|
Q4 2023
|
131 |
650,353 |
BRK-B, AAPL, GOOGL, TJX
|
13F-HR
|
1/26/2024 |
000154149624000002 |
|
Q3 2023
|
134 |
596,482 |
BRK-B, AAPL, GOOGL, TJX
|
13F-HR
|
10/23/2023 |
000154149623000013 |
|
Q2 2023
|
141 |
619,932 |
BRK-B, AAPL, JNJ, GOOGL
|
13F-HR
|
8/9/2023 |
000154149623000011 |
|
Q1 2023
|
143 |
594,859 |
BRK-B, AAPL, JNJ, GOOGL
|
13F-HR
|
4/25/2023 |
000154149623000009 |
|
Q4 2022
|
143 |
592,743 |
BRK-B, AAPL, JNJ, TJX
|
13F-HR
|
1/24/2023 |
000154149623000007 |
|
Q3 2022
|
140 |
530,641 |
BRK-B, AAPL, JNJ, GOOGL
|
13F-HR
|
11/1/2022 |
000154149622000009 |
|
Q2 2022
|
142 |
566,154 |
BRK-B, AAPL, JNJ, UNH
|
13F-HR
|
7/22/2022 |
000154149622000006 |
|
Q1 2022
|
145 |
654,635 |
BRK-B, AAPL, JNJ, UNH
|
13F-HR
|
5/6/2022 |
000154149622000004 |
|
Q4 2021
|
151 |
657,710 |
BRK-B, AAPL, UNH, JNJ
|
13F-HR
|
2/4/2022 |
000154149622000002 |
|
Q3 2021
|
101 |
529,280 |
BRK-B, AAPL, GOOGL, UNH
|
13F-HR
|
10/26/2021 |
000154149621000008 |
|
Q2 2021
|
93 |
459,749 |
BRK-B, GOOGL, UNH, TROW
|
13F-HR
|
7/28/2021 |
000154149621000006 |
|
Q1 2021
|
88 |
431,642 |
BRK-B, UNH, GOOGL, JNJ
|
13F-HR
|
5/3/2021 |
000154149621000004 |
|
Q4 2020
|
85 |
393,636 |
BRK-B, UNH, TJX, AAPL
|
13F-HR
|
1/25/2021 |
000154149621000002 |
|
Q3 2020
|
81 |
351,373 |
BRK-B, UNH, AAPL, TJX
|
13F-HR
|
10/30/2020 |
000154149620000008 |
|
Q2 2020
|
77 |
318,206 |
BRK-B, UNH, UPS, ORCL
|
13F-HR
|
8/10/2020 |
000154149620000006 |
|
Q1 2020
|
82 |
272,570 |
BRK-B, ORCL, UNH, UPS
|
13F-HR
|
4/20/2020 |
000154149620000004 |
|
Q4 2019
|
82 |
337,366 |
BRK-B, TJX, UPS, AAPL
|
13F-HR
|
2/3/2020 |
000154149620000002 |
|
Q3 2019
|
83 |
313,038 |
BRK-B, UPS, TJX, AAPL
|
13F-HR
|
10/29/2019 |
000154149619000019 |
|
Q2 2019
|
82 |
304,882 |
BRK-B, TJX, UPS, ABBV
|
13F-HR
|
7/31/2019 |
000154149619000012 |
|
Q1 2019
|
79 |
291,863 |
BRK-B, ABBV, UPS, TJX
|
13F-HR
|
5/7/2019 |
000154149619000010 |
|
Q4 2018
|
69 |
253,777 |
BRK-B, ABBV, DIS, UPS
|
13F-HR
|
1/29/2019 |
000154149619000006 |
|
Q3 2018
|
69 |
282,358 |
BRK-B, ABBV, UPS, DIS
|
13F-HR
|
10/17/2018 |
000154149618000008 |
|
Q2 2018
|
67 |
260,193 |
AAPL, BRK-B, ABBV, UPS
|
13F-HR
|
7/31/2018 |
000154149618000006 |
|
Q1 2018
|
67 |
246,681 |
BRK-B, AAPL, ABBV, UPS
|
13F-HR
|
4/17/2018 |
000154149618000004 |
|
Q4 2017
|
69 |
248,619 |
BRK-B, AAPL, ABBV, CNR.TO
|
13F-HR
|
1/22/2018 |
000154149618000002 |
|
Q3 2017
|
67 |
234,786 |
BRK-B, AAPL, ABBV, CNR.TO
|
13F-HR
|
10/31/2017 |
000154149617000010 |
|
Q2 2017
|
67 |
222,671 |
BRK-B, AAPL, ABBV, CNR.TO
|
13F-HR
|
7/18/2017 |
000154149617000008 |
|
Q1 2017
|
68 |
215,308 |
BRK-B, AAPL, ABBV, CNR.TO
|
13F-HR
|
5/12/2017 |
000154149617000006 |
|
Q4 2016
|
64 |
208,606 |
BRK-B, AAPL, ABBV, UPS
|
13F-HR
|
2/9/2017 |
000154149617000004 |
|
Q3 2016
|
64 |
201,782 |
BRK-B, AAPL, ABBV, UPS
|
13F-HR
|
11/1/2016 |
000154149616000016 |
|
Q2 2016
|
64 |
194,608 |
BRK-B, ABBV, AAPL, UPS
|
13F-HR
|
7/26/2016 |
000154149616000014 |
|
Q1 2016
|
64 |
198,433 |
BRK-B, AAPL, UPS, ABBV
|
13F-HR
|
5/2/2016 |
000154149616000012 |
|
Q4 2015
|
63 |
187,056 |
BRK-B, AAPL, ABBV, GILD
|
13F-HR
|
2/3/2016 |
000154149616000010 |
|
Q3 2015
|
62 |
179,974 |
BRK-B, AAPL, GILD, UPS
|
13F-HR
|
11/6/2015 |
000154149615000008 |
|
Q2 2015
|
60 |
191,062 |
BRK-B, AAPL, GILD, ABBV
|
13F-HR
|
7/27/2015 |
000154149615000006 |
|
Q1 2015
|
60 |
189,728 |
BRK-B, AAPL, ORCL, GILD
|
13F-HR
|
4/29/2015 |
000154149615000004 |
|
Q4 2014
|
59 |
190,602 |
BRK-B, AAPL, ORCL, UPS
|
13F-HR
|
2/2/2015 |
000154149615000002 |
|
Q3 2014
|
58 |
177,601 |
BRK-B, AAPL, ORCL, UPS
|
13F-HR
|
11/12/2014 |
000154149614000011 |
|
Q2 2014
|
58 |
169,851 |
BRK-B, AAPL, MSFT, ORCL
|
13F-HR
|
8/8/2014 |
000154149614000008 |
|
Q1 2014
|
57 |
162,202 |
BRK-B, AAPL, MSFT, ORCL
|
RESTATEMENT
|
5/12/2014 |
000154149614000006 |
|
Q4 2013
|
57 |
154,060 |
BRK-B, AAPL, MSFT, UPS
|
13F-HR
|
1/30/2014 |
000154149614000002 |