| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 08/16/1985 |
| ADV Location | PASADENA, CA, United States |
| Contact Info | 626 xxxxxxx |
| Websites |
| AUM* | 540,075,064 6% |
| of that, discretionary | 540,075,064 6% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,506,928 12% |
| % High Net Worth | 73.49% -5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker007903107 | Stock NameAdvanced Micro Devices | $ Position$61,097,790 | % Position13.00% | $ Change152.00% | # Change-12.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc Cap Stk Cl A | $ Position$38,439,075 | % Position8.00% | $ Change2699.00% | # Change2153.00% |
| Stck Ticker037833100 | Stock NameApple, Inc. | $ Position$30,413,788 | % Position6.00% | $ Change2528.00% | # Change2205.00% |
| Stck Ticker22160K105 | Stock NameCostco Wholesale | $ Position$21,878,724 | % Position5.00% | $ Change3202.00% | # Change3417.00% |
| Stck Ticker697435105 | Stock NamePalo Alto Networks Inc. Com | $ Position$20,763,003 | % Position4.00% | $ Change113.00% | # Change0.00% |
| Stck Ticker368736104 | Stock NameGenerac Hldgs Inc. | $ Position$16,800,267 | % Position4.00% | $ Change1877.00% | # Change1219.00% |
| Stck Ticker038222105 | Stock NameApplied Materials Inc. | $ Position$14,864,880 | % Position3.00% | $ Change71.00% | # Change-19.00% |
| Stck Ticker14040H105 | Stock NameCapital One Finl Corp | $ Position$14,025,946 | % Position3.00% | $ Change11.00% | # Change1.00% |
| Stck TickerG25457105 | Stock NameCredo Technology Group Ord Shs | $ Position$15,997,459 | % Position3.00% | $ Change102.00% | # Change-30.00% |
| Stck Ticker02079K107 | Stock NameAlphabet Inc Cap Stk Cl C | $ Position$12,411,776 | % Position3.00% | $ Change20.00% | # Change-2.00% |