• 13F History

Keeler Thomas Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$281M
Signature - Title
Nathaniel Evans - General Manager
Location
Orem, UT
Summary
This page shows a list of all the recent 13F filings made by Keeler Thomas Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keeler Thomas Management LLC reported 67 stock holdings with total value $281M as of Q4 2024. Top holdings included IBDR, IBDQ, EFV, BRKB, and COST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 67 $281M +$10.5M -$42.8M -$32.2M IBDR, IBDQ, EFV, BRKB, COST 13F-HR 2/4/2025, 03:00 PM
Q3 2024 68 $316M +$11.4M -$5.25M +$6.14M IBDR, IBDQ, IBDP, EFV, BRKB 13F-HR 10/17/2024, 12:00 PM
Q2 2024 66 $293M +$16.5M -$11.2M +$5.37M IBDR, IBDQ, IBDP, EFV, BRKB 13F-HR 7/23/2024, 04:40 PM
Q1 2024 66 $292M +$42.7M -$15.6M +$27M IBDR, IBDQ, IBDP, EFV, BRKB 13F-HR 5/7/2024, 04:56 PM
Q4 2023 65 $254M +$62M -$93.7M -$31.7M IBDQ, IBDR, IBDP, EFV, IBDS 13F-HR 2/1/2024, 10:40 AM
Q3 2023 67 $266M +$96.6M -$8.73M +$87.8M IBDP, IBDQ, IBDR, IBTE, IBTD 13F-HR 10/26/2023, 09:53 AM
Q2 2023 62 $248M +$99.7M -$10.9M +$88.7M IBDP, IBDQ, IBDR, IBTD, IBTE 13F-HR 7/21/2023, 01:33 PM
Q1 2023 69 $213M +$108M -$75.8M +$32.2M IBDP, IBDQ, IBDR, IBTE, IBTD 13F-HR 5/2/2023, 03:09 PM
Q4 2022 75 $198M +$27.9M -$29.1M -$1.2M BRKB, JNJ, NVO, COST, UNH 13F-HR 1/19/2023, 06:50 PM
Q3 2022 57 $182M +$46.4M -$7.34M +$39.1M BRKB, AAPL, COST, JNJ, UNH 13F-HR 10/24/2022, 03:48 PM
Q2 2022 60 $190M +$47.1M -$24.6M +$22.5M SPY, BRKB, COST, JNJ, UNH 13F-HR 7/28/2022, 06:09 PM
Q1 2022 66 $208M +$26M -$16M +$10M AAPL, BRKB, COST, MSFT, GOOGL 13F-HR 4/28/2022, 12:46 PM
Q4 2021 72 $231M +$20.7M -$21.9M -$1.26M AAPL, BRKB, MSFT, COST, AMZN 13F-HR 1/24/2022, 10:31 AM
Q3 2021 73 $210M +$8.72M -$2.86M +$5.86M AAPL, BRKB, DIS, MSFT, COST 13F-HR 10/15/2021, 04:24 PM
Q2 2021 74 $205M +$7.69M -$4.66M +$3.02M AAPL, BRKB, DIS, MSFT, COST 13F-HR 7/27/2021, 03:12 PM
Q1 2021 73 $190M +$49.1M -$41.8M +$7.3M AAPL, BRKB, DIS, PG, MSFT 13F-HR 4/23/2021, 11:32 AM
Q4 2020 71 $178M +$36.8M -$31.2M +$5.55M AAPL, BRKB, DIS, VBK, VOT 13F-HR 1/26/2021, 11:58 AM
Q3 2020 63 $159M +$27.8M -$9.14M +$18.6M AAPL, BRKB, PG, JNJ, DIS 13F-HR 11/2/2020, 09:50 AM
Q2 2020 61 $138M +$47.5M -$2.98M +$44.5M AAPL, BRKB, PG, JNJ, DIS 13F-HR 7/17/2020, 02:51 PM
Q1 2020 57 $85.5M +$4.66M -$24.9M -$20.2M BRKB, AAPL, JNJ, PG, DIS 13F-HR 4/17/2020, 02:21 PM
Q4 2019 54 $132M +$3.44M -$1.51M +$1.93M AAPL, BRKB, DIS, UNP, PG 13F-HR 1/21/2020, 08:43 AM
Q3 2019 63 $130M +$12.5M -$10.5M +$2M AAPL, BRKB, DIS, PG, UNP 13F-HR 11/4/2019, 10:52 AM
Q2 2019 50 $123M +$12.2M -$1.79M +$10.4M BRKB, AAPL, VUG, DIS, UNP 13F-HR 7/31/2019, 03:33 PM
Q1 2019 52 $118M +$23M -$60.2K +$23M BRKB, AAPL, VTI, DIS, PG 13F-HR 4/30/2019, 11:28 AM
Q4 2018 49 $85.3M +$6.47M -$20.8M -$14.3M BRKB, AAPL, VTI, DIS, PG 13F-HR 1/24/2019, 08:37 AM
Q3 2018 53 $116M +$3.94M -$889K +$3.05M VTI, AAPL, BRKB, BA, DIS 13F-HR 11/8/2018, 08:15 AM
Q2 2018 53 $105M +$20.5M -$79.1K +$20.5M VTI, AAPL, BRKB, BA, DIS 13F-HR 8/2/2018, 03:18 PM
Q1 2018 53 $83.9M +$3.22M -$3.55M -$328K BRKB, AAPL, BA, DIS, XOM 13F-HR 5/7/2018, 04:30 PM
Q4 2017 153 $106M VBR, BRKB, AAPL, BA, MMM 13F-HR 2/7/2018, 12:32 PM