Q4 2024 |
186 |
$428M |
+$7.95M |
-$10.6M |
-$2.61M |
AAPL, BRKB, COST, NVDA, MSFT
|
13F-HR |
2/14/2025, 09:29 PM |
Q3 2024 |
183 |
$424M |
+$19.6M |
-$7.5M |
+$12.1M |
AAPL, BRKB, COST, NVDA, MSFT
|
13F-HR |
11/15/2024, 06:29 PM |
Q2 2024 |
175 |
$391M |
+$22.3M |
-$6.91M |
+$15.4M |
AAPL, BRKB, NVDA, COST, MSFT
|
13F-HR |
8/13/2024, 08:14 PM |
Q1 2024 |
179 |
$374M |
+$13.9M |
-$3.86M |
+$10M |
AAPL, BRKB, COST, NVDA, MSFT
|
13F-HR |
5/13/2024, 05:05 PM |
Q4 2023 |
175 |
$349M |
+$8.47M |
-$6.61M |
+$1.86M |
AAPL, BRKB, COST, WFCPRL, MSFT
|
13F-HR |
2/5/2024, 08:59 PM |
Q3 2023 |
171 |
$321M |
+$3.83M |
-$3.93M |
-$107K |
AAPL, BRKB, AAPL, COST, WFCPRL
|
13F-HR |
11/15/2023, 08:53 PM |
Q2 2023 |
176 |
$332M |
+$4.28M |
-$9.3M |
-$5.02M |
AAPL, BRKB, WFCPRL, COST, BACPRL
|
Restatement |
12/11/2023, 04:31 PM |
Q1 2023 |
176 |
$316M |
+$11.9M |
-$3.91M |
+$8.01M |
AAPL, BRKB, WFCPRL, AAPL, COST
|
13F-HR |
5/9/2023, 07:44 PM |
Q4 2022 |
173 |
$283M |
+$12.9M |
-$4.83M |
+$8.03M |
AAPL, BRKB, WFCPRL, AAPL, BACPRL
|
Restatement |
1/18/2023, 06:26 PM |
Q3 2022 |
171 |
$261M |
+$22.3M |
-$1.71M |
+$20.6M |
AAPL, WFCPRL, BRKB, BACPRL, COST
|
13F-HR |
10/21/2022, 06:28 PM |
Q2 2022 |
167 |
$268M |
+$22.1M |
-$3.45M |
+$18.6M |
AAPL, WFCPRL, BRKB, BACPRL, COST
|
13F-HR |
7/13/2022, 08:08 PM |
Q1 2022 |
171 |
$312M |
+$12.7M |
-$523K |
+$12.2M |
AAPL, BRKB, WFCPRL, BACPRL, COST
|
Restatement |
5/10/2022, 05:13 PM |
Q4 2021 |
174 |
$320M |
+$35M |
-$1.69M |
+$33.3M |
AAPL, WFCPRL, BRKB, BACPRL, GOOG
|
13F-HR |
2/11/2022, 06:50 PM |
Q3 2021 |
172 |
$266M |
+$11.3M |
-$2.16M |
+$9.09M |
AAPL, BRKB, GOOG, SBUX, NKE
|
13F-HR |
11/10/2021, 07:08 PM |
Q2 2021 |
165 |
$259M |
+$17M |
-$1.91M |
+$15M |
AAPL, BRKB, NKE, SBUX, GOOG
|
Restatement |
8/6/2021, 03:07 PM |
Q1 2021 |
148 |
$227M |
+$9.15M |
-$4.56M |
+$4.58M |
AAPL, BRKB, SBUX, NKE, AMCR
|
13F-HR |
5/11/2021, 03:41 PM |
Q4 2020 |
145 |
$214M |
+$6.47M |
-$4.65M |
+$1.83M |
AAPL, BRKB, NKE, SBUX, AMCR
|
13F-HR |
2/3/2021, 05:42 PM |
Q3 2020 |
144 |
$211M |
+$31.5M |
-$4.78M |
+$26.7M |
AAPL, WFCPRL, BRKB, NKE, BACPRL
|
13F-HR |
11/10/2020, 06:11 PM |
Q2 2020 |
138 |
$184M |
+$7.11M |
-$7.69M |
-$579K |
AAPL, WFCPRL, BRKB, AMCR, BACPRL
|
13F-HR |
7/31/2020, 03:43 PM |
Q1 2020 |
135 |
$153M |
+$24.2M |
-$11M |
+$13.2M |
AAPL, WFCPRL, BRKB, BACPRL, AMCR
|
13F-HR |
5/14/2020, 05:45 PM |
Q4 2019 |
124 |
$157M |
+$6.82M |
-$1.48M |
+$5.34M |
AAPL, WFCPRL, BRKB, BACPRL, AMCR
|
13F-HR |
2/10/2020, 06:07 PM |
Q3 2019 |
132 |
$156M |
+$19.8M |
-$639K |
+$19.1M |
AAPL, WFCPRL, BRKB, BACPRL, SBUX
|
Restatement |
10/10/2019, 06:07 PM |
Q2 2019 |
122 |
$136M |
+$16.6M |
-$433K |
+$16.1M |
AAPL, WFCPRL, BRKB, BACPRL, AMCR
|
13F-HR |
8/6/2019, 07:41 PM |
Q1 2019 |
119 |
$123M |
+$12.5M |
-$201K |
+$12.3M |
AAPL, WFCPRL, BRKB, BACPRL, BMS
|
13F-HR |
5/7/2019, 07:06 PM |
Q4 2018 |
109 |
$99.2M |
+$10.4M |
-$2.24M |
+$8.21M |
AAPL, BRKB, BACPRL, BMS, SBUX
|
13F-HR |
1/15/2019, 04:04 PM |
Q3 2018 |
121 |
$113M |
+$4.33M |
-$15.2M |
-$10.9M |
WFCPRL, BRKB, BACPRL, BMS, NKE
|
13F-HR |
11/13/2018, 04:01 PM |
Q2 2018 |
139 |
$135M |
+$8.75M |
-$1.61M |
+$7.14M |
AAPL, WFCPRL, BRKB, BACPRL, VOO
|
13F-HR |
7/27/2018, 07:44 PM |
Q1 2018 |
138 |
$127M |
+$5.59M |
-$1.66M |
+$3.93M |
AAPL, BRKB, WFCPRL, BACPRL, GIM
|
13F-HR |
4/18/2018, 07:18 PM |
Q4 2017 |
138 |
$140M |
+$7.37M |
-$1.58M |
+$5.79M |
UBFO, AAPL, BRKB, WFCPRL, BACPRL
|
13F-HR |
2/2/2018, 04:38 PM |
Q3 2017 |
130 |
$127M |
+$11.1M |
-$820K |
+$10.3M |
UBFO, AAPL, BRKB, WFCPRL, BACPRL
|
13F-HR |
11/13/2017, 02:56 PM |
Q2 2017 |
122 |
$116M |
+$8.88M |
-$1.32M |
+$7.56M |
UBFO, AAPL, BRKB, WFCPRL, BACPRL
|
13F-HR |
7/10/2017, 06:30 PM |
Q1 2017 |
109 |
$105M |
+$4.92M |
-$2.44M |
+$2.48M |
UBFO, AAPL, BRKB, WFCPRL, BACPRL
|
13F-HR |
5/4/2017, 06:00 PM |
Q4 2016 |
112 |
$99.9M |
|
|
|
UBFO, AAPL, BRKB, BACPRL, BMS
|
13F-HR |
2/15/2017, 03:42 PM |