CALIFORNIA FIRST LEASING CORP

data from 30/09/2025

Capitalization

$ 273.106 M 13.55 %

Average holding period

10 ans

Performance

$ 69.099 M 35.74 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CALIFORNIA FIRST LEASING CORP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GOOGL ALPHABET INC 9.36% 25.550 M $ 105100 2021/12/31 7.028 M $ 37.94 %
2025/09/30 AMAT APPLIED MATLS INC 6.96% 19.007 M $ 92836 2021/12/31 2.012 M $ 11.84 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 6.76% 18.475 M $ 23200 2021/12/31 2.056 M $ 12.52 %
2025/09/30 XOM EXXON MOBIL CORP 6.64% 18.130 M $ 160800 2021/12/31 795.960 K $ 4.59 %
2025/09/30 MU MICRON TECHNOLOGY INC 5.29% 14.456 M $ 86400 2021/12/31 3.808 M $ 35.76 %
2025/09/30 META META PLATFORMS INC 4.77% 13.027 M $ 17739 2022/03/31 -65.811 K $ -0.50 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 4.03% 10.996 M $ 130800 2021/12/31 872.435 K $ 8.62 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 3.74% 10.208 M $ 36550 2023/06/30 1.930 M $ 23.31 %
2025/09/30 QCOM QUALCOMM INC 3.57% 9.757 M $ 58650 2021/12/31 416.415 K $ 4.46 %
2025/09/30 WFC WELLS FARGO CO NEW 3.27% 8.918 M $ 106400 2021/12/31 393.679 K $ 4.62 %
2025/09/30 CI THE CIGNA GROUP 3.24% 8.852 M $ 30710 2021/12/31 -1.300 M $ -12.80 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 3.20% 8.737 M $ 54000 2022/06/30 1.074 M $ 14.02 %
2025/09/30 FIX COMFORT SYS USA INC 2.63% 7.196 M $ 8720 2025/03/31 2.520 M $ 53.89 %
2025/09/30 IWM ISHARES TR 2.63% 7.187 M $ 29705 2024/09/30 777.379 K $ 12.13 %
2025/09/30 ETHA ISHARES ETHEREUM TR 2.23% 6.078 M $ 192900 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAC BANK AMERICA CORP 2.22% 6.062 M $ 117500 2021/12/31 501.725 K $ 9.02 %
2025/09/30 ALGN ALIGN TECHNOLOGY INC 1.89% 5.167 M $ 41260 2025/03/31 -1.974 M $ -33.86 %
2025/09/30 SLB SCHLUMBERGER LTD 1.62% 4.434 M $ 129000 2021/12/31 73.530 K $ 1.69 %
2025/09/30 DD DUPONT DE NEMOURS INC 1.54% 4.202 M $ 53940 2021/12/31 502.181 K $ 13.57 %
2025/09/30 ZETA ZETA GLOBAL HOLDINGS CORP 1.46% 3.997 M $ 201163 2025/03/31 881.093 K $ 28.28 %
2025/09/30 PYPL PAYPAL HLDGS INC 1.36% 3.725 M $ 55550 2023/03/31 -403.292 K $ -9.77 %
2025/09/30 LDOS LEIDOS HOLDINGS INC 1.33% 3.634 M $ 19231 2024/09/30 600.007 K $ 19.78 %
2025/09/30 TWLO TWILIO INC 1.33% 3.623 M $ 36200 2024/12/31 -878.573 K $ -19.52 %
2025/09/30 ALSN ALLISON TRANSMISSION HLDGS I 1.31% 3.590 M $ 42290 2023/03/31 -427.551 K $ -10.64 %
2025/09/30 MTN VAIL RESORTS INC 1.30% 3.546 M $ 23708 2024/06/30 -179.232 K $ -4.81 %
2025/09/30 CHTR CHARTER COMMUNICATIONS INC N 1.25% 3.406 M $ 12382 2022/09/30 -1.024 M $ -32.70 %
2025/09/30 LAD LITHIA MTRS INC 1.24% 3.400 M $ 10759 2022/09/30 -234.761 K $ -6.46 %
2025/09/30 ITRI ITRON INC 1.23% 3.357 M $ 26950 2024/12/31 -190.536 K $ -5.37 %
2025/09/30 NFLX NETFLIX INC 1.16% 3.177 M $ 2650 2022/03/31 -371.556 K $ -10.47 %
2025/09/30 EME EMCOR GROUP INC 1.13% 3.084 M $ 4748 2025/06/30 466.625 K $ 21.43 %
2025/09/30 DOCN DIGITALOCEAN HLDGS INC 1.10% 2.992 M $ 87600 2025/06/30 378.559 K $ 19.61 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 1.07% 2.925 M $ 45000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BTI BRITISH AMERN TOB PLC 1.02% 2.787 M $ 52500 2021/12/31 301.875 K $ 12.15 %
2025/09/30 EVEREST GROUP LTD 0.99% 2.711 M $ 7740 2023/12/31 80.341 K $ 3.05 %
2025/09/30 ONON ON HLDG AG 0.98% 2.672 M $ 63100 2023/09/30 -612.069 K $ -18.64 %
2025/09/30 LRN STRIDE INC 0.92% 2.515 M $ 16885 2025/06/30 58.818 K $ 2.58 %
2025/09/30 CNR CORE NATURAL RESOURCES INC 0.86% 2.354 M $ 28200 2025/06/30 387.468 K $ 19.70 %
2025/09/30 FVRR FIVERR INTL LTD 0.71% 1.943 M $ 79610 2024/06/30 -391.681 K $ -16.77 %
2025/09/30 TBBK BANCORP INC DEL 0.68% 1.850 M $ 24701 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.62% 1.691 M $ 3364 2022/09/30 57.087 K $ 3.49 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.51% 1.382 M $ 4380 2022/09/30 111.777 K $ 8.80 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.32% 875.777 K $ 4900 2021/12/31 320.067 K $ 57.60 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.31% 859.452 K $ 2489 2021/12/31 82.958 K $ 10.68 %
2025/09/30 CACC CREDIT ACCEP CORP MICH 0.21% 569.655 K $ 1220 2021/12/31 -51.850 K $ -8.34 %
2025/09/30 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %