Herbert I Levy › Form 700
Herbert I Levy: 2025 Annual statement
- Annual 2025
- Judge, Court of Appeal, Fifth District · due 2026-03-02
- Filed
- 2026-02-14 · signed 02/14/2026 02:00 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (14 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 69
| Name | Business | Value | |
|---|---|---|---|
| 1867 Western Financial Corp. | Banking | $100,001–$1,000,000 | |
| 3M Corp | Adhesive Tapes and Abrasives | $10,001–$100,000 | |
| AbbVie Inc. | Pharmaceuticals | $10,001–$100,000 | |
| Accenture | Professional Services | $10,001–$100,000 | |
| Air Products and Chemicals | Gas and Chemicals | $10,001–$100,000 | |
| Alcon Inc. | Ocular Surgical Supplies | $2,000–$10,000 | |
| Altria Group Inc. | Tobacco Products | $2,000–$10,000 | |
| American Electric Power Co. | Electric Utility | $10,001–$100,000 | |
| American International Group | Finance and Insurance | $10,001–$100,000 | |
| AstraZeneca | Prescription Medicines | $10,001–$100,000 | |
| Bank of Nova Scotia | Banking and Financial Services | $2,000–$10,000 | |
| BankAmerica Corp | Banking | $100,001–$1,000,000 | |
| Berkshire Hathaway Cl B | Property Casualty Insurance | $100,001–$1,000,000 | |
| BHP Group Ltd | Minerals and Ore | $2,000–$10,000 | |
| Boeing Corporation | Aircraft Manufacturing | $100,001–$1,000,000 | |
| California Water Service Group | Water Utility | $10,001–$100,000 | |
| Carrier Global Corp. | Heating and Air Conditioners | $2,000–$10,000 | |
| Chevron Corp. | Energy and Gas | $10,001–$100,000 | |
| Cisco Systems | Technology and Networking | $10,001–$100,000 | |
| Coca Cola Co. | Beverages and Food | $10,001–$100,000 | |
| Colgate-Palmolive Co. | Consumer Products | $2,000–$10,000 | |
| Constellation Energy Corp | Clean Energy Electricity Generation | $10,001–$100,000 | |
| Corteva Inc. | Agricultural Chemicals | $2,000–$10,000 | |
| Costco Wholesale | Wholesale Sales Warehouse | $10,001–$100,000 | |
| Dollar General Corp. | Variety Stores | $10,001–$100,000 | |
| Dow Inc. | Chemicals | $2,000–$10,000 disposed 2025-10-01 | |
| Dupont | Chemicals | $2,000–$10,000 | |
| Eni SPA | Oil and Gas | $2,000–$10,000 | |
| Eversource Energy | Energy and Electricity | $2,000–$10,000 | |
| Exelon Corp. | Electricity and Natural Gas | $2,000–$10,000 | |
| Exxon Mobil Corp. | Oil and Gas | $10,001–$100,000 | |
| Ford Motor Co. | Automobiles | $10,001–$100,000 | |
| General Mills Inc. | Consumer Foods | $2,000–$10,000 | |
| Genuine Parts Co. | Automotive Replacement Parts | $10,001–$100,000 | |
| GlaxoSmithKline now GSK | Pharmaceuticals | $2,000–$10,000 | |
| Haleon | Consumer Health Care Products | $2,000–$10,000 | |
| Intel Corp. | Technology | $2,000–$10,000 | |
| International Flavors and Fragrances Inc | Cosmetic and Health Ingredients | $2,000–$10,000 disposed 2025-10-01 | |
| Johnson and Johnson | Pharmaceuticals and Consumer Goods | $10,001–$100,000 | |
| JP Morgan Chase and Co. | Banking | $10,001–$100,000 | |
| Kellogg Co. now Kellanova | Food Manufacturing | $10,001–$100,000 disposed 2025-12-11 | |
| Kenvue Inc. | Consumer Health | $10,001–$100,000 | |
| Kinder Morgan Inc. | Energy | $2,000–$10,000 | |
| Mattel Inc. | Toy Manufacturing | $2,000–$10,000 | |
| McDonald's Corp | Fast Food | $10,001–$100,000 | |
| Merck and Co. | Pharmaceuticals | $10,001–$100,000 | |
| Microsoft Corp. | Technology | $10,001–$100,000 | |
| Mondelez International Inc. Cl A | Food and Beverages | $10,001–$100,000 | |
| Nextera Energy Inc | Energy and Electric Utility | $10,001–$100,000 | |
| Nisource Inc. | Utilities | $10,001–$100,000 | |
| Novartis AG | Pharmaceuticals | $10,001–$100,000 | |
| Paychex Inc. | Payroll Services | $10,001–$100,000 | |
| Pepsico Inc. | Food and Beverage | $10,001–$100,000 | |
| Procter and Gamble | Home Products | $10,001–$100,000 | |
| Raytheon Technologies Corp. now RTX Corp. | Aircraft and Aerospace | $10,001–$100,000 | |
| Realty Income Corp. | Retail Real Estate | $2,000–$10,000 | |
| Royal Bank of Canada | Banking and Financial Services | $10,001–$100,000 | |
| Service Corp International | Funeral Homes | $10,001–$100,000 | |
| Starbucks Corp. | Coffee and Beverages | $10,001–$100,000 | |
| Toronto Dominion Bank | Banking and Financial Services | $10,001–$100,000 | |
| Tri County Bankshares | Banking | $10,001–$100,000 | |
| United Parcel Service | Package Delivery | $2,000–$10,000 | |
| Verizon Communications Inc. | Telecommunications | $2,000–$10,000 | |
| W. P. Carey Inc. | Real Estate Investment | $2,000–$10,000 | |
| Walmart Inc. | Retail stores | $2,000–$10,000 | |
| Waste Management Inc. | Waste and Trash | $10,001–$100,000 | |
| Wells Fargo Bank | Banking | $10,001–$100,000 | |
| Solventum Corp. | Health Care | $2,000–$10,000 acquired 2025-12-31 | |
| Sandoz Group AG | Generic Medicines | $2,000–$10,000 acquired 2025-12-31 |
Schedule D · Gifts 1
| From | Gifts | Total | |
|---|---|---|---|
| Kings County Bar Association 111 E. 7th Street Hanford, CA 93230 | 2025-05-30 · Annual Judges' Dinner · $165 | $165 |