| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 98 | 230,740 | BRK-B, AMZN, AAPL, CHRD | 13F-HR | 4/11/2025 | 000108514625002057 |
| Q4 2024 | 93 | 217,773 | BRK-B, AMZN, AAPL, CHRD | 13F-HR | 1/21/2025 | 000108514625000381 |
| Q3 2024 | 90 | 206,531 | BRK-B, AMZN, AAPL, CHRD | 13F-HR | 10/15/2024 | 000108514624004875 |
| Q2 2024 | 93 | 197,104 | BRK-B, AMZN, AAPL, DINO | 13F-HR | 7/10/2024 | 000108514624002819 |
| Q1 2024 | 90 | 182,407 | BRK-B, AMZN, DINO, AAPL | 13F-HR | 4/15/2024 | 000108514624001799 |
| Q4 2023 | 77 | 152,508 | BRK-B, AMZN, AAPL, DINO | 13F-HR | 1/11/2024 | 000108514624000203 |
| Q3 2023 | 72 | 138,696 | BRK-B, AMZN, AAPL, HEP | 13F-HR | 10/16/2023 | 000108514623003757 |
| Q2 2023 | 72 | 137,812 | BRK-B, AMZN, AAPL, SHV | 13F-HR | 7/24/2023 | 000108514623002834 |
| Q1 2023 | 71 | 140,413 | BRK-B, AAPL, SHV, AMZN | 13F-HR | 4/17/2023 | 000108514623001708 |
| Q4 2022 | 73 | 151,865 | BRK-B, SHV, HEP, AAPL | 13F-HR | 1/23/2023 | 000108514623000282 |
| Q3 2022 | 68 | 144,331 | BRK-B, SHV, AAPL, AMZN | 13F-HR | 10/19/2022 | 000108514622003510 |
| Q2 2022 | 67 | 152,785 | BRK-B, SHV, DINO, AAPL | 13F-HR | 7/25/2022 | 000108514622002568 |
| Q1 2022 | 71 | 154,791 | BRK-B, AAPL, AMZN, SHV | 13F-HR | 5/4/2022 | 000108514622001709 |
| Q4 2021 | 74 | 166,077 | BRK-B, HFC, AAPL, AMZN | 13F-HR | 1/19/2022 | 000178938222000002 |
| Q3 2021 | 76 | 166,276 | BRK-B, HFC, AMZN, AAPL | 13F-HR | 10/25/2021 | 000178938221000015 |
| Q2 2021 | 78 | 164,542 | BRK-B, HFC, AAPL, AMZN | 13F-HR | 7/19/2021 | 000178938221000013 |
| Q1 2021 | 74 | 156,853 | BRK-B, HFC, AAPL, WBA | 13F-HR | 4/19/2021 | 000178938221000009 |
| Q4 2020 | 69 | 129,820 | BRK-B, HFC, AAPL, WBA | 13F-HR | 1/20/2021 | 000178938221000006 |
| Q3 2020 | 64 | 105,803 | BRK-B, AAPL, HFC, AMZN | 13F-HR | 10/13/2020 | 000178938220000009 |
| Q2 2020 | 58 | 89,609 | HFC, AAPL, BRK-B, PFF | 13F-HR | 8/3/2020 | 000178938220000002 |
| Q1 2020 | 53 | 74,614 | BRK-B, HFC, PFF, AAPL | 13F-HR | 5/4/2020 | 000160704520000060 |
| Q4 2019 | 50 | 87,675 | SCHO, BRK-B, AAPL, T | 13F-HR | 1/22/2020 | 000160704520000015 |