CALIFORNIA FIRST LEASING CORP
SEC Form 13F institutional filer · CIK 0000803016
13F-HR · 25 reported holdings · 2026-03-31
Reported long-US-equity value
$0.26B
Top-10 concentration
73.2%
CALIFORNIA FIRST LEASING CORP — $258M AUM allocation strategy
CALIFORNIA FIRST LEASING CORP files SEC Form 13F and reports $258M of long US equity value across 25 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 32.9%, followed by Communication Services 17.5% and Energy 13.1%.
The top 10 holdings account for 73% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
CALIFORNIA FIRST LEASING CORP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$258M
total across 25 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
73% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CHTR +12.4K sh · +$2.76M+$ABNB +8.17K sh · +$553K+$META +1.24K sh · −$891K
Biggest trims (shares)
−$GOOG −5.2K sh · −$4.17M−$AMAT −4.6K sh · +$6.3M−$MU −4.32K sh · +$3.07M
Exited to nil (held last quarter, gone now)
$QCOM ($10M last qtr)$LDOS ($3.47M last qtr)$PYPL ($3.24M last qtr)$EME ($2.9M last qtr)$EG ($2.63M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors20.0%—
- Interactive Media & Services15.5%—
- Semiconductor Materials & Equipment12.9%—
- Integrated Oil & Gas10.5%—
- Investment Banking & Brokerage7.6%—
- Diversified Banks5.5%—
- Construction & Engineering4.6%—
- Hotels, Resorts & Cruise Lines4.0%—
- Other holdings19.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMAT | Applied Materials Inc | 88.2K | $30.2M | -4.6K | 11.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 99.9K | $28.7M | -5.2K | 11.1% |
| $MU | Micron Technology Inc | 82.1K | $27.7M | -4.32K | 10.7% |
| $XOM | ExxonMobil Holdings Corporation | 161K | $27.3M | +0 | 10.6% |
| $GS | Goldman Sachs Group Inc | 23.2K | $19.6M | +0 | 7.6% |
| $MRVL | Marvell Technology Inc | 131K | $13M | +0 | 5.0% |
| $FIX | Comfort Systems USA Inc | 8.72K | $12M | +0 | 4.7% |
| $META | Meta Platforms Inc | 19.4K | $11.1M | +1.24K | 4.3% |
| $AMD | Advanced Micro Devices Inc | 54K | $11M | +0 | 4.3% |
| $WFC | Wells Fargo & Company | 106K | $8.47M | +0 | 3.3% |
…and 15 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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