| Q2 2024 |
452 |
$203M |
+$8.5M |
-$5.18M |
+$3.32M |
AAPL, BRKB, MSFT, NVDA, BRKA
|
13F-HR |
8/13/2024, 11:34 AM |
| Q1 2024 |
498 |
$199M |
+$2.93M |
-$4.22M |
-$1.3M |
AAPL, BRKB, MSFT, BRKA, SYK
|
13F-HR |
5/10/2024, 01:39 PM |
| Q4 2023 |
448 |
$187M |
+$3.25M |
-$5.37M |
-$2.12M |
AAPL, BRKB, MSFT, BRKA, SBUX
|
13F-HR |
2/12/2024, 06:59 PM |
| Q3 2023 |
466 |
$174M |
+$2.29M |
-$2.68M |
-$391K |
AAPL, BRKB, MSFT, BRKA, CVX
|
13F-HR |
11/13/2023, 11:39 AM |
| Q2 2023 |
485 |
$182M |
+$2.3M |
-$8.62M |
-$6.33M |
AAPL, BRKB, MSFT, BRKA, CVX
|
13F-HR |
8/14/2023, 12:30 PM |
| Q1 2023 |
491 |
$174M |
+$5.42M |
-$4.48M |
+$940K |
AAPL, BRKB, MSFT, CVX, SBUX
|
13F-HR |
5/9/2023, 02:54 PM |
| Q4 2022 |
463 |
$164M |
+$4.68M |
-$2.23M |
+$2.45M |
AAPL, BRKB, MSFT, CVX, BRKA
|
13F-HR |
2/1/2023, 06:42 PM |
| Q3 2022 |
442 |
$149M |
+$13.2M |
-$5.4M |
+$7.83M |
AAPL, BRKB, MSFT, CVX, BRKA
|
13F-HR |
11/14/2022, 12:12 PM |
| Q2 2022 |
462 |
$153M |
+$13.6M |
-$1.46M |
+$12.2M |
AAPL, BRKB, MSFT, CVX, BRKA
|
13F-HR |
8/12/2022, 12:51 PM |
| Q1 2022 |
435 |
$173M |
+$3.9M |
-$2.27M |
+$1.63M |
AAPL, BRKB, MSFT, BRKA, CVX
|
13F-HR |
5/10/2022, 04:40 PM |
| Q4 2021 |
424 |
$172M |
+$6.91M |
-$4.98M |
+$1.93M |
AAPL, BRKB, MSFT, SBUX, BRKA
|
13F-HR |
2/9/2022, 02:27 PM |
| Q3 2021 |
402 |
$155M |
+$17M |
-$2.12M |
+$14.9M |
AAPL, BRKB, MINT, SBUX, MSFT
|
13F-HR |
11/10/2021, 07:37 PM |
| Q2 2021 |
381 |
$142M |
+$2.49M |
-$3.78M |
-$1.29M |
AAPL, BRKB, SBUX, MSFT, BRKA
|
13F-HR |
8/11/2021, 06:07 PM |
| Q1 2021 |
387 |
$134M |
+$15.6M |
-$1.35M |
+$14.3M |
BRKB, AAPL, SBUX, MSFT, BRKA
|
13F-HR |
5/6/2021, 01:30 PM |
| Q4 2020 |
410 |
$111M |
$0 |
$0 |
|
BRKB, AAPL, SBUX, MSFT, NKE
|
13F-HR |
2/12/2021, 07:44 PM |