| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SJW GROUP | 1,875,642 | 50,811,000 | 4.61% | ||
| 2 | EXXON MOBIL CORP | 449,420 | 44,276,000 | 4.02% | ||
| 3 | CHEVRON CORP NEW | 191,103 | 25,071,000 | 2.27% | ||
| 4 | JOHNSON & JOHNSON | 227,129 | 23,944,000 | 2.17% | ||
| 5 | GENERAL ELECTRIC CO | 779,661 | 20,942,000 | 1.90% | ||
| 6 | SPDR S&P 500 ETF TR | 98,808 | 18,447,000 | 1.67% | ||
| 7 | APPLE INC | 195,396 | 18,373,000 | 1.67% | ||
| 8 | NIKE INC | 199,893 | 17,246,000 | 1.56% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 281,178 | 17,098,000 | 1.55% | ||
| 10 | PFIZER INC | 520,411 | 15,888,000 | 1.44% | ||
| 11 | MICROSOFT CORP | 369,797 | 15,458,000 | 1.40% | ||
| 12 | WELLS FARGO & CO NEW | 288,525 | 15,292,000 | 1.39% | ||
| 13 | BERKSHIRE HATHAWAY B | 117,119 | 15,143,000 | 1.37% | ||
| 14 | QUALCOMM INC | 176,126 | 14,264,000 | 1.29% | ||
| 15 | SPDR S&P MIDCAP 400 ETF TR | 54,280 | 14,229,000 | 1.29% | ||
| 16 | PROCTER AND GAMBLE CO | 176,088 | 14,084,000 | 1.28% | ||
| 17 | WILLIAMS COS INC DEL | 227,766 | 13,235,000 | 1.20% | ||
| 18 | DISNEY WALT CO | 149,918 | 13,019,000 | 1.18% | ||
| 19 | CUMMINS INC | 82,223 | 12,971,000 | 1.18% | ||
| 20 | UNION PAC CORP | 127,506 | 12,876,000 | 1.17% | ||
| 21 | PEPSICO INC | 141,045 | 12,697,000 | 1.15% | ||
| 22 | CONOCOPHILLIPS | 139,240 | 12,030,000 | 1.09% | ||
| 23 | SCHLUMBERGER LTD | 101,622 | 11,941,000 | 1.08% | ||
| 24 | INTEL CORP | 380,130 | 11,837,000 | 1.07% | ||
| 25 | ISHARES TR | 170,165 | 11,779,000 | 1.07% | ||
| 26 | VERIZON COMMUNICATIONS INC | 233,659 | 11,615,000 | 1.05% | ||
| 27 | GILEAD SCIENCES INC | 131,110 | 11,525,000 | 1.05% | ||
| 28 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 19,071 | 11,235,000 | 1.02% | ||
| 29 | ABBOTT LABS | 263,322 | 11,031,000 | 1.00% | ||
| 30 | Accenture Plc | 125,524 | 10,236,000 | 0.93% | ||
| 31 | BOEING CO | 78,911 | 10,141,000 | 0.92% | ||
| 32 | Merck & Co., Inc. | 169,510 | 10,035,000 | 0.91% | ||
| 33 | COLGATE PALMOLIVE CO | 140,699 | 9,683,000 | 0.88% | ||
| 34 | BLACKROCK INC | 29,803 | 9,644,000 | 0.87% | ||
| 35 | MCDONALDS CORP | 95,450 | 9,639,000 | 0.87% | ||
| 36 | COCA COLA CO | 223,979 | 9,459,000 | 0.86% | ||
| 37 | ISHARES TR | 78,234 | 9,374,000 | 0.85% | ||
| 38 | CVS HEALTH CORP | 121,351 | 9,323,000 | 0.85% | ||
| 39 | JPMORGAN CHASE & CO | 161,114 | 9,192,000 | 0.83% | ||
| 40 | 3M CO | 62,855 | 9,140,000 | 0.83% | ||
| 41 | EMC | 334,825 | 9,013,000 | 0.82% | ||
| 42 | AMERICAN EXPRESS CO | 93,504 | 8,961,000 | 0.81% | ||
| 43 | MONDELEZ INTL INC | 234,947 | 8,921,000 | 0.81% | ||
| 44 | CERNER CORP | 166,887 | 8,737,000 | 0.79% | ||
| 45 | DEVON ENERGY CORP NEW | 109,064 | 8,639,000 | 0.78% | ||
| 46 | ORACLE CORP | 201,211 | 8,318,000 | 0.75% | ||
| 47 | STRYKER CORP | 96,619 | 8,273,000 | 0.75% | ||
| 48 | INTUIT | 100,109 | 8,232,000 | 0.75% | ||
| 49 | UNITED TECHNOLOGIES CORP | 69,233 | 7,998,000 | 0.73% | ||
| 50 | BP PLC | 148,549 | 7,895,000 | 0.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323119-14-000003, filed 2014.08.18).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
