Q4 2024 Holdings
Filed 2026-01-22 | 408 holdings | $217.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eaton Corp PLC F(ETN) | ETN | G29183103 | $4.2M | 12,615 | 1.9% |
| Berkshire Hathaway Class B(BRK/B) | BRKB | 084670702 | $5.7M | 12,509 | 2.6% |
| Alphabet Inc Class C(GOOG) | GOOG | 02079K107 | $6.1M | 31,859 | 2.8% |
| JPMorgan Chase & Co(JPM) | JPM | 46625H100 | $7.7M | 32,159 | 3.5% |
| Nvidia Corp(NVDA) | NVDA | 67066G104 | $10.2M | 75,993 | 4.7% |
| Alphabet Inc Class A(GOOGL) | GOOGL | 02079K305 | $11.2M | 59,008 | 5.1% |
| Microsoft Corp(MSFT) | MSFT | 594918104 | $20.5M | 48,530 | 9.4% |
| Apple Inc(AAPL) | AAPL | 037833100 | $22.7M | 90,459 | 10.4% |