Q2 2022 Holdings
Filed 2022-07-27 | 11 holdings | $55.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $18.2K | 133,206 | 33.0% |
| Alphabet Inc(GOOG) | COM | 02079K107 | $13.4K | 6,162 | 24.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.6K | 33,600 | 15.6% |
| Berkshire Hathaway Inc(BRK/B) | COM | 084670702 | $3.5K | 12,805 | 6.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $3.4K | 30,049 | 6.1% |
| Bank of America Corp(BAC) | COM | 060505104 | $3.2K | 103,029 | 5.8% |
| Ford Motor Co(F) | COM | 345370860 | $1.4K | 130,073 | 2.6% |
| Blackstone Inc(BX) | COM | 09260D107 | $1.2K | 13,298 | 2.2% |
| Zoom(ZM) | COM | 98980L101 | $1.2K | 11,035 | 2.2% |
| Seacoast Banking Corp of Florida | COM | 811707306 | $496 | 15,000 | 0.9% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $491 | 24,004 | 0.9% |