Q1 2025 |
27 |
$210M |
+$29.3M |
-$15.3M |
+$14M |
BRKB, GLD, GOOG, AAPL, GDX
|
13F-HR |
4/11/2025, 07:05 PM |
Q4 2024 |
29 |
$196M |
+$5.87M |
-$7.47M |
-$1.6M |
BRKB, GOOG, GLD, AAPL, GOOGL
|
13F-HR |
2/6/2025, 03:17 PM |
Q3 2024 |
29 |
$194M |
+$8.54M |
-$7.88M |
+$656K |
BRKB, GOOG, GLD, AAPL, MSFT
|
13F-HR |
11/15/2024, 05:50 PM |
Q2 2024 |
32 |
$180M |
+$6.28M |
-$3.91M |
+$2.37M |
BRKB, GOOG, MSFT, GOOGL, GLD
|
13F-HR |
8/9/2024, 05:21 PM |
Q1 2024 |
29 |
$175M |
+$2.08M |
-$1.28M |
+$795K |
BRKB, GOOG, MSFT, QVAL, GLD
|
13F-HR |
4/19/2024, 10:19 AM |
Q4 2023 |
28 |
$163M |
+$4.72M |
-$5.71M |
-$995K |
BRKB, GOOG, MSFT, AAPL, GLD
|
13F-HR |
2/13/2024, 05:19 PM |
Q3 2023 |
33 |
$151M |
+$3.98M |
-$10.1M |
-$6.14M |
BRKB, GOOG, AAPL, GLD, QVAL
|
13F-HR |
10/12/2023, 04:04 PM |
Q2 2023 |
32 |
$159M |
+$7.11M |
-$3.48M |
+$3.64M |
BRKB, AAPL, GOOG, MSFT, GLD
|
13F-HR |
8/15/2023, 02:12 PM |
Q1 2023 |
29 |
$146M |
+$7.56M |
-$3.08M |
+$4.48M |
BRKB, GLD, AAPL, GOOG, MSFT
|
13F-HR |
4/12/2023, 07:24 PM |
Q4 2022 |
28 |
$133M |
+$2.02M |
-$3.1M |
-$1.08M |
BRKB, GLD, QVAL, AAPL, GOOG
|
13F-HR |
2/14/2023, 03:24 PM |
Q3 2022 |
29 |
$143M |
+$29.8M |
-$2.63M |
+$27.1M |
BRKB, GLD, AAPL, GOOG, QVAL
|
13F-HR |
11/15/2022, 01:36 PM |
Q2 2022 |
32 |
$151M |
+$5.78M |
-$679K |
+$5.1M |
BRKB, GLD, GOOG, MSFT, AAPL
|
13F-HR |
7/20/2022, 11:01 AM |
Q1 2022 |
37 |
$189M |
+$10.2M |
-$1.15M |
+$9.04M |
BRKB, GOOG, AAPL, GLD, MSFT
|
13F-HR |
4/27/2022, 09:22 PM |
Q4 2021 |
45 |
$201M |
+$5.64M |
-$10.3M |
-$4.7M |
BRKB, GOOG, AAPL, MSFT, GOOGL
|
13F-HR |
2/15/2022, 08:21 PM |
Q3 2021 |
42 |
$189M |
+$7.71M |
-$2.5M |
+$5.21M |
BRKB, GOOG, GOOGL, GLD, AAPL
|
13F-HR |
11/15/2021, 05:08 PM |
Q2 2021 |
42 |
$185M |
+$10.8M |
-$5.26M |
+$5.54M |
BRKB, GOOG, AAPL, GLD, GOOGL
|
13F-HR |
8/30/2021, 11:33 AM |
Q1 2021 |
38 |
$168M |
+$10.9M |
-$4.33M |
+$6.57M |
BRKB, GLD, GOOG, AAPL, QVAL
|
13F-HR |
4/12/2021, 09:09 PM |
Q4 2020 |
39 |
$151M |
+$8.35M |
-$2.74M |
+$5.61M |
BRKB, GLD, AAPL, MSFT, GOOG
|
13F-HR |
2/16/2021, 02:52 PM |
Q3 2020 |
35 |
$128M |
+$8.83M |
-$8.13M |
+$704K |
BRKB, GLD, AAPL, MSFT, GDX
|
13F-HR |
11/10/2020, 11:25 AM |
Q2 2020 |
36 |
$128M |
+$22M |
-$7.73M |
+$14.2M |
BRKB, GLD, MSFT, GDX, GOOG
|
13F-HR |
7/17/2020, 04:14 PM |
Q1 2020 |
30 |
$106M |
+$3.35M |
-$7.25M |
-$3.9M |
BRKB, GLD, MSFT, GOOG, DIS
|
13F-HR |
4/13/2020, 01:59 PM |
Q4 2019 |
35 |
$153M |
+$428K |
-$671K |
-$243K |
BRKB, GLD, MSFT, DIS, BAC
|
13F-HR |
1/7/2020, 01:49 PM |
Q3 2019 |
36 |
$143M |
+$1.32M |
-$261K |
+$1.06M |
BRKB, GLD, MSFT, HHC, DIS
|
13F-HR |
10/8/2019, 01:24 PM |
Q2 2019 |
39 |
$145M |
+$5.01M |
-$2.95M |
+$2.06M |
BRKB, GLD, DIS, MSFT, HHC
|
13F-HR |
7/17/2019, 01:52 PM |
Q1 2019 |
38 |
$140M |
+$10.7M |
-$1.33M |
+$9.41M |
BRKB, CSCO, GLD, MSFT, HHC
|
13F-HR |
4/10/2019, 03:22 PM |
Q4 2018 |
36 |
$129M |
+$5.95M |
-$4.23M |
+$1.72M |
BRKB, GLD, CSCO, SH, DEM
|
13F-HR |
1/9/2019, 11:47 AM |
Q3 2018 |
41 |
$148M |
+$8.36M |
-$3.21M |
+$5.15M |
BRKB, CSCO, MSFT, HHC, DXJ
|
13F-HR |
10/10/2018, 12:12 PM |
Q2 2018 |
40 |
$136M |
+$5.84M |
-$1.95M |
+$3.88M |
BRKB, MSFT, HHC, CSCO, QVAL
|
13F-HR |
7/11/2018, 05:13 PM |
Q1 2018 |
42 |
$138M |
+$9.99M |
-$5.17M |
+$4.82M |
BRKB, MKL, MSFT, HHC, CSCO
|
13F-HR |
4/11/2018, 02:21 PM |
Q4 2017 |
43 |
$138M |
+$831K |
-$2.17M |
-$1.34M |
BRKB, BAC, MKL, ABBV, CSCO
|
13F-HR |
1/9/2018, 01:58 PM |
Q3 2017 |
43 |
$132M |
+$2.2M |
-$7.37M |
-$5.18M |
BRKB, MKL, ABBV, BAC, GLD
|
13F-HR |
10/13/2017, 02:41 PM |
Q2 2017 |
44 |
$136M |
+$921K |
-$178K |
+$743K |
BRKB, FWONKXXXX, MSFT, MKL, BAC
|
13F-HR |
7/12/2017, 04:29 PM |
Q1 2017 |
47 |
$133M |
+$6.39M |
-$2.35M |
+$4.04M |
BRKB, FWONKXXXX, MKL, MSFT, BAC
|
13F-HR |
4/13/2017, 03:00 PM |
Q4 2016 |
43 |
$124M |
+$3.21M |
-$1.82M |
+$1.39M |
BRKB, BAC, FWONKXXXX, MSFT, MKL
|
13F-HR |
1/23/2017, 02:07 PM |
Q3 2016 |
43 |
$125M |
+$578K |
-$150K |
+$428K |
BRKB, MKL, FWONKXXXX, GLD, MDT
|
13F-HR |
10/20/2016, 02:38 PM |
Q2 2016 |
43 |
$118M |
+$21.7M |
-$2.07M |
+$19.6M |
BRKB, MKL, GLD, MDT, HHC
|
13F-HR |
7/12/2016, 02:18 PM |
Q1 2016 |
38 |
$109M |
+$6.16M |
-$3.98M |
+$2.18M |
BRKB, MKL, MSFT, HHC, MDT
|
13F-HR |
4/13/2016, 01:25 PM |
Q4 2015 |
39 |
$114M |
+$1.88M |
-$16.4M |
-$14.6M |
BRKB, MKL, AIG, BAC, HHC
|
13F-HR |
1/21/2016, 11:14 AM |
Q3 2015 |
36 |
$127M |
+$14.1M |
-$1.52M |
+$12.5M |
BRKB, SHXXXX, MKL, AIG, MSFT
|
13F-HR |
10/15/2015, 11:52 AM |
Q2 2015 |
39 |
$143M |
|
|
|
BRKB, DXJ, HHC, MKL, AIG
|
New Holdings |
12/7/2015, 02:54 PM |
Q2 2015 |
42 |
$148M |
+$9.66M |
-$3.97M |
+$5.69M |
BRKB, DXJ, HHC, MKL, AIG
|
13F-HR |
7/15/2015, 02:37 PM |
Q1 2015 |
37 |
$140M |
|
|
|
BRKB, HHC, MDT, DXJ, MKL
|
New Holdings |
12/7/2015, 02:41 PM |
Q1 2015 |
39 |
$145M |
+$3.54M |
-$4.39M |
-$851K |
BRKB, HHC, MDT, DXJ, MKL
|
13F-HR |
4/17/2015, 12:06 PM |
Q4 2014 |
36 |
$141M |
|
|
|
BRKB, MSFT, YHOO, MDT, BAC
|
New Holdings |
12/7/2015, 02:33 PM |
Q4 2014 |
39 |
$152M |
+$882K |
-$1.26M |
-$380K |
BRKB, MSFT, YHOO, MDT, MDTXXXX
|
13F-HR |
1/16/2015, 01:34 PM |
Q3 2014 |
36 |
$138M |
|
|
|
BRKB, MSFT, HHC, DXJ, BAC
|
New Holdings |
12/7/2015, 02:26 PM |
Q3 2014 |
39 |
$149M |
+$7.06M |
-$2.22M |
+$4.85M |
BRKB, MSFT, HHC, DXJ, BAC
|
13F-HR |
10/30/2014, 01:31 PM |
Q2 2014 |
37 |
$139M |
|
|
|
BRKB, HHC, MSFT, GLW, AIG
|
New Holdings |
12/7/2015, 02:18 PM |
Q2 2014 |
40 |
$151M |
+$11.5M |
-$2.11M |
+$9.34M |
BRKB, HHC, MSFT, GLW, AIG
|
13F-HR |
7/16/2014, 01:13 PM |
Q1 2014 |
34 |
$133M |
|
|
|
BRKB, MSFT, HHC, YHOO, GLW
|
New Holdings |
12/7/2015, 02:08 PM |
Q1 2014 |
36 |
$144M |
+$10.5M |
-$10.3M |
+$189K |
BRKB, MSFT, HHC, YHOO, GLW
|
13F-HR |
4/22/2014, 01:48 PM |
Q4 2013 |
33 |
$134M |
|
|
|
BRKB, VOD, HRS, YHOO, GOOGL
|
New Holdings |
12/7/2015, 01:55 PM |
Q4 2013 |
31 |
$132M |
|
|
|
BRKB, VODXXXX, HRS, YHOO, GOOGLXXXX
|
13F-HR |
1/10/2014, 11:33 AM |
Q3 2013 |
35 |
$122M |
|
|
|
BRKB, AIG, VOD, HRS, YHOO
|
New Holdings |
12/7/2015, 01:19 PM |