| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 98,995 | BRK-B, ASML, EPD, NEE | 13F-HR | 8/4/2026 | 000076995426000006 |
| Q1 2026 | 23 | 91,260 | BRK-B, ASML, EPD, NEE | 13F-HR | 5/1/2026 | 000076995426000003 |
| Q4 2025 | 22 | 93,195 | BRK-B, BX, ASML, EPD | 13F-HR | 2/2/2026 | 000076995426000001 |
| Q3 2025 | 23 | 93,814 | BRK-B, BX, ASML, EPD | 13F-HR | 11/6/2025 | 000076995425000002 |
| Q2 2025 | 25 | 91,083 | BRK-B, BX, EPD, ASML | 13F-HR | 7/23/2025 | 000108514625004072 |
| Q1 2025 | 24 | 90,837 | BRK-B, BX, EPD, ORLY | 13F-HR | 4/29/2025 | 000108514625002464 |
| Q4 2024 | 24 | 85,431 | BRK-B, BX, EPD, ASML | 13F-HR | 2/11/2025 | 000108514625001017 |
| Q3 2024 | 24 | 84,144 | BRK-B, BX, EPD, NEE | 13F-HR | 11/4/2024 | 000108514624005335 |
| Q2 2024 | 24 | 88,195 | BRK-B, BX, EPD, ASML | 13F-HR | 8/5/2024 | 000108514624003506 |
| Q1 2024 | 24 | 92,594 | BRK-B, BX, EPD, ASML | 13F-HR | 4/29/2024 | 000108514624002113 |
| Q4 2023 | 24 | 83,596 | BRK-B, BX, EPD, ASML | 13F-HR | 2/2/2024 | 000108514624000673 |
| Q3 2023 | 23 | 72,287 | BRK-B, BX, EPD, ORLY | 13F-HR | 11/6/2023 | 000108514623004142 |
| Q2 2023 | 22 | 74,606 | BRK-B, BX, EPD, ASML | 13F-HR | 7/31/2023 | 000108514623002981 |
| Q1 2023 | 23 | 78,177 | BRK-B, BX, EPD, ASML | 13F-HR | 5/3/2023 | 000108514623002037 |
| Q4 2022 | 21 | 69,869 | BRK-B, BX, ASML, ORLY | 13F-HR | 1/30/2023 | 000108514623000435 |
| Q3 2022 | 23 | 73,693 | BRK-B, BX, INTU, FTNT | 13F-HR | 11/1/2022 | 000108514622003717 |
| Q2 2022 | 25 | 82,089 | BRK-B, BX, INTU, FTNT | 13F-HR | 8/2/2022 | 000108514622002732 |
| Q1 2022 | 24 | 102,198 | BRK-B, BX, ASML, INTU | 13F-HR | 5/2/2022 | 000108514622001636 |
| Q4 2021 | 26 | 115,801 | BRK-B, BX, ASML, INTU | 13F-HR | 1/31/2022 | 000108514622000385 |
| Q3 2020 | 25 | 65,414 | BRK-B, BX, ASML.AS, INTU | 13F-HR | 10/28/2020 | 000095012320010518 |
| Q2 2020 | 24 | 60,603 | BRK-B, BX, ASML.AS, INTU | 13F-HR | 8/4/2020 | 000095012320007617 |
| Q1 2020 | 22 | 74,347 | BRK-B, BX, ASML.AS, DIS | 13F-HR | 4/16/2020 | 000095012320003393 |
| Q4 2019 | 22 | 90,737 | BRK-B, BX, EPD, ASML.AS | 13F-HR | 2/5/2020 | 000095012320000931 |
| Q3 2019 | 23 | 87,573 | BRK-B, EPD, BX, ASML.AS | 13F-HR | 10/23/2019 | 000095012319009660 |
| Q2 2019 | 23 | 116,075 | BRK-B, EPD, BX, CACC | 13F-HR | 8/8/2019 | 000095012319007277 |
| Q1 2019 | 22 | 110,494 | BRK-B, EPD, CACC, BX | 13F-HR | 4/23/2019 | 000095012319003515 |
| Q4 2018 | 22 | 101,693 | BRK-B, EPD, CACC, DHI | 13F-HR | 1/23/2019 | 000095012319000253 |
| Q3 2018 | 26 | 129,994 | BRK-B, EPD, BX, DHI | 13F-HR | 10/24/2018 | 000095012318010107 |
| Q2 2018 | 25 | 118,131 | BRK-B, EPD, DHI, BX | 13F-HR | 7/10/2018 | 000095012318006684 |
| Q1 2018 | 22 | 110,192 | BRK-B, EPD, DHI, BX | 13F-HR | 5/9/2018 | 000095012318004417 |
| Q4 2017 | 24 | 115,297 | BRK-B, EPD, DHI, BX | 13F-HR | 2/9/2018 | 000095012318001199 |
| Q3 2017 | 23 | 107,996 | BRK-B, EPD, DHI, BX | 13F-HR | 11/8/2017 | 000095012317009805 |
| Q2 2017 | 21 | 97,981 | BRK-B, EPD, BX, DHI | 13F-HR | 8/10/2017 | 000095012317007110 |
| Q1 2017 | 21 | 95,326 | BRK-B, EPD, CACC, DHI | 13F-HR | 5/11/2017 | 000095012317004438 |
| Q4 2016 | 20 | 85,176 | BRK-B, EPD, CACC, DHI | 13F-HR | 2/10/2017 | 000095012317001386 |
| Q3 2016 | 21 | 73,175 | BRK-B, EPD, CACC, DHI | 13F-HR | 11/4/2016 | 000095012316021217 |
| Q2 2016 | 23 | 77,293 | BRK-B, EPD, CACC, DHI | 13F-HR | 8/5/2016 | 000095012316018898 |
| Q1 2016 | 24 | 88,040 | BRK-B, CACC, EPD, BX | 13F-HR | 5/6/2016 | 000095012316016283 |
| Q4 2015 | 25 | 88,240 | BRK-B, CACC, EPD, BX | 13F-HR | 2/9/2016 | 000095012316013711 |
| Q3 2015 | 31 | 104,614 | BRK-B, CACC, DHI, TXTR | 13F-HR | 11/13/2015 | 000095012315011769 |
| Q2 2015 | 31 | 124,960 | BRK-B, CACC, TXTR, DHI | 13F-HR | 8/10/2015 | 000095012315008272 |
| Q1 2015 | 30 | 117,485 | BRK-B, CACC, TXTR, DHI | 13F-HR | 5/13/2015 | 000095012315005631 |
| Q4 2014 | 29 | 106,799 | BRK-B, CACC, TXTR, AIG | 13F-HR | 2/12/2015 | 000095012315001653 |
| Q3 2014 | 29 | 111,067 | BRK-B, TXTR, CACC, LAZ | 13F-HR | 11/13/2014 | 000095012314011665 |
| Q2 2014 | 28 | 103,110 | BRK-B, CACC, LAZ, DHI | 13F-HR | 8/11/2014 | 000095012314008212 |
| Q1 2014 | 33 | 111,837 | BRK-B, CACC, TXTR, DHI | 13F-HR | 5/2/2014 | 000095012314004791 |
| Q4 2013 | 33 | 112,160 | BRK-B, TXTR, CACC, DHI | 13F-HR | 2/13/2014 | 000095012314002178 |