Q2 2024 |
1,142 |
$13.3B |
+$522M |
-$552M |
-$30.2M |
GOOG, MSFT, BRKB, LIN, KLAC
|
13F-HR |
8/9/2024, 10:08 AM |
Q1 2024 |
1 |
$19.4M |
$0 |
$0 |
|
WEST
|
New Holdings |
8/9/2024, 05:18 PM |
Q1 2024 |
1,158 |
$13B |
+$388M |
-$438M |
-$50.1M |
BRKB, MSFT, GOOG, LIN, MA
|
13F-HR |
5/10/2024, 10:24 AM |
Q4 2023 |
1 |
$19.2M |
$0 |
$0 |
|
WEST
|
New Holdings |
8/9/2024, 05:16 PM |
Q4 2023 |
1,147 |
$12B |
+$366M |
-$857M |
-$491M |
BRKB, MSFT, GOOG, LIN, MA
|
13F-HR |
2/12/2024, 03:46 PM |
Q3 2023 |
1 |
$16.6M |
$0 |
$0 |
|
WEST
|
New Holdings |
8/9/2024, 05:14 PM |
Q3 2023 |
1,210 |
$11.3B |
+$345M |
-$863M |
-$518M |
BRKB, GOOG, MSFT, LIN, MA
|
13F-HR |
11/13/2023, 10:43 AM |
Q2 2023 |
1,215 |
$12.4B |
+$352M |
-$777M |
-$425M |
BRKB, MSFT, GOOG, LIN, MA
|
13F-HR |
8/7/2023, 04:25 PM |
Q1 2023 |
1,258 |
$11.9B |
+$836M |
-$540M |
+$297M |
BRKB, GOOG, MSFT, MA, LIN
|
13F-HR |
5/11/2023, 11:28 AM |
Q4 2022 |
1,243 |
$11.4B |
+$472M |
-$567M |
-$94.7M |
BRKB, MA, GOOG, LINXXXX, AJG
|
13F-HR |
2/9/2023, 12:07 PM |
Q3 2022 |
1,459 |
$10.7B |
+$1.06B |
-$556M |
+$509M |
GOOG, BRKB, MA, MSFT, LINXXXX
|
13F-HR |
11/10/2022, 06:09 PM |
Q2 2022 |
1,271 |
$11.7B |
+$792M |
-$747M |
+$44.7M |
GOOG, BRKB, MA, AJG, MSFT
|
13F-HR |
8/11/2022, 09:07 AM |
Q1 2022 |
1,226 |
$14.1B |
+$1.22B |
-$1.55B |
-$329M |
GOOG, BRKB, AJG, MA, LINXXXX
|
13F-HR |
5/13/2022, 10:40 AM |
Q4 2021 |
1,113 |
$15.6B |
+$409M |
-$1.05B |
-$638M |
GOOG, ZTS, BRKB, LINXXXX, AJG
|
13F-HR |
2/14/2022, 01:43 PM |
Q3 2021 |
1,127 |
$14.7B |
+$283M |
-$626M |
-$343M |
GOOG, BRKB, ZTS, AJG, LINXXXX
|
13F-HR |
11/15/2021, 11:44 AM |
Q2 2021 |
1,126 |
$14.9B |
+$461M |
-$476M |
-$14.1M |
GOOG, BRKB, ZTS, LINXXXX, AJG
|
13F-HR |
8/13/2021, 12:55 PM |
Q1 2021 |
1,066 |
$13.9B |
+$1.18B |
-$2.87B |
-$1.68B |
GOOG, BRKB, LINXXXX, MA, ZTS
|
13F-HR |
5/13/2021, 11:12 AM |
Q4 2020 |
1,054 |
$15B |
+$619M |
-$1.1B |
-$476M |
GOOG, BRKB, ZTS, MA, LINXXXX
|
13F-HR |
2/16/2021, 06:25 AM |
Q3 2020 |
924 |
$13.9B |
+$1.23B |
-$1.77B |
-$537M |
GOOG, BRKB, ZTS, MA, ORCL
|
13F-HR |
11/16/2020, 10:49 AM |
Q2 2020 |
931 |
$13.3B |
+$365M |
-$1.17B |
-$806M |
GOOG, ORCL, ZTS, BRKB, MA
|
13F-HR |
8/13/2020, 12:39 PM |
Q1 2020 |
1,003 |
$12.3B |
+$1.34B |
-$1.38B |
-$35.8M |
GOOG, BRKB, ORCL, ZTS, CPRT
|
13F-HR |
5/15/2020, 11:16 AM |
Q4 2019 |
1,062 |
$15.6B |
+$599M |
-$719M |
-$119M |
GOOG, ORCL, BRKB, CMCSA, USB
|
13F-HR |
2/14/2020, 01:31 PM |
Q3 2019 |
1,116 |
$15B |
+$1.34B |
-$1.84B |
-$498M |
ORCL, GOOG, CMCSA, BRKB, FLT
|
13F-HR |
11/14/2019, 01:59 PM |
Q2 2019 |
1,012 |
$15B |
+$807M |
-$1.04B |
-$233M |
ORCL, CMCSA, GOOG, FLT, BRKB
|
13F-HR |
8/14/2019, 02:01 PM |
Q1 2019 |
967 |
$14.5B |
+$978M |
-$1.17B |
-$196M |
ORCL, FLT, GOOG, CMCSA, BRKB
|
13F-HR |
5/15/2019, 12:52 PM |
Q4 2018 |
893 |
$13.2B |
+$1.34B |
-$1.92B |
-$582M |
ORCL, BRKB, CMCSA, GOOG, FLT
|
13F-HR |
2/14/2019, 12:37 PM |
Q3 2018 |
1 |
$435M |
|
|
|
PX
|
New Holdings |
11/15/2018, 02:22 PM |
Q3 2018 |
800 |
$16.1B |
+$301M |
-$1.52B |
-$1.22B |
ORCL, GOOG, BRKB, CMCSA, USB
|
13F-HR |
11/14/2018, 12:31 PM |
Q2 2018 |
797 |
$16.3B |
+$845M |
-$1.6B |
-$755M |
ORCL, GOOG, WFC, USB, CMCSA
|
13F-HR |
8/14/2018, 11:43 AM |
Q1 2018 |
775 |
$17.3B |
+$965M |
-$1.1B |
-$136M |
ORCL, CMCSA, GOOG, USB, WFC
|
13F-HR |
5/14/2018, 12:18 PM |
Q4 2017 |
1,114 |
$18.2B |
+$253M |
-$2.1B |
-$1.85B |
ORCL, CMCSA, WFC, GOOG, USB
|
13F-HR |
2/14/2018, 02:45 PM |
Q3 2017 |
723 |
$18.8B |
+$746M |
-$718M |
+$28.2M |
ORCL, CMCSA, USB, WFC, GOOG
|
13F-HR |
11/14/2017, 03:37 PM |
Q2 2017 |
737 |
$18.4B |
+$709M |
-$1.68B |
-$973M |
ORCL, CMCSA, USB, WFC, GOOG
|
13F-HR |
8/14/2017, 01:27 PM |
Q1 2017 |
775 |
$18.4B |
+$978M |
-$1.09B |
-$108M |
ORCL, USB, CMCSA, WFC, GOOG
|
13F-HR |
5/12/2017, 03:50 PM |
Q4 2016 |
847 |
$18.3B |
+$1.13B |
-$2.27B |
-$1.13B |
USB, ORCL, CMCSA, WFC, GOOG
|
13F-HR |
2/14/2017, 12:49 PM |
Q3 2016 |
761 |
$18.8B |
+$167M |
-$1.27B |
-$1.1B |
ORCL, USB, CMCSA, GOOG, WFC
|
13F-HR |
11/14/2016, 12:45 PM |
Q2 2016 |
807 |
$19.2B |
+$523M |
-$593M |
-$70.3M |
CMCSA, ORCL, USB, WFC, GOOG
|
13F-HR |
8/15/2016, 09:20 AM |
Q1 2016 |
662 |
$19.4B |
+$1.25B |
-$628M |
+$623M |
CMCSA, ORCL, USB, WFC, GOOG
|
13F-HR |
5/13/2016, 01:29 PM |
Q4 2015 |
727 |
$19B |
+$1.32B |
-$1.52B |
-$202M |
CMCSA, WFC, USB, ORCL, GOOG
|
13F-HR |
2/12/2016, 02:54 PM |
Q3 2015 |
799 |
$19.6B |
+$1.7B |
-$1.61B |
+$92.6M |
CMCSA, USB, WFC, ORCL, GOOGXXXX
|
13F-HR |
11/13/2015, 11:25 AM |
Q2 2015 |
735 |
$21.4B |
+$146M |
-$737M |
-$591M |
CMCSA, WFC, USB, NVS, MSFT
|
13F-HR |
8/14/2015, 02:22 PM |
Q1 2015 |
748 |
$22.1B |
+$263M |
-$1.41B |
-$1.15B |
CMCSA, USB, WFC, NVS, CBXXXX
|
13F-HR |
5/15/2015, 11:49 AM |
Q4 2014 |
845 |
$23.7B |
+$415M |
-$2.34B |
-$1.93B |
CMCSA, USB, WFC, MSFT, NVS
|
13F-HR |
2/13/2015, 02:27 PM |
Q3 2014 |
738 |
$24.8B |
+$835M |
-$451M |
+$384M |
CMCSA, USB, WFC, MSFT, NVS
|
13F-HR |
11/14/2014, 11:44 AM |
Q2 2014 |
727 |
$24.7B |
+$2.24B |
-$623M |
+$1.61B |
CMCSA, USB, WFC, NVS, MSFT
|
13F-HR |
8/14/2014, 06:13 PM |
Q1 2014 |
765 |
$23.4B |
+$1.2B |
-$249M |
+$949M |
CMCSA, USB, GOOGLXXXX, WFC, NVS
|
13F-HR |
5/15/2014, 04:40 PM |
Q4 2013 |
634 |
$22.2B |
|
|
|
CMCSA, GOOGLXXXX, USB, WFC, NVS
|
Restatement |
5/13/2014, 04:34 PM |