|
Q1 2025
|
148 |
759,235 |
BRK-B, MSFT, INTU, V
|
13F-HR
|
4/9/2025 |
000109678325000003 |
|
Q4 2024
|
157 |
764,500 |
BRK-B, MSFT, INTU, V
|
13F-HR
|
2/11/2025 |
000109678325000001 |
|
Q3 2024
|
155 |
769,174 |
BRK-B, MSFT, INTU, XOM
|
13F-HR
|
10/29/2024 |
000109678324000008 |
|
Q2 2024
|
156 |
763,994 |
MSFT, BRK-B, INTU, XOM
|
13F-HR
|
7/15/2024 |
000109678324000005 |
|
Q1 2024
|
155 |
779,665 |
BRK-B, MSFT, INTU, XOM
|
13F-HR
|
4/29/2024 |
000109678324000002 |
|
Q4 2023
|
155 |
721,886 |
MSFT, BRK-B, INTU, V
|
NEW HOLDINGS
|
5/17/2024 |
000109678324000004 |
|
Q4 2023
|
141 |
707,442 |
MSFT, BRK.B, INTU, V
|
13F-HR
|
2/6/2024 |
000109678324000001 |
|
Q3 2023
|
144 |
658,746 |
BRK-B, MSFT, INTU, XOM
|
NEW HOLDINGS
|
5/17/2024 |
000109678324000003 |
|
Q3 2023
|
134 |
650,409 |
BRK.B, MSFT, INTU, XOM
|
13F-HR
|
10/23/2023 |
000109678323000004 |
|
Q2 2023
|
133 |
672,374 |
MSFT, BRK.B, INTU, XOM
|
13F-HR
|
8/14/2023 |
000109678323000003 |
|
Q1 2023
|
134 |
636,094 |
BRK.B, MSFT, XOM, INTU
|
13F-HR
|
5/15/2023 |
000109678323000002 |
|
Q4 2022
|
130 |
608,256 |
BRK.B, MSFT, XOM, INTU
|
13F-HR
|
1/31/2023 |
000109678323000001 |
|
Q3 2022
|
130 |
564,297 |
BRK.B, MSFT, INTU, XOM
|
13F-HR
|
11/14/2022 |
000109678322000004 |
|
Q2 2022
|
126 |
557,288 |
BRK.B, MSFT, INTU, UNP
|
13F-HR
|
7/25/2022 |
000109678322000003 |
|
Q1 2022
|
131 |
665,901 |
BRK.B, MSFT, INTU, UNP
|
13F-HR
|
4/20/2022 |
000109678322000002 |
|
Q4 2021
|
130 |
689,988 |
MSFT, BRK.B, INTU, UNP
|
13F-HR
|
1/14/2022 |
000109678322000001 |
|
Q3 2021
|
127 |
624,747 |
MSFT, BRK.B, INTU, V
|
13F-HR
|
10/25/2021 |
000109678321000004 |
|
Q2 2021
|
122 |
631,108 |
MSFT, BRK.B, INTU, V
|
13F-HR
|
8/11/2021 |
000109678321000003 |
|
Q1 2021
|
125 |
582,075 |
MSFT, BRK.B, INTU, V
|
13F-HR
|
4/23/2021 |
000109678321000002 |
|
Q4 2020
|
120 |
527,931 |
MSFT, BRK.B, INTU, V
|
13F-HR
|
1/25/2021 |
000109678321000001 |
|
Q3 2020
|
116 |
462,397 |
MSFT, BRK.B, INTU, V
|
13F-HR
|
11/5/2020 |
000109678320000005 |
|
Q2 2020
|
117 |
426,129 |
MSFT, BRK.B, V, INTU
|
13F-HR
|
7/31/2020 |
000109678320000004 |
|
Q1 2020
|
110 |
386,043 |
MSFT, BRK.B, V, INTU
|
13F-HR
|
4/17/2020 |
000109678320000003 |
|
Q4 2019
|
123 |
480,411 |
MSFT, BRK.B, V, INTU
|
RESTATEMENT
|
1/10/2020 |
000109678320000002 |
|
Q3 2019
|
112 |
441,735 |
BRK.B, MSFT, V, INTU
|
13F-HR
|
10/21/2019 |
000109678319000004 |
|
Q2 2019
|
118 |
437,684 |
BRK.B, MSFT, V, INTU
|
13F-HR
|
7/29/2019 |
000109678319000003 |
|
Q1 2019
|
110 |
428,070 |
BRK.B, MSFT, INTU, V
|
13F-HR
|
4/22/2019 |
000109678319000002 |
|
Q4 2018
|
112 |
368,614 |
BRK.B, MSFT, V, INTU
|
13F-HR
|
1/22/2019 |
000109678319000001 |
|
Q3 2018
|
112 |
416,685 |
BRK.B, MSFT, V, INTU
|
13F-HR
|
10/11/2018 |
000109678318000004 |
|
Q2 2018
|
112 |
371,970 |
BRK.B, MSFT, V, INTU
|
13F-HR
|
7/17/2018 |
000109678318000003 |
|
Q1 2018
|
115 |
366,617 |
BRK.B, MSFT, Time Warner Inc, V
|
13F-HR
|
5/16/2018 |
000109678318000002 |
|
Q4 2017
|
119 |
364,930 |
BRK.B, Time Warner Inc, MSFT, V
|
13F-HR
|
2/1/2018 |
000109678318000001 |
|
Q3 2017
|
119 |
347,990 |
BRK.B, Time Warner Inc, MSFT, V
|
13F-HR
|
10/16/2017 |
000109678317000004 |
|
Q2 2017
|
117 |
332,194 |
BRK.B, Time Warner Inc, MSFT, V
|
13F-HR
|
8/1/2017 |
000109678317000003 |
|
Q1 2017
|
112 |
319,735 |
BRK.B, Time Warner Inc, MSFT, CMCSA
|
13F-HR
|
4/24/2017 |
000109678317000002 |
|
Q4 2016
|
108 |
310,613 |
BRK.B, Time Warner Inc, MSFT, CMCSA
|
13F-HR
|
1/19/2017 |
000109678317000001 |
|
Q3 2016
|
111 |
295,837 |
BRK.B, Time Warner Inc, MSFT, CMCSA
|
13F-HR
|
10/20/2016 |
000109678316000015 |
|
Q2 2016
|
106 |
285,974 |
BRK.B, Time Warner Inc, MSFT, CMCSA
|
13F-HR
|
7/7/2016 |
000109678316000014 |
|
Q4 2015
|
113 |
269,868 |
BRK.B, MSFT, GE, Time Warner Inc
|
13F-HR
|
2/8/2016 |
000109678316000012 |
|
Q3 2015
|
110 |
272,352 |
BRK.B, Time Warner Inc, MSFT, CMCSK
|
13F-HR
|
10/5/2015 |
000109678315000004 |
|
Q2 2015
|
111 |
272,608 |
BRK.B, Time Warner Inc, MSFT, CMCSK
|
13F-HR
|
7/7/2015 |
000109678315000003 |
|
Q1 2015
|
115 |
274,915 |
BRK.B, Time Warner Inc, MSFT, CMCSK
|
13F-HR
|
4/16/2015 |
000109678315000002 |
|
Q4 2014
|
116 |
276,359 |
BRK.B, MSFT, Time Warner Inc, Exxon Mobil
|
13F-HR
|
1/22/2015 |
000109678315000001 |
|
Q3 2014
|
117 |
257,051 |
BRK.B, MSFT, Exxon Mobil, Time Warner Inc
|
13F-HR
|
11/4/2014 |
000109678314000004 |
|
Q2 2014
|
108 |
242,850 |
BRK.B, MSFT, GE, CMCSK
|
13F-HR
|
7/11/2014 |
000109678314000003 |
|
Q1 2014
|
98 |
220,307 |
BRK.B, MSFT, GE, WFC
|
13F-HR
|
4/8/2014 |
000109678314000002 |
|
Q4 2013
|
96 |
213,520 |
BRK.B, MSFT, GE, CMCSK
|
13F-HR
|
2/10/2014 |
000109678314000001 |