CALIFORNIA FIRST LEASING CORP (CFNB) — 13F holdings

CALIFORNIA FIRST LEASING CORP (CFNB) reported 34 holdings worth $471M in its 13F filing for Q2 2026, filed August 19, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $82.7M (17.6%)
2. AMAT APPLIED MATLS INC — $63.8M (13.5%)
3. MRVL MARVELL TECHNOLOGY INC — $39.0M (8.3%)
4. GOOGL ALPHABET INC — $35.7M (7.6%)
5. AMD ADVANCED MICRO DEVICES INC — $31.4M (6.7%)
6. GS GOLDMAN SACHS GROUP INC — $23.5M (5.0%)
7. XOM Exxon Mobil Corp — $22.0M (4.7%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $17.5M (3.7%)
9. FIX COMFORT SYS USA INC — $17.3M (3.7%)
10. DOCN DIGITALOCEAN HLDGS INC — $13.8M (2.9%)