Q3 2024 |
1,419 |
$14.7B |
+$1.01B |
-$530M |
+$476M |
MSFT, GOOG, BRKB, ORCL, LIN
|
13F-HR |
11/13/2024, 09:46 AM |
Q2 2024 |
1,142 |
$13.3B |
+$522M |
-$552M |
-$30.3M |
GOOG, MSFT, BRKB, LIN, KLAC
|
13F-HR |
8/9/2024, 10:08 AM |
Q1 2024 |
1 |
$19.4M |
$0 |
$0 |
|
WEST
|
New Holdings |
8/9/2024, 05:18 PM |
Q1 2024 |
1,157 |
$13B |
+$388M |
-$438M |
-$50M |
BRKB, MSFT, GOOG, LIN, MA
|
13F-HR |
5/10/2024, 10:24 AM |
Q4 2023 |
1 |
$19.2M |
$0 |
$0 |
|
WEST
|
New Holdings |
8/9/2024, 05:16 PM |
Q4 2023 |
1,146 |
$12B |
+$366M |
-$857M |
-$491M |
BRKB, MSFT, GOOG, LIN, MA
|
13F-HR |
2/12/2024, 03:46 PM |
Q3 2023 |
1 |
$16.6M |
$0 |
$0 |
|
WEST
|
New Holdings |
8/9/2024, 05:14 PM |
Q3 2023 |
1,209 |
$11.3B |
+$328M |
-$863M |
-$535M |
BRKB, GOOG, MSFT, LIN, MA
|
13F-HR |
11/13/2023, 10:43 AM |
Q2 2023 |
1,215 |
$12.4B |
+$352M |
-$792M |
-$440M |
BRKB, MSFT, GOOG, LIN, MA
|
13F-HR |
8/7/2023, 04:25 PM |
Q1 2023 |
1,259 |
$11.9B |
+$836M |
-$1.12B |
-$279M |
BRKB, GOOG, MSFT, MA, LIN
|
13F-HR |
5/11/2023, 11:28 AM |
Q4 2022 |
1,244 |
$11.4B |
+$472M |
-$597M |
-$125M |
BRKB, MA, GOOG, LIN, AJG
|
13F-HR |
2/9/2023, 01:07 PM |
Q3 2022 |
1,497 |
$10.7B |
+$1.06B |
-$562M |
+$503M |
GOOG, BRKB, MA, MSFT, LIN
|
13F-HR |
11/10/2022, 07:09 PM |
Q2 2022 |
1,291 |
$11.7B |
+$792M |
-$855M |
-$63.7M |
GOOG, BRKB, MA, AJG, MSFT
|
13F-HR |
8/11/2022, 09:07 AM |
Q1 2022 |
1,252 |
$14.1B |
+$1.22B |
-$1.56B |
-$338M |
GOOG, BRKB, AJG, MA, LIN
|
13F-HR |
5/13/2022, 10:40 AM |
Q4 2021 |
1,150 |
$15.6B |
+$409M |
-$1.05B |
-$642M |
GOOG, ZTS, BRKB, LIN, AJG
|
13F-HR |
2/14/2022, 02:43 PM |
Q3 2021 |
1,148 |
$14.7B |
+$283M |
-$626M |
-$343M |
GOOG, BRKB, ZTS, AJG, LIN
|
13F-HR |
11/15/2021, 11:44 AM |
Q2 2021 |
1,149 |
$14.9B |
+$461M |
-$475M |
-$14.1M |
GOOG, BRKB, ZTS, LIN, AJG
|
13F-HR |
8/13/2021, 12:55 PM |
Q1 2021 |
1,090 |
$13.9B |
+$1.18B |
-$2.87B |
-$1.68B |
GOOG, BRKB, LIN, MA, ZTS
|
13F-HR |
5/13/2021, 11:12 AM |
Q4 2020 |
1,084 |
$15B |
+$619M |
-$1.14B |
-$522M |
GOOG, BRKB, ZTS, MA, LIN
|
13F-HR |
2/16/2021, 07:25 AM |
Q3 2020 |
955 |
$13.9B |
+$1.23B |
-$1.78B |
-$548M |
GOOG, BRKB, ZTS, MA, ORCL
|
13F-HR |
11/16/2020, 11:49 AM |
Q2 2020 |
969 |
$13.3B |
+$364M |
-$1.28B |
-$915M |
GOOG, ORCL, ZTS, BRKB, MA
|
13F-HR |
8/13/2020, 12:39 PM |
Q1 2020 |
1,084 |
$12.3B |
+$1.34B |
-$1.43B |
-$82.4M |
GOOG, BRKB, ORCL, ZTS, CPRT
|
13F-HR |
5/15/2020, 11:16 AM |
Q4 2019 |
1,097 |
$15.6B |
+$598M |
-$731M |
-$133M |
GOOG, ORCL, BRKB, CMCSA, USB
|
13F-HR |
2/14/2020, 02:31 PM |
Q3 2019 |
1,182 |
$15B |
+$1.34B |
-$1.85B |
-$506M |
ORCL, GOOG, CMCSA, BRKB, FLT
|
13F-HR |
11/14/2019, 02:59 PM |
Q2 2019 |
1,093 |
$15B |
+$807M |
-$1.06B |
-$248M |
ORCL, CMCSA, GOOG, FLT, BRKB
|
13F-HR |
8/14/2019, 02:01 PM |
Q1 2019 |
982 |
$14.5B |
+$978M |
-$1.18B |
-$201M |
ORCL, FLT, GOOG, CMCSA, BRKB
|
13F-HR |
5/15/2019, 12:52 PM |
Q4 2018 |
934 |
$13.2B |
+$1.34B |
-$2.36B |
-$1.02B |
ORCL, BRKB, CMCSA, GOOG, FLT
|
13F-HR |
2/14/2019, 01:37 PM |
Q3 2018 |
1 |
$435M |
$0 |
$0 |
|
PX
|
New Holdings |
11/15/2018, 03:22 PM |
Q3 2018 |
808 |
$16.1B |
+$301M |
-$1.53B |
-$1.23B |
ORCL, GOOG, BRKB, CMCSA, USB
|
13F-HR |
11/14/2018, 01:31 PM |
Q2 2018 |
806 |
$16.3B |
+$845M |
-$2.11B |
-$1.27B |
ORCL, GOOG, WFC, USB, CMCSA
|
13F-HR |
8/14/2018, 11:43 AM |
Q1 2018 |
788 |
$17.3B |
+$965M |
-$1.15B |
-$180M |
ORCL, CMCSA, GOOG, USB, WFC
|
13F-HR |
5/14/2018, 12:18 PM |
Q4 2017 |
1,168 |
$18.2B |
+$253M |
-$2.11B |
-$1.85B |
ORCL, CMCSA, WFC, GOOG, USB
|
13F-HR |
2/14/2018, 03:45 PM |
Q3 2017 |
736 |
$18.8B |
+$746M |
-$747M |
-$1.25M |
ORCL, CMCSA, USB, WFC, GOOG
|
13F-HR |
11/14/2017, 04:37 PM |
Q2 2017 |
747 |
$18.4B |
+$709M |
-$1.7B |
-$989M |
ORCL, CMCSA, USB, WFC, GOOG
|
13F-HR |
8/14/2017, 01:27 PM |
Q1 2017 |
787 |
$18.4B |
+$978M |
-$1.17B |
-$196M |
ORCL, USB, CMCSA, WFC, GOOG
|
13F-HR |
5/12/2017, 03:50 PM |
Q4 2016 |
855 |
$18.3B |
+$1.13B |
-$2.27B |
-$1.14B |
USB, ORCL, CMCSA, WFC, GOOG
|
13F-HR |
2/14/2017, 01:49 PM |
Q3 2016 |
774 |
$18.8B |
+$167M |
-$1.28B |
-$1.11B |
ORCL, USB, CMCSA, GOOG, WFC
|
13F-HR |
11/14/2016, 01:45 PM |
Q2 2016 |
818 |
$19.2B |
+$523M |
-$915M |
-$392M |
CMCSA, ORCL, USB, WFC, GOOG
|
13F-HR |
8/15/2016, 09:20 AM |
Q1 2016 |
671 |
$19.4B |
+$1.25B |
-$1.09B |
+$160M |
CMCSA, ORCL, USB, WFC, GOOG
|
13F-HR |
5/13/2016, 01:29 PM |
Q4 2015 |
734 |
$19B |
+$1.32B |
-$2.74B |
-$1.42B |
CMCSA, WFC, USB, ORCL, GOOG
|
13F-HR |
2/12/2016, 03:54 PM |
Q3 2015 |
812 |
$19.6B |
+$1.7B |
-$1.63B |
+$68.6M |
CMCSA, USB, WFC, ORCL, GOOG
|
13F-HR |
11/13/2015, 12:25 PM |
Q2 2015 |
740 |
$21.4B |
+$146M |
-$783M |
-$637M |
CMCSA, WFC, USB, NVS, MSFT
|
13F-HR |
8/14/2015, 02:22 PM |
Q1 2015 |
755 |
$22.1B |
+$263M |
-$1.49B |
-$1.23B |
CMCSA, USB, WFC, NVS, CB
|
13F-HR |
5/15/2015, 11:49 AM |
Q4 2014 |
862 |
$23.7B |
+$417M |
-$2.36B |
-$1.94B |
CMCSA, USB, WFC, MSFT, NVS
|
13F-HR |
2/13/2015, 03:27 PM |
Q3 2014 |
751 |
$24.8B |
+$835M |
-$458M |
+$377M |
CMCSA, USB, WFC, MSFT, NVS
|
13F-HR |
11/14/2014, 12:44 PM |
Q2 2014 |
737 |
$24.7B |
+$2.23B |
-$629M |
+$1.61B |
CMCSA, USB, WFC, NVS, MSFT
|
13F-HR |
8/14/2014, 06:13 PM |
Q1 2014 |
788 |
$23.4B |
+$1.2B |
-$262M |
+$936M |
CMCSA, USB, GOOGL, WFC, NVS
|
13F-HR |
5/15/2014, 04:40 PM |
Q4 2013 |
641 |
$22.2B |
$0 |
$0 |
|
CMCSA, GOOGL, USB, WFC, NVS
|
Restatement |
5/13/2014, 04:34 PM |