| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 2,145,167 | JPM, BRK-A, AXP, INFQ | 13F-HR | 8/12/2026 | 000110465926095021 |
| Q1 2026 | 20 | 1,884,009 | JPM, BRK-A, AXP, GS | 13F-HR | 5/14/2026 | 000110465926061370 |
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 6/11/2026. View all