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CIK 0001349353 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $54.8M | 12.0% | 190,573 SH | New |
| AMAZON COM INC | COM | $69.6M | 15.2%Prev: 18.6% | 334,201 SH | Decreased-73,254 SH |
| APPLE INC | COM | $18.2M | 4.0%Prev: 2.7% | 71,545 SH | Increased+20,931 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $718K | 0.2%Prev: 0.2% | 1 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $146.5M | 32.0%Prev: 40.4% | 305,787 SH | Decreased-9,401 SH |
| COSTCO WHOLESALE CORPORATION | COM | $37.2M | 8.1% | 37,339 SH | New |
| JOHNSON & JOHNSON | COM | $3.1M | 0.7% | 12,798 SH | New |
| META PLATFORMS INC | CL A | $40.2M | 8.8%Prev: 5.7% | 70,315 SH | Increased+28,846 SH |
| MICROSOFT CORP | COM | $50.8M | 11.1%Prev: 10.7% | 137,237 SH | Increased+18,913 SH |
| NVIDIA CORPORATION | COM | $9.3M | 2.0% | 53,300 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $27.9M | 6.1% | 82,433 SH | New |
| Q2 2026 |
| 13F-HR |
| 0000919574-26-005290 |
| $464.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001349353-25-000008 | $463.5M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003005 | $458.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001349353-25-000005 | $415.7M | View |