Q1 2025 |
392 |
$179M |
+$769K |
-$1.66M |
-$888K |
AAPL, BRKB, VMC, MSFT, CAT
|
13F-HR |
4/17/2025, 12:55 PM |
Q4 2024 |
397 |
$185M |
+$5.56M |
-$2.9M |
+$2.66M |
AAPL, VMC, BRKB, MSFT, CAT
|
13F-HR |
1/21/2025, 11:21 AM |
Q3 2024 |
396 |
$189M |
+$6.62M |
-$16.9M |
-$10.2M |
AAPL, VMC, BRKB, MSFT, CAT
|
13F-HR |
1/15/2025, 10:36 AM |
Q1 2024 |
400 |
$191M |
+$2.32M |
-$3.88M |
-$1.56M |
AAPL, VMC, BRKB, MSFT, AMAT
|
13F-HR |
4/11/2024, 11:44 AM |
Q4 2023 |
400 |
$178M |
+$2.61M |
-$2.99M |
-$373K |
AAPL, VMC, BRKB, MSFT, AMAT
|
13F-HR |
1/10/2024, 05:40 PM |
Q3 2023 |
396 |
$163M |
+$4.7M |
-$12.7M |
-$8.02M |
AAPL, VMC, BRKB, MSFT, CAT
|
13F-HR |
10/30/2023, 03:40 PM |
Q2 2023 |
404 |
$186M |
+$6.85M |
-$4.83M |
+$2.02M |
AAPL, QQQ, BRKB, MSFT, VMC
|
13F-HR |
7/21/2023, 01:59 PM |
Q1 2023 |
419 |
$175M |
+$1.68M |
-$1.6M |
+$78.9K |
AAPL, QQQ, BRKB, MSFT, AMAT
|
13F-HR |
4/20/2023, 12:59 PM |
Q4 2022 |
412 |
$171M |
+$1.82M |
-$3.51M |
-$1.7M |
AAPL, QQQ, BRKB, MSFT, CAT
|
13F-HR |
1/18/2023, 10:53 AM |
Q3 2022 |
445 |
$157M |
+$6.45M |
-$4.16M |
+$2.3M |
AAPL, QQQ, BRKB, MSFT, MCK
|
13F-HR |
10/11/2022, 12:02 PM |
Q2 2022 |
432 |
$166M |
+$8.33M |
-$1.95M |
+$6.38M |
AAPL, QQQ, BRKB, MSFT, HON
|
13F-HR |
8/1/2022, 09:38 AM |
Q1 2022 |
435 |
$188M |
+$6.15M |
-$2.05M |
+$4.09M |
AAPL, QQQ, BRKB, MSFT, AMAT
|
13F-HR |
4/14/2022, 03:29 PM |
Q4 2021 |
440 |
$190M |
+$1.82M |
-$2.58M |
-$761K |
AAPL, QQQ, BRKB, AMAT, MSFT
|
13F-HR |
1/20/2022, 11:03 AM |
Q3 2021 |
449 |
$175M |
+$1.17M |
-$5.97M |
-$4.79M |
AAPL, QQQ, BRKB, AMAT, MSFT
|
13F-HR |
10/19/2021, 03:27 PM |
Q2 2021 |
469 |
$183M |
+$6.6M |
-$2.88M |
+$3.72M |
AAPL, QQQ, BRKB, AMAT, MSFT
|
13F-HR |
7/14/2021, 03:05 PM |
Q1 2021 |
494 |
$174M |
+$3.78M |
-$7.34M |
-$3.56M |
AAPL, QQQ, AMAT, BRKB, HON
|
13F-HR |
7/13/2021, 03:31 PM |
Q4 2020 |
417 |
$162M |
+$4.63M |
-$2.58M |
+$2.04M |
AAPL, QQQ, BRKB, HON, AMAT
|
13F-HR |
1/14/2021, 10:47 AM |
Q3 2020 |
390 |
$142M |
+$9.58M |
-$1.49M |
+$8.09M |
AAPL, QQQ, BRKB, MSFT, HON
|
13F-HR |
10/20/2020, 12:04 PM |
Q2 2020 |
396 |
$130M |
+$14.9M |
-$7.96M |
+$6.95M |
AAPL, QQQ, BRKB, MSFT, ABM
|
13F-HR |
7/30/2020, 05:46 PM |
Q1 2020 |
399 |
$107M |
+$6.65M |
-$1.35M |
+$5.3M |
AAPL, BRKB, HON, MSFT, PG
|
13F-HR |
4/24/2020, 11:21 AM |
Q4 2019 |
401 |
$134M |
+$1.67M |
-$1.98M |
-$313K |
AAPL, BRKB, HON, PG, ABM
|
13F-HR |
1/14/2020, 01:35 PM |
Q3 2019 |
403 |
$125M |
+$2.3M |
-$1.75M |
+$551K |
AAPL, BRKB, HON, PG, ABM
|
13F-HR |
10/15/2019, 01:33 PM |
Q2 2019 |
398 |
$124M |
+$2.07M |
-$2.57M |
-$507K |
AAPL, BRKB, HON, ABM, PG
|
13F-HR |
8/2/2019, 12:30 PM |
Q1 2019 |
411 |
$121M |
+$3.71M |
-$5.85M |
-$2.14M |
AAPL, BRKB, HON, ABM, PG
|
13F-HR |
4/11/2019, 03:30 PM |
Q4 2018 |
402 |
$109M |
+$6.8M |
-$1.48M |
+$5.32M |
BRKB, AAPL, HON, ABM, MDT
|
13F-HR |
1/24/2019, 03:40 PM |
Q3 2018 |
416 |
$124M |
+$1.15M |
-$13.8M |
-$12.6M |
AAPL, BRKB, HON, TMO, NTR
|
13F-HR |
11/6/2018, 01:06 PM |
Q2 2018 |
418 |
$127M |
+$9.98M |
-$4.99M |
+$4.99M |
AAPL, BRKB, HON, TMO, BA
|
13F-HR |
8/13/2018, 02:29 PM |
Q1 2018 |
408 |
$121M |
+$4.16M |
-$3.75M |
+$415K |
BRKB, AAPL, HON, AMAT, TMO
|
13F-HR |
8/13/2018, 02:14 PM |
Q4 2017 |
379 |
$123M |
+$2.21M |
-$3.06M |
-$858K |
BRKB, HON, AAPL, AMAT, TMO
|
13F-HR |
8/13/2018, 02:11 PM |
Q3 2017 |
383 |
$120M |
+$2.94M |
-$2.56M |
+$381K |
BRKB, HON, AAPL, GEXXXX, AMAT
|
13F-HR |
8/13/2018, 02:07 PM |
Q2 2017 |
386 |
$115M |
+$4M |
-$1.28M |
+$2.73M |
BRKB, GEXXXX, HON, AAPL, TMO
|
13F-HR |
8/13/2018, 02:03 PM |
Q1 2017 |
382 |
$112M |
+$3.06M |
-$4.21M |
-$1.15M |
BRKB, GEXXXX, HON, AAPL, ABM
|
13F-HR |
8/13/2018, 01:58 PM |
Q4 2016 |
373 |
$108M |
|
|
|
BRKB, GEXXXX, CAT, HON, ABM
|
13F-HR |
8/13/2018, 01:54 PM |