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Home > Institutional Investor > California Capital Advisors, Inc. > Profile

Instuitional Investor - California Capital Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: California Capital Advisors, Inc.
Portfolio Value $276,716,887
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 125,151 $22,744,943 8.22%
2.
Vanguard Specialized Funds - DIV APP ETF
 110,034 $22,520,659 8.14%
3.
Spdr Gold Trust
 GLD 58,855 $17,940,770 6.48%
4.
Microsoft Corp
 MSFT 35,944 $17,878,845 6.46%
5.
Amazon Com Inc
 AMZN 70,620 $15,493,322 5.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)