| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 16 | 143,245 | BRK-B, BN.TO, LEN, NEE | 13F-HR | 11/4/2024 | 000159635524000004 |
| Q2 2024 | 17 | 130,966 | BRK-B, AAPL, NEE, LEN | 13F-HR | 7/15/2024 | 000159635524000003 |
| Q1 2024 | 16 | 128,751 | BRK-B, LEN, AAPL, OXY | 13F-HR | 4/30/2024 | 000159635524000002 |
| Q4 2023 | 17 | 121,610 | BRK-B, LEN, AAPL, WMB | 13F-HR | 1/26/2024 | 000159635524000001 |
| Q3 2023 | 15 | 106,603 | BRK-B, AAPL, LEN, WMB | 13F-HR | 11/2/2023 | 000159635523000004 |
| Q2 2023 | 16 | 115,237 | BRK-B, AAPL, LEN, MU | 13F-HR | 8/3/2023 | 000159635523000003 |
| Q1 2023 | 16 | 104,669 | BRK-B, AAPL, LEN, MU | 13F-HR | 4/19/2023 | 000159635523000002 |
| Q4 2022 | 16 | 101,412 | BRK-B, AAPL, LEN, WMB | 13F-HR | 1/17/2023 | 000159635523000001 |
| Q3 2022 | 15 | 96,969 | BRK-B, AAPL, WMB, VZ | 13F-HR | 11/7/2022 | 000159635522000004 |
| Q2 2022 | 16 | 115,817 | BRK-B, AAPL, VZ, WMB | 13F-HR | 8/1/2022 | 000159635522000003 |
| Q1 2022 | 15 | 137,889 | BRK-B, AAPL, WMB, VZ | 13F-HR | 4/29/2022 | 000159635522000002 |
| Q4 2021 | 16 | 147,638 | BRK-B, AAPL, VZ, MU | 13F-HR | 1/18/2022 | 000159635522000001 |
| Q3 2021 | 15 | 132,398 | BRK-B, AAPL, VZ, MU | 13F-HR | 10/19/2021 | 000159635521000004 |
| Q2 2021 | 16 | 141,726 | BRK-B, AAPL, VZ, WMB | 13F-HR | 7/22/2021 | 000159635521000003 |
| Q1 2021 | 17 | 132,214 | BRK-B, AAPL, LEN, MU | 13F-HR | 4/26/2021 | 000159635521000002 |
| Q4 2020 | 16 | 109,837 | BRK-B, AAPL, MU, LEN | 13F-HR | 2/3/2021 | 000159635521000001 |
| Q3 2020 | 19 | 97,794 | BRK-B, AAPL, LEN, MU | 13F-HR | 11/9/2020 | 000159635520000004 |
| Q2 2020 | 17 | 75,844 | BRK-B, AAPL, LEN, KMX | 13F-HR | 8/5/2020 | 000159635520000003 |
| Q1 2020 | 19 | 85,655 | BRK-B, AAPL, LSXMK, BAC | 13F-HR | 5/7/2020 | 000159635520000002 |
| Q4 2019 | 22 | 127,283 | BRK-B, AAPL, BAC, LSXMK | 13F-HR | 1/30/2020 | 000159635520000001 |
| Q3 2019 | 22 | 118,218 | BRK-B, AAPL, LEN, LSXMK | 13F-HR | 11/6/2019 | 000159635519000004 |
| Q2 2019 | 23 | 116,092 | BRK-B, AAPL, BAC, LBTYK | 13F-HR | 7/26/2019 | 000159635519000003 |
| Q1 2019 | 27 | 119,107 | BRK-B, AAPL, BAC, LSXMK | 13F-HR | 5/10/2019 | 000159635519000002 |
| Q4 2018 | 22 | 105,251 | BRK-B, AAPL, LSXMK, BAC | 13F-HR | 2/4/2019 | 000159635519000001 |
| Q3 2018 | 26 | 118,140 | BRK-B, LSXMK, AAPL, GM | 13F-HR | 11/6/2018 | 000159635518000004 |
| Q2 2018 | 26 | 118,140 | BRK-B, LSXMK, AAPL, GM | 13F-HR | 8/3/2018 | 000159635518000003 |
| Q1 2018 | 24 | 115,787 | BRK-B, LSXMK, AAPL, USG | 13F-HR | 5/1/2018 | 000159635518000002 |
| Q4 2017 | 24 | 119,256 | BRK-B, LBTYK, IBM, GM | 13F-HR | 2/5/2018 | 000159635518000001 |
| Q3 2017 | 24 | 109,575 | BRK-B, IBM, GM, LBTYK | 13F-HR | 10/30/2017 | 000159635517000004 |
| Q2 2017 | 26 | 112,431 | BRK-B, IBM, LBTYK, LSXMK | 13F-HR | 8/10/2017 | 000159635517000003 |
| Q1 2017 | 29 | 111,786 | BRK-B, IBM, USG, LBTYK | 13F-HR | 5/4/2017 | 000159635517000002 |
| Q4 2016 | 27 | 106,969 | BRK-B, IBM, USG, LBTYK | 13F-HR | 2/6/2017 | 000159635517000001 |
| Q3 2016 | 27 | 104,697 | BRK-B, IBM, USG, GM | 13F-HR | 11/9/2016 | 000159635516000008 |
| Q2 2016 | 30 | 102,210 | BRK-B, IBM, USG, WFC | 13F-HR | 8/11/2016 | 000159635516000007 |
| Q1 2016 | 27 | 113,506 | BRK-B, IBM, USG, GM | 13F-HR | 5/9/2016 | 000159635516000006 |
| Q4 2015 | 27 | 119,450 | BRK-B, IBM, GM, WFC | 13F-HR | 2/3/2016 | 000159635516000005 |
| Q3 2015 | 30 | 129,584 | BRK-B, IBM, USG, WFC | 13F-HR | 11/6/2015 | 000159635515000004 |
| Q2 2015 | 29 | 139,471 | BRK-B, LBTYK, WFC, WMB | 13F-HR | 8/12/2015 | 000159635515000003 |
| Q1 2015 | 31 | 145,739 | BRK-B, LBTYK, WFC, DTV | 13F-HR | 5/7/2015 | 000159635515000002 |
| Q4 2014 | 29 | 147,019 | BRK-B, LBTYK, WFC, USG | 13F-HR | 2/10/2015 | 000159635515000001 |
| Q3 2014 | 28 | 153,450 | BRK-B, DTV, USG, WFC | 13F-HR | 11/6/2014 | 000159635514000004 |
| Q2 2014 | 28 | 151,932 | BRK-B, USG, DTV, WFC | 13F-HR | 7/30/2014 | 000159635514000003 |
| Q1 2014 | 28 | 139,722 | BRK-B, DTV, USG, ORCL | 13F-HR | 4/29/2014 | 000159635514000002 |
| Q4 2013 | 28 | 127,899 | BRK-B, DTV, USG, IBM | 13F-HR | 1/15/2014 | 000159635514000001 |