Michael S Groch: 2025 Annual Form 700

Schedule A-1 · Investments (under 10%) 94

Name	Business	Value
ABBVIE INC	ABBV	$10,001–$100,000
ADOBE SYSTEMS INC	ADBE	$2,000–$10,000
ADVANCED MICRO	AMD	$2,000–$10,000
AFFILIATED MANAGERS	AMG	$10,001–$100,000
ALPHABET INC VOTING	GOOGL	$10,001–$100,000
ALPHABET INC NON VOTING	GOOG	$10,001–$100,000
AMAZON COM INC	AMZN	$100,001–$1,000,000
AMERICAN EXPRESS COMPANY	AXP	$2,000–$10,000
APPLE INC	AAPL	$10,001–$100,000
APPLIED MATERIALS INC	AMAT	$2,000–$10,000
APTIV PLC NEW	APTV	$10,001–$100,000
AT & T INC	T	$10,001–$100,000
BANK NEW YORK MELLON	BK	$10,001–$100,000
BANK OF AMERICA CORP	BAC	$10,001–$100,000
BERKSHIRE HATHAWAY INC	BRK'B	$10,001–$100,000
BLACKROCK INC COM NEW	BLK	$2,000–$10,000
BOEING CO	BA	$2,000–$10,000
BORG WARNER INC	BWA	$2,000–$10,000
BRISTOL MYERS SQUIBB	BMY	$2,000–$10,000
BROADCOM INC	AVGO	$10,001–$100,000
CARDINAL HEALTH INC	CAH	$10,001–$100,000
CATERPILLAR INC	CAT	$10,001–$100,000
CHEVRON CORPORATION	CVX	$2,000–$10,000
CISCO SYSTEMS INC	CSCO	$10,001–$100,000
CITIGROUP INC NEW	C	$10,001–$100,000
COCA-COLA COMPANY	KO	$2,000–$10,000
COMCAST CORP NEW CL A	CMCSA	$2,000–$10,000
COSTCO WHSL CORP NEW	COST	$2,000–$10,000
CROWDSTRIKE HLDGS INC	CRWD	$2,000–$10,000
CURTISS-WRIGHT CORP	CW	$10,001–$100,000
CVS HEALTH	CVS	$10,001–$100,000
DANAHER CORP	DHR	$2,000–$10,000
DELL TECHNOLOGIES	DELL	$2,000–$10,000
DEXCOM INC	DXCM	$10,001–$100,000
DOLLAR GENERAL CORP	DG	$2,000–$10,000
DONALDSON COMPANY INC	DCI	$2,000–$10,000
EATON CORP PLC	ETN	$2,000–$10,000
EBAY INC	EBAY	$10,001–$100,000
ELI LILLY & CO	LLY	$10,001–$100,000
EXPEDIA INC	EXPE	$2,000–$10,000
EXXON MOBIL CORP	XOM	$10,001–$100,000
GE AEROSPACE NEW	GE	$10,001–$100,000
GE VERNOVA LLC	GEV	$2,000–$10,000
GEN DIGITAL INC	GEN	$2,000–$10,000
GENPACT LTD	G	$2,000–$10,000
GILEAD SCIENCES INC	GILD	$10,001–$100,000
GOLDMAN SACHS GROUP INC	GS	$10,001–$100,000
HOME DEPOT INC	HD	$2,000–$10,000
INTUIT INC	INTU	$2,000–$10,000
JABIL INC	JBL	$10,001–$100,000
JAZZ PHARMACEUTICALS PLC	JAZZ	$2,000–$10,000
JOHNSON & JOHNSON	JNJ	$2,000–$10,000
JONES LANG LASALLE INC	JLL	$2,000–$10,000
JPMORGAN CHASE & CO	JPM	$10,001–$100,000
KLA CORP	KLAC	$2,000–$10,000
LAM RESH CORP	LRCX	$2,000–$10,000
LOWES COMPANIES INC	LOW	$2,000–$10,000
MASTEC INC	MTZ	$10,001–$100,000
MASTERCARD INC CL A	MA	$10,001–$100,000
MCKESSON CORPORATION	MCK	$10,001–$100,000
MERCK & CO INC NEW	MRK	$10,001–$100,000
META PLATFORMS INC	META	$10,001–$100,000
METLIFE INC	MET	$10,001–$100,000
MICRON TECHNOLOGY INC	MU	$10,001–$100,000
MICROSOFT CORP	MSFT	$10,001–$100,000
MORGAN STANLEY & CO	MS	$2,000–$10,000
MOTOROLA SOLUTIONS INC	MSI	$2,000–$10,000
NEWMONT CORP	NEM	$10,001–$100,000
NRG ENERGY INC	NRG	$2,000–$10,000
NVE CORP COM NEW	NVEC	$2,000–$10,000
NVIDIA CORP	NVDA	$100,001–$1,000,000
ORACLE CORPORATION	ORCL	$2,000–$10,000
PALANTIR TECHNOLOGIES	PLTR	$2,000–$10,000
PFIZER INCORPORATED	PFE	$2,000–$10,000
PHILIP MORRIS	PM	$2,000–$10,000
POPULAR INC	BPOP	$10,001–$100,000
PROCTER & GAMBLE CO	PG	$2,000–$10,000
QUALCOMM INC	QCOM	$2,000–$10,000
ROSS STORES INC	ROST	$2,000–$10,000
ROYALTY PHARMA PLC	RPRX	$2,000–$10,000
SALESFORCE INC	CRM	$10,001–$100,000
STATE STR CORP	STT	$10,001–$100,000
STEEL DYNAMICS INC	STLD	$2,000–$10,000
STRYKER CORP	SYK	$2,000–$10,000
TECHNIPFMC PLC	FTI	$2,000–$10,000
TENET HEALTHCARE CORP	THC	$10,001–$100,000
TESLA INC	TSLA	$10,001–$100,000
THERMO FISHER SCIENTIFIC	TMO	$2,000–$10,000
TOLL BROTHERS	TOL	$2,000–$10,000
UNITED AIRLINES HOLDINGS	UAL	$2,000–$10,000
UNIVERSAL HEALTH SVCS	UHS	$10,001–$100,000
US FOODS HOLDINGS CORP	USFD	$10,001–$100,000
WALMART INC	WMT	$10,001–$100,000
WELLS FARGO & CO NEW	WFC	$2,000–$10,000

Schedule A-2 · Businesses & trusts (10% or more) 1

Curlew Partnership Partnership

Real Estate · 916 El Mac Place SD 92106 · Managing Partner

Value over $1,000,000 · gross income over $100,000

Sources of $10,000+: C Gorman, S Wormser, S Gargiulo, M McAuliffe, C Dacosta, SiriusGreen Partnership/John Citrigno, C Ramirez, R. Peirera, Nationwide Ins., E. Gama

Holds: APN 452-392-21-00 (APN 452-392-21-00) · over $1,000,000 · Partnership

Schedule B · Real property 1

Property	Value	Rental income
LOT 2 TR 3061, San Diego Ownership/Deed of Trust	over $1,000,000	$10,001–$100,000

Schedule C · Income and business positions 1

Source	Income
Curlew Partnership Real Estate · Managing Partner · 916 El Mac Place SD 92106	$10,001–$100,000 Other: Management Fee & Own Property

Schedule D · Gifts 1

From	Gifts	Total
Mike Mance 2525 Camino del Rio S, San Diego, CA 92108	2025-05-23 · Civic Thtr Tix · $300	$300

The filer's comments

A-1 Stocks listed in this filing and not in 2024 were acquired in 2025. Stocks not listed here but present in 2024 filing for were sold in 2025