Q4 2024 |
208 |
$337M |
+$11.5M |
-$14.4M |
-$2.87M |
BRKB, AAPL, MSFT, GOOG, VTEB
|
13F-HR |
2/7/2025, 12:34 PM |
Q3 2024 |
209 |
$346M |
+$8.16M |
-$13.4M |
-$5.28M |
BRKB, MSFT, AAPL, VTEB, VTIP
|
13F-HR |
11/14/2024, 04:19 PM |
Q2 2024 |
205 |
$332M |
+$10.4M |
-$11M |
-$583K |
BRKB, MSFT, AAPL, VTEB, GOOG
|
13F-HR |
8/14/2024, 04:18 PM |
Q1 2024 |
208 |
$332M |
+$8.92M |
-$15.6M |
-$6.72M |
BRKB, MSFT, AAPL, VTEB, GOOG
|
13F-HR |
5/9/2024, 09:14 AM |
Q4 2023 |
206 |
$321M |
+$10.8M |
-$18.1M |
-$7.31M |
BRKB, MSFT, AAPL, VTEB, JNJ
|
13F-HR |
2/12/2024, 08:34 AM |
Q3 2023 |
202 |
$303M |
+$7.21M |
-$7.05M |
+$159K |
BRKB, MSFT, AAPL, VTEB, JNJ
|
13F-HR |
11/13/2023, 02:19 PM |
Q2 2023 |
204 |
$313M |
+$6.26M |
-$7.42M |
-$1.17M |
BRKB, AAPL, MSFT, VTEB, JNJ
|
13F-HR |
8/14/2023, 04:10 PM |
Q1 2023 |
199 |
$299M |
+$7.73M |
-$6.29M |
+$1.44M |
BRKB, VTEB, AAPL, MSFT, JNJ
|
13F-HR |
5/8/2023, 03:35 PM |
Q4 2022 |
194 |
$288M |
+$10.2M |
-$22.4M |
-$12.1M |
BRKB, VTEB, AAPL, MSFT, JNJ
|
13F-HR |
2/13/2023, 02:40 PM |
Q3 2022 |
184 |
$280M |
+$17.8M |
-$7.49M |
+$10.3M |
BRKB, AAPL, VTEB, MSFT, JNJ
|
13F-HR |
11/7/2022, 02:49 PM |
Q2 2022 |
190 |
$300M |
+$17.3M |
-$7.3M |
+$9.98M |
BRKB, AAPL, MSFT, JNJ, VTEB
|
13F-HR |
8/11/2022, 04:25 PM |
Q1 2022 |
202 |
$347M |
+$8M |
-$29.5M |
-$21.5M |
BRKB, AAPL, MSFT, JNJ, GOOG
|
13F-HR |
5/2/2022, 12:24 PM |
Q4 2021 |
207 |
$380M |
+$31.2M |
-$7.69M |
+$23.6M |
ABT, BRKB, MSFT, ABBV, AAPL
|
13F-HR |
2/11/2022, 10:37 AM |
Q3 2021 |
192 |
$329M |
+$9.92M |
-$10.8M |
-$846K |
BRKB, MSFT, AAPL, ABT, JNJ
|
13F-HR |
11/12/2021, 08:25 AM |
Q2 2021 |
196 |
$334M |
+$4.67M |
-$8.93M |
-$4.27M |
BRKB, MSFT, AAPL, ABT, JNJ
|
13F-HR |
8/10/2021, 10:35 AM |
Q1 2021 |
194 |
$319M |
+$5.04M |
-$8.26M |
-$3.22M |
BRKB, AAPL, MSFT, ABT, JNJ
|
13F-HR |
5/6/2021, 04:05 PM |
Q4 2020 |
184 |
$306M |
+$5.58M |
-$5.33M |
+$251K |
BRKB, AAPL, MSFT, ABT, JNJ
|
13F-HR |
2/9/2021, 01:24 PM |
Q3 2020 |
177 |
$281M |
+$22.6M |
-$4.68M |
+$17.9M |
BRKB, AAPL, MSFT, ABT, JNJ
|
13F-HR |
11/6/2020, 03:46 PM |
Q2 2020 |
169 |
$256M |
+$6.82M |
-$14.9M |
-$8.08M |
BRKB, MSFT, AAPL, ABT, JNJ
|
13F-HR |
8/13/2020, 10:26 AM |
Q1 2020 |
159 |
$234M |
+$22.6M |
-$3.7M |
+$18.9M |
BRKB, MSFT, JNJ, ABT, AAPL
|
13F-HR |
5/11/2020, 10:33 AM |
Q4 2019 |
174 |
$262M |
+$105M |
-$95K |
+$105M |
JNJ, MSFT, AAPL, ABT, VPL
|
13F-HR |
2/13/2020, 11:40 AM |
Q3 2019 |
140 |
$163M |
+$3.67M |
-$2.61M |
+$1.06M |
BRKB, MSFT, JNJ, AAPL, VPL
|
13F-HR |
11/8/2019, 11:29 AM |
Q2 2019 |
139 |
$163M |
+$4.13M |
-$3.48M |
+$647K |
BRKB, JNJ, MSFT, VPL, SYK
|
13F-HR |
8/9/2019, 04:14 PM |
Q1 2019 |
135 |
$160M |
+$7.22M |
-$2.73M |
+$4.49M |
BRKB, JNJ, MSFT, VPL, SYK
|
13F-HR |
5/14/2019, 01:49 PM |
Q4 2018 |
123 |
$142M |
+$5.2M |
-$10.9M |
-$5.74M |
BRKB, JNJ, MSFT, VPL, AAPL
|
13F-HR |
2/8/2019, 08:44 AM |
Q3 2018 |
149 |
$175M |
+$3.54M |
-$2.28M |
+$1.26M |
BRKB, JNJ, MSFT, VPL, WIW
|
13F-HR |
11/9/2018, 10:25 AM |
Q2 2018 |
152 |
$164M |
+$9.34M |
-$3.89M |
+$5.45M |
BRKB, JNJ, WIW, VPL, MSFT
|
13F-HR |
8/10/2018, 11:24 AM |
Q1 2018 |
147 |
$162M |
+$6.21M |
-$3.29M |
+$2.91M |
BRKB, JNJ, VPL, WIW, MSFT
|
13F-HR |
5/8/2018, 03:53 PM |
Q4 2017 |
147 |
$164M |
+$7.39M |
-$4.51M |
+$2.88M |
BRKB, JNJ, VPL, MSFT, WIW
|
13F-HR |
2/9/2018, 03:14 PM |
Q3 2017 |
145 |
$155M |
+$4.47M |
-$4.31M |
+$157K |
BRKB, JNJ, VPL, BABXXXX, MSFT
|
13F-HR |
11/8/2017, 01:41 PM |
Q2 2017 |
141 |
$150M |
+$3.59M |
-$3.22M |
+$373K |
BRKB, JNJ, VPL, BABXXXX, PEP
|
13F-HR |
8/14/2017, 07:03 PM |
Q1 2017 |
142 |
$145M |
+$4.36M |
-$6.7M |
-$2.35M |
BRKB, JNJ, VPL, AAPL, PEP
|
13F-HR |
5/12/2017, 06:23 PM |
Q4 2016 |
144 |
$143M |
+$5.67M |
-$2.14M |
+$3.53M |
BRKB, JNJ, VPL, PEP, BABXXXX
|
13F-HR |
2/9/2017, 04:08 PM |
Q3 2016 |
139 |
$139M |
+$8.96M |
-$2.37M |
+$6.59M |
BRKB, JNJ, VPL, PEP, BABXXXX
|
13F-HR |
11/8/2016, 03:13 PM |
Q2 2016 |
135 |
$132M |
+$15.6M |
-$4M |
+$11.6M |
BRKB, JNJ, VPL, PEP, SYK
|
13F-HR |
7/28/2016, 05:14 PM |
Q1 2016 |
139 |
$132M |
+$5.15M |
-$6.39M |
-$1.24M |
JNJ, VPL, PEP, CSCO, AAPL
|
13F-HR |
5/6/2016, 01:32 PM |
Q4 2015 |
134 |
$132M |
+$9.39M |
-$5.35M |
+$4.04M |
JNJ, VPL, PEP, MSFT, SYK
|
13F-HR |
2/11/2016, 01:51 PM |
Q3 2015 |
128 |
$128M |
+$4.24M |
-$5.04M |
-$794K |
JNJ, VPL, PEP, SYK, AAPL
|
13F-HR |
10/23/2015, 04:16 PM |
Q2 2015 |
136 |
$143M |
+$5.15M |
-$4.11M |
+$1.04M |
VPL, JNJ, AAPL, PEP, SYK
|
13F-HR |
8/11/2015, 11:22 AM |
Q1 2015 |
135 |
$145M |
+$844K |
-$4.36M |
-$3.52M |
VPL, JNJ, AAPL, SYK, RJI
|
13F-HR |
5/7/2015, 01:09 PM |
Q4 2014 |
141 |
$150M |
+$11.9M |
-$3.59M |
+$8.33M |
JNJ, VPL, SYK, RJI, AAPL
|
13F-HR |
2/9/2015, 12:02 PM |
Q3 2014 |
135 |
$144M |
+$1.4M |
-$3.77M |
-$2.37M |
JNJ, VPL, RJI, SYK, MGV
|
13F-HR |
11/4/2014, 12:16 PM |
Q2 2014 |
137 |
$148M |
+$6.41M |
-$5.78M |
+$630K |
JNJ, VPL, RJI, SYK, MGV
|
13F-HR |
8/5/2014, 03:40 PM |
Q1 2014 |
137 |
$145M |
+$5.62M |
-$5.47M |
+$147K |
JNJ, VPL, RJI, SYK, GOOGLXXXX
|
13F-HR |
5/7/2014, 12:30 PM |
Q4 2013 |
133 |
$144M |
|
|
|
VPL, JNJ, RJI, SYK, GOOGLXXXX
|
13F-HR |
2/6/2014, 02:35 PM |