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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 337 | $2,653,923,533 | +$54,002,652 | -$132,991,487 | -$78,988,835 | MSFT, IVV, GOOG, IEFA, JEPI | 13F-HR | 04 Feb 2026, 14:00 |
| Q3 2025 | 334 | $2,705,712,206 | +$66,407,798 | -$234,794,961 | -$168,387,163 | MSFT, IVV, GOOG, IEFA, JEPI | 13F-HR | 14 Nov 2025, 19:18 |
| Q2 2025 | 329 | $2,698,117,796 | +$84,976,951 | -$117,900,323 | -$32,923,372 | MSFT, IVV, GOOG, IEFA, MOAT | 13F-HR | 13 Aug 2025, 18:16 |
| Q1 2025 | 331 | $2,456,037,558 | +$89,875,465 | -$191,648,358 | -$101,772,893 | MSFT, IVV, MOAT, JEPI, GOOG | 13F-HR | 07 May 2025, 19:47 |
| Q4 2024 | 341 | $2,657,763,449 | +$122,502,607 | -$87,389,311 | +$35,113,296 | MSFT, IVV, GOOG, MOAT, JEPI | 13F-HR | 13 Feb 2025, 11:43 |
| Q3 2024 | 355 | $2,654,690,055 | +$96,264,743 | -$133,160,591 | -$36,895,848 | MSFT, IVV, MOAT, GOOG, JEPI | 13F-HR | 13 Nov 2024, 18:51 |
| Q2 2024 | 432 | $2,616,866,349 | +$160,160,541 | -$69,867,643 | +$90,292,898 | MSFT, IVV, GOOG, MOAT, JEPI | 13F-HR | 06 Aug 2024, 12:04 |
| Q1 2024 | 434 | $2,499,126,354 | +$249,775,728 | -$118,256,290 | +$131,519,438 | MSFT, IVV, GOOG, MOAT, JEPI | 13F-HR | 09 May 2024, 18:53 |
| Q4 2023 | 432 | $2,194,509,322 | +$108,975,048 | -$282,835,551 | -$173,860,503 | MSFT, GOOG, IVV, AMZN, UPS | 13F-HR | 14 Feb 2024, 15:34 |
| Q3 2023 | 424 | $2,140,781,903 | +$164,669,045 | -$244,069,454 | -$79,400,409 | MSFT, GOOG, AMZN, BRKB, UPS | 13F-HR | 15 Nov 2023, 15:30 |
| Q2 2023 | 415 | $2,314,059,891 | +$157,402,740 | -$193,406,053 | -$36,003,313 | MSFT, GOOG, AAPL, UPS, AMZN | 13F-HR | 14 Aug 2023, 12:42 |
| Q1 2023 | 391 | $2,174,835,419 | +$146,128,039 | -$233,130,845 | -$87,002,806 | MSFT, GOOG, UPS, AAPL, BRKB | 13F-HR | 12 May 2023, 16:33 |
| Q4 2022 | 400 | $2,088,046,357 | +$220,154,743 | -$297,397,641 | -$77,242,898 | MSFT, GOOG, UPS, BRKB, AAPL | 13F-HR | 14 Feb 2023, 13:10 |
| Q3 2022 | 384 | $2,042,125,000 | +$277,998,342 | -$259,360,874 | +$18,637,468 | MSFT, GOOG, AAPL, AMZN, UPS | 13F-HR | 10 Nov 2022, 18:41 |
| Q2 2022 | 400 | $2,263,932,000 | +$236,511,874 | -$234,261,030 | +$2,250,844 | MSFT, GOOG, IAU, UPS, AAPL | 13F-HR | 12 Aug 2022, 14:39 |
| Q1 2022 | 423 | $2,769,951,000 | +$210,661,738 | -$171,572,420 | +$39,089,318 | MSFT, GOOG, AMZN, IAU, META | 13F-HR | 05 May 2022, 13:41 |
| Q4 2021 | 439 | $2,909,684,000 | +$251,344,769 | -$262,576,671 | -$11,231,902 | MSFT, GOOG, AMZN, IAU, UPS | 13F-HR | 11 Feb 2022, 18:40 |
| Q3 2021 | 441 | $2,679,058,000 | +$203,252,996 | -$122,603,277 | +$80,649,719 | MSFT, GOOG, IAU, AMZN, META | 13F-HR | 15 Nov 2021, 15:28 |
| Q2 2021 | 448 | $2,596,817,000 | +$299,213,594 | -$229,887,489 | +$69,326,105 | MSFT, GOOG, IAU, AMZN, META | 13F-HR | 13 Aug 2021, 17:20 |
| Q1 2021 | 413 | $2,332,121,000 | +$145,580,544 | -$160,855,864 | -$15,275,320 | MSFT, GOOG, IAU, AMZN, VER | 13F-HR | 17 May 2021, 17:48 |
| Q4 2020 | 410 | $2,255,506,000 | +$192,707,958 | -$303,115,855 | -$110,407,897 | MSFT, IAU, GOOG, AMZN, DIS | 13F-HR | 12 Feb 2021, 18:56 |
| Q3 2020 | 372 | $2,155,039,000 | +$161,103,559 | -$82,213,685 | +$78,889,874 | MSFT, META, IAU, GOOG, AMZN | 13F-HR | 12 Nov 2020, 13:58 |
| Q2 2020 | 352 | $1,939,785,000 | +$99,431,495 | -$123,224,881 | -$23,793,386 | MSFT, META, IAU, GOOG, AMZN | 13F-HR | 14 Aug 2020, 15:32 |
| Q1 2020 | 339 | $1,631,927,000 | +$153,783,202 | -$140,354,031 | +$13,429,171 | MSFT, META, IAU, GOOG, AMZN | 13F-HR | 11 May 2020, 15:15 |
| Q4 2019 | 349 | $2,021,051,000 | +$171,661,319 | -$149,471,002 | +$22,190,317 | MSFT, META, GOOG, VER, IAU | 13F-HR | 11 Feb 2020, 17:29 |
| Q3 2019 | 359 | $1,870,935,000 | +$197,649,755 | -$128,040,696 | +$69,609,059 | MSFT, META, GOOG, IAU, VER | 13F-HR | 12 Nov 2019, 15:02 |
| Q2 2019 | 345 | $1,785,861,000 | +$151,157,012 | -$142,599,558 | +$8,557,454 | MSFT, META, VER, GOOG, BRKB | 13F-HR | 14 Aug 2019, 12:55 |
| Q1 2019 | 330 | $1,687,225,000 | +$204,122,206 | -$299,636,257 | -$95,514,051 | MSFT, META, VER, GOOG, BRKB | 13F-HR | 13 May 2019, 12:52 |
| Q4 2018 | 378 | $1,584,253,000 | +$221,562,789 | -$220,794,855 | +$767,934 | MSFT, META, VER, BRKB, GOOG | 13F-HR | 14 Feb 2019, 17:12 |
| Q3 2018 | 358 | $1,806,933,000 | +$153,215,163 | -$108,992,634 | +$44,222,529 | MSFT, META, BRKB, VER, GPT | 13F-HR | 13 Nov 2018, 15:32 |
| Q2 2018 | 333 | $1,701,710,000 | +$85,073,513 | -$245,169,098 | -$160,095,585 | MSFT, META, VER, BRKB, GPT | 13F-HR | 14 Aug 2018, 16:28 |
| Q1 2018 | 321 | $1,792,236,000 | +$233,918,122 | -$226,808,127 | +$7,109,995 | MSFT, META, BRKB, UPS, VER | 13F-HR | 14 May 2018, 20:22 |
| Q4 2017 | 329 | $1,852,835,000 | +$185,159,334 | -$159,539,013 | +$25,620,321 | META, MSFT, UPS, BRKB, VER | 13F-HR | 14 Feb 2018, 13:16 |
| Q3 2017 | 310 | $1,762,331,000 | +$266,750,674 | -$226,291,160 | +$40,459,514 | META, MSFT, UPS, VER, BRKB | 13F-HR | 14 Nov 2017, 12:25 |
| Q2 2017 | 314 | $1,700,250,000 | +$216,644,202 | -$182,989,316 | +$33,654,886 | MSFT, META, VER, UPS, PFE | 13F-HR | 14 Aug 2017, 13:01 |
| Q1 2017 | 313 | $1,616,030,000 | +$166,661,746 | -$187,779,600 | -$21,117,854 | MSFT, VER, BRKB, PFE, PM | 13F-HR | 04 May 2017, 20:20 |
| Q4 2016 | 311 | $1,527,685,000 | +$150,187,938 | -$66,031,541 | +$84,156,397 | MSFT, BRKB, VER, PFE, PM | 13F-HR | 14 Feb 2017, 14:15 |
| Q3 2016 | 290 | $1,446,158,000 | +$138,127,395 | -$117,558,242 | +$20,569,153 | MSFT, VER, BRKB, PFE, PM | 13F-HR | 14 Nov 2016, 13:31 |
| Q2 2016 | 292 | $1,393,611,000 | +$85,584,761 | -$122,235,499 | -$36,650,738 | MSFT, VER, PFE, BRKB, PM | 13F-HR | 15 Aug 2016, 20:36 |
| Q1 2016 | 300 | $1,377,279,000 | +$103,768,896 | -$206,942,010 | -$103,173,114 | MSFT, VER, REXR, PFE, BRKB | 13F-HR | 13 May 2016, 15:42 |
| Q4 2015 | 299 | $1,462,229,000 | +$295,476,226 | -$119,332,972 | +$176,143,254 | MSFT, REXR, VER, JNJ, PM | 13F-HR | 16 Feb 2016, 17:00 |
| Q3 2015 | 241 | $1,214,755,000 | +$192,759,696 | -$153,688,536 | +$39,071,160 | MSFT, REXR, VER, JNJ, BRKB | 13F-HR | 13 Nov 2015, 18:33 |
| Q2 2015 | 246 | $1,258,564,000 | +$136,200,934 | -$51,694,207 | +$84,506,727 | MSFT, REXR, T104PS, BRKB, JNJ | 13F-HR | 13 Aug 2015, 12:41 |
| Q1 2015 | 244 | $1,195,480,000 | +$208,336,589 | -$141,549,389 | +$66,787,200 | T104PS, MSFT, REXR, JNJ, BRKB | 13F-HR | 14 May 2015, 14:39 |
| Q4 2014 | 250 | $1,135,120,000 | +$196,834,655 | -$68,088,060 | +$128,746,595 | MSFT, REXR, T104PS, JNJ, BRKB | 13F-HR | 17 Feb 2015, 11:57 |
| Q3 2014 | 242 | $1,004,913,000 | +$129,601,720 | -$30,858,549 | +$98,743,171 | T104PS, MSFT, REXR, JNJ, BRKB | 13F-HR | 14 Nov 2014, 12:19 |
| Q2 2014 | 243 | $917,447,000 | +$114,157,053 | -$14,313,479 | +$99,843,574 | T104PS, MSFT, REXR, JNJ, NVS | 13F-HR | 15 Aug 2014, 11:31 |
| Q1 2014 | 196 | $804,251,000 | +$105,482,451 | -$60,604,611 | +$44,877,840 | T104PS, MSFT, REXR, JNJ, NVS | 13F-HR | 14 May 2014, 19:15 |
| Q4 2013 | 196 | $743,402,000 | $0 | $0 | $0 | T104PS, REXR, JNJ, MSFT, UPS | 13F-HR | 13 Feb 2014, 20:15 |