Q1 2025 |
58 |
$1.03B |
+$2.39M |
-$9.49M |
-$7.1M |
MSFT, BRKB, MCO, PG, JNJ
|
13F-HR |
4/8/2025, 12:48 PM |
Q4 2024 |
58 |
$1B |
+$18.1M |
-$41.5M |
-$23.5M |
MSFT, BRKA, BRKB, MCO, PG
|
13F-HR |
1/13/2025, 03:44 PM |
Q3 2024 |
63 |
$1.04B |
+$2.91M |
-$19.5M |
-$16.5M |
MSFT, BRKA, BRKB, MCO, PG
|
13F-HR |
10/2/2024, 03:55 PM |
Q2 2024 |
59 |
$1B |
$0 |
$0 |
|
MSFT, BRKA, BRKB, MCO, PG
|
New Holdings |
7/2/2024, 01:58 PM |
Q2 2024 |
61 |
$1B |
+$4.05M |
-$33.2M |
-$29.1M |
MSFT, BRKA, BRKB, MCO, PG
|
13F-HR |
7/2/2024, 01:00 PM |
Q1 2024 |
56 |
$1.03B |
+$6.64M |
-$17.8M |
-$11.2M |
MSFT, BRKA, BRKB, PG, MCO
|
13F-HR |
4/11/2024, 01:41 PM |
Q4 2023 |
58 |
$941M |
+$4.6M |
-$21.3M |
-$16.7M |
MSFT, BRKA, BRKB, MCO, JNJ
|
13F-HR |
1/10/2024, 06:01 PM |
Q3 2023 |
57 |
$875M |
+$882K |
-$4.11M |
-$3.23M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
10/16/2023, 01:34 PM |
Q2 2023 |
57 |
$905M |
+$4.27M |
-$10.4M |
-$6.15M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
7/10/2023, 02:56 PM |
Q1 2023 |
59 |
$821M |
+$5.51M |
-$16.6M |
-$11.1M |
MSFT, BRKA, BRKB, JNJ, PG
|
Restatement |
7/10/2023, 01:47 PM |
Q4 2022 |
62 |
$807M |
+$4.1M |
-$10.2M |
-$6.1M |
MSFT, BRKA, BRKB, JNJ, PG
|
Restatement |
7/10/2023, 02:23 PM |
Q3 2022 |
60 |
$738M |
+$17.6M |
-$592K |
+$17M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
10/12/2022, 01:06 PM |
Q2 2022 |
62 |
$793M |
+$5.02M |
-$852K |
+$4.17M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
7/13/2022, 09:12 AM |
Q1 2022 |
61 |
$948M |
+$1.26M |
-$10.4M |
-$9.14M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
4/27/2022, 02:02 PM |
Q4 2021 |
60 |
$953M |
+$908K |
-$12.2M |
-$11.3M |
MSFT, BRKA, BRKB, JNJ, MCO
|
13F-HR |
1/20/2022, 09:57 AM |
Q3 2021 |
59 |
$864M |
+$3.38M |
-$8.28M |
-$4.9M |
MSFT, BRKA, BRKB, JNJ, MCO
|
13F-HR |
10/26/2021, 01:19 PM |
Q2 2021 |
60 |
$870M |
+$2.44M |
-$9.34M |
-$6.9M |
MSFT, BRKA, BRKB, JNJ, MCO
|
13F-HR |
7/20/2021, 11:16 AM |
Q1 2021 |
60 |
$812M |
+$1.98M |
-$4.4M |
-$2.42M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
4/20/2021, 12:49 PM |
Q4 2020 |
60 |
$759M |
+$6.93M |
-$11.1M |
-$4.21M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
2/1/2021, 01:11 PM |
Q3 2020 |
57 |
$722M |
+$7.12M |
-$5.51M |
+$1.61M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
10/26/2020, 03:34 PM |
Q2 2020 |
56 |
$668M |
+$3.23M |
-$9.21M |
-$5.98M |
MSFT, BRKA, BRKB, JNJ, MCO
|
13F-HR |
7/22/2020, 12:05 PM |
Q1 2020 |
55 |
$603M |
+$6.71M |
-$3.36M |
+$3.36M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
5/5/2020, 11:10 AM |
Q4 2019 |
64 |
$694M |
+$29M |
-$4.76M |
+$24.3M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
1/29/2020, 01:30 PM |
Q3 2019 |
51 |
$610M |
+$1.35M |
-$7.06M |
-$5.71M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
10/16/2019, 11:14 AM |
Q2 2019 |
52 |
$606M |
+$1.37M |
-$71M |
-$69.6M |
MSFT, BRKA, BRKB, JNJ, PG
|
13F-HR |
7/19/2019, 11:40 AM |
Q1 2019 |
51 |
$648M |
+$2.74M |
-$8.96M |
-$6.21M |
BRKA, MSFT, BRKB, JNJ, PG
|
13F-HR |
4/16/2019, 11:07 AM |
Q4 2018 |
51 |
$609M |
+$6.62M |
-$3.57M |
+$3.05M |
BRKA, MSFT, BRKB, JNJ, PG
|
13F-HR |
1/28/2019, 10:06 AM |
Q3 2018 |
55 |
$651M |
+$6.94M |
-$5.77M |
+$1.17M |
BRKA, MSFT, BRKB, JNJ, PG
|
13F-HR |
10/19/2018, 12:17 PM |
Q2 2018 |
53 |
$586M |
+$2M |
-$2.65M |
-$657K |
BRKA, MSFT, BRKB, JNJ, PG
|
13F-HR |
7/25/2018, 01:41 PM |
Q1 2018 |
52 |
$603M |
+$5.99M |
-$2.08M |
+$3.9M |
BRKA, MSFT, BRKB, JNJ, PG
|
13F-HR |
4/30/2018, 02:13 PM |
Q4 2017 |
52 |
$594M |
+$5.46M |
-$7.74M |
-$2.28M |
BRKA, MSFT, JNJ, BRKB, PG
|
13F-HR |
1/23/2018, 09:29 AM |
Q3 2017 |
53 |
$556M |
+$7.29M |
-$1.21M |
+$6.09M |
BRKA, MSFT, JNJ, BRKB, PG
|
13F-HR |
10/24/2017, 12:00 PM |
Q2 2017 |
52 |
$524M |
+$22.8M |
-$928K |
+$21.9M |
BRKA, MSFT, JNJ, BRKB, PG
|
13F-HR |
7/26/2017, 02:55 PM |
Q1 2017 |
52 |
$506M |
+$4.46M |
-$2.71M |
+$1.75M |
BRKA, MSFT, JNJ, BRKB, PG
|
13F-HR |
4/19/2017, 10:30 AM |
Q4 2016 |
50 |
$482M |
+$7.93M |
-$4.2M |
+$3.72M |
BRKA, MSFT, JNJ, BRKB, WBA
|
13F-HR |
2/1/2017, 11:28 AM |
Q3 2016 |
48 |
$520M |
+$4.56M |
-$7.4M |
-$2.84M |
BRKA, MSFT, JNJ, LLTC, BRKB
|
13F-HR |
10/19/2016, 11:06 AM |
Q2 2016 |
48 |
$498M |
+$9.21M |
-$1.75M |
+$7.46M |
BRKA, JNJ, MSFT, BRKB, LLTC
|
13F-HR |
7/26/2016, 02:47 PM |
Q1 2016 |
45 |
$484M |
+$6.65M |
-$1.19M |
+$5.46M |
BRKA, MSFT, JNJ, BRKB, LLTC
|
13F-HR |
4/26/2016, 01:34 PM |
Q4 2015 |
48 |
$511M |
+$16.3M |
-$9.03M |
+$7.24M |
BRKA, MSFT, JNJ, LLTC, BRKB
|
13F-HR |
1/29/2016, 09:41 AM |
Q3 2015 |
41 |
$488M |
+$99.7M |
-$3.6M |
+$96.1M |
BRKA, MSFT, JNJ, BRKB, LLTC
|
13F-HR |
10/20/2015, 11:39 AM |
Q2 2015 |
40 |
$413M |
+$1.24M |
-$31.2M |
-$30M |
BRKA, JNJ, MSFT, LLTC, BRKB
|
13F-HR |
7/22/2015, 11:25 AM |
Q1 2015 |
40 |
$453M |
+$5.65M |
-$3.86M |
+$1.79M |
BRKA, JNJ, LLTC, BRKB, MSFT
|
13F-HR |
4/17/2015, 11:44 AM |
Q4 2014 |
37 |
$462M |
+$33.9M |
-$5.57M |
+$28.3M |
BRKA, JNJ, MSFT, LLTC, BRKB
|
13F-HR |
1/28/2015, 11:29 AM |
Q3 2014 |
40 |
$437M |
+$6.88M |
-$1.3M |
+$5.58M |
BRKA, JNJ, MSFT, LLTC, BRKB
|
13F-HR |
10/20/2014, 01:09 PM |
Q2 2014 |
39 |
$419M |
+$2.49M |
-$2.02M |
+$471K |
BRKA, JNJ, LLTC, MSFT, BRKB
|
13F-HR |
7/18/2014, 12:40 PM |
Q1 2014 |
39 |
$404M |
+$1.31M |
-$2.82M |
-$1.51M |
BRKA, JNJ, LLTC, MSFT, BRKB
|
13F-HR |
4/14/2014, 02:34 PM |
Q4 2013 |
36 |
$306M |
|
|
|
LLTC, JNJ, MSFT, BRKB, CSCO
|
13F-HR |
1/21/2014, 12:52 PM |