Holdings
Chico Wealth RIA
As of Jun 30, 2026, Chico Wealth RIA reported 30 positions worth US$28.5M. Largest: Kla Corporation, Trico Bancshares and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kla Corporation | 30,346 | US$9.16M | +27,313 | Jun 30, 2026 |
| Trico Bancshares | 43,654 | US$2.35M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,050 | US$2.16M | +3,194 | Jun 30, 2026 |
| Apple Inc | 6,408 | US$1.85M | +242 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,171 | US$1.25M | +14 | Jun 30, 2026 |
| Lulu's Fashion Lounge Holdings, Inc. | 138K | US$1.14M | no change | Jun 30, 2026 |
| Microsoft Corp. | 2,593 | US$967K | +562 | Jun 30, 2026 |
| Valero Energy Corporation | 3,200 | US$833K | +21 | Jun 30, 2026 |
| Nvidia Corporation | 3,821 | US$765K | −504 | Jun 30, 2026 |
| Cipher Digital Inc. | 30,000 | US$735K | no change | Jun 30, 2026 |