Q3 2024 |
253 |
$403M |
+$27.6M |
-$15.9M |
+$11.6M |
BRKB, AAPL, JEF, DFAC, CBSH
|
13F-HR |
10/31/2024, 11:53 AM |
Q2 2024 |
245 |
$369M |
+$20.6M |
-$17.4M |
+$3.11M |
BRKB, AAPL, DFAC, ADX, CBSH
|
13F-HR |
8/1/2024, 09:54 AM |
Q1 2024 |
243 |
$350M |
+$28.2M |
-$23.6M |
+$4.6M |
BRKB, DFAC, CBSH, ADX, AAPL
|
13F-HR |
5/13/2024, 01:39 PM |
Q4 2023 |
248 |
$339M |
+$8.76M |
-$16.6M |
-$7.81M |
BRKB, DFAC, AAPL, CBSH, ADX
|
13F-HR |
1/31/2024, 11:35 AM |
Q3 2023 |
246 |
$305M |
+$19.1M |
-$20.6M |
-$1.57M |
BRKB, SGOV, DFAC, AAPL, ADX
|
13F-HR |
11/9/2023, 11:59 AM |
Q2 2023 |
251 |
$336M |
+$28.3M |
-$16.8M |
+$11.5M |
BRKB, AAPL, DFAC, VGIT, UPS
|
13F-HR |
7/28/2023, 03:00 PM |
Q1 2023 |
246 |
$306M |
+$30.7M |
-$6.95M |
+$23.7M |
BRKB, CBSH, UPS, AAPL, DFAC
|
13F-HR |
4/19/2023, 11:45 AM |
Q4 2022 |
245 |
$274M |
+$22M |
-$14.2M |
+$7.81M |
BRKB, CBSH, UPS, AAPL, JEF
|
13F-HR |
1/30/2023, 05:34 PM |
Q3 2022 |
241 |
$246M |
+$24.2M |
-$13.4M |
+$10.8M |
BRKB, CBSH, AAPL, UPS, JEF
|
13F-HR |
11/1/2022, 05:58 PM |
Q2 2022 |
235 |
$247M |
+$27.5M |
-$8.72M |
+$18.8M |
BRKB, CBSH, UPS, AAPL, JEF
|
13F-HR |
7/25/2022, 08:58 AM |
Q1 2022 |
244 |
$261M |
+$40.8M |
-$11.1M |
+$29.7M |
BRKB, CBSH, UPS, AAPL, JEF
|
13F-HR |
5/13/2022, 09:20 AM |
Q4 2021 |
219 |
$253M |
+$40.8M |
-$11.1M |
+$29.7M |
BRKB, CBSH, UPS, JEF, AAPL
|
13F-HR |
2/14/2022, 05:13 PM |
Q3 2021 |
179 |
$207M |
+$12.1M |
-$12.2M |
-$82.5K |
CBSH, BRKB, JEF, UPS, AAPL
|
13F-HR |
11/2/2021, 11:58 AM |
Q2 2021 |
175 |
$211M |
+$11.3M |
-$11M |
+$269K |
CBSH, BRKB, UPS, JEF, CSM
|
13F-HR |
8/4/2021, 04:05 PM |
Q1 2021 |
178 |
$199M |
+$50.6M |
-$10.3M |
+$40.3M |
CBSH, BRKB, JEF, UPS, CSM
|
13F-HR |
4/22/2021, 06:12 PM |
Q4 2020 |
141 |
$141M |
$0 |
$0 |
|
CBSH, BRKB, UPS, JEF, AAPL
|
13F-HR |
2/12/2021, 05:56 PM |