| Q2 2024 |
151 |
$195M |
+$26M |
-$2.72M |
+$23.2M |
MSFT, BRKB, AAPL, CSTM, AMAT
|
13F-HR |
8/14/2024, 09:23 AM |
| Q1 2024 |
133 |
$175M |
+$12.3M |
-$1.9M |
+$10.4M |
BRKB, MSFT, AAPL, CSTM, INTU
|
13F-HR |
5/13/2024, 02:17 PM |
| Q4 2023 |
129 |
$157M |
+$3.83M |
-$3.49M |
+$339K |
MSFT, BRKB, AAPL, CSTM, INTU
|
13F-HR |
2/13/2024, 04:39 PM |
| Q3 2023 |
135 |
$141M |
+$6.5M |
-$6.62M |
-$124K |
BRKB, MSFT, AAPL, INTU, CSTM
|
13F-HR |
11/7/2023, 03:48 PM |
| Q2 2023 |
126 |
$146M |
+$10.6M |
-$4.54M |
+$6.05M |
AAPL, BRKB, MSFT, CSTM, DE
|
13F-HR |
8/3/2023, 09:43 AM |
| Q1 2023 |
128 |
$137M |
+$13.7M |
-$461K |
+$13.2M |
BRKB, AAPL, MSFT, INTU, DE
|
13F-HR |
5/12/2023, 11:45 AM |
| Q4 2022 |
126 |
$120M |
|
|
|
MSFT, AAPL, BRKB, DE, INTU
|
13F-HR |
2/9/2023, 08:15 AM |