| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 53 | 954,617 | BRK-B, META, AXP, WFC | 13F-HR | 11/13/2024 | 000137647424000667 |
| Q2 2024 | 51 | 953,359 | BRK-B, META, GOOG, WFC | 13F-HR | 8/13/2024 | 000137647424000429 |
| Q1 2024 | 52 | 1,005,287 | BRK-B, META, AXP, WFC | 13F-HR | 5/14/2024 | 000137647424000238 |
| Q4 2023 | 52 | 894,731 | BRK-B, META, AXP, ACN | 13F-HR | 2/13/2024 | 000137647424000101 |
| Q3 2023 | 52 | 851,762 | BRK-B, META, AXP, ACN | 13F-HR | 11/13/2023 | 000137647423000486 |
| Q2 2023 | 47 | 1,060,253 | BRK-B, META, AXP, ACN | 13F-HR | 8/14/2023 | 000137647423000404 |
| Q1 2023 | 44 | 973,433 | BRK-B, GOOG, AXP, ACN | 13F-HR | 5/12/2023 | 000137647423000298 |
| Q4 2022 | 46 | 991,526 | BRK-B, GOOG, AXP, WFC | 13F-HR | 2/9/2023 | 000137647423000117 |
| Q3 2022 | 47 | 918,458 | BRK-B, GOOG, WFC, AXP | 13F-HR | 11/14/2022 | 000137647422000452 |
| Q2 2022 | 48 | 979,804 | BRK-B, GOOG, ACN, WFC | 13F-HR | 8/15/2022 | 000137647422000363 |
| Q1 2022 | 48 | 1,199,769 | BRK-B, GOOG, AXP, ACN | 13F-HR | 5/13/2022 | 000137647422000254 |
| Q4 2021 | 48 | 1,230,306 | BRK-B, GOOG, ACN, BAC | 13F-HR | 2/11/2022 | 000137647422000110 |
| Q3 2021 | 48 | 1,188,424 | BRK-B, GOOG, BAC, WFC | 13F-HR | 11/15/2021 | 000137647421000415 |
| Q2 2021 | 47 | 1,212,313 | BRK-B, GOOG, BAC, WFC | 13F-HR | 8/16/2021 | 000137647421000270 |
| Q1 2021 | 47 | 1,126,012 | BRK-B, GOOG, BAC, ACN | 13F-HR | 5/17/2021 | 000137647421000162 |
| Q4 2020 | 50 | 1,072,322 | BRK-B, GOOG, AAPL, ACN | 13F-HR | 2/12/2021 | 000137647421000059 |
| Q3 2020 | 45 | 871,268 | BRK-B, GOOG, AAPL, ACN | 13F-HR | 11/13/2020 | 000137647420000286 |
| Q2 2020 | 44 | 795,399 | BRK-B, GOOG, ACN, BAC | 13F-HR | 8/14/2020 | 000137647420000198 |
| Q1 2020 | 48 | 716,324 | BRK-B, GOOG, BAC, WFC | 13F-HR | 5/14/2020 | 000137647420000119 |
| Q4 2019 | 48 | 1,045,626 | BRK-B, WFC, BAC, AXP | 13F-HR | 2/13/2020 | 000137647420000049 |
| Q3 2019 | 53 | 969,931 | BRK-B, WFC, BAC, AXP | 13F-HR | 11/13/2019 | 000137647419000279 |
| Q2 2019 | 54 | 957,338 | BRK-B, WFC, AXP, BAC | 13F-HR | 8/13/2019 | 000137647419000209 |
| Q1 2019 | 55 | 910,594 | BRK-B, AXP, BAC, GOOG | 13F-HR | 5/13/2019 | 000137647419000119 |
| Q4 2018 | 58 | 796,518 | BRK-B, BAC, AXP, WFC | 13F-HR | 2/12/2019 | 000137647419000039 |
| Q3 2018 | 61 | 941,560 | BRK-B, BAC, AXP, ACN | 13F-HR | 11/13/2018 | 000137647418000150 |
| Q2 2018 | 61 | 912,511 | BRK-B, MA, BAC, AXP | 13F-HR | 8/14/2018 | 000137647418000125 |
| Q1 2018 | 62 | 910,650 | BRK-B, MA, BAC, AXP | 13F-HR | 5/15/2018 | 000137647418000109 |
| Q4 2017 | 64 | 917,163 | BRK-B, BAC, AXP, MA | 13F-HR | 2/13/2018 | 000137647418000037 |
| Q3 2017 | 65 | 887,433 | BRK-B, MA, AXP, GM | 13F-HR | 11/14/2017 | 000137647417000317 |
| Q2 2017 | 64 | 851,364 | BRK-B, AXP, WFC, MA | 13F-HR | 8/14/2017 | 000137647417000231 |
| Q1 2017 | 62 | 817,189 | BRK-B, WFC, AXP, MA | 13F-HR | 5/12/2017 | 000137647417000155 |
| Q4 2016 | 63 | 808,257 | BRK-B, WFC, AXP, GM | 13F-HR | 2/14/2017 | 000137647417000043 |
| Q3 2016 | 65 | 721,207 | BRK-B, ACN, MA, WFC | 13F-HR | 11/14/2016 | 000137647416000902 |
| Q2 2016 | 67 | 697,220 | BRK-B, ACN, WFC, GE | 13F-HR | 8/15/2016 | 000137647416000826 |
| Q1 2016 | 68 | 711,919 | BRK-B, ACN, WFC, GE | 13F-HR | 5/13/2016 | 000137647416000721 |
| Q4 2015 | 69 | 720,287 | BRK-B, ACN, WFC, AXP | 13F-HR | 2/17/2016 | 000137647416000569 |
| Q3 2015 | 71 | 696,721 | BRK-B, ACN, WFC, AXP | 13F-HR | 11/12/2015 | 000137647415000434 |
| Q2 2015 | 72 | 762,041 | BRK-B, ACN, WFC, AXP | 13F-HR | 8/11/2015 | 000137647415000254 |
| Q1 2015 | 66 | 712,276 | BRK-B, ACN, WFC, AXP | 13F-HR | 5/5/2015 | 000093752215000004 |
| Q4 2014 | 65 | 737,749 | BRK-B, AXP, ACN, WFC | 13F-HR | 2/9/2015 | 000093752215000002 |
| Q3 2014 | 63 | 716,413 | BRK-B, AXP, WFC, ACN | 13F-HR | 11/17/2014 | 000093752214000008 |
| Q2 2014 | 63 | 693,082 | BRK-B, AXP, WFC, ACN | 13F-HR | 8/12/2014 | 000093752214000006 |
| Q1 2014 | 65 | 701,109 | BRK-B, AXP, WFC, ACN | 13F-HR | 5/14/2014 | 000093752214000004 |
| Q4 2013 | 65 | 712,117 | BRK-B, AXP, ACN, WFC | 13F-HR | 2/14/2014 | 000093752214000002 |