| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | 292,480 | BRK-B, AAPL, SIRI, GOOG | 13F-HR | 8/12/2026 | 000106299326004208 |
| Q1 2026 | 74 | 269,014 | BRK-B, AAPL, SIRI, GOOG | 13F-HR | 5/14/2026 | 000106299326002625 |
| Q4 2025 | 72 | 260,700 | BRK-B, AAPL, GOOG, SIRI | 13F-HR | 2/13/2026 | 000106299326000921 |
| Q3 2025 | 75 | 252,034 | BRK-B, AAPL, SIRI, GOOG | 13F-HR | 11/13/2025 | 000106299325016732 |
| Q2 2025 | 76 | 229,005 | BRK-B, SIRI, AAPL, GOOG | 13F-HR | 8/11/2025 | 000106299325014036 |
| Q1 2025 | 74 | 221,795 | BRK-B, SIRI, AAPL, GOOG | 13F-HR | 5/12/2025 | 000106299325009041 |
| Q4 2024 | 74 | 254,744 | BRK-B, AAPL, SIRI, GOOG | 13F-HR | 2/12/2025 | 000106299325002229 |
| Q3 2024 | 80 | 311,504 | BRK-B, AAPL, SIRI, GOOGL | 13F-HR | 11/12/2024 | 000106299324018951 |
| Q2 2024 | 81 | 293,510 | BRK-B, AAPL, GOOGL, GOOG | 13F-HR | 8/13/2024 | 000106299324014995 |
| Q1 2024 | 82 | 293,357 | BRK-B, AAPL, GOOGL, GOOG | 13F-HR | 5/3/2024 | 000106299324009308 |
| Q4 2023 | 80 | 287,840 | BRK-B, AAPL, GOOG, GOOGL | 13F-HR | 2/13/2024 | 000106299324002977 |
| Q3 2023 | 83 | 272,924 | BRK-B, AAPL, GOOG, GOOGL | RESTATEMENT | 2/9/2024 | 000146239024000019 |
| Q2 2023 | 87 | 276,349 | BRK-B, AAPL, GOOG, GOOGL | RESTATEMENT | 2/9/2024 | 000146239024000017 |
| Q1 2023 | 88 | 268,621 | BRK-B, AAPL, GOOG, GOOGL | RESTATEMENT | 2/9/2024 | 000146239024000015 |
| Q4 2022 | 83 | 245,642 | BRK-B, AAPL, GOOG, GOOGL | RESTATEMENT | 2/9/2024 | 000146239024000013 |
| Q3 2022 | 85 | 235,049 | BRK-B, AAPL, GOOG, GOOGL | 13F-HR | 11/14/2022 | 000146239022000043 |
| Q2 2022 | 84 | 236,544 | BRK-B, AAPL, GOOG, GOOGL | 13F-HR | 8/15/2022 | 000146239022000038 |
| Q1 2022 | 81 | 265,194 | BRK-B, AAPL, GOOG, GOOGL | 13F-HR | 5/16/2022 | 000146239022000032 |
| Q4 2021 | 78 | 275,412 | BRK-B, AAPL, GOOG, GOOGL | 13F-HR | 2/14/2022 | 000146239022000006 |
| Q3 2021 | 77 | 260,192 | BRK-B, AAPL, GOOG, GOOGL | 13F-HR | 11/5/2021 | 000125110921000048 |
| Q2 2021 | 74 | 248,165 | BRK-B, AAPL, GOOG, GOOGL | 13F-HR | 8/12/2021 | 000125110921000044 |
| Q1 2021 | 71 | 217,808 | BRK-B, AAPL, GOOG, GOOGL | 13F-HR | 5/14/2021 | 000125110921000038 |
| Q4 2020 | 71 | 205,073 | BRK-B, AAPL, GOOG, GOOGL | 13F-HR | 2/12/2021 | 000125110921000032 |
| Q3 2020 | 72 | 186,326 | BRK-B, AAPL, GOOG, WFC | 13F-HR | 11/12/2020 | 000125110920000050 |
| Q2 2020 | 73 | 179,133 | BRK-B, AAPL, WFC, GOOG | 13F-HR | 8/7/2020 | 000125110920000041 |
| Q1 2020 | 75 | 182,902 | BRK-B, AAPL, WFC, GOOG | 13F-HR | 5/14/2020 | 000125110920000037 |
| Q4 2019 | 81 | 257,833 | BRK-B, AAPL, WFC, GOOG | 13F-HR | 2/14/2020 | 000125110920000029 |
| Q3 2019 | 77 | 229,466 | BRK-B, AAPL, WFC, GOOG | 13F-HR | 11/14/2019 | 000125110919000036 |
| Q2 2019 | 80 | 234,138 | BRK-B, AAPL, GOOG, WFC | 13F-HR | 7/24/2019 | 000125110919000030 |
| Q1 2019 | 80 | 236,265 | BRK-B, AAPL, GOOG, WFC | 13F-HR | 5/14/2019 | 000125110919000027 |
| Q4 2018 | 82 | 212,445 | BRK-B, AAPL, GOOG, WFC | 13F-HR | 2/12/2019 | 000125110919000018 |
| Q3 2018 | 79 | 244,275 | BRK-B, AAPL, GOOG, WFCWS | 13F-HR | 11/13/2018 | 000125110918000051 |
| Q2 2018 | 79 | 236,984 | BRK-B, AAPL, WFCWS, GOOG | 13F-HR | 7/31/2018 | 000125110918000037 |
| Q1 2018 | 79 | 232,349 | BRK-B, AAPL, WFCWS, GOOG | 13F-HR | 5/14/2018 | 000125110918000030 |
| Q4 2017 | 79 | 229,782 | BRK-B, AAPL, WFCWS, GOOG | 13F-HR | 2/12/2018 | 000125110918000012 |
| Q3 2017 | 81 | 232,540 | BRK-B, AAPL, NYRT, WFCWS | 13F-HR | 11/13/2017 | 000125110917000041 |
| Q2 2017 | 78 | 219,977 | BRK-B, AAPL, WFCWS, NYRT | 13F-HR | 8/11/2017 | 000125110917000028 |
| Q1 2017 | 73 | 207,297 | BRK-B, AAPL, WFCWS, GOOG | 13F-HR | 5/12/2017 | 000125110917000023 |
| Q4 2016 | 78 | 219,921 | BRK-B, AAPL, WFCWS, RDI | 13F-HR | 2/13/2017 | 000125110917000018 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
1 security where the latest filing since 12/18/2024 is a 13G, filed 2/14/2025. View all