Q4 2024 |
92 |
$143M |
+$5.34M |
-$20.6M |
-$15.3M |
AAPL, MSFT, BRKB, BRKA, GOOGL
|
13F-HR |
2/14/2025, 04:13 PM |
Q3 2024 |
105 |
$164M |
+$16.8M |
-$2.32M |
+$14.4M |
AAPL, MSFT, BRKB, BRKA, XOM
|
13F-HR |
11/12/2024, 12:41 PM |
Q2 2024 |
92 |
$139M |
+$3.89M |
-$5.47M |
-$1.58M |
MSFT, AAPL, BRKB, GOOGL, BRKA
|
13F-HR |
8/15/2024, 05:11 PM |
Q1 2024 |
90 |
$142M |
+$5.76M |
-$6.31M |
-$555K |
MSFT, BRKB, AAPL, BRKA, XOM
|
13F-HR |
5/13/2024, 01:09 PM |
Q4 2023 |
91 |
$132M |
+$2.21M |
-$6.87M |
-$4.66M |
MSFT, AAPL, BRKB, BRKA, TMO
|
13F-HR |
2/15/2024, 06:49 PM |
Q3 2023 |
95 |
$128M |
+$3.07M |
-$3.69M |
-$618K |
AAPL, MSFT, BRKB, XOM, TMO
|
13F-HR |
11/13/2023, 04:47 PM |
Q2 2023 |
101 |
$133M |
+$5.22M |
-$11.6M |
-$6.41M |
AAPL, MSFT, BRKB, TMO, XOM
|
13F-HR |
11/13/2023, 05:13 PM |
Q4 2022 |
96 |
$130M |
+$8.13M |
-$1.28M |
+$6.85M |
TMO, BRKB, AAPL, MSFT, XOM
|
13F-HR |
2/16/2023, 09:05 AM |
Q3 2022 |
91 |
$112M |
+$6.75M |
-$263K |
+$6.49M |
AAPL, TMO, MSFT, BRKB, BRKA
|
13F-HR |
10/14/2022, 05:21 PM |
Q2 2022 |
88 |
$117M |
+$1.99M |
-$1.43M |
+$554K |
TMO, MSFT, AAPL, BRKB, BRKA
|
13F-HR |
8/12/2022, 06:37 PM |
Q1 2022 |
90 |
$134M |
+$1.41M |
-$7.71M |
-$6.3M |
BRKB, AAPL, MSFT, TMO, BRKA
|
13F-HR |
4/29/2022, 05:46 PM |
Q4 2021 |
93 |
$146M |
+$5.81M |
-$3.48M |
+$2.33M |
TMO, MSFT, AAPL, BRKB, NKE
|
13F-HR |
2/16/2022, 02:43 PM |
Q3 2021 |
90 |
$130M |
+$24.3M |
-$20.9M |
+$3.41M |
TMO, MSFT, BRKB, AAPL, NKE
|
13F-HR |
11/15/2021, 06:36 PM |
Q2 2021 |
96 |
$127M |
+$19.4M |
-$25M |
-$5.53M |
AAPL, MSFT, TMO, BRKB, NKE
|
13F-HR |
8/16/2021, 04:37 PM |
Q1 2021 |
104 |
$124M |
+$8.53M |
-$7.71M |
+$821K |
BRKB, TMO, MSFT, AAPL, NKE
|
13F-HR |
5/12/2021, 01:50 PM |
Q4 2020 |
96 |
$117M |
+$6.24M |
-$6.11M |
+$127K |
TMO, AAPL, BRKB, MSFT, NKE
|
13F-HR |
2/12/2021, 11:57 AM |
Q3 2020 |
92 |
$107M |
+$12.3M |
-$2.87M |
+$9.46M |
TMO, AAPL, MINT, BRKB, MSFT
|
13F-HR |
11/12/2020, 02:04 PM |
Q2 2020 |
85 |
$92.7M |
+$3.89M |
-$778K |
+$3.12M |
AAPL, TMO, MSFT, BRKB, NKE
|
13F-HR |
7/17/2020, 01:27 PM |
Q1 2020 |
78 |
$77.3M |
+$3.96M |
-$4.06M |
-$97.1K |
BRKB, TMO, AAPL, MSFT, BRKA
|
13F-HR |
5/8/2020, 01:47 PM |
Q4 2019 |
93 |
$102M |
+$11.3M |
-$623K |
+$10.7M |
BRKB, TMO, AAPL, MSFT, BRKA
|
13F-HR |
2/13/2020, 02:22 PM |
Q3 2019 |
91 |
$87.2M |
+$2.86M |
-$1.02M |
+$1.83M |
BRKB, TMO, MSFT, AAPL, BRKA
|
13F-HR |
11/15/2019, 01:58 PM |
Q2 2019 |
87 |
$84.9M |
+$1.95M |
-$3.13M |
-$1.18M |
BRKB, TMO, BRKA, MSFT, AAPL
|
13F-HR |
8/15/2019, 08:58 AM |
Q1 2019 |
87 |
$86.6M |
+$4.47M |
-$22.2M |
-$17.7M |
BRKB, TMO, BRKA, XOM, NKE
|
13F-HR |
5/15/2019, 05:37 PM |
Q4 2018 |
78 |
$95.9M |
+$12.3M |
-$2.69M |
+$9.65M |
BRKB, VT, TMO, VDE, NKE
|
13F-HR |
2/14/2019, 03:03 PM |
Q3 2018 |
87 |
$113M |
+$8.26M |
-$3.15M |
+$5.12M |
BRKB, TMO, NKE, BRKA, XOM
|
13F-HR |
11/14/2018, 08:40 AM |
Q2 2018 |
84 |
$107M |
+$5.47M |
-$5.63M |
-$160K |
BRKB, TMO, NKE, XOM, BRKA
|
13F-HR |
8/14/2018, 07:22 PM |
Q1 2018 |
78 |
$107M |
+$6.52M |
-$2.08M |
+$4.44M |
BRKB, TMO, BRKA, XOM, NKE
|
13F-HR |
5/14/2018, 09:22 AM |
Q4 2017 |
84 |
$110M |
+$8.47M |
-$3.48M |
+$4.99M |
BRKB, XOM, TMO, BRKA, NKE
|
13F-HR |
2/14/2018, 01:20 PM |
Q3 2017 |
79 |
$102M |
+$4.81M |
-$2.57M |
+$2.24M |
BRKB, XOM, TMO, BRKA, JNJ
|
13F-HR |
11/15/2017, 09:08 AM |
Q2 2017 |
78 |
$101M |
+$783K |
-$1.17M |
-$389K |
BRKB, BRKA, XOM, TMO, MDT
|
13F-HR |
8/15/2017, 09:36 AM |
Q1 2017 |
82 |
$101M |
+$10.3M |
-$4.32M |
+$5.99M |
BRKA, BRKB, XOM, TMO, NKE
|
13F-HR |
5/16/2017, 10:41 AM |
Q4 2016 |
76 |
$96.2M |
+$5.54M |
-$961K |
+$4.58M |
BRKA, BRKB, VT, XOM, TMO
|
13F-HR |
2/10/2017, 03:08 PM |
Q3 2016 |
72 |
$87.6M |
+$5.55M |
-$2.21M |
+$3.34M |
BRKA, BRKB, TMO, XOM, MDT
|
13F-HR |
11/14/2016, 04:52 PM |
Q2 2016 |
68 |
$86.5M |
+$2.55M |
-$1.65M |
+$902K |
BRKB, XOM, TMO, FI, MDT
|
13F-HR |
8/17/2016, 06:19 PM |
Q1 2016 |
68 |
$83.6M |
+$4.38M |
-$9.47M |
-$5.09M |
NKE, BRKB, MDT, TMO, FI
|
13F-HR |
5/13/2016, 02:32 PM |
Q4 2015 |
74 |
$100M |
+$15.8M |
-$2.17M |
+$13.7M |
VT, NKE, BRKB, TMO, FI
|
13F-HR |
2/2/2016, 12:31 PM |
Q3 2015 |
72 |
$84.3M |
+$2.84M |
-$1.53M |
+$1.31M |
NKE, BRKB, FI, TMO, DHR
|
13F-HR |
11/13/2015, 03:27 PM |
Q2 2015 |
74 |
$90.7M |
+$3.39M |
-$858K |
+$2.53M |
BRKB, NKE, XOM, TMO, IBB
|
13F-HR |
8/11/2015, 09:52 AM |
Q1 2015 |
76 |
$91.4M |
+$10.2M |
-$879K |
+$9.34M |
BRKB, NKE, TMO, XOM, GIS
|
13F-HR |
5/8/2015, 10:23 AM |
Q4 2014 |
80 |
$89.3M |
+$7.59M |
-$6.1M |
+$1.5M |
BRKB, NKE, TMO, XOM, BRKA
|
13F-HR |
2/10/2015, 12:38 PM |
Q3 2014 |
76 |
$89.4M |
+$5.12M |
-$1.6M |
+$3.52M |
BRKB, NKE, TMO, JNJ, GIS
|
13F-HR |
11/19/2014, 06:08 PM |
Q2 2014 |
74 |
$88.4M |
+$4.9M |
-$199K |
+$4.7M |
BRKB, TMO, BHI, FI, NKE
|
13F-HR |
8/12/2014, 04:25 PM |
Q1 2014 |
74 |
$84M |
+$8.15M |
-$797K |
+$7.35M |
BRKB, TMO, NKE, FI, GIS
|
13F-HR |
5/9/2014, 04:02 PM |
Q4 2013 |
73 |
$81.1M |
|
|
|
BRKB, TMO, NKE, FI, GIS
|
13F-HR |
1/13/2014, 11:00 AM |