Q2 2024 |
63 |
$217M |
+$10.6M |
-$8.15M |
+$2.46M |
MSFT, BRKB, AAPL, LMT, PANW
|
13F-HR |
8/14/2024, 01:11 PM |
Q1 2024 |
63 |
$212M |
+$5.89M |
-$2.5M |
+$3.4M |
BRKB, MSFT, AAPL, LMT, DHR
|
13F-HR |
5/9/2024, 02:14 PM |
Q4 2023 |
58 |
$198M |
+$13.7M |
-$16.3M |
-$2.54M |
MSFT, BRKB, AAPL, LMT, DHR
|
13F-HR |
2/14/2024, 05:58 PM |
Q3 2023 |
63 |
$185M |
+$7.68M |
-$9.32M |
-$1.64M |
BRKB, MSFT, AAPL, DHR, LMT
|
13F-HR |
11/14/2023, 04:55 PM |
Q2 2023 |
66 |
$197M |
+$6.78M |
-$5.03M |
+$1.75M |
BRKB, AAPL, MSFT, LMT, PEP
|
13F-HR |
8/11/2023, 12:07 PM |
Q1 2023 |
65 |
$186M |
+$11.8M |
-$13.1M |
-$1.21M |
BRKB, AAPL, MSFT, LMT, PEP
|
13F-HR |
5/12/2023, 02:35 PM |
Q4 2022 |
57 |
$175M |
+$5.55M |
-$14M |
-$8.46M |
BRKB, AAPL, MSFT, LMT, DHR
|
Restatement |
2/14/2023, 02:07 PM |
Q3 2022 |
58 |
$180M |
+$11.5M |
-$17M |
-$5.49M |
AAPL, BRKB, MSFT, DHR, LMT
|
13F-HR |
11/14/2022, 01:15 PM |
Q2 2022 |
62 |
$203M |
+$5.36M |
-$4.83M |
+$531K |
AAPL, MSFT, BRKB, LMT, DHR
|
13F-HR |
8/5/2022, 01:45 PM |
Q1 2022 |
70 |
$238M |
+$3.46M |
-$12.5M |
-$9.06M |
AAPL, BRKB, MSFT, DHR, LMT
|
13F-HR |
5/13/2022, 03:01 PM |
Q4 2021 |
68 |
$253M |
+$8.07M |
-$631K |
+$7.44M |
AAPL, MSFT, BRKB, DHR, WTRG
|
13F-HR |
2/14/2022, 12:48 PM |
Q3 2021 |
67 |
$223M |
+$3.82M |
-$15.4M |
-$11.5M |
AAPL, MSFT, BRKB, DHR, JNJ
|
13F-HR |
11/12/2021, 12:43 PM |
Q2 2021 |
71 |
$231M |
+$18.5M |
-$5.19M |
+$13.3M |
AAPL, MSFT, BRKB, DHR, JNJ
|
13F-HR |
8/13/2021, 12:25 PM |
Q1 2021 |
57 |
$206M |
+$8.86M |
-$5.41M |
+$3.45M |
AAPL, MSFT, BRKB, DHR, D
|
13F-HR |
5/12/2021, 10:50 AM |
Q4 2020 |
55 |
$201M |
+$21.5M |
-$6.06M |
+$15.4M |
AAPL, MSFT, BRKB, DHR, D
|
13F-HR |
2/17/2021, 02:18 PM |
Q3 2020 |
51 |
$172M |
+$11.9M |
-$3.44M |
+$8.42M |
AAPL, MSFT, BRKB, DHR, D
|
13F-HR |
11/12/2020, 11:34 AM |
Q2 2020 |
51 |
$161M |
+$6.08M |
-$4.92M |
+$1.17M |
MSFT, AAPL, BRKB, D, WTRG
|
13F-HR |
8/17/2020, 11:05 AM |
Q1 2020 |
49 |
$140M |
+$14.7M |
-$25.6M |
-$10.9M |
BRKB, MSFT, WTRG, AAPL, D
|
13F-HR |
5/12/2020, 11:02 AM |
Q4 2019 |
60 |
$174M |
+$14.4M |
-$5.8M |
+$8.59M |
BRKB, WTR, AAPL, MSFT, D
|
13F-HR |
2/14/2020, 12:22 PM |
Q3 2019 |
54 |
$156M |
+$4.51M |
-$5.65M |
-$1.13M |
BRKB, WTR, MSFT, D, AAPL
|
13F-HR |
11/14/2019, 04:34 PM |
Q2 2019 |
54 |
$154M |
+$4.69M |
-$4.6M |
+$87.1K |
BRKB, WTR, JNJ, MSFT, D
|
13F-HR |
8/14/2019, 02:15 PM |
Q1 2019 |
57 |
$147M |
+$8.83M |
-$5.08M |
+$3.75M |
BRKB, JNJ, WTR, D, AAPL
|
13F-HR |
5/14/2019, 11:14 AM |
Q4 2018 |
58 |
$130M |
+$5.33M |
-$12.4M |
-$7.03M |
BRKB, JNJ, WTR, FPE, AAPL
|
13F-HR |
2/14/2019, 05:23 PM |
Q3 2018 |
69 |
$151M |
+$6.01M |
-$2.9M |
+$3.11M |
BRKB, AAPL, WTR, JNJ, FPE
|
13F-HR |
11/14/2018, 09:22 AM |
Q2 2018 |
68 |
$138M |
+$9.43M |
-$6.87M |
+$2.56M |
BRKB, WTR, AAPL, FPE, JNJ
|
13F-HR |
8/14/2018, 05:17 PM |
Q1 2018 |
66 |
$135M |
+$5.52M |
-$7.11M |
-$1.59M |
BRKB, WTR, FPE, JNJ, AAPL
|
13F-HR |
5/11/2018, 03:16 PM |
Q4 2017 |
68 |
$143M |
+$7.64M |
-$8.23M |
-$593K |
BRKB, WTR, JNJ, D, AAPL
|
13F-HR |
2/8/2018, 11:23 AM |
Q3 2017 |
69 |
$136M |
+$6.27M |
-$9.9M |
-$3.63M |
BRKB, JNJ, WTR, D, AAPL
|
13F-HR |
11/14/2017, 12:39 PM |
Q2 2017 |
71 |
$135M |
+$6.5M |
-$3.06M |
+$3.44M |
BRKB, JNJ, WTR, D, XOM
|
13F-HR |
8/10/2017, 09:33 AM |
Q1 2017 |
67 |
$131M |
+$8.3M |
-$4.85M |
+$3.45M |
BRKB, JNJ, XOM, D, WTR
|
13F-HR |
5/8/2017, 04:27 PM |
Q4 2016 |
66 |
$123M |
+$8.42M |
-$2.59M |
+$5.82M |
BRKB, XOM, D, JNJ, WTR
|
13F-HR |
2/17/2017, 11:49 AM |
Q3 2016 |
69 |
$114M |
+$9.79M |
-$14.5M |
-$4.76M |
XOM, BRKB, D, JNJ, WTR
|
13F-HR |
11/14/2016, 03:06 PM |
Q2 2016 |
74 |
$120M |
+$3.6M |
-$3.83M |
-$228K |
XOM, WTR, BRKB, D, JNJ
|
Restatement |
8/4/2016, 01:08 PM |
Q1 2016 |
75 |
$116M |
+$4.71M |
-$6.5M |
-$1.79M |
BRKB, XOM, WTR, D, JNJ
|
13F-HR |
5/12/2016, 09:48 AM |
Q4 2015 |
77 |
$114M |
+$8.41M |
-$6.55M |
+$1.85M |
BRKB, XOM, WTR, D, JNJ
|
13F-HR |
2/10/2016, 01:17 PM |
Q3 2015 |
75 |
$108M |
+$9.57M |
-$11.3M |
-$1.7M |
BRKB, XOM, D, WTR, JNJ
|
13F-HR |
11/12/2015, 09:58 AM |
Q2 2015 |
80 |
$117M |
+$8.86M |
-$8.62M |
+$243K |
XOM, BRKB, D, JNJ, KMI
|
13F-HR |
8/14/2015, 10:28 AM |
Q1 2015 |
78 |
$121M |
+$9.7M |
-$7.84M |
+$1.86M |
XOM, BRKB, KMI, D, JNJ
|
13F-HR |
5/14/2015, 12:13 PM |
Q4 2014 |
78 |
$123M |
+$9.77M |
-$6.81M |
+$2.96M |
XOM, BRKB, KMI, D, WTR
|
13F-HR |
2/12/2015, 05:09 PM |
Q3 2014 |
79 |
$118M |
+$5.01M |
-$5.09M |
-$77.3K |
XOM, BRKB, D, JNJ, CVX
|
13F-HR |
11/13/2014, 09:23 AM |
Q2 2014 |
81 |
$121M |
+$13.7M |
-$568K |
+$13.2M |
XOM, BRKB, D, CVX, WTR
|
13F-HR |
8/12/2014, 09:53 AM |
Q1 2014 |
72 |
$105M |
+$8.93M |
-$2.19M |
+$6.74M |
XOM, BRKB, D, WTR, CVX
|
13F-HR |
5/12/2014, 03:00 PM |
Q4 2013 |
70 |
$97.2M |
$0 |
$0 |
|
XOM, BRKB, CVX, D, WTR
|
13F-HR |
2/7/2014, 03:02 PM |