- Positions
- 529
- Reported value
- $6.4B
- Opened
- 65
- Closed
- 53
- Other managers included
- 0
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
Quarters on file
- Sep 30, 2025$5.6B554 positions
- Dec 31, 2025$4.9B485 positions
- Mar 31, 2026$6.2B517 positions
- Jun 30, 2026$6.4B529 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELCL B NEW | 980.4K | +0.4% | $490.6M | 7.7% |
AAPLApple Inc. | 1M | +3.8% | $292.6M | 4.6% |
VANECK ETF TRUSTMRNGSTR WDE MOAT |
529 positions
