Q3 2024 |
94 |
$276M |
+$3.51M |
-$4.94M |
-$1.43M |
AAPL, MSFT, BRKB, WMT, WM
|
13F-HR |
10/15/2024, 11:23 AM |
Q2 2024 |
92 |
$268M |
+$11.2M |
-$2.45M |
+$8.8M |
AAPL, MSFT, BRKB, GOOGL, WM
|
13F-HR |
7/18/2024, 01:13 PM |
Q1 2024 |
93 |
$261M |
+$10.4M |
-$3.37M |
+$6.98M |
MSFT, AAPL, BRKB, WM, GOOGL
|
13F-HR |
5/3/2024, 11:21 AM |
Q4 2023 |
87 |
$240M |
+$2.16M |
-$6.39M |
-$4.23M |
AAPL, MSFT, BRKB, WM, GOOGL
|
13F-HR |
2/8/2024, 03:44 PM |
Q3 2023 |
87 |
$223M |
+$4.56M |
-$4.51M |
+$48.6K |
AAPL, MSFT, BRKB, GOOGL, WM
|
13F-HR |
11/7/2023, 03:17 PM |
Q2 2023 |
87 |
$235M |
+$4.44M |
-$4.82M |
-$374K |
AAPL, MSFT, BRKB, WM, GOOGL
|
13F-HR |
8/11/2023, 01:15 PM |
Q1 2023 |
84 |
$221M |
+$1.5M |
-$9.67M |
-$8.17M |
AAPL, MSFT, BRKB, WM, TMO
|
13F-HR |
5/8/2023, 02:56 PM |
Q4 2022 |
83 |
$217M |
+$715K |
-$13.3M |
-$12.6M |
AAPL, MSFT, BRKB, JPST, WM
|
13F-HR |
2/9/2023, 10:56 AM |
Q3 2022 |
82 |
$213M |
+$6.26M |
-$2.42M |
+$3.84M |
AAPL, MSFT, BRKB, JPST, VGSH
|
13F-HR |
10/19/2022, 03:24 PM |
Q2 2022 |
85 |
$230M |
+$2.69M |
-$7.64M |
-$4.96M |
AAPL, MSFT, BRKB, JPST, VGSH
|
13F-HR |
8/11/2022, 11:58 AM |
Q1 2022 |
91 |
$270M |
+$4.19M |
-$6.36M |
-$2.16M |
AAPL, MSFT, BRKB, VGSH, JPST
|
13F-HR |
5/9/2022, 03:28 PM |
Q4 2021 |
94 |
$280M |
+$42.4M |
-$7.23M |
+$35.2M |
AAPL, MSFT, BRKB, TMO, GOOGL
|
13F-HR |
2/8/2022, 12:40 PM |
Q3 2021 |
71 |
$219M |
+$5.01M |
-$23.1M |
-$18.1M |
AAPL, MSFT, BRKB, GOOGL, TMO
|
13F-HR |
10/6/2021, 01:15 PM |
Q2 2021 |
76 |
$238M |
+$3.44M |
-$1.87M |
+$1.57M |
AAPL, MSFT, BRKB, GOOGL, TMO
|
13F-HR |
8/12/2021, 03:37 PM |
Q1 2021 |
73 |
$222M |
+$9.43M |
-$2.78M |
+$6.65M |
AAPL, MSFT, BRKB, INTC, TMO
|
13F-HR |
5/14/2021, 12:12 PM |
Q4 2020 |
73 |
$207M |
+$14.3M |
-$1.9M |
+$12.4M |
AAPL, MSFT, BRKB, TMO, WMT
|
13F-HR |
2/12/2021, 11:44 AM |
Q3 2020 |
66 |
$179M |
+$15.6M |
-$12.1M |
+$3.51M |
AAPL, MSFT, BRKB, TMO, VZ
|
13F-HR |
11/12/2020, 01:46 PM |
Q2 2020 |
70 |
$177M |
+$9.06M |
-$2.66M |
+$6.4M |
AAPL, MSFT, BRKB, INTC, TMO
|
13F-HR |
9/10/2020, 10:38 AM |
Q1 2020 |
65 |
$149M |
+$12M |
-$8.51M |
+$3.49M |
MSFT, AAPL, BRKB, INTC, VZ
|
13F-HR |
4/22/2020, 04:05 PM |
Q4 2019 |
65 |
$173M |
+$3.17M |
-$4.14M |
-$973K |
MSFT, AAPL, BRKB, INTC, VZ
|
13F-HR |
2/13/2020, 12:56 PM |
Q3 2019 |
66 |
$160M |
+$3.6M |
-$4.18M |
-$575K |
MSFT, AAPL, BRKB, VZ, INTC
|
13F-HR |
11/5/2019, 12:06 PM |
Q2 2019 |
67 |
$158M |
+$2.32M |
-$2.66M |
-$348K |
MSFT, AAPL, BRKB, VZ, WM
|
13F-HR |
7/17/2019, 01:17 PM |
Q1 2019 |
68 |
$154M |
+$3.6M |
-$4.81M |
-$1.2M |
MSFT, AAPL, BRKB, INTC, VZ
|
13F-HR |
5/9/2019, 01:27 PM |
Q4 2018 |
65 |
$140M |
+$1.51M |
-$3.25M |
-$1.74M |
MSFT, BRKB, AAPL, VZ, INTC
|
13F-HR |
1/16/2019, 03:34 PM |
Q3 2018 |
66 |
$156M |
+$930K |
-$2.56M |
-$1.63M |
MSFT, AAPL, BRKB, INTC, VZ
|
Restatement |
11/9/2018, 03:25 PM |
Q2 2018 |
67 |
$145M |
+$3.42M |
-$2.71M |
+$716K |
MSFT, AAPL, BRKB, INTC, VZ
|
13F-HR |
8/3/2018, 03:32 PM |
Q1 2018 |
65 |
$144M |
+$1.36M |
-$4.66M |
-$3.3M |
MSFT, BRKB, AAPL, INTC, VZ
|
13F-HR |
5/10/2018, 03:44 PM |
Q4 2017 |
64 |
$152M |
+$5.83M |
-$8.08M |
-$2.25M |
BRKB, MSFT, AAPL, INTC, VZ
|
13F-HR |
2/8/2018, 04:25 PM |
Q3 2017 |
64 |
$146M |
+$349K |
-$7M |
-$6.65M |
BRKB, AAPL, MSFT, VZ, JNJ
|
13F-HR |
10/25/2017, 01:28 PM |
Q2 2017 |
68 |
$148M |
+$5.75M |
-$5.18M |
+$569K |
BRKB, AAPL, MSFT, JNJ, XOM
|
13F-HR |
8/8/2017, 02:52 PM |
Q1 2017 |
65 |
$144M |
+$4.03M |
-$1.45M |
+$2.59M |
BRKB, AAPL, MSFT, JNJ, VZ
|
13F-HR |
5/10/2017, 08:19 PM |
Q4 2016 |
63 |
$137M |
+$2.28M |
-$3.97M |
-$1.69M |
BRKB, MSFT, VZ, AAPL, XOM
|
13F-HR |
2/3/2017, 04:40 PM |
Q3 2016 |
61 |
$140M |
+$2.6M |
-$2.37M |
+$236K |
BRKB, MSFT, VZ, AAPL, XOM
|
13F-HR |
10/20/2016, 04:04 PM |
Q2 2016 |
60 |
$139M |
+$3.33M |
-$2.83M |
+$494K |
BRKB, VZ, XOM, MSFT, JNJ
|
13F-HR |
8/10/2016, 02:45 PM |
Q1 2016 |
57 |
$135M |
+$2.3M |
-$2.01M |
+$289K |
BRKB, MSFT, VZ, XOM, AAPL
|
13F-HR |
5/9/2016, 12:09 PM |
Q4 2015 |
57 |
$131M |
+$443K |
-$5.5M |
-$5.06M |
MSFT, BRKB, VZ, TMO, XOM
|
13F-HR |
1/28/2016, 02:47 PM |
Q3 2015 |
61 |
$129M |
+$5.85M |
-$4.72M |
+$1.13M |
BRKB, MSFT, AAPL, VZ, XOM
|
13F-HR |
11/3/2015, 02:22 PM |
Q2 2015 |
51 |
$134M |
+$5.3M |
-$3.76M |
+$1.54M |
BRKB, AAPL, XOM, MSFT, VZ
|
13F-HR |
8/13/2015, 01:32 PM |
Q1 2015 |
60 |
$136M |
+$3.11M |
-$2.14M |
+$966K |
BRKB, AAPL, VZ, XOM, NVS
|
13F-HR |
5/6/2015, 06:22 AM |
Q4 2014 |
60 |
$135M |
+$3.8M |
-$3.19M |
+$611K |
BRKB, XOM, MSFT, VZ, NVS
|
13F-HR |
2/2/2015, 02:11 PM |
Q3 2014 |
59 |
$131M |
+$3.21M |
-$6.24M |
-$3.03M |
BRKB, XOM, MSFT, VZ, NVS
|
13F-HR |
11/4/2014, 04:12 PM |
Q2 2014 |
59 |
$132M |
+$6.35M |
-$1.01M |
+$5.34M |
XOM, BRKB, VZ, JNJ, NVS
|
13F-HR |
8/1/2014, 09:13 AM |
Q1 2014 |
57 |
$125M |
+$7.17M |
-$9.73M |
-$2.56M |
XOM, BRKB, VZ, JNJ, TMO
|
13F-HR |
5/7/2014, 12:45 PM |
Q4 2013 |
59 |
$128M |
$0 |
$0 |
|
XOM, BRKB, TMO, JNJ, NVS
|
13F-HR |
2/3/2014, 03:31 PM |