| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 134 | 765,513 | BRK-B, AAPL, JNJ, TJX | 13F-HR | 8/12/2026 | 000154149626000007 |
| Q1 2026 | 129 | 743,950 | BRK-B, AAPL, TJX, JNJ | 13F-HR | 4/27/2026 | 000154149626000005 |
| Q4 2025 | 124 | 784,470 | BRK-B, GOOGL, AAPL, TJX | 13F-HR | 1/26/2026 | 000154149626000002 |
| Q3 2025 | 128 | 794,385 | BRK-B, GOOGL, AAPL, TJX | 13F-HR | 11/12/2025 | 000154149625000020 |
| Q2 2025 | 129 | 748,389 | BRK-B, BKNG, GOOGL, AAPL | 13F-HR | 8/13/2025 | 000154149625000013 |
| Q1 2025 | 129 | 734,717 | BRK-B, AAPL, GOOGL, TJX | 13F-HR | 5/6/2025 | 000154149625000006 |
| Q4 2024 | 131 | 733,724 | BRK-B, AAPL, GOOGL, BKNG | 13F-HR | 1/28/2025 | 000154149625000002 |
| Q3 2024 | 130 | 736,197 | BRK-B, AAPL, GOOGL, TJX | 13F-HR | 11/14/2024 | 000154149624000013 |
| Q2 2024 | 131 | 695,878 | BRK-B, AAPL, GOOGL, TJX | 13F-HR | 8/5/2024 | 000154149624000010 |
| Q1 2024 | 131 | 699,373 | BRK-B, AAPL, GOOGL, TJX | 13F-HR | 4/22/2024 | 000154149624000008 |
| 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, CNI | 13F-HR | 1/22/2018 | 000154149618000002 |
| Q3 2017 | 67 | 234,786 | BRK-B, AAPL, ABBV, CNI | 13F-HR | 10/31/2017 | 000154149617000010 |
| Q2 2017 | 67 | 222,671 | BRK-B, AAPL, ABBV, CNI | 13F-HR | 7/18/2017 | 000154149617000008 |
| Q1 2017 | 68 | 215,308 | BRK-B, AAPL, ABBV, CNI | 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 |