Notify me when MENLO ADVISORS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 29 | $185,571,000 | +$3,605,000 | -$53,342,219 | -$49,737,219 | BRKB, GLD, GOOG, MSFT, GDX | 13F-HR | 06 Aug 2025, 16:08 |
| Q1 2025 | 27 | $210,318,000 | +$29,309,242 | -$15,345,343 | +$13,963,899 | BRKB, GLD, GOOG, AAPL, GDX | 13F-HR | 11 Apr 2025, 19:05 |
| Q4 2024 | 29 | $196,028,000 | +$5,869,899 | -$7,465,743 | -$1,595,844 | BRKB, GOOG, GLD, AAPL, GOOGL | 13F-HR | 06 Feb 2025, 15:17 |
| Q3 2024 | 29 | $194,279,000 | +$8,539,888 | -$7,884,342 | +$655,546 | BRKB, GOOG, GLD, AAPL, MSFT | 13F-HR | 15 Nov 2024, 17:50 |
| Q2 2024 | 32 | $180,196,000 | +$6,275,190 | -$3,908,910 | +$2,366,280 | BRKB, GOOG, MSFT, GOOGL, GLD | 13F-HR | 09 Aug 2024, 17:21 |
| Q1 2024 | 29 | $174,659,000 | +$2,077,978 | -$1,282,920 | +$795,058 | BRKB, GOOG, MSFT, QVAL, GLD | 13F-HR | 19 Apr 2024, 10:19 |
| Q4 2023 | 28 | $162,538,000 | +$4,718,586 | -$6,522,132 | -$1,803,546 | BRKB, GOOG, MSFT, AAPL, GLD | 13F-HR | 13 Feb 2024, 17:19 |
| Q3 2023 | 31 | $152,234,000 | +$4,786,209 | -$10,118,443 | -$5,332,234 | BRKB, GOOG, AAPL, GLD, QVAL | 13F-HR | 12 Oct 2023, 16:04 |
| Q2 2023 | 31 | $158,738,000 | +$7,114,010 | -$3,478,764 | +$3,635,246 | BRKB, AAPL, GOOG, MSFT, GLD | 13F-HR | 15 Aug 2023, 13:12 |
| Q1 2023 | 29 | $145,667,000 | +$7,557,938 | -$3,282,108 | +$4,275,830 | BRKB, GLD, AAPL, GOOG, MSFT | 13F-HR | 12 Apr 2023, 19:24 |
| Q4 2022 | 28 | $133,086,000 | +$2,016,019 | -$16,201,242 | -$14,185,223 | BRKB, GLD, QVAL, AAPL, GOOG | 13F-HR | 14 Feb 2023, 16:24 |
| Q3 2022 | 29 | $142,573,000 | +$29,771,471 | -$14,038,061 | +$15,733,410 | BRKB, GLD, AAPL, GOOG, QVAL | 13F-HR | 15 Nov 2022, 14:36 |
| Q2 2022 | 32 | $150,829,000 | +$5,781,509 | -$10,668,048 | -$4,886,539 | BRKB, GLD, GOOG, MSFT, AAPL | 13F-HR | 20 Jul 2022, 11:01 |
| Q1 2022 | 37 | $189,082,000 | +$10,182,302 | -$22,340,504 | -$12,158,202 | BRKB, GOOG, AAPL, GLD, MSFT | 13F-HR | 27 Apr 2022, 21:22 |
| Q4 2021 | 45 | $201,152,000 | +$5,640,223 | -$10,912,465 | -$5,272,242 | BRKB, GOOG, AAPL, MSFT, GOOGL | 13F-HR | 15 Feb 2022, 21:21 |
| Q3 2021 | 42 | $189,151,000 | +$7,705,771 | -$2,496,412 | +$5,209,359 | BRKB, GOOG, GOOGL, GLD, AAPL | 13F-HR | 15 Nov 2021, 17:08 |
| Q2 2021 | 42 | $185,460,000 | +$10,800,026 | -$5,259,439 | +$5,540,587 | BRKB, GOOG, AAPL, GLD, GOOGL | 13F-HR | 30 Aug 2021, 11:33 |
| Q1 2021 | 38 | $168,114,000 | +$10,902,605 | -$4,333,782 | +$6,568,823 | BRKB, GLD, GOOG, AAPL, QVAL | 13F-HR | 12 Apr 2021, 21:09 |
| Q4 2020 | 39 | $151,009,000 | +$8,351,018 | -$2,740,821 | +$5,610,197 | BRKB, GLD, AAPL, MSFT, GOOG | 13F-HR | 16 Feb 2021, 15:52 |
| Q3 2020 | 35 | $127,543,000 | +$8,832,477 | -$10,756,573 | -$1,924,096 | BRKB, GLD, AAPL, MSFT, GDX | 13F-HR | 10 Nov 2020, 12:25 |
| Q2 2020 | 36 | $128,038,000 | +$21,974,932 | -$16,631,689 | +$5,343,243 | BRKB, GLD, MSFT, GDX, GOOG | 13F-HR | 17 Jul 2020, 16:14 |
| Q1 2020 | 30 | $106,023,000 | +$3,353,263 | -$21,517,525 | -$18,164,262 | BRKB, GLD, MSFT, GOOG, DIS | 13F-HR | 13 Apr 2020, 13:59 |
| Q4 2019 | 35 | $153,015,000 | +$428,145 | -$2,236,120 | -$1,807,975 | BRKB, GLD, MSFT, DIS, BAC | 13F-HR | 07 Jan 2020, 14:49 |
| Q3 2019 | 36 | $142,962,000 | +$1,321,736 | -$4,823,652 | -$3,501,916 | BRKB, GLD, MSFT, HHC, DIS | 13F-HR | 08 Oct 2019, 13:24 |
| Q2 2019 | 39 | $145,129,000 | +$5,009,050 | -$2,947,657 | +$2,061,393 | BRKB, GLD, DIS, MSFT, HHC | 13F-HR | 17 Jul 2019, 13:52 |
| Q1 2019 | 38 | $140,445,000 | +$10,740,535 | -$6,999,453 | +$3,741,082 | BRKB, CSCO, GLD, MSFT, HHC | 13F-HR | 10 Apr 2019, 15:22 |
| Q4 2018 | 36 | $128,659,000 | +$5,949,837 | -$9,797,265 | -$3,847,428 | BRKB, GLD, CSCO, SH, DEM | 13F-HR | 09 Jan 2019, 12:47 |
| Q3 2018 | 41 | $148,071,000 | +$8,358,531 | -$4,061,852 | +$4,296,679 | BRKB, CSCO, MSFT, HHC, DXJ | 13F-HR | 10 Oct 2018, 12:12 |
| Q2 2018 | 40 | $135,859,000 | +$5,835,177 | -$8,176,190 | -$2,341,013 | BRKB, MSFT, HHC, CSCO, QVAL | 13F-HR | 11 Jul 2018, 17:13 |
| Q1 2018 | 42 | $138,190,000 | +$9,985,587 | -$9,964,969 | +$20,618 | BRKB, MKL, MSFT, HHC, CSCO | 13F-HR | 11 Apr 2018, 14:21 |
| Q4 2017 | 43 | $138,223,000 | +$830,624 | -$2,169,323 | -$1,338,699 | BRKB, BAC, MKL, ABBV, CSCO | 13F-HR | 09 Jan 2018, 14:58 |
| Q3 2017 | 43 | $131,544,000 | +$2,198,534 | -$12,309,069 | -$10,110,535 | BRKB, MKL, ABBV, BAC, GLD | 13F-HR | 13 Oct 2017, 14:41 |
| Q2 2017 | 44 | $130,102,000 | +$853,962 | -$1,147,467 | -$293,505 | BRKB, FWONK, MSFT, MKL, BAC | 13F-HR | 12 Jul 2017, 16:29 |
| Q1 2017 | 47 | $132,893,000 | +$6,393,244 | -$5,106,679 | +$1,286,565 | BRKB, FWONK, MKL, MSFT, BAC | 13F-HR | 13 Apr 2017, 15:00 |
| Q4 2016 | 43 | $124,416,000 | +$3,207,409 | -$7,556,169 | -$4,348,760 | BRKB, BAC, FWONK, MSFT, MKL | 13F-HR | 23 Jan 2017, 15:07 |
| Q3 2016 | 43 | $124,853,000 | +$577,640 | -$149,567 | +$428,073 | BRKB, MKL, FWONK, GLD, MDT | 13F-HR | 20 Oct 2016, 14:38 |
| Q2 2016 | 43 | $117,714,000 | +$21,692,709 | -$14,567,064 | +$7,125,645 | BRKB, MKL, GLD, MDT, HHC | 13F-HR | 12 Jul 2016, 14:18 |
| Q1 2016 | 38 | $108,939,000 | +$6,156,931 | -$12,204,812 | -$6,047,881 | BRKB, MKL, MSFT, HHC, MDT | 13F-HR | 13 Apr 2016, 13:25 |
| Q4 2015 | 39 | $113,686,000 | +$1,875,374 | -$20,800,592 | -$18,925,218 | BRKB, MKL, AIG, BAC, HHC | 13F-HR | 21 Jan 2016, 12:14 |
| Q3 2015 | 36 | $127,280,000 | +$14,064,224 | -$24,235,869 | -$10,171,645 | BRKB, SH, MKL, AIG, MSFT | 13F-HR | 15 Oct 2015, 11:52 |
| Q2 2015 | 39 | $142,970,000 | $0 | $0 | $0 | BRKB, DXJ, HHC, MKL, AIG | New Holdings | 07 Dec 2015, 15:54 |
| Q2 2015 | 42 | $148,233,000 | +$9,657,091 | -$4,400,381 | +$5,256,710 | BRKB, DXJ, HHC, MKL, AIG | 13F-HR | 15 Jul 2015, 14:37 |
| Q1 2015 | 37 | $139,988,000 | $0 | $0 | $0 | BRKB, HHC, MDT, DXJ, MKL | New Holdings | 07 Dec 2015, 15:41 |
| Q1 2015 | 39 | $144,947,000 | +$3,542,359 | -$11,274,127 | -$7,731,768 | BRKB, HHC, MDT, DXJ, MKL | 13F-HR | 17 Apr 2015, 12:06 |
| Q4 2014 | 36 | $140,669,000 | $0 | $0 | $0 | BRKB, MSFT, YHOO, MDT, BAC | New Holdings | 07 Dec 2015, 15:33 |
| Q4 2014 | 39 | $152,315,000 | +$882,319 | -$5,275,155 | -$4,392,836 | BRKB, MSFT, YHOO, MDT, MDT | 13F-HR | 16 Jan 2015, 14:34 |
| Q3 2014 | 36 | $137,804,000 | $0 | $0 | $0 | BRKB, MSFT, HHC, DXJ, BAC | New Holdings | 07 Dec 2015, 15:26 |
| Q3 2014 | 39 | $149,042,000 | +$7,063,896 | -$7,894,510 | -$830,614 | BRKB, MSFT, HHC, DXJ, BAC | 13F-HR | 30 Oct 2014, 13:31 |
| Q2 2014 | 37 | $139,361,000 | $0 | $0 | $0 | BRKB, HHC, MSFT, GLW, AIG | New Holdings | 07 Dec 2015, 15:18 |
| Q2 2014 | 40 | $150,889,000 | +$11,450,129 | -$2,111,722 | +$9,338,407 | BRKB, HHC, MSFT, GLW, AIG | 13F-HR | 16 Jul 2014, 13:13 |
| Q1 2014 | 34 | $133,215,000 | $0 | $0 | $0 | BRKB, MSFT, HHC, YHOO, GLW | New Holdings | 07 Dec 2015, 15:08 |
| Q1 2014 | 36 | $144,295,000 | +$10,536,773 | -$24,086,453 | -$13,549,680 | BRKB, MSFT, HHC, YHOO, GLW | 13F-HR | 22 Apr 2014, 13:48 |
| Q4 2013 | 33 | $134,165,000 | $0 | $0 | $0 | BRKB, VOD, HRS, YHOO, GOOGL | New Holdings | 07 Dec 2015, 14:55 |
| Q4 2013 | 31 | $131,567,000 | $0 | $0 | $0 | BRKB, VOD, HRS, YHOO, GOOGL | 13F-HR | 10 Jan 2014, 12:33 |
| Q3 2013 | 35 | $128,455,000 | $0 | $0 | $0 | BRKB, AIG, VOD, HRS, YHOO | New Holdings | 07 Dec 2015, 14:19 |