| Q4 2025 |
217 |
$1,053,221,251 |
+$121,043,640 |
-$40,564,241 |
+$80,479,399 |
BRKB, GOOG, CNX, AAPL, RSP
|
13F-HR |
13 Feb 2026, 16:11 |
| Q3 2025 |
209 |
$918,315,716 |
+$45,100,219 |
-$32,843,052 |
+$12,257,167 |
BRKB, GOOG, CNX, AAPL, RSP
|
13F-HR |
07 Nov 2025, 11:29 |
| Q2 2025 |
191 |
$841,283,403 |
+$33,848,112 |
-$20,802,207 |
+$13,045,905 |
BRKB, CNX, GOOG, FLO, AAPL
|
13F-HR |
12 Aug 2025, 16:36 |
| Q1 2025 |
184 |
$815,512,359 |
+$54,672,427 |
-$39,542,826 |
+$15,129,601 |
BRKB, CNX, GOOG, FLO, AAPL
|
13F-HR |
14 May 2025, 14:52 |
| Q4 2024 |
167 |
$815,115,021 |
+$25,113,026 |
-$122,813,616 |
-$97,700,590 |
BRKB, GOOG, CNX, FLO, AAPL
|
13F-HR |
13 Feb 2025, 09:33 |
| Q3 2024 |
166 |
$904,151,589 |
+$22,873,425 |
-$20,854,240 |
+$2,019,185 |
BRKB, GOOG, CNX, FLO, AAPL
|
13F-HR |
13 Nov 2024, 15:18 |
| Q2 2024 |
161 |
$831,799,750 |
+$11,754,515 |
-$21,526,419 |
-$9,771,904 |
BRKB, GOOG, FLO, AAPL, CNX
|
13F-HR |
12 Aug 2024, 14:20 |
| Q1 2024 |
167 |
$830,951,232 |
+$38,699,347 |
-$30,268,303 |
+$8,431,044 |
BRKB, GOOG, FLO, CNX, AAPL
|
13F-HR |
14 May 2024, 13:26 |
| Q4 2023 |
165 |
$754,447,391 |
+$25,959,972 |
-$20,924,752 |
+$5,035,220 |
BRKB, GOOG, FLO, AAPL, CNX
|
13F-HR |
13 Feb 2024, 16:54 |
| Q3 2023 |
153 |
$711,546,364 |
+$26,227,237 |
-$16,103,888 |
+$10,123,349 |
BRKB, GOOG, FLO, AAPL, CNX
|
13F-HR |
14 Nov 2023, 11:20 |
| Q2 2023 |
153 |
$702,362,518 |
+$19,310,036 |
-$22,498,707 |
-$3,188,671 |
BRKB, FLO, GOOG, AAPL, CNX
|
13F-HR |
10 Aug 2023, 11:57 |
| Q1 2023 |
143 |
$666,669,967 |
+$35,644,211 |
-$14,909,926 |
+$20,734,285 |
BRKB, FLO, GOOG, AAPL, CNX
|
13F-HR |
11 May 2023, 20:22 |
| Q4 2022 |
134 |
$629,587,761 |
+$13,261,083 |
-$23,153,283 |
-$9,892,200 |
BRKB, FLO, GOOG, AAPL, CNX
|
13F-HR |
09 Feb 2023, 17:07 |
| Q3 2022 |
136 |
$588,144,000 |
+$70,433,316 |
-$25,374,269 |
+$45,059,047 |
BRKB, FLO, GOOG, AAPL, CNX
|
13F-HR |
04 Nov 2022, 10:59 |
| Q2 2022 |
142 |
$633,876,000 |
+$17,329,151 |
-$19,410,009 |
-$2,080,858 |
FLO, BRKB, GOOG, AAPL, CNX
|
13F-HR |
15 Aug 2022, 09:03 |
| Q1 2022 |
148 |
$753,533,000 |
+$31,662,556 |
-$17,887,566 |
+$13,774,990 |
BRKB, FLO, GOOG, AAPL, CNX
|
13F-HR |
13 May 2022, 16:14 |
| Q4 2021 |
146 |
$728,850,000 |
+$82,678,176 |
-$26,371,820 |
+$56,306,356 |
BRKB, FLO, GOOG, AAPL, CNX
|
13F-HR |
14 Feb 2022, 17:02 |
| Q3 2021 |
143 |
$609,304,000 |
+$15,549,002 |
-$9,814,730 |
+$5,734,272 |
BRKB, GOOG, FLO, AAPL, CNX
|
13F-HR |
15 Nov 2021, 10:26 |
| Q2 2021 |
143 |
$610,395,000 |
+$33,404,787 |
-$20,802,380 |
+$12,602,407 |
BRKB, GOOG, FLO, AAPL, CNX
|
13F-HR |
13 Aug 2021, 13:58 |
| Q1 2021 |
131 |
$557,089,000 |
+$38,738,254 |
-$26,448,215 |
+$12,290,039 |
BRKB, GOOG, FLO, AAPL, CNX
|
13F-HR |
13 May 2021, 08:58 |
| Q4 2020 |
132 |
$504,010,000 |
+$22,487,563 |
-$10,211,090 |
+$12,276,473 |
BRKB, GOOG, FLO, AAPL, VOO
|
13F-HR |
16 Feb 2021, 07:27 |
| Q3 2020 |
117 |
$446,192,000 |
+$51,413,869 |
-$23,046,544 |
+$28,367,325 |
BRKB, FLO, GOOG, AAPL, VOO
|
13F-HR |
12 Nov 2020, 17:07 |
| Q2 2020 |
107 |
$403,480,000 |
+$33,419,536 |
-$20,200,481 |
+$13,219,055 |
BRKB, FLO, GOOG, AAPL, VOO
|
13F-HR |
14 Aug 2020, 16:19 |
| Q1 2020 |
94 |
$342,439,000 |
+$19,731,415 |
-$16,555,384 |
+$3,176,031 |
BRKB, FLO, GOOG, AAPL, VOO
|
13F-HR |
10 Apr 2020, 11:21 |
| Q4 2019 |
111 |
$420,564,000 |
+$10,090,493 |
-$11,892,332 |
-$1,801,839 |
BRKB, FLO, GOOG, AAPL, VOO
|
13F-HR |
14 Feb 2020, 09:24 |
| Q3 2019 |
109 |
$389,652,000 |
+$15,960,636 |
-$11,782,484 |
+$4,178,152 |
BRKB, FLO, GOOG, VOO, AAPL
|
13F-HR |
14 Nov 2019, 09:46 |
| Q2 2019 |
105 |
$381,590,000 |
+$14,994,559 |
-$15,356,244 |
-$361,685 |
BRKB, FLO, GOOG, VOO, AAPL
|
13F-HR |
14 Aug 2019, 09:39 |
| Q1 2019 |
112 |
$373,479,000 |
+$22,750,895 |
-$11,268,653 |
+$11,482,242 |
BRKB, FLO, GOOG, VOO, AAPL
|
13F-HR |
15 May 2019, 11:39 |
| Q4 2018 |
108 |
$334,330,000 |
+$22,437,670 |
-$14,287,105 |
+$8,150,565 |
BRKB, FLO, GOOG, LUMN, VOO
|
13F-HR |
13 Feb 2019, 14:16 |
| Q3 2018 |
108 |
$373,089,000 |
+$16,980,158 |
-$6,928,768 |
+$10,051,390 |
BRKB, GOOG, FLO, AAPL, LUMN
|
13F-HR |
14 Nov 2018, 09:15 |
| Q2 2018 |
107 |
$347,412,000 |
+$10,778,732 |
-$6,560,493 |
+$4,218,239 |
BRKB, FLO, GOOG, CNX, LUMN
|
13F-HR |
13 Aug 2018, 18:00 |
| Q1 2018 |
106 |
$337,573,000 |
+$26,537,697 |
-$19,183,963 |
+$7,353,734 |
BRKB, FLO, GOOG, CNX, LUMN
|
13F-HR |
15 May 2018, 09:54 |
| Q4 2017 |
111 |
$330,489,000 |
+$44,228,027 |
-$47,384,808 |
-$3,156,781 |
BRKB, FLO, GOOG, AAPL, LUMN
|
13F-HR |
14 Feb 2018, 13:38 |
| Q3 2017 |
109 |
$316,118,000 |
+$9,473,364 |
-$15,397,511 |
-$5,924,147 |
BRKB, FLO, GOOG, LVLT, CNX
|
13F-HR |
14 Nov 2017, 15:06 |
| Q2 2017 |
108 |
$307,850,000 |
+$17,660,520 |
-$31,938,474 |
-$14,277,954 |
BRKB, FLO, GOOG, LVLT, CNX
|
13F-HR |
14 Aug 2017, 17:15 |
| Q1 2017 |
108 |
$319,960,000 |
+$10,904,564 |
-$14,192,793 |
-$3,288,229 |
BRKB, LVLT, FLO, GOOG, CNX
|
13F-HR |
15 May 2017, 17:12 |
| Q4 2016 |
106 |
$316,808,000 |
+$14,208,315 |
-$28,857,461 |
-$14,649,146 |
BRKB, LVLT, FLO, GOOG, CNX
|
13F-HR |
13 Feb 2017, 18:18 |
| Q3 2016 |
109 |
$297,982,000 |
+$9,475,371 |
-$4,836,322 |
+$4,639,049 |
LVLT, BRKB, FLO, GOOG, AAPL
|
13F-HR |
14 Nov 2016, 09:00 |
| Q2 2016 |
107 |
$303,527,000 |
+$3,878,608 |
-$8,877,566 |
-$4,998,958 |
LVLT, BRKB, FLO, GOOG, XOM
|
13F-HR |
12 Aug 2016, 17:27 |
| Q1 2016 |
100 |
$307,233,000 |
+$27,095,283 |
-$13,830,422 |
+$13,264,861 |
LVLT, BRKB, FLO, GOOG, AAPL
|
13F-HR |
16 May 2016, 09:24 |
| Q4 2015 |
94 |
$294,052,000 |
+$28,823,630 |
-$7,225,899 |
+$21,597,731 |
LVLT, FLO, BRKB, GOOG, AAPL
|
13F-HR |
16 Feb 2016, 16:07 |
| Q3 2015 |
84 |
$263,177,000 |
+$6,677,526 |
-$10,550,887 |
-$3,873,361 |
FLO, LVLT, BRKB, AAPL, RYN
|
13F-HR |
12 Nov 2015, 16:34 |
| Q2 2015 |
92 |
$281,979,000 |
+$14,271,358 |
-$11,494,365 |
+$2,776,993 |
LVLT, FLO, BRKB, AAPL, RYN
|
13F-HR |
13 Aug 2015, 16:36 |
| Q1 2015 |
87 |
$289,977,000 |
+$9,955,838 |
-$10,927,608 |
-$971,770 |
LVLT, FLO, BRKB, KO, AAPL
|
13F-HR |
14 May 2015, 13:17 |
| Q4 2014 |
94 |
$279,076,000 |
+$12,454,951 |
-$6,894,225 |
+$5,560,726 |
LVLT, FLO, BRKB, KO, XOM
|
13F-HR |
12 Feb 2015, 13:37 |
| Q3 2014 |
93 |
$261,654,000 |
+$7,215,633 |
-$10,044,892 |
-$2,829,259 |
LVLT, BRKB, FLO, XOM, KO
|
13F-HR |
14 Nov 2014, 15:42 |
| Q2 2014 |
98 |
$269,254,000 |
+$12,774,999 |
-$10,925,788 |
+$1,849,211 |
FLO, LVLT, BRKB, XOM, KO
|
13F-HR |
14 Aug 2014, 09:56 |
| Q1 2014 |
100 |
$259,698,000 |
+$17,104,123 |
-$19,973,390 |
-$2,869,267 |
FLO, LVLT, BRKB, XOM, KO
|
13F-HR |
15 May 2014, 14:22 |
| Q4 2013 |
101 |
$254,072,000 |
$0 |
$0 |
$0 |
FLO, BRKB, LVLT, XOM, KO
|
13F-HR |
14 Feb 2014, 15:19 |