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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 162 | $471,697,268 | +$9,505,993 | -$10,856,313 | -$1,350,320 | BRKB, AAPL, DFAU, PHYS, DGRO | 13F-HR | 07 Nov 2025, 09:50 |
| Q2 2025 | 160 | $438,918,585 | +$14,452,391 | -$8,384,304 | +$6,068,087 | BRKB, AAPL, DFAU, PHYS, DGRO | 13F-HR | 08 Aug 2025, 11:51 |
| Q1 2025 | 156 | $420,253,743 | +$18,628,779 | -$8,056,526 | +$10,572,253 | BRKB, AAPL, DFAU, PHYS, DGRO | 13F-HR | 02 May 2025, 08:56 |
| Q4 2024 | 157 | $404,590,310 | +$14,119,413 | -$8,295,014 | +$5,824,399 | BRKB, AAPL, DFAU, DGRO, PHYS | 13F-HR | 07 Feb 2025, 13:54 |
| Q3 2024 | 150 | $401,019,290 | +$18,888,451 | -$9,914,979 | +$8,973,472 | BRKB, AAPL, DFAU, DGRO, PHYS | 13F-HR | 08 Nov 2024, 14:53 |
| Q2 2024 | 143 | $361,987,460 | +$11,950,713 | -$7,573,375 | +$4,377,338 | BRKB, AAPL, DFAU, DGRO, PHYS | 13F-HR | 02 Aug 2024, 14:52 |
| Q1 2024 | 145 | $352,256,952 | +$19,735,702 | -$14,035,917 | +$5,699,785 | BRKB, AAPL, DFAU, DGRO, PHYS | 13F-HR | 03 May 2024, 17:21 |
| Q4 2023 | 143 | $324,568,154 | +$11,869,413 | -$6,278,154 | +$5,591,259 | BRKB, AAPL, DGRO, DFAU, PHYS | 13F-HR | 02 Feb 2024, 21:41 |
| Q3 2023 | 145 | $295,151,728 | +$6,940,640 | -$6,110,697 | +$829,943 | BRKB, AAPL, DGRO, GOOGL, DFAU | 13F-HR | 03 Nov 2023, 11:33 |
| Q2 2023 | 140 | $303,485,288 | +$17,707,857 | -$2,080,230 | +$15,627,627 | BRKB, AAPL, DGRO, DFAU, PHYS | 13F-HR | 11 Aug 2023, 12:14 |
| Q1 2023 | 137 | $276,283,724 | +$18,049,372 | -$2,843,461 | +$15,205,911 | BRKB, AAPL, DGRO, PHYS, DVY | 13F-HR | 27 Apr 2023, 14:02 |
| Q4 2022 | 131 | $254,249,364 | +$16,569,745 | -$3,093,400 | +$13,476,345 | BRKB, AAPL, DGRO, PHYS, DVY | 13F-HR | 08 Feb 2023, 20:35 |
| Q3 2022 | 117 | $225,507,000 | +$15,110,879 | -$5,475,819 | +$9,635,060 | BRKB, AAPL, DGRO, PHYS, GOOGL | 13F-HR | 04 Nov 2022, 10:32 |
| Q2 2022 | 128 | $249,031,000 | +$20,311,891 | -$6,261,301 | +$14,050,590 | BRKB, AAPL, DGRO, GOOGL, PHYS | 13F-HR | 09 Aug 2022, 16:24 |
| Q1 2022 | 137 | $295,842,250 | +$18,388,206 | -$5,057,885 | +$13,330,321 | BRKB, AAPL, GOOGL, DGRO, PHYS | 13F-HR | 11 May 2022, 13:12 |
| Q4 2021 | 134 | $295,354,000 | +$9,757,865 | -$3,681,171 | +$6,076,694 | BRKB, AAPL, GOOGL, DGRO, PHYS | 13F-HR | 08 Feb 2022, 06:30 |
| Q3 2021 | 129 | $273,354,000 | +$15,579,622 | -$6,994,393 | +$8,585,229 | BRKB, AAPL, GOOGL, DGRO, SNBR | 13F-HR | 21 Oct 2021, 16:36 |
| Q2 2021 | 130 | $272,010,000 | +$21,655,775 | -$3,633,782 | +$18,021,993 | BRKB, AAPL, GOOGL, DGRO, SNBR | 13F-HR | 27 Jul 2021, 21:14 |
| Q1 2021 | 124 | $239,534,000 | +$26,237,782 | -$7,076,976 | +$19,160,806 | BRKB, AAPL, SNBR, DGRO, GOOGL | 13F-HR | 06 May 2021, 21:28 |
| Q4 2020 | 113 | $207,954,000 | +$13,314,442 | -$1,920,525 | +$11,393,917 | BRKB, AAPL, DGRO, JMIA, PHYS | 13F-HR | 12 Feb 2021, 16:28 |
| Q3 2020 | 106 | $176,716,000 | +$30,915,237 | -$2,257,501 | +$28,657,736 | BRKB, AAPL, PHYS, DGRO, GOOGL | 13F-HR | 03 Nov 2020, 15:01 |
| Q2 2020 | 95 | $151,624,000 | +$12,112,536 | -$2,379,120 | +$9,733,416 | BRKB, AAPL, PHYS, DGRO, GOOGL | 13F-HR | 15 Jul 2020, 09:56 |
| Q1 2020 | 84 | $118,134,000 | +$7,713,422 | -$3,306,579 | +$4,406,843 | BRKB, AAPL, PHYS, DGRO, GOOGL | 13F-HR | 14 Apr 2020, 11:48 |
| Q4 2019 | 85 | $146,195,000 | +$9,237,817 | -$984,038 | +$8,253,779 | BRKB, AAPL, PHYS, DGRO, GOOGL | 13F-HR | 09 Jan 2020, 06:34 |
| Q3 2019 | 84 | $125,989,000 | +$4,628,633 | -$1,239,326 | +$3,389,307 | BRKB, AAPL, PHYS, DGRO, DVY | 13F-HR | 14 Nov 2019, 17:17 |
| Q2 2019 | 85 | $121,256,000 | +$4,242,854 | -$2,208,930 | +$2,033,924 | BRKB, AAPL, DGRO, PHYS, DVY | 13F-HR | 14 Nov 2019, 17:22 |
| Q1 2019 | 81 | $116,480,000 | +$16,736,762 | -$1,561,184 | +$15,175,578 | BRKB, AAPL, DGRO, SNBR, GOOGL | 13F-HR | 14 Nov 2019, 17:22 |
| Q4 2018 | 70 | $92,767,000 | $0 | BRKB, AAPL, DGRO, PHYS, DVY | 13F-HR | 14 Nov 2019, 17:27 |