California Files

Nicholas Daum › Form 700

Nicholas Daum: 2024 Annual statement

Annual 2024
Judge, Los Angeles County Superior Court · due 2025-03-03
Filed
2025-02-27 · signed 02/27/2025 04:47 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (29 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 164

NameBusinessValue
AFLAC INC COMInsurance$10,001–$100,000
acquired 2024-12-05
ADVANCED MICRO DEVICES INCSemiconductors & Semiconductor Equipment$100,001–$1,000,000
AIRBUS SE UNSPON ADRAerospace & Defense$2,000–$10,000
ABBOTT LABORATORIESHealthcare Equipment & Supplies$10,001–$100,000
AIR PRODUCTS AND CHEMICALS INCChemicals$10,001–$100,000
AMAZON.COM INCDiversified Retail$10,001–$100,000
AMGEN INCPharmaceuticals$10,001–$100,000
APPLIED MATERIALS INCSemiconductors & Semiconductor Equipment$100,001–$1,000,000
ATMOS ENERGY CORP COM NPVNatural Gas Utilities$10,001–$100,000
APPLE INC.Computers, Phones & Household Equipment$100,001–$1,000,000
AZTRAZENECA SPON ADRPharmaceuticals$2,000–$10,000
acquired 2024-04-18
AXA SA SPON ADRInsurance$2,000–$10,000
BASF SE SPONChemicals$2,000–$10,000
BAR HARBOR BANKSHARESBanking Services$10,001–$100,000
BHP GROUPMetals & Mining$2,000–$10,000
BP PLC SPONSORED ADROil and Gas$2,000–$10,000
BECTON DICKINSON & CO COMHealthcare Equipment and Supplies$10,001–$100,000
BLACK HILLS CORPMultiline Utilities$2,000–$10,000
CSX CORPFreight & Logistics Services$10,001–$100,000
CLOROX CO COMPersonal & Household Products and Services$2,000–$10,000
COMMONWEALTH BANK OF AUSTRALIABanking Services$2,000–$10,000
CINCINNATI FINANCIAL CORPInsurance$10,001–$100,000
COMMERZBANK AGBanking Services$2,000–$10,000
COMPAGNIE DE ST-GOBAIN UNSPHomebuilding and Construction Supplies$2,000–$10,000
CORNING INCElectronic Equipment and Parts$10,001–$100,000
CUMMINS INCAutomobiles and Automobile Parts$10,001–$100,000
DOW INC COMChemicals$2,000–$10,000
CULLEN/FROST BANKERS INCBanking Services$10,001–$100,000
DEUTSCHE BOERSE AGInvestment Banking and Services$2,000–$10,000
FASTENAL COMMachinery & Equipment$10,001–$100,000
HSBC HLDGS PLCBanking Services$2,000–$10,000
HIPPO HLDGS INC COMInsurance$2,000–$10,000
IBERDOLA SAElectrical Utilities & IPP$2,000–$10,000
HALEON PLC SPON ADSPharmaceuticals$2,000–$10,000
HITACHI ADRConsumer Goods$2,000–$10,000
ILLINOIS TOOL WORKS INC COMConsumer Goods$10,001–$100,000
ITOCHU ADR REP 2 ORDDiversified Industrial Goods Wholesale$2,000–$10,000
L3HARRIS TECHNOLOGIES INCAerospace and Defense$10,001–$100,000
LAMB WESTON HLDGS INCFood & Tobacco$10,001–$100,000
JOHNSON & JOHNSON COMPharmaceuticals$10,001–$100,000
acquired 2024-12-05
LVMH MOET HENNESSY LOUIS VUITTONTextiles and Apparel$2,000–$10,000
LEGRAND SAMachinery & Equipment$2,000–$10,000
LOCKHEED MARTIN CORPAerospance and Defense$10,001–$100,000
MS AND AD INSURANCE GROUP HLDGInsurance$2,000–$10,000
acquired 2024-04-02
disposed 2024-04-02
MCDONALDS CORPFOOD$10,001–$100,000
LOWES COMPANIES INCSpecialty Retailers$10,001–$100,000
MARRIOTT INTERNATIONAL INCHotels$10,001–$100,000
MICROSOFT CORPSoftware & IT Services$100,001–$1,000,000
MICROCHIP TECHNOLOGY INC.Semiconductors & Semiconductor Equipment$10,001–$100,000
Morgan StanleyInvestment Banking$2,000–$10,000
NATIONAL AUSTRALIA BANK ORDBanking Services$2,000–$10,000
MITSUI & CODiversified Goods Wholesale$2,000–$10,000
MURATA MANUFACTURING COElectronic Equipment & Parts$2,000–$10,000
NATIONAL GRIDMultiline Utilities$2,000–$10,000
NESTLE ADRFood & Tobacco$10,001–$100,000
NORFOLK SHOUTHN CORPFreight & Logistics Services$10,001–$100,000
ORIX CORPORATIONBanking Services$2,000–$10,000
NITTO DENKO CORPChemicals$2,000–$10,000
disposed 2024-10-01
NOVO NORDISK A/SPharmaceuticals$10,001–$100,000
PNC FINANCIAL SERICES GROUP COMBanking Services$10,001–$100,000
PEPSICO INCBeverages$10,001–$100,000
PROCTER AND GAMBLE COPersonal and Household Products and Services$2,000–$10,000
RENAULT SAAutomobiles & Automobile Parts$2,000–$10,000
PHILLIPS 66Oil & Gas$2,000–$10,000
QUALCOMM INCSemiconductors & Semiconductor Equipment$2,000–$10,000
RIO TINTOMetals & Mining$2,000–$10,000
ROCHE HOLDINGS ADRPharmaceuticals$10,001–$100,000
SAP ADRSoftware & IT Services$10,001–$100,000
SIEMENS AGMachinery & Equipment$2,000–$10,000
SHELL PLCOil & Gas$2,000–$10,000
SHIN ETSU CHEMICALChemicals$2,000–$10,000
SONY GROUP CORPORATIONComputers Phones & Household Electronics$2,000–$10,000
STMICROELECTRONICS SPONSeminconductors & Seminconductor Equipment$2,000–$10,000
SYSCO CORPFood & Drug Retailing$10,001–$100,000
TJX COMPANIES INCDiversified Retail$10,001–$100,000
SYNOPSYS INCSoftware & IT Services$10,001–$100,000
TDK ORDMachinery, Equipment & Components$2,000–$10,000
TEXAS INSTRUMENTS INCSemiconductors & Seminconductor Equipment$10,001–$100,000
TOKYO ELECTRONSemiconductors & Seminconductor Equipment$2,000–$10,000
UNICREDIT SPABANKING SERVICES$2,000–$10,000
UNION PAC CORPFreight & Logistics Services$10,001–$100,000
TOYOTA MOTOR CORPAutomobiles & Automobile Parts$2,000–$10,000
UNILEVER PLCPersonal & Household Products & Services$2,000–$10,000
UNITED PARCEL SERVICE INCFreight & Logistics Services$10,001–$100,000
VINCI ADRConstruction & Engineering$2,000–$10,000
WOLTERS KLUWERSProfessional & Commercial Services$2,000–$10,000
ZURICH INSURANCE GROUP AGInsurance$10,001–$100,000
WESFARMERSDiversified Retail$2,000–$10,000
YUM! BRANDS INCHOTELS & ENTERTAINMENT$10,001–$100,000
RTX CORPORATIONAEROSPACE & DEFENSE$10,001–$100,000
EVOLUTION AB ADRHotels & Entertainment Services$2,000–$10,000
TOTAL ENERGIES SEOIL & GAS$2,000–$10,000
ABBVIE INCPharmaceuticals$10,001–$100,000
TARGET CORPDiversified Retail$10,001–$100,000
TRAVELERS COMPANIES INCInsurance$10,001–$100,000
ADVANTEST CORPSemiconductors & Semiconductor Equipment$2,000–$10,000
AFFIRM HLDGS INCFinancial Technology$10,001–$100,000
ALPHABET INCSoftware & IT Services$10,001–$100,000
ANZ GROUP HOLDINGS LTDBanking Services$2,000–$10,000
ALNYLAM PHARMACEUTICALSPharmaceuticals$2,000–$10,000
ANGLO AMERICANMetals & Mining$2,000–$10,000
ARCELORMITTALMetals & Mining$2,000–$10,000
BNP Paribas SABanking Services$2,000–$10,000
BANCO BILBAO VIZCAYABanking Services$2,000–$10,000
BROADCOM INCOil & Gas$100,001–$1,000,000
BAE SYSTEMS PLCAerospace & Defense$2,000–$10,000
BANC OF CALIFORNIA INCResidential & Commercial REIT$2,000–$10,000
CSL LTDPharmaceuticals$2,000–$10,000
CARRIER GLOBAL CORPORATIONMachinery & Equipment$2,000–$10,000
CISCO SYSTEMS INCCommunications & Networking$10,001–$100,000
COSTCO WHOLESALE CORPSemiconductors & Semiconductor Equipment$100,001–$1,000,000
acquired 2024-12-05
CHARTER COMMUNICATIONS INCTelecommunications Services$10,001–$100,000
CORTEVA INCChemicals$2,000–$10,000
DBS GROUP HLDGS LTDBanking Services$2,000–$10,000
DENSO ADRAutomobiles & Automobile Parts$2,000–$10,000
DIAGEO ADRBeverages$10,001–$100,000
EQUINOR ASAOil & Gas$2,000–$10,000
DEUTSCHE POST ADRFreight & Logistics Services$2,000–$10,000
DISCO CORPORATIONSemiconductors & Seminconductor Services$2,000–$10,000
FAST RETAILING CO LTDSpecialty Retailers$2,000–$10,000
FAST RETAILING CO LTDSpecialty Retailers$2,000–$10,000
FORTESCUE LTDMetals & Mining$2,000–$10,000
HP INC COMComputers Phones & Household Electronics$2,000–$10,000
FIRST CITIZENS BANCSHARES INCBanking Services$2,000–$10,000
GOLDMAN SACHS GROUP INC COMCommunications & Networking$10,001–$100,000
HONG KONG EXCHANGES & CLEARINGInvestment Banking & Services$2,000–$10,000
disposed 2024-09-19
HUMACYTE INCBiotechnology & Medical Research$2,000–$10,000
JAMES HARDIE INDUSTRIES PLCConstruction Materials$2,000–$10,000
MACQUARIE GROUP LIMITEDInvestment Banking & Investment Services$2,000–$10,000
JP MORGAN CHASE & COBanking Services$10,001–$100,000
KONTOOR BRANDS INC COMTextiles & Apparel$2,000–$10,000
MITSUI FUDOSANReal Estate Operations$2,000–$10,000
MIZUHO FINANCIAL GROUPBanking Services$2,000–$10,000
NEWMARK GROUP INCReal Estate Operations$2,000–$10,000
NORDERA BK ABPBanking Services$2,000–$10,000
MR COOPER GROUP INCBanking Services$10,001–$100,000
NEXTERA ENERGY INC COMElectrical Utilities & IPP$10,001–$100,000
NOVARTIS AGPharmaceuticals$2,000–$10,000
NVIDIA CORPORATIONSemiconductors & Semiconductor Equipment$2,000–$10,000
acquired 2024-06-26
ORACLE CORPSoftware & IT Services$10,001–$100,000
PROSUS NVFinancial Technology$2,000–$10,000
ONEMAIN HLFDS INC COMBanking Services$2,000–$10,000
PRICE T ROWE GROUPSElectronic Equipment & Parts$10,001–$100,000
QUEST DIAGNOSTICS INCHealthcare Providers & Services$10,001–$100,000
ANYWHERE REAL ESTATE INCReal Estate Operations$2,000–$10,000
disposed 2024-06-26
LIGHT & WONDER INC COMHotels & Entertainment Services$10,001–$100,000
SOFTBANK CORPTelecommunications Services$2,000–$10,000
RECRUIT HOLDINGS CO LTDProfessional & Commercial Services$2,000–$10,000
UNITED PARKS & RESTORTS INC COMHotels & Entertainment Services$2,000–$10,000
SUMITOMO MITSUI FINANCIAL GROUPBanking Services$2,000–$10,000
TESLA INCAutomobiles$10,001–$100,000
3I GroupInvestment Banking & Services$2,000–$10,000
WASTE MANAGEMENT INCProfessional & Commercial Services$10,001–$100,000
31 GROUPInvestment Banking & Investment Services$2,000–$10,000
UNITED HEALTH GROUP INCHealthcare Providers & Services$10,001–$100,000
ZOETIS INCPharmaceuticals$10,001–$100,000
ACCENTURE PLCSoftware & IT Services$10,001–$100,000
ALCON INCHealthcare Equipment & Supplies$2,000–$10,000
ASML HOLDING NVSemiconductors & Semiconductor Equipment$2,000–$10,000
EATON CORPORATION INCMachinery & Equipment$2,000–$10,000
WIX.COM LTDSoftware & IT Services$2,000–$10,000
FERRARI NVAutomobiles & Automobile Parts$2,000–$10,000
PARK HOTELS & RESORTS INC COMResidential & Commercial REIT$10,001–$100,000
BRIGHTSPIRE CAPITAL INC COMResidential & Commercial REIT$2,000–$10,000