Q3 2024 |
135 |
$321M |
+$11.7M |
-$28.5M |
-$16.8M |
BRKB, AAPL, IBKR, AMGN, WMT
|
13F-HR |
11/15/2024, 11:59 AM |
Q2 2024 |
138 |
$316M |
+$23M |
-$10.7M |
+$12.3M |
BRKB, AAPL, EOG, IBKR, AMGN
|
13F-HR |
8/12/2024, 08:53 AM |
Q1 2024 |
130 |
$304M |
+$20.3M |
-$14.5M |
+$5.84M |
BRKB, EOG, AAPL, IBKR, TTE
|
13F-HR |
5/2/2024, 12:03 PM |
Q4 2023 |
127 |
$284M |
+$9.52M |
-$11.3M |
-$1.75M |
AAPL, BRKB, EOG, TTE, UNP
|
13F-HR |
2/2/2024, 01:52 PM |
Q3 2023 |
127 |
$273M |
+$7.15M |
-$19M |
-$11.8M |
BRKB, EOG, AAPL, DHR, TTE
|
13F-HR |
11/8/2023, 03:21 PM |
Q2 2023 |
122 |
$288M |
+$25.1M |
-$10.2M |
+$14.9M |
BIL, AAPL, BRKB, EOG, DHR
|
Restatement |
8/15/2023, 01:56 PM |
Q1 2023 |
123 |
$267M |
+$4.93M |
-$9.38M |
-$4.45M |
VLO, EOG, AAPL, BRKB, NTR
|
13F-HR |
5/3/2023, 07:54 AM |
Q4 2022 |
126 |
$264M |
+$8.17M |
-$569M |
-$560M |
EOG, NTR, BRKB, VLO, DHR
|
13F-HR |
2/2/2023, 09:44 AM |
Q3 2022 |
129 |
$755M |
+$507M |
-$2.28M |
+$505M |
NTR, EOG, AAPL, DHR, BRKB
|
13F-HR |
11/9/2022, 02:30 PM |
Q2 2022 |
131 |
$265M |
+$8.2M |
-$3.32M |
+$4.88M |
NTR, AAPL, EOG, DHR, BRKB
|
13F-HR |
8/11/2022, 10:31 AM |
Q1 2022 |
132 |
$303M |
+$18.1M |
-$13.8M |
+$4.34M |
NTR, AAPL, BRKB, DHR, EOG
|
13F-HR |
5/18/2022, 02:25 PM |
Q4 2021 |
138 |
$304M |
+$13.6M |
-$8.63M |
+$4.99M |
AAPL, DHR, NTR, SPGI, BRKB
|
13F-HR |
2/8/2022, 12:25 PM |
Q3 2021 |
133 |
$274M |
+$13.1M |
-$14.2M |
-$1.14M |
DHR, AAPL, NTR, SPGI, BRKB
|
13F-HR |
11/12/2021, 09:42 AM |
Q2 2021 |
136 |
$280M |
+$17.2M |
-$5.87M |
+$11.4M |
AAPL, DHR, NTR, SPGI, BRKB
|
13F-HR |
8/9/2021, 03:46 PM |
Q1 2021 |
128 |
$252M |
+$21.4M |
-$25.4M |
-$4M |
DHR, AAPL, NTR, BRKB, SPGI
|
13F-HR |
5/12/2021, 01:49 PM |
Q4 2020 |
121 |
$243M |
+$22M |
-$4.32M |
+$17.7M |
AAPL, DHR, SPGI, UNP, BRKB
|
13F-HR |
2/4/2021, 04:02 PM |
Q3 2020 |
110 |
$210M |
+$18.6M |
-$7.39M |
+$11.2M |
AAPL, DHR, SPGI, LOW, BBY
|
13F-HR |
11/9/2020, 12:36 PM |
Q2 2020 |
108 |
$189M |
+$14.6M |
-$5.39M |
+$9.18M |
AAPL, DHR, SPGI, CSCO, AMGN
|
13F-HR |
8/10/2020, 01:10 PM |
Q1 2020 |
101 |
$150M |
+$9.23M |
-$13.1M |
-$3.87M |
AAPL, DHR, SPGI, BRKB, NEE
|
13F-HR |
5/7/2020, 10:55 AM |
Q4 2019 |
106 |
$197M |
+$10.8M |
-$13.9M |
-$3.14M |
AAPL, BRKB, CSCO, SPGI, DHR
|
13F-HR |
2/5/2020, 12:10 PM |
Q3 2019 |
105 |
$186M |
+$8.77M |
-$11.3M |
-$2.53M |
AAPL, CSCO, BRKB, DHR, SPGI
|
13F-HR |
11/7/2019, 02:43 PM |
Q2 2019 |
108 |
$191M |
+$5.57M |
-$16.8M |
-$11.2M |
AAPL, CSCO, BRKB, DHR, ECL
|
13F-HR |
8/21/2019, 12:56 PM |
Q1 2019 |
109 |
$198M |
+$16.5M |
-$8.78M |
+$7.74M |
AAPL, CSCO, BRKB, UNP, DHR
|
13F-HR |
4/29/2019, 02:16 PM |
Q4 2018 |
107 |
$168M |
$0 |
$0 |
|
AAPL, BRKB, CSCO, UNP, WMT
|
13F-HR |
2/27/2019, 01:06 PM |