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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 337 | $2,653,923,533 | +$54,002,661 | -$132,991,473 | -$78,988,812 | MSFT, IVV, GOOG, IEFA, JEPI | 13F-HR | 04 Feb 2026, 14:00 |
| Q3 2025 | 334 | $2,705,712,206 | +$66,407,797 | -$234,794,949 | -$168,387,152 | MSFT, IVV, GOOG, IEFA, JEPI | 13F-HR | 14 Nov 2025, 19:18 |
| Q2 2025 | 329 | $2,698,117,796 | +$84,976,938 | -$117,900,331 | -$32,923,393 | MSFT, IVV, GOOG, IEFA, MOAT | 13F-HR | 13 Aug 2025, 18:16 |
| Q1 2025 | 331 | $2,456,037,558 | +$89,875,454 | -$191,648,361 | -$101,772,907 | MSFT, IVV, MOAT, JEPI, GOOG | 13F-HR | 07 May 2025, 19:47 |
| Q4 2024 | 341 | $2,657,763,449 | +$122,502,590 | -$87,389,314 | +$35,113,276 | MSFT, IVV, GOOG, MOAT, JEPI | 13F-HR | 13 Feb 2025, 11:43 |
| Q3 2024 | 355 | $2,654,690,055 | +$96,264,745 | -$133,160,589 | -$36,895,844 | MSFT, IVV, MOAT, GOOG, JEPI | 13F-HR | 13 Nov 2024, 18:51 |
| Q2 2024 | 432 | $2,616,866,349 | +$160,160,556 | -$69,622,940 | +$90,537,616 | MSFT, IVV, GOOG, MOAT, JEPI | 13F-HR | 06 Aug 2024, 12:04 |
| Q1 2024 | 431 | $2,496,171,751 | +$249,775,724 | -$117,894,999 | +$131,880,725 | MSFT, IVV, GOOG, MOAT, JEPI | 13F-HR | 09 May 2024, 18:53 |
| Q4 2023 | 430 | $2,191,321,590 | +$108,975,053 | -$281,237,171 | -$172,262,118 | MSFT, GOOG, IVV, AMZN, UPS | 13F-HR | 14 Feb 2024, 15:34 |
| Q3 2023 | 450 | $2,136,381,522 | +$164,669,050 | -$243,684,712 | -$79,015,662 | MSFT, GOOG, AMZN, BRKB, UPS | 13F-HR | 15 Nov 2023, 15:30 |
| Q2 2023 | 446 | $2,314,059,891 | +$157,402,753 | -$193,406,052 | -$36,003,299 | MSFT, GOOG, AAPL, UPS, AMZN | 13F-HR | 14 Aug 2023, 13:42 |
| Q1 2023 | 391 | $2,174,835,419 | +$146,128,044 | -$200,851,423 | -$54,723,379 | MSFT, GOOG, UPS, AAPL, BRKB | 13F-HR | 12 May 2023, 16:33 |
| Q4 2022 | 400 | $2,088,046,357 | +$220,154,755 | -$264,749,676 | -$44,594,921 | MSFT, GOOG, UPS, BRKB, AAPL | 13F-HR | 14 Feb 2023, 12:10 |
| Q3 2022 | 384 | $2,029,433,704 | +$276,594,031 | -$241,045,842 | +$35,548,189 | MSFT, GOOG, AAPL, AMZN, UPS | 13F-HR | 10 Nov 2022, 17:41 |
| Q2 2022 | 400 | $2,251,363,581 | +$236,511,818 | -$195,083,006 | +$41,428,812 | MSFT, GOOG, IAU, UPS, AAPL | 13F-HR | 12 Aug 2022, 14:39 |
| Q1 2022 | 422 | $2,754,884,046 | +$208,661,879 | -$130,150,423 | +$78,511,456 | MSFT, GOOG, AMZN, IAU, META | 13F-HR | 05 May 2022, 13:41 |
| Q4 2021 | 438 | $2,895,986,665 | +$249,289,218 | -$142,035,692 | +$107,253,526 | MSFT, GOOG, AMZN, IAU, UPS | 13F-HR | 11 Feb 2022, 17:40 |
| Q3 2021 | 441 | $2,679,059,000 | +$202,820,927 | -$122,184,694 | +$80,636,233 | MSFT, GOOG, IAU, AMZN, META | 13F-HR | 15 Nov 2021, 15:28 |
| Q2 2021 | 448 | $2,596,817,000 | +$298,770,051 | -$229,887,556 | +$68,882,495 | MSFT, GOOG, IAU, AMZN, META | 13F-HR | 13 Aug 2021, 17:20 |
| Q1 2021 | 413 | $2,332,121,000 | +$145,580,518 | -$160,769,120 | -$15,188,602 | MSFT, GOOG, IAUXXXX, AMZN, VER | 13F-HR | 17 May 2021, 17:48 |
| Q4 2020 | 409 | $2,250,138,403 | +$192,345,838 | -$232,339,976 | -$39,994,138 | MSFT, IAUXXXX, GOOG, AMZN, DIS | 13F-HR | 12 Feb 2021, 17:56 |
| Q3 2020 | 370 | $2,144,435,361 | +$159,795,023 | -$77,086,392 | +$82,708,631 | MSFT, META, IAUXXXX, GOOG, AMZN | 13F-HR | 12 Nov 2020, 12:58 |
| Q2 2020 | 351 | $1,935,162,206 | +$97,460,447 | -$111,461,835 | -$14,001,388 | MSFT, META, IAUXXXX, GOOG, AMZN | 13F-HR | 14 Aug 2020, 15:32 |
| Q1 2020 | 336 | $1,624,013,450 | +$153,258,537 | -$123,609,846 | +$29,648,691 | MSFT, META, IAUXXXX, GOOG, AMZN | 13F-HR | 11 May 2020, 15:15 |
| Q4 2019 | 349 | $2,019,592,460 | +$167,872,300 | -$130,275,932 | +$37,596,368 | MSFT, META, GOOG, VERXXXX, IAUXXXX | 13F-HR | 11 Feb 2020, 16:29 |
| Q3 2019 | 357 | $1,863,960,395 | +$197,649,894 | -$108,860,241 | +$88,789,653 | MSFT, META, GOOG, IAUXXXX, VERXXXX | 13F-HR | 12 Nov 2019, 14:02 |
| Q2 2019 | 344 | $1,780,205,548 | +$151,126,442 | -$127,922,153 | +$23,204,289 | MSFT, META, VERXXXX, GOOG, BRKB | 13F-HR | 14 Aug 2019, 12:55 |
| Q1 2019 | 330 | $1,685,640,586 | +$203,594,842 | -$221,139,172 | -$17,544,330 | MSFT, META, VERXXXX, GOOG, BRKB | 13F-HR | 13 May 2019, 12:52 |
| Q4 2018 | 377 | $1,580,146,831 | +$221,034,828 | -$91,865,797 | +$129,169,031 | MSFT, META, VERXXXX, BRKB, GOOG | 13F-HR | 14 Feb 2019, 16:12 |
| Q3 2018 | 357 | $1,805,462,290 | +$153,180,196 | -$94,041,261 | +$59,138,935 | MSFT, META, BRKB, VERXXXX, GPT | 13F-HR | 13 Nov 2018, 14:32 |
| Q2 2018 | 333 | $1,701,086,624 | +$84,594,671 | -$224,981,067 | -$140,386,396 | MSFT, META, VERXXXX, BRKB, GPT | 13F-HR | 14 Aug 2018, 16:28 |
| Q1 2018 | 320 | $1,792,047,144 | +$233,774,132 | -$134,094,106 | +$99,680,026 | MSFT, META, BRKB, UPS, VERXXXX | 13F-HR | 14 May 2018, 20:22 |
| Q4 2017 | 329 | $1,852,854,000 | +$185,159,382 | -$99,859,998 | +$85,299,384 | META, MSFT, UPS, BRKB, VERXXXX | 13F-HR | 14 Feb 2018, 12:16 |
| Q3 2017 | 307 | $1,761,261,000 | +$266,057,661 | -$179,842,261 | +$86,215,400 | META, MSFT, UPS, VERXXXX, BRKB | 13F-HR | 14 Nov 2017, 11:25 |
| Q2 2017 | 313 | $1,698,680,519 | +$216,644,203 | -$165,015,330 | +$51,628,873 | MSFT, META, VERXXXX, UPS, PFE | 13F-HR | 14 Aug 2017, 13:01 |
| Q1 2017 | 313 | $1,614,538,493 | +$166,661,771 | -$163,201,703 | +$3,460,068 | MSFT, VERXXXX, BRKB, PFE, PM | 13F-HR | 04 May 2017, 20:20 |
| Q4 2016 | 310 | $1,527,595,080 | +$150,107,975 | -$50,193,527 | +$99,914,448 | MSFT, BRKB, VERXXXX, PFE, PM | 13F-HR | 14 Feb 2017, 13:15 |
| Q3 2016 | 289 | $1,446,157,000 | +$138,127,393 | -$94,391,238 | +$43,736,155 | MSFT, VERXXXX, BRKB, PFE, PM | 13F-HR | 14 Nov 2016, 12:31 |
| Q2 2016 | 291 | $1,393,611,000 | +$85,584,785 | -$104,872,432 | -$19,287,647 | MSFT, VERXXXX, PFE, BRKB, PM | 13F-HR | 15 Aug 2016, 20:36 |
| Q1 2016 | 299 | $1,377,277,000 | +$103,768,937 | -$175,105,060 | -$71,336,123 | MSFT, VERXXXX, REXR, PFE, BRKB | 13F-HR | 13 May 2016, 15:42 |
| Q4 2015 | 297 | $1,462,226,000 | +$295,476,389 | -$366,594,257 | -$71,117,868 | MSFT, REXR, VERXXXX, JNJ, PM | 13F-HR | 16 Feb 2016, 16:00 |
| Q3 2015 | 239 | $1,214,752,000 | +$192,759,389 | -$69,601,542 | +$123,157,847 | MSFT, REXR, VERXXXX, JNJ, BRKB | 13F-HR | 13 Nov 2015, 17:33 |
| Q2 2015 | 245 | $1,258,559,000 | +$136,200,940 | -$42,461,210 | +$93,739,730 | MSFT, REXR, T104PS, BRKB, JNJ | 13F-HR | 13 Aug 2015, 12:41 |
| Q1 2015 | 244 | $1,195,480,000 | +$208,336,520 | -$89,740,393 | +$118,596,127 | T104PS, MSFT, REXR, JNJ, BRKB | 13F-HR | 14 May 2015, 14:39 |
| Q4 2014 | 250 | $1,135,120,000 | +$196,834,688 | -$55,986,084 | +$140,848,604 | MSFT, REXR, T104PS, JNJ, BRKB | 13F-HR | 17 Feb 2015, 10:57 |
| Q3 2014 | 242 | $1,004,913,000 | +$129,601,727 | -$23,466,525 | +$106,135,202 | T104PS, MSFT, REXR, JNJ, BRKB | 13F-HR | 14 Nov 2014, 11:19 |
| Q2 2014 | 242 | $917,429,000 | +$114,138,880 | -$9,621,476 | +$104,517,404 | T104PS, MSFT, REXR, JNJ, NVS | 13F-HR | 15 Aug 2014, 11:31 |
| Q1 2014 | 195 | $804,251,000 | +$105,482,446 | -$37,935,608 | +$67,546,838 | T104PS, MSFT, REXR, JNJ, NVS | 13F-HR | 14 May 2014, 19:15 |
| Q4 2013 | 195 | $743,383,000 | $0 | T104PS, REXR, JNJ, MSFT, UPS | 13F-HR | 13 Feb 2014, 19:15 |