13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000803016
Total reported value
$471.1M
$471.1M
44 檔
15.2%
In Q1 2025, California First Leasing CORP's U.S. equity holdings reached a combined market value of $471.1M, distributed across 44 disclosed stock positions.
In Q1 2025, California First Leasing CORP displayed an active expansion posture, initiating 3 new positions and adding to 7 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including XOM, GOOGL, AMAT) accounted for 15.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
ALGN
市值: $3.4M
Top Position Liquidated / Trimmed
APP
前期市值: $10.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 8.44% | -4.07% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.17% | -1.63% | — | |
| 3 | AMAT | Applied Materials Inc | Stock-Tech | 5.94% | +3.88% | — | |
| 4 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.59% | -1.31% | — | |
| 5 | CI | THE Cigna Group | Stock-Healthcare | 4.46% | -0.83% | — | |
| 6 | QCOM | Qualcomm Inc | Stock-Tech | 3.98% | — | — | |
| 7 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 3.57% | — | — | |
| 8 | MRVL | Marvell Technology Inc | Stock-Tech | 3.55% | +4.12% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.54% | -1.24% | — | |
| 10 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.48% | — | — | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 3.37% | -0.84% | — | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 3.31% | +8.66% | +6.27% | |
| 13 | OVV | Ovintiv Inc | Stock-Energy | 3.02% | — | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.61% | -0.47% | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.49% | -0.25% | +8.99% | |
| 16 | SLB | Slb LTD | Stock-Energy | 2.38% | -0.85% | — | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 2.16% | -0.42% | — | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.91% | +3.14% | +13.48% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.86% | — | — | |
| 20 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.79% | -0.58% | — | |
| 21 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.78% | -0.79% | EXIT | |
| 22 | GPN | Global Payments Inc | Stock-Industrials | 1.54% | — | — | |
| 23 | ALGN | Align Technology Inc | Stock-Healthcare | 1.48% | -0.86% | — | |
| 24 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.46% | — | +7.75% | |
| 25 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.39% | -0.20% | — | |
| 26 | TWLO | Twilio Inc - A | Stock-Tech | 1.31% | +0.16% | +32.31% | |
| 27 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 1.27% | -0.23% | — | |
| 28 | ITRI | Itron Inc | Stock-Tech | 1.25% | — | +220.83% | |
| 29 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.25% | -1.43% | — | |
| 30 | EG | Everest Group, Ltd. | Stock-Financials | 1.24% | — | — | |
| 31 | ✓ | On Holding AG | Stock-Other | 1.22% | -0.29% | -37.59% | |
| 32 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.12% | -0.18% | — | |
| 33 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.11% | — | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 1.09% | -0.42% | — | |
| 35 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 1.03% | -0.28% | — | |
| 36 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.99% | — | +63.84% | |
| 37 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.96% | -0.29% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.52% | EXIT | |
| 39 | FVRR | Fiverr International Ltd. | Stock-Other | 0.75% | — | — | |
| 40 | CEIXEUR | Consol Energy Inc | Stock-Other | 0.72% | — | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | -0.22% | EXIT | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.11% | — | |
| 43 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.29% | -0.10% | — | |
| 44 | CACC | Credit Acceptance CORP | Stock-Other | 0.28% | -0.17% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALGN | Align Technology Inc | +1.5% | NEW | New buy |
| 2 | XOM | Exxon Mobil CORP | +1.3% | — | Unchanged |
| 3 | ZETA | Zeta Global Holdings Corp-a | +1.3% | NEW | New buy |
| 4 | FIX | Comfort Systems USA Inc | +1.1% | NEW | New buy |
| 5 | CI | THE Cigna Group | +1% | — | Unchanged |
| 6 | ITRI | Itron Inc | +0.9% | +220.83% | Add |
| 7 | VZ | Verizon Communications Inc | +0.6% | — | Unchanged |
| 8 | MU | Micron Technology Inc | +0.5% | +6.27% | Add |
| 9 | BMY | Bristol-myers Squibb Co | +0.5% | — | Unchanged |
| 10 | LDOS | Leidos Holdings Inc | +0.4% | +63.84% | Add |
| 11 | OVV | Ovintiv Inc | +0.4% | — | Unchanged |
| 12 | SLB | Slb LTD | +0.3% | — | Unchanged |
| 13 | TWLO | Twilio Inc - A | +0.3% | +32.31% | Add |
| 14 | WFC | Wells Fargo & Co | +0.3% | — | Unchanged |
| 15 | QCOM | Qualcomm Inc | +0.3% | — | Unchanged |
| 16 | META | Meta Platforms Inc-class A | +0.2% | — | Unchanged |
| 17 | BTI | British American Tob-sp Adr | +0.2% | — | Unchanged |
| 18 | CHTR | Charter Communications Inc-a | +0.2% | — | Unchanged |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | — | Unchanged |
| 20 | BABA | Alibaba Group Holding-sp Adr | +0.1% | — | Unchanged |
| 21 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 23 | 6D8 | Dupont De Nemours Inc | +0.1% | — | Unchanged |
| 24 | EG | Everest Group, Ltd. | +0.1% | — | Unchanged |
| 25 | CTSH | Cognizant Tech Solutions-a | +0.1% | — | Unchanged |
| 26 | AMD | Advanced Micro Devices | +0.1% | +13.48% | Add |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | — | Unchanged |
| 28 | CACC | Credit Acceptance CORP | 0% | — | Unchanged |
| 29 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 30 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 31 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | +8.99% | Add |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | — | Unchanged |
| 33 | ALSN | Allison Transmission Holding | -0.1% | — | Unchanged |
| 34 | IWM | Ishares Russell 2000 ETF | -0.1% | — | Unchanged |
| 35 | MTN | Vail Resorts Inc | -0.1% | — | Unchanged |
| 36 | GPN | Global Payments Inc | -0.1% | — | Unchanged |
| 37 | FVRR | Fiverr International Ltd. | -0.2% | — | Unchanged |
| 38 | PYPL | Paypal Holdings Inc | -0.2% | +7.75% | Add |
| 39 | LAD | Lithia Motors Inc | -0.2% | — | Unchanged |
| 40 | CEIXEUR | Consol Energy Inc | -0.2% | — | Unchanged |
| 41 | AMAT | Applied Materials Inc | -0.3% | — | Unchanged |
| 42 | SSTK | Shutterstock Inc | -0.4% | EXIT | Sold out |
| 43 | CLF | Cleveland-cliffs Inc | -0.4% | EXIT | Sold out |
| 44 | MTCH | Match Group Inc | -0.9% | EXIT | Sold out |
| 45 | GOOGL | Alphabet Inc-cl A | -1% | — | Unchanged |
| 46 | ✓ | On Holding AG | -1.1% | -37.59% | Trim |
| 47 | MRVL | Marvell Technology Inc | -2.4% | — | Unchanged |
| 48 | APP | Applovin Corp-class A | -4.3% | EXIT | Sold out |
According to official SEC Form 13F filings, California First Leasing CORP reported a total U.S. public equity portfolio value of $471.1M across 44 disclosed positions in Q1 2025.
During Q1 2025, California First Leasing CORP's top holdings by market value included XOM (8.4%)、GOOGL (7.2%)、AMAT (5.9%). The largest single position, XOM, represented 8.4% of total portfolio value.
In Q1 2025, California First Leasing CORP made 15 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 1 holdings, and fully liquidating 4 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.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.