Q1 2023 Holdings
Filed 2023-04-24 | 56 holdings | $81.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bristol-Myers Squibb(BMY) | COM | 110122108 | $2.7M | 39,578 | 3.4% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $3.0M | 9,810 | 3.7% |
| Spdr S&P 500 ETF(SPY) | ETF - EQUITY | 78462F103 | $3.7M | 9,022 | 4.5% |
| Alphabet Inc. Class C(GOOG) | COM | 02079K107 | $4.9M | 46,895 | 6.0% |
| Apple Inc(AAPL) | COM | 037833100 | $6.3M | 38,309 | 7.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.9M | 34,499 | 12.2% |