|
Q3 2025
|
1 |
0
|
|
13F-HR
|
11/14/2025 |
000093583625000700 |
|
Q2 2025
|
1 |
0
|
|
13F-HR
|
8/18/2025 |
000093583625000537 |
|
Q1 2025
|
1 |
0
|
|
13F-HR
|
5/15/2025 |
000093583625000352 |
|
Q4 2024
|
49 |
430,521
|
BRK-B, AAPL, BX, JPM
|
13F-HR
|
2/14/2025 |
000093583625000154 |
|
Q3 2024
|
49 |
447,148
|
BRK-B, AAPL, META, NVDA
|
13F-HR
|
11/14/2024 |
000093583624000678 |
|
Q2 2024
|
45 |
401,373
|
BRK-B, NVDA, AAPL, MSFT
|
13F-HR
|
8/14/2024 |
000093583624000518 |
|
Q1 2024
|
45 |
378,921
|
BRK-B, NVDA, MSFT, AAPL
|
13F-HR
|
5/15/2024 |
000093583624000392 |
|
Q4 2023
|
41 |
334,523
|
BRK-B, AAPL, MSFT, V
|
13F-HR
|
2/14/2024 |
000093583624000165 |
|
Q3 2023
|
45 |
321,831
|
BRK-B, AAPL, V, TMO
|
13F-HR
|
11/14/2023 |
000093583623000697 |
|
Q2 2023
|
44 |
295,053
|
BRK-B, AAPL, V, MSFT
|
13F-HR
|
8/14/2023 |
000093583623000571 |
|
Q1 2023
|
45 |
259,795
|
BRK-B, AAPL, V, TMO
|
13F-HR
|
5/15/2023 |
000093583623000408 |
|
Q4 2022
|
43 |
221,713
|
BRK-B, AAPL, V, TMO
|
13F-HR
|
2/14/2023 |
000093583623000245 |
|
Q3 2022
|
40 |
225,648
|
BRK-B, AAPL, AMZN, V
|
13F-HR
|
11/14/2022 |
000156761922019762 |
|
Q2 2022
|
42 |
249,726
|
BRK-B, AAPL, TMO, GOOG
|
13F-HR
|
8/15/2022 |
000156761922016055 |
|
Q1 2022
|
49 |
364,171
|
BRK-B, AAPL, TMO, GOOG
|
13F-HR
|
5/16/2022 |
000156761922010721 |
|
Q4 2021
|
52 |
402,253
|
BRK-B, AAPL, TMO, JPM
|
13F-HR
|
2/14/2022 |
000156761922003863 |
|
Q3 2021
|
47 |
395,928
|
BRK-B, JPM, TMO, MS
|
13F-HR
|
11/15/2021 |
000156761921020343 |
|
Q2 2021
|
47 |
403,423
|
BRK-B, JPM, UNP, BX
|
13F-HR
|
8/16/2021 |
000156761921015792 |
|
Q1 2021
|
46 |
378,123
|
BRK-B, JPM, MSFT, UNP
|
13F-HR
|
5/13/2021 |
000156761921009777 |
|
Q4 2020
|
42 |
353,355
|
BRK-B, CCK, UNP, MSFT
|
13F-HR
|
2/16/2021 |
000156761921003666 |
|
Q3 2020
|
35 |
260,501
|
BRK-B, CCK, CHTR, TMO
|
13F-HR
|
11/16/2020 |
000156761920019767 |
|
Q2 2020
|
34 |
248,687
|
BRK-B, AAPL, CHTR, AMZN
|
13F-HR
|
8/13/2020 |
000156761920015083 |
|
Q1 2020
|
32 |
182,847
|
BRK-B, MSFT, CHTR, AAPL
|
13F-HR
|
5/14/2020 |
000156761920010071 |
|
Q4 2019
|
38 |
261,276
|
GOOG, BRK-B, BX, CHTR
|
RESTATEMENT
|
2/19/2020 |
000156761920004280 |
|
Q3 2019
|
36 |
237,896
|
GOOG, BRK-B, CMCSA, BX
|
13F-HR
|
11/14/2019 |
000156761919021235 |
|
Q2 2019
|
36 |
246,735
|
GOOG, BRK-B, BX, CHTR
|
13F-HR
|
8/13/2019 |
000156761919016548 |
|
Q1 2019
|
47 |
245,633
|
GOOG, BRK-B, TMO, V
|
13F-HR
|
5/14/2019 |
000156761919010778 |
|
Q4 2018
|
45 |
208,070
|
GOOG, BRK-B, TMO, V
|
13F-HR
|
2/12/2019 |
000156761919003324 |
|
Q3 2018
|
45 |
286,522
|
BRK-B, V, TMO, GOOG
|
13F-HR
|
11/9/2018 |
000156761918005480 |
|
Q2 2018
|
45 |
281,072
|
V, BRK-B, TMO, GOOG
|
13F-HR
|
8/13/2018 |
000156761918000510 |
|
Q1 2018
|
44 |
264,192
|
BRK-B, TMO, V, GOOG
|
13F-HR
|
5/11/2018 |
000114036118023017 |
|
Q4 2017
|
46 |
298,068
|
BRK-B, TMO, AAPL, META
|
13F-HR
|
2/12/2018 |
000114036118006490 |
|
Q3 2017
|
46 |
278,607
|
BRK-B, TMO, META, AAPL
|
13F-HR
|
11/14/2017 |
000114036117042649 |
|
Q2 2017
|
44 |
261,923
|
BRK-B, TMO, AAPL, META
|
13F-HR
|
8/14/2017 |
000114036117031640 |
|
Q1 2017
|
44 |
273,970
|
BRK-B, V, META, AAPL
|
13F-HR
|
5/8/2017 |
000114036117018752 |
|
Q4 2016
|
37 |
262,630
|
BRK-B, MIC, V, SLB
|
13F-HR
|
2/10/2017 |
000114036117005842 |
|
Q3 2016
|
37 |
234,266
|
V, MIC, BRK-B, CMCSA
|
13F-HR
|
11/14/2016 |
000114036116086190 |
|
Q2 2016
|
34 |
231,762
|
AMT, BRK-B, TMO, V
|
13F-HR
|
8/10/2016 |
000114036116075521 |
|
Q1 2016
|
31 |
235,365
|
AMT, BRK-B, TMO, V
|
13F-HR
|
5/13/2016 |
000114036116065027 |
|
Q4 2015
|
34 |
227,127
|
TMO, AMT, AIG, V
|
13F-HR
|
2/11/2016 |
000114036116051709 |
|
Q3 2015
|
38 |
220,649
|
AMT, BRK-B, TMO, V
|
13F-HR
|
11/4/2015 |
000114036115039493 |
|
Q2 2015
|
41 |
256,885
|
BRK-B, BX, AIG, BKD
|
13F-HR
|
8/13/2015 |
000114036115031574 |
|
Q1 2015
|
40 |
271,452
|
BRK-B, AAL, BKD, BA
|
13F-HR
|
5/11/2015 |
000114036115018560 |
|
Q4 2014
|
40 |
263,899
|
BRK-B, CCK, BKD, AMT
|
13F-HR
|
2/11/2015 |
000114036115005246 |
|
Q3 2014
|
41 |
251,411
|
BRK-B, Boeing Co., SLB, CCK
|
13F-HR
|
11/12/2014 |
000114036114041203 |
|
Q2 2014
|
40 |
304,250
|
AIG, BRK-B, SLB, Boeing Co.
|
13F-HR
|
8/6/2014 |
000114036114030829 |
|
Q1 2014
|
35 |
277,208
|
SLB, BRK-B, Boeing Co., AIG
|
13F-HR
|
5/14/2014 |
000114036114020654 |
|
Q4 2013
|
35 |
283,557
|
Boeing Co., BRK-B, AIG, SLB
|
13F-HR
|
2/11/2014 |
000114036114005855 |