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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 $374,760,679
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Intel Corp
 INTC 282,864 $39,496,301 10.54%
2.
Apple Inc.
 AAPL 57,381 $16,603,650 4.43%
3.
First Tr Exchange-Traded Fd
 787,315 $16,419,457 4.38%
4.
Alphabet Inc.
 GOOGL 41,871 $14,963,564 3.99%
5.
Amazon Com Inc
 AMZN 62,425 $14,878,375 3.97%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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