Skip to content
Disclosery

CALIFORNIA FIRST LEASING CORP

Follow

13F filer, CIK 803016, NEWPORT BEACH, CA

CALIFORNIA FIRST LEASING CORP reported $240,517,313 across 42 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 54.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000803016-25-000021

Period
2025-06-30
Reported value
$241M
Holdings
42
Top 10 weight
54.53%
New
4
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+3,832$2.83M
LRNnew+15,685$2.28M
EMEnew+4,070$2.18M
CNRnew+28,200$1.97M
DOCNnew+67,600$1.93M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BMYexited-132,800-$8.1M
VZexited-173,750-$7.88M
OVVexited-159,925-$6.84M
SPSMexited-103,485-$4.22M
GPNexited-35,650-$3.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000803016-25-000021, largest first. % of portfolio is the value over $240,517,313, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,100 shares; 2024Q4: 105,100 shares; 2025Q1: 105,100 shares; 2025Q2: 105,100 shares 105,100$18.5M7.7%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,800 shares; 2024Q4: 160,800 shares; 2025Q1: 160,800 shares; 2025Q2: 160,800 shares 160,800$17.3M7.21%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,836 shares; 2024Q4: 92,836 shares; 2025Q1: 92,836 shares; 2025Q2: 92,836 shares 92,836$17M7.07%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,200 shares; 2024Q4: 23,200 shares; 2025Q1: 23,200 shares; 2025Q2: 23,200 shares 23,200$16.4M6.83%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,907 shares; 2024Q4: 13,907 shares; 2025Q1: 13,907 shares; 2025Q2: 17,739 shares 17,739$13.1M5.44%+3,832Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,300 shares; 2024Q4: 81,300 shares; 2025Q1: 86,400 shares; 2025Q2: 86,400 shares 86,400$10.6M4.43%0Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 30,710 shares; 2025Q1: 30,710 shares; 2025Q2: 30,710 shares 30,710$10.2M4.22%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,800 shares; 2024Q4: 130,800 shares; 2025Q1: 130,800 shares; 2025Q2: 130,800 shares 130,800$10.1M4.21%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,650 shares; 2024Q4: 58,650 shares; 2025Q1: 58,650 shares; 2025Q2: 58,650 shares 58,650$9.34M3.88%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,400 shares; 2024Q4: 106,400 shares; 2025Q1: 106,400 shares; 2025Q2: 106,400 shares 106,400$8.52M3.54%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,150 shares; 2024Q4: 31,150 shares; 2025Q1: 33,950 shares; 2025Q2: 36,550 shares 36,550$8.28M3.44%+2,600Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,100 shares; 2024Q4: 37,100 shares; 2025Q1: 42,100 shares; 2025Q2: 54,000 shares 54,000$7.66M3.19%+11,900Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,305 shares; 2024Q4: 29,705 shares; 2025Q1: 29,705 shares; 2025Q2: 29,705 shares 29,705$6.41M2.67%0Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,150 shares; 2025Q2: 30,790 shares 30,790$5.83M2.42%+9,640Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,500 shares; 2024Q4: 117,500 shares; 2025Q1: 117,500 shares; 2025Q2: 117,500 shares 117,500$5.56M2.31%0Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,860 shares; 2025Q2: 8,720 shares 8,720$4.68M1.94%+860Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,900 shares; 2025Q1: 30,300 shares; 2025Q2: 36,200 shares 36,200$4.5M1.87%+5,900Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,000 shares; 2024Q4: 129,000 shares; 2025Q1: 129,000 shares; 2025Q2: 129,000 shares 129,000$4.36M1.81%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,100 shares; 2024Q4: 47,100 shares; 2025Q1: 50,750 shares; 2025Q2: 55,550 shares 55,550$4.13M1.72%+4,800Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,290 shares; 2024Q4: 42,290 shares; 2025Q1: 42,290 shares; 2025Q2: 42,290 shares 42,290$4.02M1.67%0Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,808 shares; 2024Q4: 14,648 shares; 2025Q1: 14,648 shares; 2025Q2: 23,708 shares 23,708$3.73M1.55%+9,060Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,940 shares; 2024Q4: 53,940 shares; 2025Q1: 53,940 shares; 2025Q2: 53,940 shares 53,940$3.7M1.54%0Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,759 shares; 2024Q4: 10,759 shares; 2025Q1: 10,759 shares; 2025Q2: 10,759 shares 10,759$3.63M1.51%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares 2,650$3.55M1.48%0Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,400 shares; 2025Q1: 26,950 shares; 2025Q2: 26,950 shares 26,950$3.55M1.47%0Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,100 shares; 2024Q4: 101,100 shares; 2025Q1: 63,100 shares; 2025Q2: 63,100 shares 63,100$3.28M1.37%0Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 7,657 shares; 2025Q1: 7,657 shares; 2025Q2: 7,657 shares 7,657$3.13M1.3%0Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,000 shares; 2025Q2: 201,163 shares 201,163$3.12M1.3%-11,837Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,181 shares; 2024Q4: 10,181 shares; 2025Q1: 16,681 shares; 2025Q2: 19,231 shares 19,231$3.03M1.26%+2,550Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 7,740 shares; 2025Q1: 7,740 shares; 2025Q2: 7,740 shares 7,740$2.63M1.09%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,799 shares; 2024Q4: 32,799 shares; 2025Q1: 32,799 shares; 2025Q2: 32,799 shares 32,799$2.56M1.06%0Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,500 shares; 2024Q4: 52,500 shares; 2025Q1: 52,500 shares; 2025Q2: 52,500 shares 52,500$2.48M1.03%0Timeline
FVRRFIVERR INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,710 shares; 2024Q4: 71,710 shares; 2025Q1: 71,710 shares; 2025Q2: 79,610 shares 79,610$2.33M0.97%+7,900Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,685 shares 15,685$2.28M0.95%newTimeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,070 shares 4,070$2.18M0.91%newTimeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,200 shares 28,200$1.97M0.82%newTimeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,600 shares 67,600$1.93M0.8%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,364 shares; 2025Q2: 3,364 shares 3,364$1.63M0.68%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares; 2025Q2: 4,380 shares 4,380$1.27M0.53%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,489 shares; 2025Q1: 2,489 shares; 2025Q2: 2,489 shares 2,489$776K0.32%0Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares 1,220$622K0.26%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares 4,900$556K0.23%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BMYBRISTOL-MYERS SQUIBB CO132,800$8.1Mshares
VZVERIZON COMMUNICATIONS INC173,750$7.88Mshares
OVVOVINTIV INC159,925$6.84Mshares
SPSMSPDR SERIES TRUST103,485$4.22Mshares
GPNGLOBAL PMTS INC35,650$3.49Mshares
CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW21,300$1.64Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000803016-25-000021 base2025-08-13acceptance time not in the bulk data set