| As of Date | 07/29/2026 |
| Registration | SEC, Approved, 09/14/1983 |
| ADV Location | PASADENA, CA, United States |
| Contact Info | 626 xxxxxxx |
| Websites |
| AUM* | 139,344,370,550 4% |
| of that, discretionary | 139,344,370,550 4% |
| Number of Employees | 43 8% |
| of those in investment advisory functions | 22 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,741,353,919 113% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Sovereign wealth funds and foreign official institutions
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$22,182,263,342 | % Position13.00% | $ Change200.00% | # Change-12.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$11,002,256,246 | % Position7.00% | $ Change30.00% | # Change-1.00% |
| Stck Ticker458140100 | Stock NameINTEL CORP | $ Position$10,507,291,264 | % Position6.00% | $ Change214.00% | # Change-1.00% |
| Stck Ticker482480100 | Stock NameKLA CORP | $ Position$6,196,136,809 | % Position4.00% | $ Change73.00% | # Change742.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$5,310,435,649 | % Position3.00% | $ Change23.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$2,851,067,887 | % Position2.00% | $ Change13.00% | # Change-1.00% |
| Stck TickerG0593M107 | Stock NameASTRAZENECA PLC | $ Position$3,431,207,652 | % Position2.00% | $ Change-4.00% | # Change-1.00% |
| Stck Ticker09062X103 | Stock NameBIOGEN INC | $ Position$3,274,304,389 | % Position2.00% | $ Change21.00% | # Change3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$2,663,687,328 | % Position2.00% | $ Change-1.00% | # Change-2.00% |
| Stck Ticker31428X106 | Stock NameFEDEX CORP | $ Position$2,554,138,472 | % Position2.00% | $ Change-14.00% | # Change-2.00% |