| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 76 | 218,229 | BRK-B, MKL, GOOGL, IPMLF | 13F-HR | 10/15/2026 | 000181190726000005 |
| Q2 2026 | 76 | 220,258 | BRK-B, MKL, GOOGL, GOOG | 13F-HR | 7/23/2026 | 000181190726000003 |
| Q1 2026 | 78 | 209,522 | BRK-B, MKL, GOOGL, IPMLF | 13F-HR | 4/16/2026 | 000181190726000002 |
| Q4 2025 | 79 | 231,450 | BRK-B, MKL, GOOGL, IPMLF | 13F-HR | 1/21/2026 | 000181190726000001 |
| Q3 2025 | 82 | 218,027 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 10/21/2025 | 000181190725000005 |
| Q2 2025 | 83 | 206,467 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 8/5/2025 | 000181190725000003 |
| Q1 2025 | 82 | 203,793 | BRK-B, MKL, GOOGL, PM | 13F-HR | 4/17/2025 | 000181190725000002 |
| Q4 2024 | 82 | 192,992 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 1/24/2025 | 000181190725000001 |
| Q3 2024 | 81 | 190,236 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 10/16/2024 | 000181190724000004 |
| Q2 2024 | 82 | 175,887 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 7/15/2024 | 000181190724000003 |
| Q1 2024 | 82 | 177,503 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 4/17/2024 | 000181190724000002 |
| Q4 2023 | 82 | 163,327 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 1/23/2024 | 000181190724000001 |
| Q3 2023 | 81 | 152,695 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 10/31/2023 | 000181190723000005 |
| Q2 2023 | 80 | 154,565 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 7/11/2023 | 000181190723000003 |
| Q1 2023 | 79 | 146,898 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 5/1/2023 | 000181190723000002 |
| Q4 2022 | 79 | 146,238 | BRK-B, MKL, GOOGL, JNJ | 13F-HR | 1/18/2023 | 000181190723000001 |
| Q3 2022 | 78 | 131,148 | BRK-B, MKL, GOOGL, JNJ | 13F-HR | 10/20/2022 | 000181190722000005 |
| Q2 2022 | 80 | 147,513 | BRK-B, MKL, GOOGL, IPMLF | 13F-HR | 8/2/2022 | 000181190722000003 |
| Q1 2022 | 80 | 172,084 | BRK-B, MKL, GOOGL, IPMLF | 13F-HR | 5/12/2022 | 000181190722000002 |
| Q4 2021 | 75 | 170,924 | BRK-B, MKL, GOOGL, MSFT | 13F-HR | 1/27/2022 | 000181190722000001 |
| Q3 2021 | 74 | 161,358 | BRK-B, MKL, GOOGL, IPMLF | 13F-HR | 11/2/2021 | 000181190721000008 |
| Q2 2021 | 74 | 161,733 | BRK-B, MKL, GOOGL, IPMLF | 13F-HR | 8/10/2021 | 000181190721000007 |
| Q1 2021 | 74 | 152,936 | BRK-B, MKL, IPMLF, GOOGL | 13F-HR | 4/20/2021 | 000181190721000005 |
| Q4 2020 | 72 | 139,886 | BRK-B, MKL, IPMLF, GOOGL | 13F-HR | 1/29/2021 | 000181190721000001 |