Q3 2024 |
111 |
$124M |
+$3.51M |
-$1.72M |
+$1.79M |
MSFT, AAPL, COST, BRKB, SBUX
|
13F-HR |
10/9/2024, 05:12 PM |
Q2 2024 |
107 |
$116M |
+$4.86M |
-$1.14M |
+$3.73M |
MSFT, AAPL, COST, BRKB, SBUX
|
13F-HR |
7/12/2024, 03:18 PM |
Q1 2024 |
106 |
$114M |
+$1.82M |
-$2.08M |
-$260K |
MSFT, AAPL, COST, BRKB, SBUX
|
13F-HR |
4/25/2024, 12:14 PM |
Q4 2023 |
104 |
$107M |
+$2.36M |
-$1.42M |
+$938K |
MSFT, AAPL, SBUX, COST, BRKB
|
13F-HR |
1/22/2024, 05:14 PM |
Q3 2023 |
100 |
$96.4M |
+$1.7M |
-$1.8M |
-$100K |
MSFT, AAPL, SBUX, BRKB, COST
|
13F-HR |
11/3/2023, 05:46 PM |
Q2 2023 |
98 |
$100M |
+$1.51M |
-$2.45M |
-$939K |
MSFT, AAPL, SBUX, BRKB, COST
|
13F-HR |
8/2/2023, 06:10 PM |
Q1 2023 |
100 |
$95.3M |
+$1.58M |
-$834K |
+$749K |
MSFT, AAPL, SBUX, BRKB, ABBV
|
13F-HR |
5/1/2023, 09:15 PM |
Q4 2022 |
101 |
$91M |
+$1.97M |
-$864K |
+$1.11M |
MSFT, AAPL, SBUX, SCHW, BRKB
|
13F-HR |
1/17/2023, 09:40 PM |
Q3 2022 |
98 |
$82M |
+$3.63M |
-$474K |
+$3.16M |
MSFT, AAPL, SBUX, SCHW, BRKB
|
13F-HR |
11/7/2022, 09:13 PM |
Q2 2022 |
97 |
$85.5M |
+$508K |
-$1.98M |
-$1.47M |
MSFT, AAPL, SBUX, BRKB, ABBV
|
13F-HR |
8/9/2022, 05:56 PM |
Q1 2022 |
104 |
$102M |
+$2.4M |
-$1.53M |
+$873K |
MSFT, AAPL, SBUX, BRKB, COST
|
13F-HR |
5/6/2022, 07:49 PM |
Q4 2021 |
105 |
$107M |
$0 |
$0 |
|
MSFT, AAPL, SBUX, COST, SCHW
|
13F-HR |
2/8/2022, 05:53 PM |