMICONDUCTOR MFG LTD
36,550$11.1M3.61%
10
QCOMQUALCOMM INC
58,650$10.0M3.26%
11
WFCWELLS FARGO CO NEW
106,400$9.9M3.22%
12
CITHE CIGNA GROUP
30,710$8.5M2.74%
13
FIXCOMFORT SYS USA INC
8,720$8.1M2.64%
14
IWMISHARES TR
29,705$7.3M2.37%
15
AFWALIGN TECHNOLOGY INC
44,925$7.0M2.28%
16
ABNBAIRBNB INC
50,715$6.9M2.24%
17
BACBANK AMERICA CORP
117,500$6.5M2.10%
18
TWLOTWILIO INC
44,000$6.3M2.03%
19
ZETAZETA GLOBAL HOLDINGS CORP
253,163$5.2M1.67%
20
SLBSLB LIMITED
129,000$5.0M1.61%
21
ETHAISHARES ETHEREUM TR
192,900$4.3M1.40%
22
DOCNDIGITALOCEAN HLDGS INC
87,600$4.2M1.37%
23
ALSNALLISON TRANSMISSION HLDGS I
42,290$4.1M1.34%
24
LADLITHIA MTRS INC
10,759$3.6M1.16%
25
LDOSLEIDOS HOLDINGS INC
19,231$3.5M1.13%
26
PYPLPAYPAL HLDGS INC
55,550$3.2M1.05%
27
MTNVAIL RESORTS INC
23,708$3.1M1.02%
28
BMTABRITISH AMERN TOB PLC
52,500$3.0M0.97%
29
ONONON HLDG AG
63,100$2.9M0.95%
30
EMEEMCOR GROUP INC
4,748$2.9M0.94%
31
REEVEREST GROUP LTD
7,740$2.6M0.85%
32
CHTRCHARTER COMMUNICATIONS INC N
12,382$2.6M0.84%
33
CNRCORE NATURAL RESOURCES INC
28,200$2.5M0.81%
34
NFLXNETFLIX INC
26,500$2.5M0.81%
35
IBITISHARES BITCOIN TRUST ETF
45,000$2.2M0.73%
36
QQNITY ELECTRONICS INC
26,970$2.2M0.72%
37
DDDUPONT DE NEMOURS INC
53,940$2.2M0.70%
38
BRK/BBERKSHIRE HATHAWAY INC DEL
3,364$1.7M0.55%
39
TBBKBANCORP INC DEL
24,701$1.7M0.54%
40
FVRRFIVERR INTL LTD
79,610$1.6M0.51%
41
JPMJPMORGAN CHASE & CO.
4,380$1.4M0.46%
42
UNHUNITEDHEALTH GROUP INC
2,489$821K0.27%
43
BABAALIBABA GROUP HLDG LTD
4,900$718K0.23%
44
CACCCREDIT ACCEP CORP MICH
1,220$541K0.18%
45
LRNSTRIDE INC
4,455$289K0.09%