CALIFORNIA FIRST LEASING CORP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC | 86,400 | 86,400 | 0 | 14,456,448 | 24,659,424 | +10,202,976 |
| ALPHABET INC | 105,100 | 105,100 | 0 | 25,549,810 | 32,896,300 | +7,346,490 |
| AIRBNB INC | 0 | 50,715 | +50,715 | 0 | 6,883,040 | +6,883,040 |
| APPLIED MATLS INC | 92,836 | 92,836 | 0 | 19,007,243 | 23,857,924 | +4,850,681 |
| ADVANCED MICRO DEVICES INC | 54,000 | 54,000 | 0 | 8,736,660 | 11,564,640 | +2,827,980 |
| TWILIO INC | 36,200 | 44,000 | +7,800 | 3,623,258 | 6,258,560 | +2,635,302 |
| QNITY ELECTRONICS INC | 0 | 26,970 | +26,970 | 0 | 2,202,101 | +2,202,101 |
| GOLDMAN SACHS GROUP INC | 23,200 | 23,200 | 0 | 18,475,320 | 20,392,800 | +1,917,480 |
| ALIGN TECHNOLOGY INC | 41,260 | 44,925 | +3,665 | 5,166,577 | 7,015,039 | +1,848,462 |
| DIGITALOCEAN HLDGS INC | 87,600 | 87,600 | 0 | 2,992,416 | 4,215,312 | +1,222,896 |
| EXXON MOBIL CORP | 160,800 | 160,800 | 0 | 18,130,200 | 19,350,672 | +1,220,472 |
| ZETA GLOBAL HOLDINGS CORP | 201,163 | 253,163 | +52,000 | 3,997,109 | 5,151,867 | +1,154,758 |
| WELLS FARGO CO NEW | 106,400 | 106,400 | 0 | 8,918,448 | 9,916,480 | +998,032 |
| COMFORT SYS USA INC | 8,720 | 8,720 | 0 | 7,195,570 | 8,138,289 | +942,719 |
| TAIWAN SEMICONDUCTOR MFG LTD | 36,550 | 36,550 | 0 | 10,208,050 | 11,107,180 | +899,130 |
| ALLISON TRANSMISSION HLDGS I | 42,290 | 42,290 | 0 | 3,589,575 | 4,140,191 | +550,616 |
| SLB LIMITED | 129,000 | 129,000 | 0 | 4,433,730 | 4,951,020 | +517,290 |
| BANK AMERICA CORP | 117,500 | 117,500 | 0 | 6,061,825 | 6,462,500 | +400,675 |
| QUALCOMM INC | 58,650 | 58,650 | 0 | 9,757,014 | 10,032,083 | +275,069 |
| ON HLDG AG | 63,100 | 63,100 | 0 | 2,672,285 | 2,932,888 | +260,603 |
| BRITISH AMERN TOB PLC | 52,500 | 52,500 | 0 | 2,786,700 | 2,972,550 | +185,850 |
| LITHIA MTRS INC | 10,759 | 10,759 | 0 | 3,399,844 | 3,575,538 | +175,694 |
| CORE NATURAL RESOURCES INC | 28,200 | 28,200 | 0 | 2,354,136 | 2,495,982 | +141,846 |
| ISHARES TR | 29,705 | 29,705 | 0 | 7,187,422 | 7,312,183 | +124,761 |
| MARVELL TECHNOLOGY INC | 130,800 | 130,800 | 0 | 10,996,356 | 11,115,384 | +119,028 |
| JPMORGAN CHASE & CO. | 4,380 | 4,380 | 0 | 1,381,583 | 1,411,324 | +29,741 |
| BERKSHIRE HATHAWAY INC DEL | 3,364 | 3,364 | 0 | 1,691,217 | 1,690,915 | -302 |
| CREDIT ACCEP CORP MICH | 1,220 | 1,220 | 0 | 569,655 | 541,021 | -28,634 |
| UNITEDHEALTH GROUP INC | 2,489 | 2,489 | 0 | 859,452 | 821,644 | -37,808 |
| EVEREST GROUP LTD | 7,740 | 7,740 | 0 | 2,710,780 | 2,626,569 | -84,211 |
| ALIBABA GROUP HLDG LTD | 4,900 | 4,900 | 0 | 875,777 | 718,242 | -157,535 |
| LEIDOS HOLDINGS INC | 19,231 | 19,231 | 0 | 3,633,890 | 3,469,272 | -164,618 |
| EMCOR GROUP INC | 4,748 | 4,748 | 0 | 3,084,016 | 2,904,779 | -179,237 |
| BANCORP INC DEL | 24,701 | 24,701 | 0 | 1,849,858 | 1,667,812 | -182,046 |
| FIVERR INTL LTD | 79,610 | 79,610 | 0 | 1,943,280 | 1,573,094 | -370,186 |
| VAIL RESORTS INC | 23,708 | 23,708 | 0 | 3,546,006 | 3,148,422 | -397,584 |
| THE CIGNA GROUP | 30,710 | 30,710 | 0 | 8,852,158 | 8,452,313 | -399,845 |
| PAYPAL HLDGS INC | 55,550 | 55,550 | 0 | 3,725,183 | 3,243,009 | -482,174 |
| ISHARES BITCOIN TRUST ETF | 45,000 | 45,000 | 0 | 2,925,000 | 2,234,250 | -690,750 |
| NETFLIX INC | 2,650 | 26,500 | +23,850 | 3,177,138 | 2,484,640 | -692,498 |
| CHARTER COMMUNICATIONS INC N | 12,382 | 12,382 | 0 | 3,406,350 | 2,584,743 | -821,607 |
| META PLATFORMS INC | 17,739 | 18,164 | +425 | 13,027,167 | 11,989,875 | -1,037,292 |
| ISHARES ETHEREUM TR | 192,900 | 192,900 | 0 | 6,078,279 | 4,326,747 | -1,751,532 |
| DUPONT DE NEMOURS INC | 53,940 | 53,940 | 0 | 4,201,926 | 2,168,388 | -2,033,538 |
| STRIDE INC | 16,885 | 4,455 | -12,430 | 2,514,852 | 289,263 | -2,225,589 |