13F History

Keeler Thomas Management LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 4, 2025
Value $: $281M
Signature - Title: Nathaniel Evans - General Manager
Location: Orem, UT
Summary: This page shows a list of all the recent 13F filings made by Keeler Thomas Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keeler Thomas Management LLC reported 67 stock holdings with total value $281M as of Q4 2024. Top holdings included IBDR, IBDQ, EFV, BRKB, and COST.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	67	$281M	+$10.5M	-$42.8M	-$32.2M	IBDR, IBDQ, EFV, BRKB, COST	13F-HR	2/4/2025, 03:00 PM
Q3 2024	68	$316M	+$11.4M	-$5.25M	+$6.14M	IBDR, IBDQ, IBDP, EFV, BRKB	13F-HR	10/17/2024, 12:00 PM
Q2 2024	66	$293M	+$16.5M	-$11.2M	+$5.37M	IBDR, IBDQ, IBDP, EFV, BRKB	13F-HR	7/23/2024, 04:40 PM
Q1 2024	66	$292M	+$42.7M	-$15.6M	+$27M	IBDR, IBDQ, IBDP, EFV, BRKB	13F-HR	5/7/2024, 04:56 PM
Q4 2023	65	$254M	+$59.8M	-$93.7M	-$33.9M	IBDQ, IBDR, IBDP, EFV, IBDS	13F-HR	2/1/2024, 10:40 AM
Q3 2023	68	$266M	+$96.6M	-$73.9M	+$22.6M	IBDP, IBDQ, IBDR, IBTE, IBTD	13F-HR	10/26/2023, 09:53 AM
Q2 2023	62	$248M	+$99.7M	-$74.2M	+$25.4M	IBDP, IBDQ, IBDR, IBTD, IBTE	13F-HR	7/21/2023, 01:33 PM
Q1 2023	69	$213M	+$108M	-$105M	+$3.09M	IBDP, IBDQ, IBDR, IBTE, IBTD	13F-HR	5/2/2023, 03:09 PM
Q4 2022	75	$198M	+$27M	-$25.8M	+$1.17M	BRKB, JNJ, NVO, COST, UNH	13F-HR	1/19/2023, 07:50 PM
Q3 2022	64	$182M	+$36.3M	-$39.3M	-$2.99M	BRKB, AAPL, COST, JNJ, UNH	13F-HR	10/24/2022, 03:48 PM
Q2 2022	66	$190M	+$47.1M	-$32.7M	+$14.3M	SPY, BRKB, COST, JNJ, UNH	13F-HR	7/28/2022, 06:09 PM
Q1 2022	66	$208M	+$26M	-$43.2M	-$17.2M	AAPL, BRKB, COST, MSFT, GOOGL	13F-HR	4/28/2022, 12:46 PM
Q4 2021	72	$231M	+$20.7M	-$24M	-$3.32M	AAPL, BRKB, MSFT, COST, AMZN	13F-HR	1/24/2022, 11:31 AM
Q3 2021	73	$210M	+$8.72M	-$2.86M	+$5.86M	AAPL, BRKB, DIS, MSFT, COST	13F-HR	10/15/2021, 04:24 PM
Q2 2021	74	$205M	+$7.69M	-$4.66M	+$3.02M	AAPL, BRKB, DIS, MSFT, COST	13F-HR	7/27/2021, 03:12 PM
Q1 2021	73	$190M	+$49.1M	-$41.8M	+$7.3M	AAPL, BRKB, DIS, PG, MSFT	13F-HR	4/23/2021, 11:32 AM
Q4 2020	71	$178M	+$36.8M	-$33.2M	+$3.56M	AAPL, BRKB, DIS, VBK, VOT	13F-HR	1/26/2021, 12:58 PM
Q3 2020	63	$159M	+$27.8M	-$10.4M	+$17.4M	AAPL, BRKB, PG, JNJ, DIS	13F-HR	11/2/2020, 10:50 AM
Q2 2020	61	$138M	+$47.5M	-$7.25M	+$40.2M	AAPL, BRKB, PG, JNJ, DIS	13F-HR	7/17/2020, 02:51 PM
Q1 2020	57	$85.5M	+$1.53M	-$23.9M	-$22.3M	BRKB, AAPL, JNJ, PG, DIS	13F-HR	4/17/2020, 02:21 PM
Q4 2019	64	$132M	+$3.44M	-$1.8M	+$1.63M	AAPL, BRKB, DIS, UNP, PG	13F-HR	1/21/2020, 09:43 AM
Q3 2019	63	$130M	+$12M	-$9.93M	+$2.03M	AAPL, BRKB, DIS, PG, UNP	13F-HR	11/4/2019, 11:52 AM
Q2 2019	53	$123M	+$12.2M	-$10.8M	+$1.35M	BRKB, AAPL, VUG, DIS, UNP	13F-HR	7/31/2019, 03:33 PM
Q1 2019	53	$118M	+$22.2M	-$60.2K	+$22.2M	BRKB, AAPL, VTI, DIS, PG	13F-HR	4/30/2019, 11:28 AM
Q4 2018	51	$85.3M	+$6.47M	-$23.1M	-$16.6M	BRKB, AAPL, VTI, DIS, PG	13F-HR	1/24/2019, 09:37 AM
Q3 2018	55	$116M	+$3.94M	-$2.12M	+$1.82M	VTI, AAPL, BRKB, BA, DIS	13F-HR	11/8/2018, 09:15 AM
Q2 2018	54	$105M	+$20.5M	-$794K	+$19.7M	VTI, AAPL, BRKB, BA, DIS	13F-HR	8/2/2018, 03:18 PM
Q1 2018	55	$83.9M	+$3.22M	-$22.9M	-$19.7M	BRKB, AAPL, BA, DIS, XOM	13F-HR	5/7/2018, 04:30 PM
Q4 2017	157	$106M	$0	$0		VBR, BRKB, AAPL, BA, MMM	13F-HR	2/7/2018, 01:32 PM

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