California Files

Joel S Agron › Form 700

Joel S Agron: 2025 Annual statement

Annual 2025
Judge, San Bernardino County Superior Court · due 2026-03-02
Filed
2026-01-23 · signed 01/23/2026 12:10 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%) 66

NameBusinessValue
AAL AMERICAN AIRLS GROUP INCAirline$2,000–$10,000
disposed 2025-08-15
ABCL ABCELLERA BIOLOGICS IN FBiotech research$2,000–$10,000
acquired 2025-02-21
ADC AGREE RLTY CORP REITReal estate trust$2,000–$10,000
disposed 2025-10-16
AKAM AKAMAI TECHNOLOGIES INCSoftware$10,001–$100,000
disposed 2025-11-07
AMZN AMAZON.COM INCOnline retail$2,000–$10,000
disposed 2025-05-13
ASML ASML HLDG N V FSemiconductors$2,000–$10,000
disposed 2025-05-12
AVTR AVANTOR INCChemicals$2,000–$10,000
disposed 2025-05-12
AXTA AXALTA COATING SYS LTD FCoatings$2,000–$10,000
disposed 2025-05-12
BBY BEST BUY INCRetail$2,000–$10,000
disposed 2025-05-08
CALM CAL MAINE FOODS INCFood production$10,001–$100,000
acquired 2025-02-14
CERT CERTARA INCBiotech software$2,000–$10,000
disposed 2025-01-15
COST COSTCO WHSL CORP NEWRetail$2,000–$10,000
acquired 2025-08-05
CYDY CYTODYN INCBiotech research$10,001–$100,000
CZR CAESARS ENTMT INC NEWGaming and hotels$2,000–$10,000
disposed 2025-11-26
DIS DISNEY WALT COEntertainment$10,001–$100,000
DOC HEALTHPEAK PPTYS INC REITReal estate trust$10,001–$100,000
EARN ELLINGTON CREDIT CO REITDebt and equity$10,001–$100,000
EC ECOPETROL SAOil$10,001–$100,000
EFC ELLINGTON FINL INC REITReal estate trust$2,000–$10,000
EL LAUDER ESTEE COS INC CLASS ACosmetics$2,000–$10,000
disposed 2025-05-12
F FORD MTR CO DELCars$10,001–$100,000
disposed 2025-06-10
H HYATT HOTELS CORP CLASS AHotels$2,000–$10,000
HD HOME DEPOT INCRetail$2,000–$10,000
HOG HARLEY DAVIDSON INCMotorcycles$2,000–$10,000
disposed 2025-06-06
HUN HUNTSMAN CORPChemicals$10,001–$100,000
disposed 2025-05-12
IBM IBM CORPSoftware and business equipment$2,000–$10,000
IBP INSTALLED BLDG PRODS INCInsulation$2,000–$10,000
disposed 2025-04-04
INTC INTEL CORPSemiconductors$2,000–$10,000
disposed 2025-08-15
JBLU JETBLUE AWYS CORPAirline$2,000–$10,000
disposed 2025-08-12
JHX JAMES HARDIE INDSConstruction materials$2,000–$10,000
JPM JPMORGAN CHASE & COFinancial services$2,000–$10,000
KSPI KASPITransaction processing$2,000–$10,000
acquired 2025-09-29
KSS KOHLS CORPRetail$2,000–$10,000
acquired 2025-05-12
LLY ELI LILLY AND COPharmaceuticals$10,001–$100,000
LNVGY LENOVO GROUP LTDComputers$2,000–$10,000
LOW LOWES COS INCRetail$2,000–$10,000
NFLX NETFLIX INCEntertainment$10,001–$100,000
NLOP NET LEASE OFFICE PPTYSReal estate trust$2,000–$10,000
NVDA NVIDIA CORPSemiconductors$10,001–$100,000
disposed 2025-05-27
NVO NOVO-NORDISK A SPharmaceuticals$2,000–$10,000
disposed 2025-12-15
O REALTY INCOME CORP REITReal estate trust$2,000–$10,000
OCGN OCUGEN INCBiotech research$2,000–$10,000
OCSL OAKTREE SPECIALTY LENDINDebt and equity$2,000–$10,000
PANW PALO ALTO NETWORKS INCSoftware$2,000–$10,000
disposed 2025-05-27
PCRHY PANASONIC HLDGS CORPElectronics$2,000–$10,000
disposed 2025-01-21
PK PARK HOTELS & RESORTS INREITHotels$2,000–$10,000
acquired 2025-12-29
PSEC PROSPECT CAP CORPDebt and equity$10,001–$100,000
RC READY CAP CORP REITDebt and equity$2,000–$10,000
REGN REGENERON PHARMACEUTICALBiotech research$2,000–$10,000
disposed 2025-10-28
RIVN RIVIAN AUTOMOTIVE INCCars$10,001–$100,000
disposed 2025-05-20
RKT ROCKET COMPANIESMortgages$2,000–$10,000
disposed 2025-11-03
ROK ROCKWELL AUTOMATION INCIndustrial automation$10,001–$100,000
RTO RENTOKIL INITIAL PLCPest control$2,000–$10,000
disposed 2025-05-02
RTX RTX CORPManufacturing$2,000–$10,000
SCHW CHARLES SCHWAB CORPFinancial services$10,001–$100,000
SDTTU SANDRIDGE MISSISSIPPIANOil$2,000–$10,000
disposed 2025-11-14
SFM SPROUTS FMRS MKT INCRetail$2,000–$10,000
disposed 2025-04-11
SRPT SAREPTA THERAPEUTICS INCBiotech research$2,000–$10,000
disposed 2025-11-24
TGT TARGET CORP CLASS EQUITYRetail$2,000–$10,000
disposed 2025-08-22
VALE VALE S AMining$10,001–$100,000
disposed 2025-09-11
VERU VERU INCBiotech research$10,001–$100,000
VRNS VARONIS SYS INCSoftware$2,000–$10,000
VZ VERIZON COMMUNICATIONS ITelecommunications$10,001–$100,000
WEN WENDYS CORestaurants$2,000–$10,000
disposed 2025-08-22
WING WINGSTOP INCRestaurants$2,000–$10,000
disposed 2025-05-02
WPC W P CAREY INC REITReal estate trust$10,001–$100,000
disposed 2025-02-21

Schedule B · Real property 1

PropertyValueRental income
559082035 APN, Pine Cove CA
Ownership/Deed of Trust
$10,001–$100,000—

Schedule C · Income and business positions 2

SourceIncome
Lucretia Munoz
Real Estate deed of trust · lender · 13240 Cuyamaca Dr/ DHS CA 92240
$1,001–$10,000
Sale of: real property
SoCal REO Acquisitions Group LLC
loan · lender · PO Box 7685 Laguna Niguel CA 92607
$1,001–$10,000
Loan Repayment