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CIK: 0000803016
Total reported value
$471.1M
$471.1M
38 檔
16.3%
According to the latest 13F quarterly dataset, California First Leasing CORP managed an equity portfolio of $471.1M at the end of Q1 2024, spanning 38 distinct U.S. exchange-listed positions.
During Q1 2024, California First Leasing CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | Stock-Tech | 9.80% | +3.88% | — | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 8.70% | -4.07% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.39% | -1.63% | — | |
| 4 | CI | THE Cigna Group | Stock-Healthcare | 5.19% | -0.83% | — | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 4.62% | — | — | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.51% | -1.31% | — | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 4.46% | +8.66% | — | |
| 8 | MRVL | Marvell Technology Inc | Stock-Tech | 4.06% | +4.12% | — | |
| 9 | OVV | Ovintiv Inc | Stock-Energy | 3.86% | — | — | |
| 10 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.39% | — | — | |
| 11 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 3.35% | — | — | |
| 12 | SLB | Slb LTD | Stock-Energy | 3.29% | -0.85% | — | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.14% | -1.24% | — | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 3.12% | +3.14% | — | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 2.87% | -0.84% | — | |
| 16 | CLF | Cleveland-cliffs Inc | Stock-Materials | 2.53% | — | — | |
| 17 | GPN | Global Payments Inc | Stock-Industrials | 2.22% | — | — | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 2.07% | -0.42% | — | |
| 19 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.93% | -0.79% | EXIT | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.79% | -0.25% | — | |
| 21 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.71% | -1.43% | +7.33% | |
| 22 | ✓ | On Holding AG | Stock-Other | 1.67% | -0.29% | +179.28% | |
| 23 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.60% | -0.58% | — | |
| 24 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.47% | — | — | |
| 25 | EG | Everest Group, Ltd. | Stock-Financials | 1.43% | — | +53.57% | |
| 26 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.37% | -0.20% | — | |
| 27 | MTCH | Match Group Inc | Stock-Comm Services | 1.16% | — | — | |
| 28 | TER | Teradyne Inc | Stock-Tech | 1.00% | — | — | |
| 29 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.99% | — | — | |
| 30 | ST | Sensata Technologies Holding plc | Stock-Tech | 0.84% | — | — | |
| 31 | CEIXEUR | Consol Energy Inc | Stock-Other | 0.83% | — | — | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.42% | — | |
| 33 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.75% | -0.29% | -61.59% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.52% | EXIT | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | -0.22% | EXIT | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.11% | — | |
| 37 | CACC | Credit Acceptance CORP | Stock-Other | 0.31% | -0.17% | EXIT | |
| 38 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.17% | -0.10% | — |
According to official SEC Form 13F filings, California First Leasing CORP reported a total U.S. public equity portfolio value of $471.1M across 38 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMAT, XOM, GOOGL) accounted for 16.3% of total reported equity market value during Q1 2024.
During Q1 2024, California First Leasing CORP's top holdings by market value included AMAT (9.8%)、XOM (8.7%)、GOOGL (7.4%). The largest single position, AMAT, represented 9.8% of total portfolio value.
In Q1 2024, California First Leasing CORP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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