CIK 2109121
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 68.39% | 32 |
| Software & IT Services | 5.83% | 3 |
| Aerospace & Defense | 4.97% | 5 |
| Software | 4.41% | 7 |
| Commercial Services & Supplies | 4.05% | 6 |
| Semiconductors & Semiconductor Equipment | 2.20% | 12 |
| Technology Hardware & Equipment | 1.81% | 11 |
| Capital Markets | 1.74% | 8 |
| Specialty Retail | 1.24% | 9 |
| Pharmaceuticals & Biotechnology | 0.97% | 12 |
| Banks | 0.89% | 11 |
| Oil, Gas & Consumable Fuels | 0.56% | 7 |
| Machinery | 0.43% | 7 |
| Insurance | 0.35% | 6 |
| Automobiles & Components | 0.25% | 2 |
| Utilities | 0.24% | 5 |
| Construction & Engineering | 0.22% | 4 |
| Chemicals | 0.20% | 4 |
| Media & Entertainment | 0.16% | 2 |
| Beverages | 0.14% | 3 |
| Health Care Equipment & Supplies | 0.13% | 3 |
| Metals & Mining | 0.12% | 2 |
| Communications Equipment | 0.11% | 3 |
| Electrical Equipment & Components | 0.11% | 2 |
| Diversified Telecommunication Services | 0.10% | 2 |
| Real Estate Management & Development | 0.06% | 1 |
| Household Durables | 0.06% | 1 |
| Tobacco | 0.06% | 1 |
| Hotels, Restaurants & Leisure | 0.04% | 1 |
| Road & Rail | 0.04% | 1 |
| Distributors | 0.03% | 1 |
| Transportation Infrastructure | 0.03% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.03% | 1 |
| Entertainment | 0.03% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | Unclassified | 10.10% |
| 2 | VTEB | VANGUARD MUN BD FDS | Unclassified | 10.01% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 9.56% |
| 4 | QLTY | GMO ETF TRUST | Unclassified | 8.78% |
| 5 | QQQ | INVESCO QQQ TR | Unclassified | 7.83% |
| 6 | VOO | VANGUARD INDEX FDS | Unclassified | 5.77% |
| 7 | GOOGL | Alphabet Inc. | Communication Services | 5.13% |
| 8 | RTX | RTX Corp | Industrials | 4.76% |
| 9 | MSFT | MICROSOFT CORP | Information Technology | 4.09% |
| 10 | IVW | ISHARES TR | Unclassified | 3.93% |
146/177 names classified · sector 33.8% of weight · industry 31.6% · mkt cap 33.0%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 33.8% of the book is sector-classified (unclassified names shown, never dropped).
Only 31% of book weight classified — the grid is NOT representative of the whole book.
Classified: 30.6% of book weight (124/177 names) · unclassified 69.4%: SPHQ, VTEB, SPY, QLTY, QQQ, VOO, IVW, GLDM, IVE, BRK.B +43 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SPHQINVESCO EXCHANGE TRADED FD T | 956,589 | $72M | 10.1% | ADD 24% |
| 2 | VTEBVANGUARD MUN BD FDS | 1,428,518 | $71M | 10.0% | NEW |
| 3 | SPYSTATE STR SPDR S&P 500 ETF T | 104,447 | $68M | 9.6% | HOLD |
| 4 | QLTYGMO ETF TRUST | 1,725,553 | $63M | 8.8% | ADD 81% |
| 5 | QQQINVESCO QQQ TR | 96,666 | $56M | 7.8% | HOLD |
| 6 | VOOVANGUARD INDEX FDS | 68,735 | $41M | 5.8% | NEW |
| 7 | GOOGLALPHABET INC | 127,026 | $37M | 5.1% | ADD 6% |
| 8 | RTXRTX CORPORATION | 175,899 | $34M | 4.8% | HOLD |
| 9 | MSFTMICROSOFT CORP | 78,607 | $29M | 4.1% | ADD 12% |
| 10 | IVWISHARES TR | 247,312 | $28M | 3.9% | HOLD |
| 11 | VVISA INC | 87,674 | $26M | 3.7% | HOLD |
| 12 | GLDMWORLD GOLD TR | 240,000 | $22M | 3.1% | HOLD |
| 13 | IVEISHARES TR | 73,110 | $15M | 2.2% | HOLD |
| 14 | BRK.BBERKSHIRE HATHAWAY INC DEL | 31,850 | $15M | 2.1% | ADD 7% |
| 15 | IEMGISHARES INC | 130,265 | $9M | 1.3% | ADD 2969% |
| 16 | TPLTEXAS PACIFIC LAND CORPORATI | 18,141 | $9M | 1.2% | HOLD |
| 17 | AAPLAPPLE INC | 30,683 | $8M | 1.1% | ADD 126% |
| 18 | NVDANVIDIA CORPORATION | 44,000 | $8M | 1.1% | ADD 152% |
| 19 | VEAVANGUARD TAX-MANAGED FDS | 92,955 | $6M | 0.8% | HOLD |
| 20 | IAUISHARES GOLD TR | 65,110 | $6M | 0.8% | NEW |
| 21 | AMZNAMAZON COM INC | 19,787 | $4M | 0.6% | ADD 122% |
| 22 | AVGOBROADCOM INC | 12,010 | $4M | 0.5% | ADD 57% |
| 23 | JPMJPMORGAN CHASE & CO | 9,667 | $3M | 0.4% | ADD 130% |
| 24 | GOOGALPHABET INC | 9,028 | $3M | 0.4% | ADD 157% |
| 25 | BNDXVANGUARD CHARLOTTE FDS | 50,959 | $2M | 0.3% | HOLD |
| 26 | METAMETA PLATFORMS INC | 4,220 | $2M | 0.3% | ADD 120% |
| 27 | IJTISHARES TR | 15,098 | $2M | 0.3% | HOLD |
| 28 | LLYELI LILLY & CO | 1,731 | $2M | 0.2% | ADD 99% |
| 29 | IJSISHARES TR | 13,326 | $2M | 0.2% | HOLD |
| 30 | TSLATESLA INC | 4,128 | $2M | 0.2% | ADD 585% |
| 31 | GLDSPDR GOLD TR | 3,335 | $1M | 0.2% | HOLD |
| 32 | GSGOLDMAN SACHS GROUP INC | 1,651 | $1M | 0.2% | NEW |
| 33 | XOMEXXON MOBIL CORP | 7,602 | $1M | 0.2% | NEW |
| 34 | WMTWALMART INC | 10,046 | $1M | 0.2% | ADD 48% |
| 35 | MAMASTERCARD INCORPORATED | 2,459 | $1M | 0.2% | ADD 53% |
| 36 | ABBVABBVIE INC | 5,626 | $1M | 0.2% | ADD 76% |
| 37 | COSTCOSTCO WHSL CORP NEW | 1,186 | $1M | 0.2% | ADD 33% |
| 38 | BNDVANGUARD BD INDEX FDS | 15,662 | $1M | 0.2% | HOLD |
| 39 | JNJJOHNSON & JOHNSON | 4,083 | $998,049 | 0.1% | ADD 733% |
| 40 | CSCOCISCO SYS INC | 12,478 | $968,168 | 0.1% | ADD 231% |
| 41 | MSMORGAN STANLEY | 5,798 | $954,177 | 0.1% | ADD 14% |
| 42 | NFLXNETFLIX INC | 9,850 | $947,078 | 0.1% | ADD 50% |
| 43 | ETNEATON CORP PLC | 2,289 | $818,707 | 0.1% | ADD 113% |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 15,016 | $811,615 | 0.1% | ADD 73% |
| 45 | KLACKLA CORP | 524 | $771,543 | 0.1% | ADD 53% |
| 46 | AMATAPPLIED MATLS INC | 2,150 | $734,849 | 0.1% | NEW |
| 47 | CATCATERPILLAR INC | 1,025 | $726,172 | 0.1% | NEW |
| 48 | VMBSVANGUARD SCOTTSDALE FDS | 14,981 | $703,358 | 0.1% | HOLD |
| 49 | USBUS BANCORP | 12,768 | $670,703 | 0.1% | ADD 35367% |
| 50 | HDHOME DEPOT INC | 1,992 | $655,149 | 0.1% | ADD 64% |
| 51 | SNDKSANDISK CORP | 1,023 | $649,953 | 0.1% | NEW |
| 52 | CBCHUBB LIMITED | 1,971 | $644,320 | 0.1% | ADD 45% |
| 53 | MUMICRON TECHNOLOGY INC | 1,861 | $628,999 | 0.1% | NEW |
| 54 | CEGCONSTELLATION ENERGY CORP | 2,219 | $619,656 | 0.1% | ADD 31% |
| 55 | CVXCHEVRON CORP NEW | 2,949 | $610,148 | 0.1% | ADD 96% |
| 56 | TTETotalEnergies SE | 6,199 | $563,985 | 0.1% | NEW |
| 57 | IVVISHARES TR | 860 | $561,761 | 0.1% | NEW |
| 58 | ADIANALOG DEVICES INC | 1,761 | $560,245 | 0.1% | ADD 62% |
| 59 | CCJCAMECO CORP | 5,149 | $559,233 | 0.1% | NEW |
| 60 | BACBANK AMERICA CORP | 11,255 | $548,681 | 0.1% | NEW |
| 61 | AMDADVANCED MICRO DEVICES INC | 2,664 | $541,938 | 0.1% | NEW |
| 62 | EMEEMCOR GROUP INC | 709 | $523,462 | 0.1% | NEW |
| 63 | LRCXLAM RESEARCH CORP | 2,425 | $518,756 | 0.1% | ADD 333% |
| 64 | AIZASSURANT INC | 2,366 | $515,338 | 0.1% | NEW |
| 65 | TJXTJX COS INC NEW | 3,223 | $514,713 | 0.1% | ADD 20% |
| 66 | PWRQUANTA SVCS INC | 936 | $513,883 | 0.1% | TRIM −34% |
| 67 | BAPCREDICORP LTD | 1,508 | $511,483 | 0.1% | NEW |
| 68 | LHXL3HARRIS TECHNOLOGIES INC | 1,481 | $511,167 | 0.1% | NEW |
| 69 | ALLALLSTATE CORP | 2,370 | $493,955 | 0.1% | NEW |
| 70 | MRKMERCK & CO INC | 4,029 | $488,073 | 0.1% | ADD 814% |
| 71 | AMGNAMGEN INC | 1,383 | $486,609 | 0.1% | ADD 21% |
| 72 | ANETARISTA NETWORKS INC | 3,955 | $485,595 | 0.1% | ADD 18% |
| 73 | ORCLORACLE CORP | 3,281 | $482,668 | 0.1% | ADD 214% |
| 74 | VLOVALERO ENERGY CORP | 1,929 | $476,617 | 0.1% | TRIM −20% |
| 75 | TAT&T INC | 16,272 | $471,725 | 0.1% | NEW |
| 76 | LINLINDE PLC | 943 | $467,502 | 0.1% | TRIM −89% |
| 77 | VRTVERTIV HOLDINGS CO | 1,863 | $466,831 | 0.1% | HOLD |
| 78 | VCITVANGUARD SCOTTSDALE FDS | 5,586 | $462,242 | 0.1% | HOLD |
| 79 | PANWPALO ALTO NETWORKS INC | 2,802 | $449,217 | 0.1% | ADD 10% |
| 80 | ISRGINTUITIVE SURGICAL INC | 967 | $445,777 | 0.1% | ADD 16% |
| 81 | TTTRANE TECHNOLOGIES PLC | 1,068 | $445,078 | 0.1% | HOLD |
| 82 | COFCAPITAL ONE FINL CORP | 2,418 | $441,116 | 0.1% | ADD 26% |
| 83 | PLTRPALANTIR TECHNOLOGIES INC | 3,008 | $440,010 | 0.1% | NEW |
| 84 | IEFAISHARES TR | 4,801 | $434,635 | 0.1% | HOLD |
| 85 | BNBROOKFIELD CORP | 10,723 | $433,960 | 0.1% | NEW |
| 86 | GEGE AEROSPACE | 1,523 | $432,898 | 0.1% | NEW |
| 87 | MPCMARATHON PETE CORP | 1,770 | $432,199 | 0.1% | NEW |
| 88 | WFCWELLS FARGO CO NEW | 5,406 | $430,372 | 0.1% | ADD 28% |
| 89 | SONYSONY GROUP CORP | 20,667 | $427,807 | 0.1% | NEW |
| 90 | NOCNORTHROP GRUMMAN CORP | 625 | $426,400 | 0.1% | NEW |
| 91 | CRMSALESFORCE INC | 2,280 | $425,608 | 0.1% | ADD 80% |
| 92 | IWDISHARES TR | 1,967 | $420,289 | 0.1% | HOLD |
| 93 | GSKGSK PLC | 7,465 | $415,559 | 0.1% | NEW |
| 94 | IBMINTERNATIONAL BUSINESS MACHS | 1,711 | $414,729 | 0.1% | NEW |
| 95 | PGPROCTER AND GAMBLE CO | 2,822 | $407,610 | 0.1% | ADD 706% |
| 96 | PMPHILIP MORRIS INTL INC | 2,419 | $403,513 | 0.1% | NEW |
| 97 | VRTXVERTEX PHARMACEUTICALS INC | 869 | $388,043 | 0.1% | ADD 28% |
| 98 | BLKBLACKROCK INC | 401 | $385,646 | 0.1% | ADD 83% |
| 99 | COPCONOCOPHILLIPS | 2,883 | $380,556 | 0.1% | NEW |
| 100 | IWFISHARES TR | 889 | $379,070 | 0.1% | HOLD |
| 101 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 4,060 | $368,120 | 0.1% | NEW |
| 102 | QUALISHARES TR | 1,909 | $366,165 | 0.1% | HOLD |
| 103 | TMOTHERMO FISHER SCIENTIFIC INC | 743 | $365,617 | 0.1% | ADD 25% |
| 104 | APHAMPHENOL CORP | 2,848 | $360,557 | 0.1% | NEW |
| 105 | KOCOCA COLA CO | 4,618 | $353,646 | 0.0% | ADD 668% |
| 106 | IWNISHARES TR | 1,819 | $344,864 | 0.0% | HOLD |
| 107 | DHRDANAHER CORP DEL | 1,795 | $341,050 | 0.0% | ADD 35% |
| 108 | UNHUNITEDHEALTH GROUP INC | 1,243 | $336,343 | 0.0% | ADD 174% |
| 109 | CRWDCROWDSTRIKE HLDGS INC | 851 | $332,239 | 0.0% | TRIM −6% |
| 110 | LOWLOWES COS INC | 1,402 | $331,265 | 0.0% | NEW |
| 111 | GEVGE VERNOVA INC | 379 | $331,019 | 0.0% | NEW |
| 112 | SUNBSUNBELT RENTALS HOLDINGS INC | 4,992 | $324,929 | 0.0% | NEW |
| 113 | NEENEXTERA ENERGY INC | 3,495 | $324,616 | 0.0% | NEW |
| 114 | EFVISHARES TR | 4,334 | $322,233 | 0.0% | HOLD |
| 115 | MCDMCDONALDS CORP | 1,010 | $313,898 | 0.0% | NEW |
| 116 | NOWSERVICENOW INC | 2,980 | $311,559 | 0.0% | ADD 8% |
| 117 | PGRPROGRESSIVE CORP | 1,548 | $306,876 | 0.0% | NEW |
| 118 | LMTLOCKHEED MARTIN CORP | 493 | $297,964 | 0.0% | NEW |
| 119 | ADBEADOBE INC | 1,219 | $296,315 | 0.0% | ADD 33% |
| 120 | TRGPTARGA RES CORP | 1,180 | $295,861 | 0.0% | NEW |
| 121 | UNPUNION PAC CORP | 1,216 | $295,026 | 0.0% | NEW |
| 122 | BBEUJ P MORGAN EXCHANGE TRADED F BETABUILDERS EUR | 4,053 | $293,478 | 0.0% | HOLD |
| 123 | UBERUBER TECHNOLOGIES INC | 4,050 | $291,317 | 0.0% | ADD 295% |
| 124 | ABTABBOTT LABS | 2,818 | $289,324 | 0.0% | ADD 381% |
| 125 | SCHWSCHWAB CHARLES CORP | 3,074 | $288,895 | 0.0% | NEW |
| 126 | CMECME GROUP INC | 977 | $288,557 | 0.0% | NEW |
| 127 | CWCURTISS WRIGHT CORP | 423 | $288,215 | 0.0% | NEW |
| 128 | ACNACCENTURE PLC IRELAND | 1,443 | $286,132 | 0.0% | ADD 625% |
| 129 | HLNHALEON PLC | 28,464 | $284,925 | 0.0% | NEW |
| 130 | QCOMQUALCOMM INC | 2,192 | $282,286 | 0.0% | NEW |
| 131 | NEMNEWMONT CORP | 2,467 | $278,235 | 0.0% | NEW |
| 132 | NVSNOVARTIS AG | 1,819 | $277,852 | 0.0% | NEW |
| 133 | GILDGILEAD SCIENCES INC | 1,979 | $275,813 | 0.0% | NEW |
| 134 | INTCINTEL CORP | 6,198 | $273,518 | 0.0% | NEW |
| 135 | CIENCIENA CORP | 700 | $271,761 | 0.0% | NEW |
| 136 | PEPPEPSICO INC | 1,719 | $266,944 | 0.0% | ADD 24% |
| 137 | CMICUMMINS INC | 495 | $266,320 | 0.0% | NEW |
| 138 | ALCALCON AG | 3,520 | $265,232 | 0.0% | NEW |
| 139 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 762 | $258,233 | 0.0% | HOLD |
| 140 | ORLYOREILLY AUTOMOTIVE INC | 2,790 | $257,545 | 0.0% | NEW |
| 141 | FIXCOMFORT SYS USA INC | 184 | $253,734 | 0.0% | NEW |
| 142 | AXPAMERICAN EXPRESS CO | 833 | $251,966 | 0.0% | NEW |
| 143 | ULUNILEVER PLC | 4,354 | $250,463 | 0.0% | NEW |
| 144 | VZVERIZON COMMUNICATIONS INC | 4,987 | $250,347 | 0.0% | NEW |
| 145 | HUBBHUBBELL INC | 508 | $249,296 | 0.0% | NEW |
| 146 | SHWSHERWIN WILLIAMS CO | 777 | $249,067 | 0.0% | NEW |
| 147 | TSPAT. Rowe Price US Equity Research ETF | 6,089 | $249,040 | 0.0% | HOLD |
| 148 | LNGCheniere Energy, Inc | 869 | $246,587 | 0.0% | TRIM −21% |
| 149 | MCKMCKESSON CORP | 284 | $245,995 | 0.0% | NEW |
| 150 | PHMPULTE GROUP INC | 2,070 | $243,991 | 0.0% | TRIM −29% |
| 151 | CCITIGROUP INC | 2,151 | $243,945 | 0.0% | ADD 13% |
| 152 | DEDEERE & CO | 429 | $242,351 | 0.0% | NEW |
| 153 | BKNGBOOKING HOLDINGS INC | 57 | $239,988 | 0.0% | NEW |
| 154 | AZOAUTOZONE INC | 71 | $239,822 | 0.0% | NEW |
| 155 | BMYBRISTOL-MYERS SQUIBB CO | 3,915 | $237,445 | 0.0% | NEW |
| 156 | BXBLACKSTONE INC | 2,063 | $237,224 | 0.0% | TRIM −10% |
| 157 | BWABORGWARNER INC | 4,360 | $236,574 | 0.0% | NEW |
| 158 | URIUNITED RENTALS INC | 322 | $234,596 | 0.0% | NEW |
| 159 | BBJPJ P MORGAN EXCHANGE TRADED F | 3,400 | $234,294 | 0.0% | TRIM −67% |
| 160 | PLDPROLOGIS INC. | 1,764 | $233,166 | 0.0% | NEW |
| 161 | ICFIShares Cohen & Steers REIT ETF | 3,712 | $229,736 | 0.0% | HOLD |
| 162 | JBLJabil Circuit, Inc. | 860 | $228,442 | 0.0% | NEW |
| 163 | FNFABRINET | 438 | $228,426 | 0.0% | NEW |
| 164 | HONHONEYWELL INTL INC | 1,010 | $228,290 | 0.0% | ADD 142% |
| 165 | PEGPUBLIC SVC ENTERPRISE GROUP | 2,820 | $228,279 | 0.0% | TRIM −31% |
| 166 | SLBSCHLUMBERGER LTD | 4,323 | $223,434 | 0.0% | NEW |
| 167 | ICEINTERCONTINENTAL EXCHANGE IN | 1,397 | $219,720 | 0.0% | ADD 4% |
| 168 | MDTMEDTRONIC PLC | 2,498 | $218,225 | 0.0% | NEW |
| 169 | COHRCOHERENT CORP | 895 | $213,198 | 0.0% | NEW |
| 170 | DISDISNEY WALT CO | 2,162 | $208,374 | 0.0% | ADD 231% |
| 171 | JCIJOHNSON CONTROLS INTERNATION | 1,581 | $207,664 | 0.0% | NEW |
| 172 | SPOTSPOTIFY TECHNOLOGY S A | 426 | $206,572 | 0.0% | NEW |
| 173 | HSBCHSBC HLDGS PLC | 2,390 | $202,529 | 0.0% | NEW |
| 174 | AIGAMERICAN INTL GROUP INC | 2,689 | $202,347 | 0.0% | NEW |
| 175 | ARWRARROWHEAD PHARMACEUTICALS IN | 3,215 | $201,581 | 0.0% | NEW |
| 176 | SANBANCO SANTANDER S.A. | 12,455 | $140,492 | 0.0% | NEW |
| 177 | MFGMIZUHO FINANCIAL GROUP INC | 10,490 | $83,291 | 0.0% | NEW |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| SPHQINVESCO EXCHANGE TRADED FD T | — | — | — | — | 774K | 957K | $72M |
| VTEBVANGUARD MUN BD FDS | — | — | — | — | — | 1.4M | $71M |
| SPYSTATE STR SPDR S&P 500 ETF T | — | — | — | — | 104K | 104K | $68M |
| QLTYGMO ETF TRUST | — | — | — | — | 951K | 1.7M | $63M |
| QQQINVESCO QQQ TR | — | — | — | — | 97K | 97K | $56M |
| VOOVANGUARD INDEX FDS | — | — | — | — | — | 69K | $41M |
| GOOGLALPHABET INC | — | — | — | — | 120K | 127K | $37M |
| RTXRTX CORPORATION | — | — | — | — | 175K | 176K | $34M |
| MSFTMICROSOFT CORP | — | — | — | — | 70K | 79K | $29M |
| IVWISHARES TR | — | — | — | — | 247K | 247K | $28M |
| VVISA INC | — | — | — | — | 89K | 88K | $26M |
| GLDMWORLD GOLD TR | — | — | — | — | 240K | 240K | $22M |
| IVEISHARES TR | — | — | — | — | 73K | 73K | $15M |
| BRK.BBERKSHIRE HATHAWAY INC DEL | — | — | — | — | 30K | 32K | $15M |
| IEMGISHARES INC | — | — | — | — | 4K | 130K | $9M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
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