California First Leasing Corp as of June 30, 2025
Portfolio Holdings for California First Leasing Corp
California First Leasing Corp holds 42 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $19M | 105k | 176.23 | |
| Exxon Mobil Corporation (XOM) | 7.2 | $17M | 161k | 107.80 | |
| Applied Materials (AMAT) | 7.1 | $17M | 93k | 183.07 | |
| Goldman Sachs (GS) | 6.8 | $16M | 23k | 707.75 | |
| Meta Platforms Cl A (META) | 5.4 | $13M | 18k | 738.09 | |
| Micron Technology (MU) | 4.4 | $11M | 86k | 123.25 | |
| Cigna Corp (CI) | 4.2 | $10M | 31k | 330.58 | |
| Marvell Technology (MRVL) | 4.2 | $10M | 131k | 77.40 | |
| Qualcomm (QCOM) | 3.9 | $9.3M | 59k | 159.26 | |
| Wells Fargo & Company (WFC) | 3.5 | $8.5M | 106k | 80.12 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $8.3M | 37k | 226.49 | |
| Advanced Micro Devices (AMD) | 3.2 | $7.7M | 54k | 141.90 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.7 | $6.4M | 30k | 215.79 | |
| Align Technology (ALGN) | 2.4 | $5.8M | 31k | 189.33 | |
| Bank of America Corporation (BAC) | 2.3 | $5.6M | 118k | 47.32 | |
| Comfort Systems USA (FIX) | 1.9 | $4.7M | 8.7k | 536.21 | |
| Twilio Cl A (TWLO) | 1.9 | $4.5M | 36k | 124.36 | |
| Schlumberger Com Stk (SLB) | 1.8 | $4.4M | 129k | 33.80 | |
| Paypal Holdings (PYPL) | 1.7 | $4.1M | 56k | 74.32 | |
| Allison Transmission Hldngs I (ALSN) | 1.7 | $4.0M | 42k | 94.99 | |
| Vail Resorts (MTN) | 1.5 | $3.7M | 24k | 157.13 | |
| Dupont De Nemours (DD) | 1.5 | $3.7M | 54k | 68.59 | |
| Lithia Motors (LAD) | 1.5 | $3.6M | 11k | 337.82 | |
| Netflix (NFLX) | 1.5 | $3.5M | 2.7k | 1339.13 | |
| Itron (ITRI) | 1.5 | $3.5M | 27k | 131.63 | |
| On Hldg Namen Akt A (ONON) | 1.4 | $3.3M | 63k | 52.05 | |
| Charter Communications Inc N Cl A (CHTR) | 1.3 | $3.1M | 7.7k | 408.81 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.3 | $3.1M | 201k | 15.49 | |
| Leidos Holdings (LDOS) | 1.3 | $3.0M | 19k | 157.76 | |
| Everest Re Group (EG) | 1.1 | $2.6M | 7.7k | 339.85 | |
| Cognizant Technology Solutio Cl A (CTSH) | 1.1 | $2.6M | 33k | 78.03 | |
| British Amern Tob Sponsored Adr (BTI) | 1.0 | $2.5M | 53k | 47.33 | |
| Fiverr Intl Ord Shs (FVRR) | 1.0 | $2.3M | 80k | 29.33 | |
| Stride (LRN) | 0.9 | $2.3M | 16k | 145.19 | |
| Emcor (EME) | 0.9 | $2.2M | 4.1k | 534.89 | |
| Core Natural Resources Com Shs (CNR) | 0.8 | $2.0M | 28k | 69.74 | |
| Digitalocean Hldgs (DOCN) | 0.8 | $1.9M | 68k | 28.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.6M | 3.4k | 485.77 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.3M | 4.4k | 289.91 | |
| UnitedHealth (UNH) | 0.3 | $777k | 2.5k | 311.97 | |
| Credit Acceptance (CACC) | 0.3 | $622k | 1.2k | 509.43 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $556k | 4.9k | 113.41 |
