|
Q3 2025
|
179 |
235,759 |
SWVXX, SNVXX, BARON PARTNERS RETAIL, MSFT
|
13F-HR
|
10/24/2025 |
000196383925000012 |
|
Q2 2025
|
179 |
222,583 |
SWVXX, SNVXX, BlackRock, MSFT
|
13F-HR
|
8/5/2025 |
000196383925000010 |
|
Q1 2025
|
157 |
196,598 |
SWVXX, SNVXX, IBM, MSFT
|
13F-HR
|
4/21/2025 |
000196383925000006 |
|
Q4 2024
|
159 |
205,094 |
SWVXX, SNVXX, MSFT, HON HAI PRECISION ORDF
|
13F-HR
|
1/27/2025 |
000196383925000004 |
|
Q3 2024
|
156 |
201,658 |
SWVXX, SNVXX, HON HAI PRECISION ORDF, MSFT
|
13F-HR
|
11/13/2024 |
000196383924000013 |
|
Q2 2024
|
1,199 |
132,787 |
HNHAF, MSFT, AAPL, IBM
|
13F-HR
|
8/9/2024 |
000203323224000002 |
|
Q1 2024
|
111 |
94,357 |
MSFT, IBM, AAPL, SDY
|
13F-HR
|
5/7/2024 |
000196383924000003 |
|
Q4 2023
|
143 |
90,185 |
MSFT, AAPL, IBM, SDY
|
13F-HR
|
1/25/2024 |
000196383924000001 |
|
Q3 2023
|
144 |
85,516 |
MSFT, AAPL, SDY, IBM
|
13F-HR
|
10/18/2023 |
000196383923000004 |
|
Q2 2023
|
150 |
90,182 |
AAPL, MSFT, SDY, IBM
|
13F-HR
|
7/20/2023 |
000196383923000003 |
|
Q1 2023
|
158 |
88,209 |
AAPL, SDY, MSFT, IBM
|
13F-HR
|
4/19/2023 |
000196383923000002 |
|
Q4 2022
|
146 |
80,126 |
SDY, IBM, AAPL, MSFT
|
13F-HR
|
2/1/2023 |
000196383923000001 |