|
Q2 2026
|
205 |
511,103
|
AAPL, BRK-B, NVDA, GOOG
|
13F-HR
|
8/18/2026 |
000169558226000003 |
|
Q1 2026
|
187 |
470,314
|
AAPL, BRK-B, NVDA, COST
|
13F-HR
|
5/14/2026 |
000169558226000002 |
|
Q4 2025
|
198 |
492,711
|
AAPL, BRK-B, NVDA, GOOG
|
13F-HR
|
2/3/2026 |
000169558226000001 |
|
Q3 2025
|
188 |
479,415
|
AAPL, BRK-B, NVDA, COST
|
13F-HR
|
10/20/2025 |
000169558225000003 |
|
Q2 2025
|
177 |
441,630
|
AAPL, BRK-B, NVDA, COST
|
13F-HR
|
7/7/2025 |
000109544925000051 |
|
Q1 2025
|
179 |
411,136
|
AAPL, BRK-B, AAPL puts, COST
|
13F-HR
|
5/14/2025 |
000109544925000038 |
|
Q4 2024
|
190 |
427,627
|
AAPL, BRK-B, COST, NVDA
|
13F-HR
|
2/18/2025 |
000109544925000013 |
|
Q3 2024
|
187 |
423,908
|
AAPL, BRK-B, COST, NVDA
|
13F-HR
|
11/18/2024 |
000109544924000090 |
|
Q2 2024
|
181 |
391,463
|
AAPL, BRK-B, NVDA, COST
|
13F-HR
|
8/13/2024 |
000109544924000062 |
|
Q1 2024
|
181 |
373,785
|
AAPL, BRK-B, COST, NVDA
|
13F-HR
|
5/13/2024 |
000109544924000039 |
|
Q4 2023
|
175 |
345,355
|
AAPL, BRK-B, COST, WFCPRL
|
13F-HR
|
2/5/2024 |
000109544924000011 |
|
Q3 2023
|
172 |
308,925
|
AAPL, BRK-B, AAPL puts, COST
|
13F-HR
|
11/15/2023 |
000109544923000088 |
|
Q2 2023
|
176 |
324,666
|
AAPL, BRK-B, WFCPRL, COST
|
RESTATEMENT
|
12/11/2023 |
000109544923000096 |
|
Q1 2023
|
177 |
306,120
|
AAPL, BRK-B, WFCPRL, AAPL puts
|
13F-HR
|
5/9/2023 |
000109544923000043 |
|
Q4 2022
|
174 |
274,084
|
AAPL, BRK-B, WFCPRL, AAPL puts
|
RESTATEMENT
|
1/18/2023 |
000109544923000014 |
|
Q3 2022
|
176 |
260,773
|
AAPL, WFCPRL, BRK-B, BACPRL
|
13F-HR
|
10/24/2022 |
000109544922000104 |
|
Q2 2022
|
168 |
268,315
|
AAPL, WFCPRL, BRK-B, BACPRL
|
13F-HR
|
7/13/2022 |
000109544922000074 |
|
Q1 2022
|
171 |
308,184
|
AAPL, BRK-B, WFCPRL, BACPRL
|
RESTATEMENT
|
5/10/2022 |
000109544922000036 |
|
Q4 2021
|
174 |
320,443
|
AAPL, WFCPRL, BRK-B, BACPRL
|
13F-HR
|
2/14/2022 |
000109544922000015 |
|
Q3 2021
|
176 |
266,006
|
AAPL, BRK-B, GOOG, SBUX
|
13F-HR
|
11/12/2021 |
000109544921000100 |
|
Q2 2021
|
166 |
259,347
|
AAPL, BRK-B, NKE, SBUX
|
RESTATEMENT
|
8/6/2021 |
000109544921000069 |
|
Q1 2021
|
150 |
226,691
|
AAPL, BRK-B, SBUX, NKE
|
13F-HR
|
5/11/2021 |
000109544921000039 |
|
Q4 2020
|
148 |
216,510
|
AAPL, BRK-B, NKE, SBUX
|
13F-HR
|
2/4/2021 |
000109544921000005 |
|
Q3 2020
|
144 |
212,776
|
AAPL, WFCPRL, BRK-B, NKE
|
13F-HR
|
11/12/2020 |
000109544920000052 |
|
Q2 2020
|
139 |
188,697
|
AAPL, WFCPRL, BRK-B, AMCR
|
13F-HR
|
7/31/2020 |
000109544920000039 |
|
Q1 2020
|
136 |
155,627
|
AAPL, WFCPRL, BRK-B, BACPRL
|
13F-HR
|
5/15/2020 |
000109544920000035 |
|
Q4 2019
|
140 |
175,214
|
AAPL, WFCPRL, BRK-B, BACPRL
|
13F-HR
|
2/11/2020 |
000109544920000009 |
|
Q3 2019
|
134 |
155,818
|
AAPL, WFCPRL, BRK-B, BACPRL
|
RESTATEMENT
|
10/11/2019 |
000109544919000052 |
|
Q2 2019
|
133 |
137,331
|
AAPL, WFCPRL, BRK-B, BACPRL
|
13F-HR
|
8/7/2019 |
000109544919000041 |
|
Q1 2019
|
119 |
122,639
|
AAPL, WFCPRL, BRK-B, BACPRL
|
13F-HR
|
5/8/2019 |
000109544919000024 |
|
Q4 2018
|
109 |
99,183
|
AAPL, BRK-B, BACPRL, BMS
|
13F-HR
|
1/15/2019 |
000109544919000003 |
|
Q3 2018
|
121 |
112,716
|
WFCPRL, BRK-B, BACPRL, BMS
|
13F-HR
|
11/13/2018 |
000109544918000100 |
|
Q2 2018
|
139 |
134,977
|
AAPL, WFCPRL, BRK-B, BACPRL
|
13F-HR
|
7/30/2018 |
000109544918000059 |
|
Q1 2018
|
138 |
127,182
|
AAPL, BRK-B, WFCPRL, BACPRL
|
13F-HR
|
4/19/2018 |
000109544918000029 |
|
Q4 2017
|
138 |
140,419
|
UBFO, AAPL, BRK-B, WFCPRL
|
13F-HR
|
2/5/2018 |
000109544918000011 |
|
Q3 2017
|
131 |
7,590,739
|
MMM, UBFO, AAPL, BRK-B
|
13F-HR
|
11/13/2017 |
000109544917000112 |
|
Q2 2017
|
122 |
115,911
|
UBFO, AAPL, BRK-B, WFCPRL
|
13F-HR
|
7/11/2017 |
000109544917000070 |
|
Q1 2017
|
110 |
105,568
|
UBFO, AAPL, BRK-B, WFCPRL
|
13F-HR
|
5/5/2017 |
000109544917000051 |
|
Q4 2016
|
113 |
100,069
|
UBFO, AAPL, BRK-B, BACPRL
|
13F-HR
|
2/15/2017 |
000109544917000025 |