account_balance
Investment manager · 13F filer · SEC CIK 1387723
Bank of Stockton
Reported value$333Mas of Sep 30, 2026
Positions124 2 new, 4 sold out
Top 10 weight54.2%IVV alone is 17%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVVIshares: S&P 500 Index
17.0%Trimmed −13%
IJHIshares: S&P Midcap 400 Index
10.8%Trimmed −3%
IJRIshares: S&P Smallcap 600 Index
4.9%Trimmed −3%
MUMicron Technology Inc
4.3%
AAPLApple Inc.
4.2%
GOOGLAlphabet Inc.
2.9%
MSFTMicrosoft Corp
2.8%Trimmed −4%
IEMGIshares: Core MSCI Emerging Mar
2.7%Trimmed −2%
IVEIshares: S&P 500 Value Index
2.3%−20%
SCZIshares: MSCI EAFE Small Cap
2.2%
JPMJPMorgan Chase & Co
2.1%
KLACKLA Corp
2.0%
IVVIshares: S&P 500 Index
17.0%Trimmed −13%
IJHIshares: S&P Midcap 400 Index
10.8%−3%
IJRIshares: S&P Smallcap 600 Index
4.9%
MUMicron Technology Inc
4.3%
AAPLApple Inc.
4.2%
GOOGL2.9%MSFT2.8%IEMG
IVE
SCZ2.2%
JPM2.1%KLACBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV Ishares: S&P 500 Index 17.0% Trimmed −13%
IJH Ishares: S&P Midcap 400 Index 10.8% Trimmed −3%
IJR Ishares: S&P Smallcap 600 Index 4.9% Trimmed −3%
MU Micron Technology Inc 4.3% HeldAAPL Apple Inc. 4.2% HeldGOOGL Alphabet Inc. 2.9% HeldMSFT Microsoft Corp 2.8% Trimmed −4%IEMG Ishares: Core MSCI Emerging Mar 2.7% Trimmed −2%
IVE Ishares: S&P 500 Value Index 2.3% Trimmed −20%
SCZ Ishares: MSCI EAFE Small Cap 2.2% Held
JPM JPMorgan Chase & Co 2.1% HeldKLAC KLA Corp 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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