| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 162 | 229,616 | AAPL, MSFT, BRK-A, JPM | 13F-HR | 4/16/2025 | 000195175725000378 |
| Q4 2024 | 129 | 174,454 | MSFT, AAPL, AMZN, GOOGL | 13F-HR | 2/4/2025 | 000195175725000178 |
| Q3 2024 | 133 | 176,292 | MSFT, AAPL, AMZN, UDR | 13F-HR | 10/15/2024 | 000195175724001031 |
| Q2 2024 | 126 | 161,819 | MSFT, AAPL, AMZN, UDR | 13F-HR | 7/31/2024 | 000195175724000590 |
| Q1 2024 | 113 | 145,974 | MSFT, AAPL, AMZN, UDR | 13F-HR | 4/29/2024 | 000195175724000394 |
| Q4 2023 | 81 | 76,042 | AAPL, MSFT, UDR, PANW | 13F-HR | 2/5/2024 | 000195175724000187 |
| Q3 2023 | 101 | 98,838 | AAPL, MSFT, UDR, UNH | 13F-HR | 11/3/2023 | 000195175723000679 |
| Q2 2023 | 104 | 112,721 | AAPL, Berkshire Hat A 100th, MSFT, UDR | 13F-HR | 8/1/2023 | 000195175723000474 |
| Q1 2023 | 96 | 103,999 | MSFT, AAPL, UDR, NKE | 13F-HR | 5/2/2023 | 000195175723000232 |
| Q4 2022 | 93 | 92,745 | Berkshire Hat A 100th, AAPL, UDR, MSFT | 13F-HR | 2/14/2023 | 000196454123000001 |