Q1 2025 |
29 |
$319M |
+$54.5M |
-$12.1M |
+$42.4M |
BRKB, BN, GOOGL, DFS, VNT
|
13F-HR |
4/9/2025, 01:46 PM |
Q4 2024 |
30 |
$291M |
+$16.1M |
-$19.2M |
-$3.12M |
GOOGL, BN, CALM, VNT, TSM
|
13F-HR |
1/16/2025, 11:03 AM |
Q3 2024 |
32 |
$299M |
+$56.8M |
-$38.3K |
+$56.7M |
GOOGL, BN, VNT, TSM, LRCX
|
13F-HR |
10/4/2024, 04:09 PM |
Q2 2024 |
30 |
$239M |
+$59.2M |
-$2.47M |
+$56.7M |
LRCX, GOOGL, VNT, MRK, PSX
|
13F-HR |
7/12/2024, 02:00 PM |
Q1 2024 |
26 |
$183M |
+$12.7M |
-$6.55M |
+$6.15M |
LRCX, PSX, MRK, GOOGL, KMX
|
13F-HR |
4/11/2024, 09:59 AM |
Q4 2023 |
25 |
$157M |
|
|
|
LRCX, GOOGL, PSX, MRK, BN
|
13F-HR |
1/11/2024, 01:48 PM |