| Q2 2024 |
46 |
$214M |
+$4.13M |
-$2.85M |
+$1.29M |
BRKB, AMAT, PGR, WFC, BRO
|
13F-HR |
8/1/2024, 02:11 PM |
| Q1 2024 |
46 |
$211M |
+$507K |
-$510K |
-$2.39K |
BRKB, AMAT, PGR, WFC, USB
|
13F-HR |
5/2/2024, 12:03 PM |
| Q4 2023 |
45 |
$183M |
+$540K |
-$13.7M |
-$13.2M |
BRKB, AMAT, PGR, WFC, USB
|
13F-HR |
1/19/2024, 01:56 PM |
| Q3 2023 |
44 |
$179M |
+$955K |
-$219K |
+$737K |
BRKB, AMAT, SPLK, PGR, WFC
|
13F-HR |
11/13/2023, 10:00 AM |
| Q2 2023 |
45 |
$181M |
+$4.27M |
-$12.7M |
-$8.42M |
BRKB, AMAT, WFC, PGR, USB
|
13F-HR |
8/15/2023, 02:21 PM |
| Q1 2023 |
48 |
$169M |
+$8.5M |
-$434K |
+$8.06M |
BRKB, AMAT, PGR, WFC, ZTS
|
13F-HR |
4/28/2023, 04:17 PM |
| Q4 2022 |
30 |
$167M |
+$4.92M |
-$10.5M |
-$5.6M |
BRKB, AMAT, WFC, PGR, USB
|
13F-HR |
2/7/2023, 04:28 PM |
| Q3 2022 |
30 |
$147M |
+$9.31M |
-$1.8M |
+$7.51M |
BRKB, WFC, PGR, AMAT, BRO
|
13F-HR |
10/25/2022, 10:44 AM |
| Q2 2022 |
32 |
$149M |
+$1.87M |
-$533K |
+$1.34M |
BRKB, PGR, WFC, AMAT, USB
|
13F-HR |
8/15/2022, 01:19 PM |
| Q1 2022 |
32 |
$180M |
+$5.15M |
-$408K |
+$4.74M |
BRKB, AMAT, WFC, USB, BRO
|
13F-HR |
4/26/2022, 03:16 PM |
| Q4 2021 |
32 |
$175M |
+$5.68K |
-$3.93M |
-$3.93M |
BRKB, AMAT, ZTS, WFC, USB
|
13F-HR |
1/26/2022, 01:25 PM |
| Q3 2021 |
103 |
$161M |
+$177K |
-$3.42M |
-$3.25M |
BRKB, AMAT, WFC, USB, ZTS
|
13F-HR |
10/29/2021, 09:58 AM |
| Q2 2021 |
78 |
$164M |
+$2.01M |
-$928K |
+$1.08M |
BRKB, AMAT, WFC, USB, ZTS
|
13F-HR |
8/16/2021, 09:57 AM |
| Q1 2021 |
77 |
$150M |
+$433K |
-$2.26M |
-$1.83M |
BRKB, AMAT, USB, WFC, PGR
|
13F-HR |
4/20/2021, 03:19 PM |
| Q4 2020 |
80 |
$136M |
+$10.3M |
-$2.23M |
+$8.07M |
BRKB, PGR, AMAT, USB, ZTS
|
13F-HR |
2/9/2021, 10:40 AM |
| Q3 2020 |
69 |
$116M |
+$283K |
-$132K |
+$151K |
BRKB, ZTS, PGR, BRO, USB
|
13F-HR |
11/5/2020, 02:55 PM |
| Q2 2020 |
70 |
$106M |
$0 |
$0 |
|
BRKB, PGR, ZTS, USB, BRO
|
13F-HR |
8/14/2020, 12:23 PM |