13F HOLDINGS REPORT
CALIFORNIA FIRST LEASING CORP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000803016-25-000021
Total Value
$240.5M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 105,100 | $18.5M | 7.70% |
| 2 | EXXON MOBIL CORP | XOM | 160,800 | $17.3M | 7.21% |
| 3 | APPLIED MATLS INC | 038222105 | 92,836 | $17.0M | 7.07% |
| 4 | GOLDMAN SACHS GROUP INC | GSCE | 23,200 | $16.4M | 6.83% |
| 5 | META PLATFORMS INC | META | 17,739 | $13.1M | 5.44% |
| 6 | MICRON TECHNOLOGY INC | MU | 86,400 | $10.6M | 4.43% |
| 7 | THE CIGNA GROUP | 125523100 | 30,710 | $10.2M | 4.22% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 130,800 | $10.1M | 4.21% |
| 9 | QUALCOMM INC | QCOM | 58,650 | $9.3M | 3.88% |
| 10 | WELLS FARGO CO NEW | 949746101 | 106,400 | $8.5M | 3.54% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 36,550 | $8.3M | 3.44% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 54,000 | $7.7M | 3.19% |
| 13 | ISHARES TR | 464287655 | 29,705 | $6.4M | 2.67% |
| 14 | ALIGN TECHNOLOGY INC | ALGN | 30,790 | $5.8M | 2.42% |
| 15 | BANK AMERICA CORP | 060505104 | 117,500 | $5.6M | 2.31% |
| 16 | COMFORT SYS USA INC | 199908104 | 8,720 | $4.7M | 1.94% |
| 17 | TWILIO INC | TWLO | 36,200 | $4.5M | 1.87% |
| 18 | SCHLUMBERGER LTD | SLB | 129,000 | $4.4M | 1.81% |
| 19 | PAYPAL HLDGS INC | PYPL | 55,550 | $4.1M | 1.72% |
| 20 | ALLISON TRANSMISSION HLDGS I | ALSN | 42,290 | $4.0M | 1.67% |
| 21 | VAIL RESORTS INC | MTN | 23,708 | $3.7M | 1.55% |
| 22 | DUPONT DE NEMOURS INC | DD | 53,940 | $3.7M | 1.54% |
| 23 | LITHIA MTRS INC | 536797103 | 10,759 | $3.6M | 1.51% |
| 24 | NETFLIX INC | NFLX | 2,650 | $3.5M | 1.48% |
| 25 | ITRON INC | ITRI | 26,950 | $3.5M | 1.47% |
| 26 | ON HLDG AG | H5919C104 | 63,100 | $3.3M | 1.37% |
| 27 | CHARTER COMMUNICATIONS INC N | 16119P108 | 7,657 | $3.1M | 1.30% |
| 28 | ZETA GLOBAL HOLDINGS CORP | ZETA | 201,163 | $3.1M | 1.30% |
| 29 | LEIDOS HOLDINGS INC | LDOS | 19,231 | $3.0M | 1.26% |
| 30 | EVEREST GROUP LTD | EG | 7,740 | $2.6M | 1.09% |
| 31 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 32,799 | $2.6M | 1.06% |
| 32 | BRITISH AMERN TOB PLC | 110448107 | 52,500 | $2.5M | 1.03% |
| 33 | FIVERR INTL LTD | M4R82T106 | 79,610 | $2.3M | 0.97% |
| 34 | STRIDE INC | LRN | 15,685 | $2.3M | 0.95% |
| 35 | EMCOR GROUP INC | EME | 4,070 | $2.2M | 0.91% |
| 36 | CORE NATURAL RESOURCES INC | CNR | 28,200 | $2.0M | 0.82% |
| 37 | DIGITALOCEAN HLDGS INC | DOCN | 67,600 | $1.9M | 0.80% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,364 | $1.6M | 0.68% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 4,380 | $1.3M | 0.53% |
| 40 | UNITEDHEALTH GROUP INC | UNH | 2,489 | $776,493 | 0.32% |
| 41 | CREDIT ACCEP CORP MICH | 225310101 | 1,220 | $621,505 | 0.26% |
| 42 | ALIBABA GROUP HLDG LTD | BBAAY | 4,900 | $555,709 | 0.23% |