Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 163 | $248M | +$8.04M | -$12M | -$3.95M | MSFT, BRKB, UNH, AAPL, SYK | 13F-HR | 1/29/2025, 11:01 AM |
Q3 2024 | 157 | $253M | $0 | $0 | UNH, MSFT, BRKB, AAPL, SYK | 13F-HR | 11/4/2024, 01:26 PM |