| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | Cullen Kevin J. | Director | acquired (A) | 3.2K | $0 |
| Jun 1, 2026 | Volk David J. | Director | acquired (A) | 3.2K | $0 |
| Jun 1, 2026 | Muller Frank L. | Director | acquired (A) | 3.2K | $0 |
| Jun 1, 2026 | Machado Lester | Director | acquired (A) | 3.2K | $0 |
| Jun 1, 2026 | Klein Rochelle G. | Director | acquired (A) | 3.2K | $0 |
| Jun 1, 2026 | Cortese Stephen A. | Director | acquired (A) | 3.2K | $0 |
| Jun 1, 2026 | Armanino Andrew J. | Director | acquired (A) | 3.2K | $0 |
| Jun 1, 2026 | Di Tomaso Frank | Director | acquired (A) | 3.2K | $0 |
| Jun 1, 2026 | Williams Anne A | Director | acquired (A) | 3.2K | $0 |
| Jan 16, 2026 | Di Tomaso Frank | Director | acquired (J) | 13.35 | $252 |
| Jan 16, 2026 | Klein Rochelle G. | Director | acquired (J) | 28.43 | $537 |
| Jan 16, 2026 | Williams Anne A | Director | acquired (J) | 25.82 | $488 |
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft Corp - USMSFT | 45 funds | $129.2B |
| Amazon.com IncAMZN | 45 funds | $93.6B |
| Broadcom Inc - USAVGO | 45 funds | $69.4B |
| Eli Lilly & Co - USLLY | 45 funds | $36.8B |
| Chevron Corp - USCVX | 45 funds | $34.3B |
| Costco Wholesale Corp - USCOST | 45 funds | $21.2B |
| Unitedhealth Group Inc - USUNH | 45 funds | $14.5B |
| Nvidia Corp - USNVDA | 44 funds | $196.6B |
| Apple Inc - USAAPL | 44 funds | $171.9B |
| Alphabet, Inc.GOOGL | 44 funds | $75.2B |
| Alphabet, Inc. - C SharesGOOG | 44 funds | $60.2B |
| Meta Platforms Inc - USMETA | 44 funds | $57.9B |
Ranked by how many of BCAL's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BCAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.