Q1 2024 |
402 |
$191M |
+$2.32M |
-$3.88M |
-$1.56M |
AAPL, VMC, BRKB, MSFT, AMAT
|
13F-HR |
4/11/2024, 11:44 AM |
Q4 2023 |
404 |
$178M |
+$2.61M |
-$2.99M |
-$373K |
AAPL, VMC, BRKB, MSFT, AMAT
|
13F-HR |
1/10/2024, 05:40 PM |
Q3 2023 |
400 |
$163M |
+$4.7M |
-$20.2M |
-$15.5M |
AAPL, VMC, BRKB, MSFT, CAT
|
13F-HR |
10/30/2023, 03:40 PM |
Q2 2023 |
407 |
$186M |
+$6.85M |
-$5.49M |
+$1.36M |
AAPL, QQQ, BRKB, MSFT, VMC
|
13F-HR |
7/21/2023, 01:59 PM |
Q1 2023 |
421 |
$175M |
+$1.68M |
-$1.86M |
-$177K |
AAPL, QQQ, BRKB, MSFT, AMAT
|
13F-HR |
4/20/2023, 12:59 PM |
Q4 2022 |
421 |
$171M |
+$1.82M |
-$4.5M |
-$2.68M |
AAPL, QQQ, BRKB, MSFT, CAT
|
13F-HR |
1/18/2023, 11:53 AM |
Q3 2022 |
457 |
$157M |
+$6.43M |
-$4.31M |
+$2.12M |
AAPL, QQQ, BRKB, MSFT, MCK
|
13F-HR |
10/11/2022, 12:02 PM |
Q2 2022 |
443 |
$166M |
+$8.33M |
-$5.06M |
+$3.27M |
AAPL, QQQ, BRKB, MSFT, HON
|
13F-HR |
8/1/2022, 09:38 AM |
Q1 2022 |
455 |
$188M |
+$6.15M |
-$2.41M |
+$3.74M |
AAPL, QQQ, BRKB, MSFT, AMAT
|
13F-HR |
4/14/2022, 03:29 PM |
Q4 2021 |
459 |
$190M |
+$1.82M |
-$3.51M |
-$1.69M |
AAPL, QQQ, BRKB, AMAT, MSFT
|
13F-HR |
1/20/2022, 12:03 PM |
Q3 2021 |
452 |
$175M |
+$1.17M |
-$5.97M |
-$4.79M |
AAPL, QQQ, BRKB, AMAT, MSFT
|
13F-HR |
10/19/2021, 03:27 PM |
Q2 2021 |
474 |
$183M |
+$6.6M |
-$2.88M |
+$3.72M |
AAPL, QQQ, BRKB, AMAT, MSFT
|
13F-HR |
7/14/2021, 03:05 PM |
Q1 2021 |
496 |
$174M |
+$3.78M |
-$7.34M |
-$3.56M |
AAPL, QQQ, AMAT, BRKB, HON
|
13F-HR |
7/13/2021, 03:31 PM |
Q4 2020 |
428 |
$162M |
+$4.61M |
-$3.01M |
+$1.6M |
AAPL, QQQ, BRKB, HON, AMAT
|
13F-HR |
1/14/2021, 11:47 AM |
Q3 2020 |
397 |
$142M |
+$9.58M |
-$1.6M |
+$7.98M |
AAPL, QQQ, BRKB, MSFT, HON
|
13F-HR |
10/20/2020, 12:04 PM |
Q2 2020 |
406 |
$130M |
+$14.9M |
-$9.56M |
+$5.36M |
AAPL, QQQ, BRKB, MSFT, ABM
|
13F-HR |
7/30/2020, 05:46 PM |
Q1 2020 |
408 |
$107M |
+$6.65M |
-$3.69M |
+$2.95M |
AAPL, BRKB, HON, MSFT, PG
|
13F-HR |
4/24/2020, 11:21 AM |
Q4 2019 |
407 |
$134M |
+$1.51M |
-$2.04M |
-$526K |
AAPL, BRKB, HON, PG, ABM
|
13F-HR |
1/14/2020, 02:35 PM |
Q3 2019 |
407 |
$125M |
+$2.29M |
-$1.85M |
+$437K |
AAPL, BRKB, HON, PG, ABM
|
13F-HR |
10/15/2019, 01:33 PM |
Q2 2019 |
405 |
$124M |
+$2.07M |
-$4.02M |
-$1.95M |
AAPL, BRKB, HON, ABM, PG
|
13F-HR |
8/2/2019, 12:30 PM |
Q1 2019 |
422 |
$121M |
+$3.71M |
-$5.54M |
-$1.83M |
AAPL, BRKB, HON, ABM, PG
|
13F-HR |
4/11/2019, 03:30 PM |
Q4 2018 |
420 |
$110M |
+$6.8M |
-$2.26M |
+$4.54M |
BRKB, AAPL, HON, ABM, MDT
|
13F-HR |
1/24/2019, 04:40 PM |
Q3 2018 |
426 |
$124M |
+$1.15M |
-$13.9M |
-$12.8M |
AAPL, BRKB, HON, TMO, NTR
|
13F-HR |
11/6/2018, 02:06 PM |
Q2 2018 |
427 |
$127M |
+$9.98M |
-$5.53M |
+$4.45M |
AAPL, BRKB, HON, TMO, BA
|
13F-HR |
8/13/2018, 02:29 PM |
Q1 2018 |
418 |
$121M |
+$4.16M |
-$5.5M |
-$1.34M |
BRKB, AAPL, HON, AMAT, TMO
|
13F-HR |
8/13/2018, 02:14 PM |
Q4 2017 |
389 |
$126M |
+$2.21M |
-$3.22M |
-$1.02M |
BRKB, HON, AAPL, WFC, AMAT
|
13F-HR |
8/13/2018, 02:11 PM |
Q3 2017 |
397 |
$122M |
+$2.94M |
-$3.31M |
-$367K |
BRKB, HON, AAPL, GE, AMAT
|
13F-HR |
8/13/2018, 02:07 PM |
Q2 2017 |
399 |
$118M |
+$3.89M |
-$1.59M |
+$2.3M |
BRKB, GE, HON, AAPL, TMO
|
13F-HR |
8/13/2018, 02:03 PM |
Q1 2017 |
395 |
$114M |
+$2.97M |
-$4.26M |
-$1.3M |
BRKB, GE, HON, AAPL, ABM
|
13F-HR |
8/13/2018, 01:58 PM |
Q4 2016 |
388 |
$110M |
$0 |
$0 |
|
BRKB, GE, CAT, HON, WFC
|
13F-HR |
8/13/2018, 01:54 PM |