California Files

Jeffrey S Ross › Form 700

Jeffrey S Ross: 2025 Annual statement

Annual 2025
Judge, San Francisco County Superior Court · due 2026-03-02
Filed
2026-02-10 · signed 02/10/2026 03:56 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (20 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 107

NameBusinessValue
AmazonConsumer Cyclical$10,001–$100,000
acquired 2025-01-29
BroadcomInformation Technology$10,001–$100,000
acquired 2025-01-29
BroadcomInformation Technology$10,001–$100,000
acquired 2025-07-24
United States TreasuryGovernment Bonds · Bond$10,001–$100,000
acquired 2025-02-03
United States TreasuryGovernment Bonds · Bond$10,001–$100,000
acquired 2025-05-06
United States TreasuryGovernment Bonds · Bond$10,001–$100,000
acquired 2025-10-31
United States TreasuryGovernment Bonds · Bond$10,001–$100,000
disposed 2025-01-31
United States TreasuryGovernment Bonds · Bond$10,001–$100,000
acquired 2025-02-03
disposed 2025-05-06
United States TreasuryGovernment Bonds · Bond$10,001–$100,000
acquired 2025-05-06
disposed 2025-10-31
NikeConsumer Cyclical$10,001–$100,000
acquired 2025-02-13
NikeConsumer Cyclical$10,001–$100,000
acquired 2025-02-13
disposed 2025-04-30
Toronto Dominion BankFinancial Services · Bond$10,001–$100,000
acquired 2025-02-25
CSW IndustrialsIndustrials$2,000–$10,000
acquired 2025-02-28
Viper EnergyEnergy$2,000–$10,000
acquired 2025-02-28
BWX TechnologiesIndustrials$2,000–$10,000
acquired 2025-03-06
Pathward FinancialFinancial Services$2,000–$10,000
acquired 2025-03-12
Becton DickinsonHealth Care$10,001–$100,000
acquired 2025-03-27
Becton DickinsonHealth Care$10,001–$100,000
acquired 2025-03-27
disposed 2025-06-12
AmazonConsumer Cyclical$2,000–$10,000
acquired 2025-04-03
BroadcomInformation Technology$2,000–$10,000
acquired 2025-04-03
OracleInformation Technology$2,000–$10,000
acquired 2025-04-03
QualcommInformation Technology$10,001–$100,000
acquired 2025-04-03
Roper IndustriesInformation Technology$2,000–$10,000
acquired 2025-04-03
SPS CommerceInformation Technology$2,000–$10,000
acquired 2025-04-10
SPS CommerceInformation Technology$2,000–$10,000
acquired 2025-09-25
SPS CommerceInformation Technology$2,000–$10,000
disposed 2025-05-29
Hamilton LaneFinancial Services$2,000–$10,000
acquired 2025-04-24
Decker's OutdoorConsumer Cyclical$10,001–$100,000
acquired 2025-04-30
Decker's OutdoorConsumer Cyclical$10,001–$100,000
acquired 2025-04-30
disposed 2025-10-16
Prestige Cons HealthHealth Care$2,000–$10,000
acquired 2025-05-16
J&J Snack FoodsConsumer Defensive$2,000–$10,000
acquired 2025-05-29
J&J Snack FoodsConsumer Defensive$2,000–$10,000
disposed 2025-12-18
Southern California EdisonUtilities · Bond$10,001–$100,000
acquired 2025-06-03
Kinder MorganEnergy$10,001–$100,000
acquired 2025-06-11
Stryker CorporationHealth Care$10,001–$100,000
acquired 2025-06-12
WalmartConsumer Defensive · Bond$10,001–$100,000
acquired 2025-06-26
WalmartConsumer Defensive · Bond$10,001–$100,000
disposed 2025-06-26
PepsicoConsumer Defensive$10,001–$100,000
acquired 2025-07-17
PepsicoConsumer Defensive$10,001–$100,000
acquired 2025-11-13
Brighthouse FinancialFinancial Services · Bond$10,001–$100,000
acquired 2025-09-04
AmazonConsumer Cyclical · Bond$10,001–$100,000
acquired 2025-09-08
AmazonConsumer Cyclical · Bond$10,001–$100,000
disposed 2025-09-05
Goldman SachsFinancial Services · Bond$10,001–$100,000
acquired 2025-09-16
First Horizon BankFinancial Services · Bond$10,001–$100,000
acquired 2025-09-18
San Francisco (City & County) AirportGovernment Bonds · Bond$10,001–$100,000
acquired 2025-09-25
Simply Good FoodsConsumer Defensive$2,000–$10,000
acquired 2025-09-25
Simply Good FoodsConsumer Defensive$2,000–$10,000
disposed 2025-10-15
VanEck Vectors Digital ETFFinancial Services$10,001–$100,000
acquired 2025-09-29
RLIFinancial Services$2,000–$10,000
acquired 2025-10-15
Targa ResourcesEnergy · Bond$10,001–$100,000
acquired 2025-10-16
TJX CompaniesConsumer Cyclical$10,001–$100,000
acquired 2025-10-16
Arthur J GallagherFinancial Services$2,000–$10,000
acquired 2025-11-13
DanaherHealth Care$10,001–$100,000
acquired 2025-11-13
NetflixCommunication Services$10,001–$100,000
acquired 2025-11-17
Williams CompaniesEnergy · Bond$10,001–$100,000
acquired 2025-11-18
HF SinclairEnergy · Bond$10,001–$100,000
acquired 2025-12-05
Johnson ControlsIndustrials$10,001–$100,000
acquired 2025-12-12
Bristol-Myers SquibbHealth Care · Bond$100,001–$1,000,000
acquired 2025-12-16
Plains All American PipelineEnergy · Bond$10,001–$100,000
acquired 2025-12-17
Trane TechnologiesIndustrials$10,001–$100,000
acquired 2025-12-18
Sabine Pass LiquefactionEnergy · Bond$10,001–$100,000
acquired 2025-12-30
CignaHealth Care · Bond$10,001–$100,000
acquired 2025-12-31
Cheniere EnergyEnergy$10,001–$100,000
disposed 2025-01-29
HersheyConsumer Defensive$10,001–$100,000
disposed 2025-01-29
IBMInformation Technology$10,001–$100,000
disposed 2025-01-29
Steel DynamicsMaterials$10,001–$100,000
disposed 2025-01-29
CiscoInformation Technology$10,001–$100,000
disposed 2025-02-13
VisaFinancial Services$10,001–$100,000
disposed 2025-02-13
Walt DisneyCommunication Services$2,000–$10,000
disposed 2025-02-13
Ingersoll RandIndustrials$10,001–$100,000
disposed 2025-02-14
HollyFrontierEnergy · Bond$10,001–$100,000
disposed 2025-02-18
CostcoConsumer Defensive$10,001–$100,000
disposed 2025-02-25
Five BelowConsumer Cyclical$10,001–$100,000
disposed 2025-02-25
United Health GroupHealth Care$10,001–$100,000
disposed 2025-02-25
TidewaterEnergy$2,000–$10,000
disposed 2025-02-27
BlackbaudInformation Technology$2,000–$10,000
disposed 2025-02-28
Commercial MetalsMaterials$2,000–$10,000
disposed 2025-03-06
AbbvieHealth Care$10,001–$100,000
disposed 2025-03-27
Franklin ElectricIndustrials$2,000–$10,000
disposed 2025-04-10
SPDR Gold SharesMaterials$10,001–$100,000
disposed 2025-04-22
SPDR Gold SharesMaterials$10,001–$100,000
disposed 2025-12-15
Wheaton Precious MetalsMaterials$10,001–$100,000
disposed 2025-04-28
AZEK CompanyIndustrials$2,000–$10,000
disposed 2025-05-16
Marten TransportIndustrials$2,000–$10,000
disposed 2025-05-29
Health Care REITHealth Care · Bond$10,001–$100,000
disposed 2025-06-01
SchlumbergerEnergy$10,001–$100,000
disposed 2025-06-11
OracleInformation Technology$10,001–$100,000
disposed 2025-06-20
OracleInformation Technology$10,001–$100,000
disposed 2025-09-10
Public Storage 4.875% PreferredReal Estate$10,001–$100,000
disposed 2025-06-25
Bank of America Merrill LynchFinancial Services · Bond$10,001–$100,000
disposed 2025-09-02
CitigroupFinancial Services · Bond$10,001–$100,000
disposed 2025-09-13
Walt DisneyCommunication Services · Bond$10,001–$100,000
disposed 2025-09-17
Bakersfield CA Wastewater RevenueGovernment Bonds · Bond$2,000–$10,000
disposed 2025-09-25
HawkinsMaterials$2,000–$10,000
disposed 2025-09-25
Steris CorpIndustrials$2,000–$10,000
disposed 2025-09-25
Lockheed MartinIndustrials · Bond$10,001–$100,000
disposed 2025-10-15
Procter & GambleConsumer Defensive$10,001–$100,000
disposed 2025-11-13
ConstellationConsumer Defensive · Bond$10,001–$100,000
disposed 2025-11-15
Mead Johnson NutritionConsumer Defensive · Bond$10,001–$100,000
disposed 2025-11-15
Walt DisneyCommunication Services$10,001–$100,000
disposed 2025-11-17
ArconicIndustrials · Bond$10,001–$100,000
disposed 2025-12-03
Aon PLCFinancial Services · Bond$100,001–$1,000,000
disposed 2025-12-15
Bank of Nova ScotiaFinancial Services · Bond$10,001–$100,000
disposed 2025-12-16
Baldwin InsuranceFinancial Services$2,000–$10,000
disposed 2025-12-18
MondelezConsumer Defensive$10,001–$100,000
disposed 2025-12-18
EOG ResourcesEnergy · Bond$10,001–$100,000
disposed 2025-12-24
Evernorth HealthHealth Care · Bond$10,001–$100,000
disposed 2025-12-31

Schedule E · Travel paid by others 1

Paid byTripAmount
Los Angeles County Bar Association · 501(c)(3)
444 S. Flower Street, Suite 2500, Los Angeles, CA 90071
Los Angeles round trip airfare, one night hotel to speak at symposium · 2025-11-05 to 2025-11-06 · made a speech / panel · Gift$842.79