Chico Wealth RIA
Chico Wealth RIA reported 49 holdings worth US$192M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Chico Wealth RIA reported 49 holdings worth US$192M as of Jun 30, 2026. Largest: Kla Corporation, Trico Bancshares and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$192M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Kla Corporation | 30,346 | US$9.16M | 4.8% |
| Trico Bancshares | 43,654 | US$2.35M | 1.2% |
| Alphabet Inc (google) Class C | 6,050 | US$2.16M | 1.1% |
| Apple Inc | 6,408 | US$1.85M | 0.97% |
| Caterpillar, Inc. | 1,171 | US$1.25M | 0.65% |
| Lulu's Fashion Lounge Holdings, Inc. | 138K | US$1.14M | 0.59% |
| Microsoft Corp. | 2,593 | US$967K | 0.50% |
| Valero Energy Corporation | 3,200 | US$833K | 0.43% |
| Nvidia Corporation | 3,821 | US$765K | 0.40% |
| Cipher Digital Inc. | 30,000 | US$735K | 0.38% |
| Meta Platforms, Inc. | 1,217 | US$685K | 0.36% |
| Arthur J. Gallagher & Co. | 2,906 | US$667K | 0.35% |
| Amazon.com, Inc. | 2,718 | US$648K | 0.34% |
| Pacific Gas & Electric Co. | 34,087 | US$573K | 0.30% |
| Commerce.com, Inc. - Series 1 | 183K | US$540K | 0.28% |
| Berkshire Hathaway Inc. | 1,042 | US$521K | 0.27% |
| Brown Forman Inc | 17,588 | US$469K | 0.24% |
| Growgeneration Corp. | 227K | US$336K | 0.18% |
| Equipmentshare.com Inc | 16,385 | US$322K | 0.17% |
| Micron Technology, Inc. | 243 | US$280K | 0.15% |
| Us Foods Holding Corp. | 2,556 | US$261K | 0.14% |
| Jp Morgan Chase & Co. | 779 | US$255K | 0.13% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 531 | US$254K | 0.13% |
| Tesla, Inc. | 554 | US$233K | 0.12% |
| Medifast Inc | 21,000 | US$223K | 0.12% |
| Lumentum Holdings Inc. | 252 | US$216K | 0.11% |
| Capital One Financial Corporation | 1,060 | US$213K | 0.11% |
| Ferguson Enterprises Inc. | 881 | US$209K | 0.11% |
| Bank Of America Corporation | 3,646 | US$208K | 0.11% |
| Darden Restaurants, Inc. | 989 | US$204K | 0.11% |
Source
View original at SEC
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