- Positions
- 921
- Reported value
- $384.4M
- Opened
- 121
- Closed
- 85
- 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$338.6M910 positions
- Dec 31, 2025$341.2M873 positions
- Mar 31, 2026$338.8M885 positions
- Jun 30, 2026$384.4M921 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
Berkshire Hathaway Inc Del Cl ACL A | 31 | ±0% | $23.2M | 6% |
Vanguard 500 Index Fund ETFS&P 500 ETF SHS | 33K | +0.1% | $22.7M | 5.9% |
AAPLApple Inc. | 37.2K |
921 positions
