LAZARI CAPITAL MANAGEMENT, INC.
CIK
1986389
Location
WOODLAND HILLS, CA
Portfolio Value
Micro
$89,981,112
Diversification
Diversified
Filing Date
Global Rank
#3,384
/ 8,232
▲ 102
Top Industry
Consumer Electronics
15.3%
3Y Alpha vs SPY
+1.4%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
12 quarters · since Jun 2023
Clone Performance
Aug 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+77.2%
SPY
+71.4%
Annualised alpha
+1.4%
Max drawdown
−23.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
129 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.9%
−0.9 pts
Top 5
40.5%
−2.8 pts
Top 10
57.6%
−3.3 pts
HHI
485
Diversified−57
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.1% | $89,981,112 |
| Communication Services | 19.6% | $50,253,253 |
| Consumer Cyclical | 12.0% | $30,700,725 |
| Financial Services | 7.7% | $19,641,149 |
| Energy | 7.0% | $17,970,390 |
| Healthcare | 6.1% | $15,509,076 |
| Industrials | 4.7% | $12,135,709 |
| Consumer Defensive | 2.7% | $6,805,651 |
| Unclassified | 2.6% | $6,712,596 |
| Utilities | 1.4% | $3,475,067 |
| Real Estate | 0.6% | $1,578,576 |
| Basic Materials | 0.5% | $1,381,241 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | +35,900 | 60,550 | $1,091,111 | |
| GERN | Geron Corp | +18,500 | 112,424 | $167,511 | |
| VZ | Verizon Communications Inc | +8,480 | 106,946 | $5,368,689 | |
| DEO | Diageo PLC | +6,400 | 10,517 | $782,990 | |
| NFLX | Netflix Inc | +5,168 | 41,975 | $4,035,896 | |
| FISV | Fiserv Inc | +2,880 | 8,543 | $476,699 | |
| UNH | Unitedhealth Group Inc | +2,564 | 8,709 | $2,356,568 | |
| ORCL | Oracle Corp | +2,219 | 7,794 | $1,146,575 | |
| MBOT | Microbot Medical Inc. | +2,000 | 23,255 | $56,044 | |
| BA | Boeing Co | +1,488 | 33,879 | $6,742,937 | |
| IBIT | iShares Bitcoin Trust ETF | +1,262 | 12,186 | $468,186 | |
| MSFT | Microsoft Corp | +1,153 | 17,519 | $6,485,008 | |
| UBER | Uber Technologies, Inc | +933 | 187,195 | $13,464,936 | |
| F | Ford Motor Co | +843 | 52,061 | $600,783 | |
| SBUX | Starbucks Corp | +531 | 17,503 | $1,568,093 | |
| WMT | Walmart Inc. | +490 | 13,529 | $1,681,384 | |
| AXP | American Express Co | +464 | 4,484 | $1,356,320 | |
| GNL | Global Net Lease, Inc. | +438 | 25,267 | $236,499 | |
| TSLA | Tesla, Inc. | +411 | 22,443 | $8,343,185 | |
| PLTR | Palantir Technologies Inc. | +335 | 3,822 | $559,082 | |
| INTC | Intel Corp | +323 | 6,864 | $302,908 | |
| V | Visa Inc. | +163 | 5,919 | $1,788,958 | |
| GSK | GSK plc | +143 | 13,144 | $725,417 | |
| CVX | Chevron Corp | +123 | 6,974 | $1,442,920 | |
| MCD | Mcdonalds Corp | +104 | 1,946 | $604,797 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BP | Bp PLC | −12,104 | 186,626 | $8,771,422 | |
| DIS | Walt Disney Co | −5,683 | 53,327 | $5,139,656 | |
| AAPL | Apple Inc. | −4,751 | 150,570 | $38,213,160 | |
| XOM | Exxon Mobil Corp | −3,880 | 16,289 | $2,763,591 | |
| SLV | iShares Silver Trust | −3,305 | 4,188 | $285,370 | |
| PFE | Pfizer Inc | −2,865 | 65,405 | $1,836,572 | |
| VOD | Vodafone Group Public Ltd Co | −1,994 | 31,647 | $475,337 | |
| BAC | Bank Of America Corp /De/ | −1,753 | 89,564 | $4,366,245 | |
| PYPL | PayPal Holdings, Inc. | −1,253 | 11,913 | $538,824 | |
| META | Meta Platforms, Inc. | −978 | 32,132 | $18,383,681 | |
| T | At&T Inc. | −686 | 54,868 | $1,590,623 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −572 | 12,572 | $272,309 | |
| TEVA | Teva Pharmaceutical Industries Ltd | −556 | 10,503 | $316,350 | |
| WFC | Wells Fargo & Company/Mn | −520 | 18,607 | $1,481,303 | |
| XHR | Xenia Hotels & Resorts, Inc. | −515 | 27,753 | $411,576 | |
| DVN | Devon Energy Corp/De | −470 | 26,857 | $1,351,444 | |
| C | Citigroup Inc | −437 | 10,704 | $1,213,940 | |
| FCX | Freeport-Mcmoran Inc | −400 | 3,633 | $213,547 | |
| GOOGL | Alphabet Inc. | −353 | 53,065 | $15,259,371 | |
| MS | Morgan Stanley | −285 | 4,622 | $760,642 | |
| AMD | Advanced Micro Devices Inc | −274 | 21,269 | $4,326,752 | |
| NVDA | Nvidia Corp | −269 | 93,664 | $16,335,001 | |
| COP | Conocophillips | −230 | 12,462 | $1,644,984 | |
| GE | General Electric Co | −214 | 2,365 | $671,116 | |
| CRM | Salesforce, Inc. | −202 | 4,970 | $927,749 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TTAN | ServiceTitan, Inc. | 15,373 | $975,570 | |
| STX | Seagate Technology Holdings plc | 713 | $279,324 | |
| NKE | NIKE, Inc. | 4,894 | $258,501 | |
| CZR | Caesars Entertainment, Inc. | 8,900 | $235,227 | |
| SHEL | Shell plc | 2,385 | $221,805 | |
| IMO | Imperial Oil Ltd | 1,670 | $218,469 | |
| LMT | Lockheed Martin Corp | 354 | $213,954 | |
| WEC | Wec Energy Group, Inc. | 1,822 | $210,932 | |
| TOL | Toll Brothers, Inc. | 1,514 | $206,615 | |
| WM | Waste Management Inc | 890 | $204,513 | |
| VALE | Vale S.A. | 10,506 | $167,150 | |
| GRAB | Grab Holdings Ltd | 13,200 | $48,312 | |
| No positions match the current search. | ||||
22 positions ·
$89,981,112 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 150,570 | $38,213,160 | 42.47% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 93,664 | $16,335,001 | 18.15% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 187,195 | $13,464,936 | 14.96% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,519 | $6,485,008 | 7.21% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 21,269 | $4,326,752 | 4.81% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 10,575 | $3,273,068 | 3.64% | |
| ORCL |
Oracle Corp
Technology
|
Added | 7,794 | $1,146,575 | 1.27% | |
| TTAN |
ServiceTitan, Inc.
Technology
|
NEW | 15,373 | $975,570 | 1.08% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 4,970 | $927,749 | 1.03% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 5,341 | $633,549 | 0.70% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,818 | $614,393 | 0.68% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 3,822 | $559,082 | 0.62% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 393 | $519,086 | 0.58% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 2,425 | $518,125 | 0.58% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,097 | $374,943 | 0.42% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,292 | $313,167 | 0.35% | |
| INTC |
Intel Corp
Technology
|
Added | 6,864 | $302,908 | 0.34% | |
| MU |
Micron Technology Inc
Technology
|
Added | 866 | $292,569 | 0.33% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 713 | $279,324 | 0.31% | |
| XYZ |
Block, Inc.
Technology
|
Held | 3,735 | $224,772 | 0.25% | |
| MITK |
Mitek Systems Inc
Technology
|
Held | 11,338 | $153,063 | 0.17% | |
| GRAB |
Grab Holdings Ltd
Technology
|
NEW | 13,200 | $48,312 | 0.05% |