Q3 2024 |
61 |
$206M |
+$12.1M |
-$5.21M |
+$6.92M |
TCHP, BRKB, MSFT, AAPL, LMT
|
13F-HR |
10/8/2024, 01:10 PM |
Q2 2024 |
51 |
$191M |
+$20.3M |
-$15.3M |
+$5.04M |
TCHP, BRKB, MSFT, GOOGL, AMZN
|
13F-HR |
7/23/2024, 04:35 PM |
Q1 2024 |
50 |
$183M |
+$7.01M |
-$20.8M |
-$13.8M |
TCHP, BRKB, MRK, MSFT, AMZN
|
13F-HR |
5/1/2024, 01:28 PM |
Q4 2023 |
51 |
$181M |
+$13.1M |
-$7.4M |
+$5.73M |
TCHP, BRKB, BA, COST, MRK
|
13F-HR |
2/1/2024, 01:14 PM |
Q3 2023 |
48 |
$157M |
+$6.57M |
-$12.3M |
-$5.75M |
TCHP, BRKB, XOM, MRK, COST
|
Restatement |
2/1/2024, 01:46 PM |
Q2 2023 |
46 |
$167M |
+$1.12M |
-$3.29M |
-$2.17M |
TCHP, BRKB, MRK, BA, MSFT
|
13F-HR |
8/4/2023, 05:59 PM |
Q1 2023 |
47 |
$157M |
+$4.77M |
-$14.4M |
-$9.64M |
TCHP, BRKB, MRK, BA, XOM
|
13F-HR |
5/5/2023, 01:16 PM |
Q4 2022 |
50 |
$154M |
+$4.78M |
-$8.53M |
-$3.75M |
BRKB, TCHP, MRK, BA, XOM
|
13F-HR |
2/9/2023, 12:07 PM |
Q3 2022 |
45 |
$141M |
+$12.5M |
-$22.3M |
-$9.78M |
TCHP, BRKB, XOM, MRK, LMT
|
Restatement |
11/17/2022, 05:24 PM |
Q2 2022 |
47 |
$170M |
+$30.9M |
-$13.2M |
+$17.7M |
TCHP, BRKB, INTC, XOM, MRK
|
13F-HR |
8/12/2022, 05:37 PM |
Q1 2022 |
63 |
$187M |
+$15.4M |
-$15.8M |
-$406K |
BRKB, MSFT, XOM, GOOGL, LMT
|
13F-HR |
5/16/2022, 06:07 PM |
Q4 2021 |
71 |
$189M |
+$27M |
-$19.8M |
+$7.25M |
BRKB, MSFT, GOOGL, AMZN, MCHP
|
13F-HR |
2/14/2022, 06:21 PM |
Q3 2021 |
63 |
$175M |
+$13.9M |
-$11.4M |
+$2.51M |
MSFT, BRKB, GOOGL, AMZN, INTC
|
13F-HR |
11/15/2021, 04:31 PM |
Q2 2021 |
64 |
$177M |
+$15.8M |
-$3.95M |
+$11.8M |
MSFT, BRKB, AMZN, GOOGL, XOM
|
13F-HR |
8/16/2021, 05:07 PM |
Q1 2021 |
48 |
$153M |
+$21.3M |
-$69.7M |
-$48.4M |
BRKB, AMZN, MSFT, XOM, GOOGL
|
13F-HR |
5/12/2021, 05:06 PM |
Q4 2020 |
43 |
$191M |
+$13.8M |
-$31.5M |
-$17.7M |
BSCM, IBDO, IBDP, IBDQ, AMZN
|
13F-HR |
2/17/2021, 05:10 PM |
Q3 2020 |
49 |
$197M |
+$22.7M |
-$11.3M |
+$11.4M |
BSCM, IBDM, IBDO, IBDP, AMZN
|
13F-HR |
12/18/2020, 12:14 PM |
Q2 2020 |
46 |
$181M |
+$13M |
-$26.8M |
-$13.7M |
IBDM, BSCM, IBDO, IBDP, AMZN
|
13F-HR |
8/14/2020, 06:35 PM |
Q1 2020 |
55 |
$168M |
+$27.7M |
-$9.17M |
+$18.6M |
IBDM, BSCM, IBDO, AMZN, IBDP
|
13F-HR |
5/12/2020, 05:56 PM |
Q4 2019 |
41 |
$171M |
$0 |
$0 |
|
IBDM, BSCM, IBDO, IBDP, AMZN
|
13F-HR |
2/20/2020, 12:26 PM |