|
Q2 2025
|
10 |
1,564,404 |
MSFT, CP.TO, DHR, ABNB
|
13F-HR
|
8/14/2025 |
000110465925078176 |
|
Q1 2025
|
10 |
1,478,305 |
MSFT, CP.TO, HCA, DHR
|
13F-HR
|
5/15/2025 |
000110465925049069 |
|
Q4 2024
|
13 |
1,527,111 |
V, GOOGL, CP.TO, HCA
|
13F-HR
|
2/14/2025 |
000110465925013477 |
|
Q3 2024
|
15 |
1,619,874 |
V, GOOGL, UNH, DHR
|
13F-HR
|
11/14/2024 |
000110465924118425 |
|
Q2 2024
|
14 |
1,468,022 |
GOOGL, UNH, V, DHR
|
13F-HR
|
8/14/2024 |
000110465924089383 |
|
Q1 2024
|
14 |
1,552,453 |
GOOGL, V, HCA, DHR
|
13F-HR
|
5/15/2024 |
000110465924061684 |
|
Q4 2023
|
14 |
1,518,695 |
GOOGL, UNH, V, HCA
|
13F-HR
|
2/14/2024 |
000110465924023096 |
|
Q3 2023
|
13 |
1,391,935 |
UNH, GOOGL, V, DHR
|
13F-HR
|
11/14/2023 |
000110465923117791 |
|
Q2 2023
|
14 |
1,438,440 |
V, GOOGL, UNH, DHR
|
13F-HR
|
8/14/2023 |
000110465923091044 |
|
Q1 2023
|
13 |
1,270,239 |
V, GOOGL, BRK-B, UNH
|
13F-HR
|
5/15/2023 |
000110465923060343 |
|
Q4 2022
|
12 |
1,165,301 |
GOOGL, V, BRK-B, HCA
|
13F-HR
|
2/14/2023 |
000110465923021549 |
|
Q3 2022
|
11 |
1,000,568 |
HCA, V, GOOGL, BRK-B
|
13F-HR
|
11/14/2022 |
000110465922118488 |
|
Q2 2022
|
11 |
1,533,773 |
V, AMZN, CHTR, CMCSA
|
13F-HR
|
8/15/2022 |
000110465922091320 |
|
Q1 2022
|
11 |
1,992,447 |
AMZN, V, CMCSA, GOOGL
|
13F-HR
|
5/16/2022 |
000110465922061259 |
|
Q4 2021
|
10 |
2,025,260 |
V, UNH, AMZN, CMCSA
|
13F-HR
|
2/14/2022 |
000110465922022687 |
|
Q3 2021
|
10 |
2,006,973 |
V, AMZN, UNH, GOOGL
|
13F-HR
|
11/15/2021 |
000110465921139132 |
|
Q2 2021
|
10 |
2,122,505 |
AMZN, UNH, V, GOOGL
|
13F-HR
|
8/16/2021 |
000110465921106290 |
|
Q1 2021
|
9 |
1,940,894 |
UNH, AMZN, V, GOOGL
|
13F-HR
|
5/17/2021 |
000110465921068017 |
|
Q4 2020
|
10 |
1,844,218 |
UNH, JPM, HCA, V
|
13F-HR
|
2/16/2021 |
000110465921023881 |
|
Q3 2020
|
10 |
1,493,260 |
UNH, HCA, JPM, V
|
13F-HR
|
11/16/2020 |
000110465920125772 |
|
Q2 2020
|
12 |
1,324,340 |
UNH, HCA, BRK-B, CHTR
|
13F-HR
|
8/14/2020 |
000110465920095529 |
|
Q1 2020
|
13 |
1,214,450 |
CMCSA, UNH, GOOGL, HCA
|
13F-HR
|
5/15/2020 |
000110465920062593 |
|
Q4 2019
|
10 |
1,197,664 |
CMCSA, BRK-B, GOOGL, UNH
|
13F-HR
|
2/14/2020 |
000110465920021651 |
|
Q3 2019
|
17 |
1,163,921 |
CMCSA, BRK-B, GOOGL, CHTR
|
13F-HR
|
11/14/2019 |
000110465919064198 |
|
Q2 2019
|
17 |
1,136,777 |
CMCSA, BRK-B, CHTR, GOOGL
|
13F-HR
|
8/14/2019 |
000114420419040057 |
|
Q1 2019
|
17 |
1,008,324 |
CMCSA, BRK-B, GOOGL, CHTR
|
13F-HR
|
5/15/2019 |
000114420419026554 |
|
Q4 2018
|
18 |
1,013,792 |
CMCSA, BRK-B, GOOGL, HCA
|
13F-HR
|
2/14/2019 |
000114420419008245 |
|
Q3 2018
|
12 |
1,067,542 |
CMCSA, BRK-B, HCA, GOOGL
|
13F-HR
|
11/14/2018 |
000114420418059926 |
|
Q2 2018
|
12 |
1,005,039 |
CMCSA, HCA, BRK-B, GOOGL
|
13F-HR
|
8/14/2018 |
000114420418044631 |
|
Q1 2018
|
13 |
983,704 |
CMCSA, BRK-B, HCA, GOOGL
|
13F-HR
|
5/15/2018 |
000114420418028851 |
|
Q4 2017
|
11 |
846,527 |
CMCSA, BRK-B, HCA, HHC
|
13F-HR
|
2/14/2018 |
000114420418008884 |
|
Q3 2017
|
12 |
747,056 |
CMCSA, BRK-B, HCA, HHC
|
13F-HR
|
11/14/2017 |
000114420417059025 |
|
Q2 2017
|
14 |
821,585 |
BRK-B, HCA, CMCSA, DVA
|
13F-HR
|
8/14/2017 |
000114420417043111 |
|
Q1 2017
|
13 |
826,508 |
CMCSA, BRK-B, HCA, HHC
|
13F-HR
|
5/15/2017 |
000114420417027439 |
|
Q4 2016
|
11 |
784,811 |
CMCSA, BRK-B, HCA, HHC
|
13F-HR
|
2/14/2017 |
000114420417008833 |
|
Q3 2016
|
14 |
765,557 |
HCA, BRK-B, CMCSA, HHC
|
13F-HR
|
11/14/2016 |
000114420416134288 |
|
Q2 2016
|
11 |
788,598 |
BRK-B, HCA, HHC, CMCSA
|
13F-HR
|
8/15/2016 |
000114420416119379 |
|
Q1 2016
|
13 |
817,979 |
HHC, HCA, LBRDA, DVA
|
13F-HR
|
4/12/2016 |
000114420416093828 |
|
Q4 2015
|
13 |
764,276 |
LBRDA, HHC, BRK-B, ALSN
|
13F-HR
|
2/16/2016 |
000114420416082588 |
|
Q3 2015
|
13 |
947,129 |
ST, LBRDA, HHC, BHC
|
13F-HR
|
11/16/2015 |
000114420415065930 |
|
Q2 2015
|
11 |
1,103,807 |
BHC, ALSN, HHC, ESI
|
13F-HR
|
8/14/2015 |
000114420415049849 |
|
Q1 2015
|
11 |
977,974 |
HHC, BHC, ESI, ALSN
|
13F-HR
|
5/15/2015 |
000114420415031558 |
|
Q4 2014
|
9 |
844,178 |
BHC, ESI, ST, HHC
|
13F-HR
|
2/17/2015 |
000114420415010024 |
|
Q3 2014
|
12 |
1,024,217 |
ST, JAH, TFCF, C
|
13F-HR
|
11/14/2014 |
000114420414068740 |
|
Q2 2014
|
12 |
1,071,715 |
ST, JAH, CMCSA, TFCFA
|
13F-HR
|
8/14/2014 |
000114420414050161 |
|
Q1 2014
|
14 |
760,224 |
ST, CMCSA, TFCFA, ALSN
|
13F-HR
|
5/15/2014 |
000114420414031136 |
|
Q4 2013
|
15 |
688,323 |
ST, TGT, TFCFA, ALSN
|
13F-HR
|
2/14/2014 |
000114420414008998 |