Fairview Capital Investment Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Fairview Capital Investment Management, LLC reported 159 stock positions worth $1.9 billion. Its top holding was LPL Financial (LPLA) at 8.2% of the portfolio, followed by Cheniere Energy (LNG, 7.3%) and Berkshire Hathaway Class B (BRK.B, 5.0%). Compared with Q4 2024, it opened 6 new positions, sold out of 9, added to 48 and reduced 65. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +0%) and the biggest sale Blackstone (BX, shares −4%).

Most Recent 13F
Q2 2026
Location
Greenbrae, CA
CIK
0001056549
Portfolio Value
$1.9B (Q1 2025)
SEC Filing
0000935836-25-000341 ↗ filed May 15, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.8B Q1 2024 Q2 2024: $1.8B Q2 2024 Q3 2024: $1.8B Q3 2024 Q4 2024: $1.9B Q4 2024 Q1 2025: $1.9B $1.9B Q1 2025 Q2 2025: $1.9B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $1.9B Q4 2025 Q1 2026: $1.8B Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 159 stocks · $1.9B

LPLA LPL Financial Holdings Inc. 8.15% 469,958 $153.7M Reduce -1.7%
LNG Cheniere Energy Inc. 7.33% 597,130 $138.2M Reduce -1.4%
BRK.B Berkshire Hathaway Inc. Class B 5.04% 178,656 $95.1M Add +0.4%
BX Blackstone Inc. 4.82% 650,913 $91.0M Reduce -3.9%
GOOG Alphabet Inc. Class C 4.63% 558,427 $87.2M Reduce -2.2%
TKO Tko Group Holdings Inc. 4.13% 510,328 $78.0M Reduce -0.5%
FWONK Liberty Media Corp. Class C 3.64% 763,170 $68.7M Reduce -0.9%
MSFT Microsoft Corp. 3.28% 164,941 $61.9M Add +0.7%
WMG Warner Music Group Corp. Class A 3.17% 1,908,502 $59.8M Add +3.1%
VRRM Verra Mobility Corp. 2.82% 2,365,640 $53.3M Add +4.5%
WMT Walmart Inc. 2.80% 601,293 $52.8M Reduce -1.1%
LH Labcorp Holdings Inc. 2.78% 225,678 $52.5M Reduce -0.1%
AMT American Tower Corp. 2.46% 213,368 $46.4M Add +0.5%
CRM Salesforce Inc. 2.38% 167,304 $44.9M Add +1.6%
ADBE Adobe Inc. 2.33% 114,801 $44.0M Add +10.9%
UPS United Parcel Service Class B 2.20% 378,082 $41.6M Add +4.0%
AMZN Amazon.com Inc. 2.10% 208,218 $39.6M Add +4.8%
JPST JPMorgan Ultra-Short Income 1.86% 693,541 $35.1M Reduce -3.4%
JNJ Johnson & Johnson 1.71% 194,824 $32.3M Reduce -4.8%
AAPL Apple Inc. 1.66% 141,369 $31.4M Reduce -1.3%
EXPE Expedia Group Inc. 1.59% 178,912 $30.1M Reduce -4.2%
AGG iShares Core U.S. Aggregate 1.54% 293,823 $29.1M Add +6.2%
CTAS Cintas Corp. 1.45% 132,844 $27.3M Reduce -2.1%
CQP Cheniere Energy Partners LP 1.37% 391,760 $25.9M Reduce -3.8%
LINE Lineage Inc. 1.34% 432,207 $25.3M Add +115.1%
COLD Americold Realty Trust Inc. 1.22% 1,074,773 $23.1M Add +8.9%
KMX Carmax Inc. 1.22% 295,897 $23.1M Reduce -3.3%
EBAY eBay Inc. 1.19% 330,619 $22.4M Reduce -49.8%
OKE Oneok Inc. 1.13% 215,509 $21.4M Reduce -1.8%
VEA Vanguard Ftse Developed ETF 0.90% 333,768 $17.0M Add +2.3%
CCI Crown Castle Inc. 0.73% 132,186 $13.8M Add +9.3%
VCSH Vanguard S/T Corp. Bond ETF 0.73% 173,957 $13.7M Add +10.1%
SBAC SBA Communications Corp. 0.65% 56,056 $12.3M Reduce -0.5%
VTI VG Morningstar TS MKT ETF-US 0.63% 43,100 $11.8M Reduce -2.4%
VWO Vanguard Ftse Emerging Marke 0.58% 242,999 $11.0M Add +2.2%
VWOB Vanguard Emerg MKTS Gov BND 0.58% 169,282 $10.9M Reduce -1.0%
BUD Anheuser-Busch Inbev-SPN ADR 0.57% 174,814 $10.8M Add +5.4%
EMLP First Trust North American E 0.55% 277,010 $10.4M Reduce -9.2%
SYY Sysco Corp. 0.52% 130,719 $9.8M Reduce -18.0%
IAU iShares Gold Trust 0.48% 153,235 $9.0M Add +9.3%
SPSB SS SPDR P St C Corp. ETF 0.48% 299,494 $9.0M Add +1.3%
BND Vanguard Total Bond Market 0.47% 121,030 $8.9M Add +8.1%
SHYG iShares 0-5 YR HY Corp. Bond 0.42% 187,987 $8.0M Reduce -2.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.37% 134,090 $7.0M Reduce -1.8%
FLOT iShares Floating Rate Bond E 0.37% 134,990 $6.9M Add +26.6%
GLD SPDR Gold Shares 0.36% 23,702 $6.8M Add +0.1%
VNQ Vanguard Real Estate ETF 0.36% 74,375 $6.7M Add +0.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.35% 133,800 $6.6M Reduce -2.0%
VNQI Vanguard GLBL Ex-US Real Est 0.33% 152,986 $6.2M Reduce -2.0%
PDBC Invesco Optimum Yield Divers 0.33% 454,038 $6.2M Add +1.2%
TIP iShares Tips Bond ETF 0.33% 55,382 $6.2M Add +11.7%
ICSH iShares Ultra Short Duration 0.31% 116,788 $5.9M Reduce -0.3%
EMB iShares JP Morgan Usd Emergi 0.30% 61,435 $5.6M Add +2.3%
MA Mastercard Inc. Class A 0.29% 10,086 $5.5M Reduce -2.3%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.27% 47,337 $5.1M Add +3.0%
IEMG iShares Core MSCI Emerging 0.27% 94,434 $5.1M Reduce -0.4%
IEFA iShares Core MSCI Eafe ETF 0.24% 60,271 $4.6M Reduce -4.7%
SUB iShares Short-Term National 0.23% 41,875 $4.4M No change
ITOT iShares Core S&P Total U.S. 0.22% 34,050 $4.2M Reduce -31.9%
TFX Teleflex Inc. 0.21% 29,261 $4.0M Reduce -29.8%
SLQD iShares 0-5 YR Inv GRD Corp. 0.21% 80,276 $4.0M Reduce -2.3%
LAMR Lamar Advertising Co. Class A 0.21% 34,985 $4.0M No change
VTIP Vanguard Short-Term Tips 0.21% 78,989 $3.9M Add +21.4%
PG The Procter & Gamble Co. 0.21% 23,006 $3.9M Reduce -3.9%
SJNK SS SPDR BB St Hi Yield ETF 0.20% 152,544 $3.8M Reduce -2.3%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.19% 71,975 $3.7M Reduce -0.9%
CVX Chevron Corp. 0.18% 20,475 $3.4M No change
GOOGL Alphabet Inc. Class A 0.17% 20,423 $3.2M Reduce -1.7%
STIP iShares 0-5 Year Tips Bond E 0.15% 26,796 $2.8M Add +11.6%
NTRS Northern Trust Corp. 0.13% 24,348 $2.4M Reduce -16.2%
SCHH Schwab US REIT ETF 0.12% 107,315 $2.3M Reduce -1.5%
QQQ Invesco QQQ Trust Series 1 0.12% 4,768 $2.2M Reduce -2.0%
COMT iShares Gsci Commodity Dynam 0.12% 83,672 $2.2M Reduce -0.8%
COR Cencora Inc. 0.11% 7,695 $2.1M Reduce -4.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 3,636 $2.0M Reduce -19.1%
HAUZ Xtrackers Intl Real Estate 0.09% 87,775 $1.8M Add +19.9%
XOM Exxon Mobil Corp. 0.09% 14,942 $1.8M Reduce -0.1%
CMF iShares California Muni Bond 0.09% 29,295 $1.6M No change
JPM JPMorgan Chase & Co. 0.08% 6,059 $1.5M Reduce -0.1%
IGOV iShares International Treasu 0.08% 36,860 $1.5M Add +10.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 4,974 $1.3M Add +20.5%
SCHD Schwab US DVD Equity ETF 0.07% 45,062 $1.3M Add +18.2%
MUB iShares National Muni Bond E 0.07% 11,750 $1.2M Add +13.8%
SCHP Schwab U.S. Tips ETF 0.06% 45,465 $1.2M Add +4.8%
CAT Caterpillar Inc. 0.06% 3,660 $1.2M Add +12.3%
COST Costco Wholesale Corp. 0.06% 1,225 $1.2M Add +46.5%
VB Vanguard Most SM-Cap ETF-Usd 0.06% 5,161 $1.1M Add +32.5%
NVO Novo-Nordisk A/S-Spons ADR 0.06% 16,070 $1.1M No change
VOO Vanguard S&P 500 ETF 0.06% 2,023 $1.0M Add +144.0%
SCHF Schwab Intl Equity ETF 0.05% 51,668 $1.0M Reduce -1.1%
ABBV Abbvie Inc. 0.05% 4,534 $950K Reduce -4.1%
VIGI Vanguard Int Div App Indx FD 0.05% 11,099 $921K Reduce -4.3%
VCIT Vanguard Int-Term Corporate 0.05% 11,094 $907K New
CIBR First Trust Nasdaq Cybersecu 0.04% 13,100 $825K No change
SUSB iShares ESG Aware 1-5 Year U 0.04% 32,600 $815K Add +0.3%
VGT Vanguard Info Tech ETF 0.04% 1,483 $804K Add +1.4%
BRK.A Berkshire Hathaway Inc. Class A 0.04% 1 $798K No change
BWX SS SPDR BB Intl Treasury BD 0.04% 36,191 $791K Add +0.3%
V Visa Inc. Class A 0.04% 2,255 $790K No change
ADP Automatic Data Processing 0.04% 2,507 $766K No change
VIG Vanguard Dividend Apprec ETF 0.04% 3,940 $764K Reduce -0.2%
ILCG iShares Morningstar Growth E 0.04% 9,093 $736K No change
NVDA Nvidia Corp. 0.04% 6,645 $720K Reduce -31.8%
AVGO Broadcom Inc. 0.04% 4,110 $688K No change
NYF iShares New York Muni Bond E 0.04% 12,550 $661K Add +48.5%
ABT Abbott Laboratories 0.03% 4,805 $637K No change
EVRG Evergy Inc. 0.03% 9,000 $621K No change
INTC Intel Corp. 0.03% 26,664 $606K Reduce -9.2%
TFLO iShares Treasury Floating Ra 0.03% 11,625 $589K No change
VGIT Vanguard Intermediate-Term T 0.03% 9,176 $545K Add +61.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 2,174 $541K Reduce -13.0%
PEP Pepsico Inc. 0.03% 3,526 $529K No change
WFC Wells Fargo & Co. 0.03% 7,355 $528K Reduce -3.9%
FBTC Fidelity Wise Origin Bitcoin 0.03% 6,950 $500K No change
IBIT iShares Bitcoin Trust ETF 0.03% 10,225 $479K No change
UNP Union Pacific Corp. 0.03% 2,024 $478K No change
RWX State Street SPDR Dow Jones 0.03% 19,245 $471K Reduce -15.8%
BDX Becton Dickinson and Co. 0.02% 2,028 $465K Reduce -5.4%
IVV iShares Core S&P 500 ETF 0.02% 824 $463K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 5,834 $460K No change
UNH Unitedhealth Group Inc. 0.02% 856 $448K No change
DGRW Wisdomtree U.S. Quality Divi 0.02% 5,565 $444K Reduce -0.5%
USMV iShares MSCI USA Min Vol Fac 0.02% 4,725 $443K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 1,166 $432K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 2,272 $392K Add +9.7%
MBI Mbia Inc. 0.02% 77,000 $383K New
META Meta Platforms Inc. Class A 0.02% 650 $375K No change
BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP 0.02% 5,250 $362K No change
DVY iShares Select Dividend ETF 0.02% 2,664 $358K Reduce -23.4%
IJR iShares Core S&P Small-Cap E 0.02% 3,254 $340K No change
LLY Eli Lilly & Co. 0.02% 406 $335K Reduce -9.8%
GRNB Vaneck Green Bond ETF 0.02% 13,850 $333K Add +0.4%
SUSA iShares ESG Optimized MSCI U 0.02% 2,870 $330K No change
MATX Matson Inc. 0.02% 2,560 $328K No change
SCHB Schwab US Broad Market ETF 0.02% 15,009 $323K Reduce -7.0%
EAGG iShares ESG Aware US Aggrega 0.02% 6,775 $322K Add +0.7%
IWM iShares Russell 2000 ETF 0.02% 1,603 $320K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 7,193 $300K New
BLK BlackRock Inc. 0.02% 311 $294K No change
NUHY Nuveen ESG Hi YLD Corp. BND 0.02% 13,725 $291K Add +3.0%
MRK Merck & Co. Inc. 0.02% 3,164 $284K No change
IVE iShares S&P 500 Value ETF 0.01% 1,428 $272K Reduce -0.9%
TSLA Tesla Inc. 0.01% 1,044 $271K Reduce -0.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.01% 3,207 $269K Reduce -3.0%
VSGX Vanguard ESG Intl Stock ETF 0.01% 4,450 $262K No change
SPBO SS SPDR P Corp. Bond ETF 0.01% 8,825 $256K No change
SCHZ Schwab US Aggregate Bond ETF 0.01% 11,000 $255K No change
XLK SS Technology Select Sector 0.01% 1,220 $252K No change
ESGV Vanguard ESG US Stock ETF 0.01% 2,550 $250K No change
CMCSA Comcast Corp. Class A 0.01% 6,528 $241K No change
ESML iShares ESG Aware MSCI USA S 0.01% 6,100 $234K No change
KKR KKR & Co. Inc. 0.01% 2,001 $231K Reduce -1.2%
XLG Invesco S&P 500 Top 50 ETF 0.01% 5,000 $230K No change
IVW iShares S&P 500 Growth ETF 0.01% 2,431 $226K Reduce -1.0%
SYK Stryker Corp. 0.01% 600 $223K No change
XLI SS Industrial Select Sector 0.01% 1,687 $221K No change
APO Apollo Global Management Inc. 0.01% 1,531 $210K Reduce -1.6%
CSCO Cisco Systems Inc. 0.01% 3,362 $207K New
ET Energy Transfer LP 0.01% 10,026 $186K New

Portfolio Sells Q4 2024 → Q1 2025

BX Blackstone Inc. Reduce -3.9% 4.82% −1.23
GOOG Alphabet Inc. Class C Reduce -2.2% 4.63% −1.01
EBAY eBay Inc. Reduce -49.8% 1.19% −0.93
EXPE Expedia Group Inc. Reduce -4.2% 1.59% −0.21
AAPL Apple Inc. Reduce -1.3% 1.66% −0.20
TFX Teleflex Inc. Reduce -29.8% 0.21% −0.17
ITOT iShares Core S&P Total U.S. Reduce -31.9% 0.22% −0.11
SYY Sysco Corp. Reduce -18.0% 0.52% −0.11
VCEB Vanguard ESG US Corp. Bond Sold out 0.00% −0.08
KMX Carmax Inc. Reduce -3.3% 1.22% −0.07
FWONK Liberty Media Corp. Class C Reduce -0.9% 3.64% −0.06
WMT Walmart Inc. Reduce -1.1% 2.80% −0.05
ZBH Zimmer Biomet Holdings Inc. Sold out 0.00% −0.04
GOOGL Alphabet Inc. Class A Reduce -1.7% 0.17% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -2.4% 0.63% −0.04
NVDA Nvidia Corp. Reduce -31.8% 0.04% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -19.1% 0.11% −0.03
NTRS Northern Trust Corp. Reduce -16.2% 0.13% −0.03
HD Home Depot Inc. Sold out 0.00% −0.02
JPST JPMorgan Ultra-Short Income Reduce -3.4% 1.86% −0.01
EMLP First Trust North American E Reduce -9.2% 0.55% −0.01
VUSB Vanguard Ultra Short Bond Et Sold out 0.00% −0.01
ETN Eaton Corp. PLC Sold out 0.00% −0.01
SW Smurfit Westrock PLC Sold out 0.00% −0.01
PPG PPG Industries Inc. Sold out 0.00% −0.01
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -2.0% 0.12% −0.01
SCTXX Schwab Amt Tax FR MNY-Ultra Sold out 0.00% −0.01
OKE Oneok Inc. Reduce -1.8% 1.13% −0.01
TSLA Tesla Inc. Reduce -0.9% 0.01% −0.01
DVY iShares Select Dividend ETF Reduce -23.4% 0.02% −0.00
SHYG iShares 0-5 YR HY Corp. Bond Reduce -2.8% 0.42% −0.00
KKR KKR & Co. Inc. Reduce -1.2% 0.01% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Reduce -2.0% 0.35% −0.00
RWX State Street SPDR Dow Jones Reduce -15.8% 0.03% −0.00
APO Apollo Global Management Inc. Reduce -1.6% 0.01% −0.00
SCHB Schwab US Broad Market ETF Reduce -7.0% 0.02% −0.00
IVW iShares S&P 500 Growth ETF Reduce -1.0% 0.01% −0.00
SJNK SS SPDR BB St Hi Yield ETF Reduce -2.3% 0.20% −0.00
BDX Becton Dickinson and Co. Reduce -5.4% 0.02% −0.00
LLY Eli Lilly & Co. Reduce -9.8% 0.02% −0.00
PG The Procter & Gamble Co. Reduce -3.9% 0.21% −0.00
WFC Wells Fargo & Co. Reduce -3.9% 0.03% +0.00
DGRW Wisdomtree U.S. Quality Divi Reduce -0.5% 0.02% +0.00
IBM Intl Business Machines Corp. Reduce -13.0% 0.03% +0.00
IVE iShares S&P 500 Value ETF Reduce -0.9% 0.01% +0.00
VIG Vanguard Dividend Apprec ETF Reduce -0.2% 0.04% +0.00
VIGI Vanguard Int Div App Indx FD Reduce -4.3% 0.05% +0.00
BNY Bank of New York Mellon Corp. Reduce -3.0% 0.01% +0.00
INTC Intel Corp. Reduce -9.2% 0.03% +0.00

Portfolio Buys Q4 2024 → Q1 2025

BRK.B Berkshire Hathaway Inc. Class B Add +0.4% 5.04% +0.86
LINE Lineage Inc. Add +115.1% 1.34% +0.73
AMT American Tower Corp. Add +0.5% 2.46% +0.44
WMG Warner Music Group Corp. Class A Add +3.1% 3.17% +0.20
CCI Crown Castle Inc. Add +9.3% 0.73% +0.16
AGG iShares Core U.S. Aggregate Add +6.2% 1.54% +0.15
BUD Anheuser-Busch Inbev-SPN ADR Add +5.4% 0.57% +0.14
COLD Americold Realty Trust Inc. Add +8.9% 1.22% +0.13
IAU iShares Gold Trust Add +9.3% 0.48% +0.12
VEA Vanguard Ftse Developed ETF Add +2.3% 0.90% +0.09
VCSH Vanguard S/T Corp. Bond ETF Add +10.1% 0.73% +0.09
FLOT iShares Floating Rate Bond E Add +26.6% 0.37% +0.08
GLD SPDR Gold Shares Add +0.1% 0.36% +0.06
BND Vanguard Total Bond Market Add +8.1% 0.47% +0.05
TIP iShares Tips Bond ETF Add +11.7% 0.33% +0.05
VCIT Vanguard Int-Term Corporate New 0.05% +0.05
VTIP Vanguard Short-Term Tips Add +21.4% 0.21% +0.05
VWO Vanguard Ftse Emerging Marke Add +2.2% 0.58% +0.04
VOO Vanguard S&P 500 ETF Add +144.0% 0.06% +0.03
PDBC Invesco Optimum Yield Divers Add +1.2% 0.33% +0.03
IVV iShares Core S&P 500 ETF New 0.02% +0.02
COST Costco Wholesale Corp. Add +46.5% 0.06% +0.02
STIP iShares 0-5 Year Tips Bond E Add +11.6% 0.15% +0.02
MBI Mbia Inc. New 0.02% +0.02
SPSB SS SPDR P St C Corp. ETF Add +1.3% 0.48% +0.02
HAUZ Xtrackers Intl Real Estate Add +19.9% 0.09% +0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +3.0% 0.27% +0.02
EMB iShares JP Morgan Usd Emergi Add +2.3% 0.30% +0.02
BAC Bank of America Corp. New 0.02% +0.02
VNQ Vanguard Real Estate ETF Add +0.0% 0.36% +0.01
SCHD Schwab US DVD Equity ETF Add +18.2% 0.07% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +32.5% 0.06% +0.01
VGIT Vanguard Intermediate-Term T Add +61.1% 0.03% +0.01
NYF iShares New York Muni Bond E Add +48.5% 0.04% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +20.5% 0.07% +0.01
CSCO Cisco Systems Inc. New 0.01% +0.01
IGOV iShares International Treasu Add +10.9% 0.08% +0.01
ET Energy Transfer LP New 0.01% +0.01
MUB iShares National Muni Bond E Add +13.8% 0.07% +0.01
SCHP Schwab U.S. Tips ETF Add +4.8% 0.06% +0.01
CAT Caterpillar Inc. Add +12.3% 0.06% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +9.7% 0.02% +0.00
BWX SS SPDR BB Intl Treasury BD Add +0.3% 0.04% +0.00
SUSB iShares ESG Aware 1-5 Year U Add +0.3% 0.04% +0.00
EAGG iShares ESG Aware US Aggrega Add +0.7% 0.02% +0.00
NUHY Nuveen ESG Hi YLD Corp. BND Add +3.0% 0.02% +0.00
GRNB Vaneck Green Bond ETF Add +0.4% 0.02% +0.00
VGT Vanguard Info Tech ETF Add +1.4% 0.04% −0.00
VRRM Verra Mobility Corp. Add +4.5% 2.82% −0.02
ADBE Adobe Inc. Add +10.9% 2.33% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 205$1.9BGOOG, LNG, LPLA, TKO, BRK.B
Q1 2026 190$1.8BLNG, GOOG, LPLA, TKO, BRK.B
Q4 2025 174$1.9BGOOG, LPLA, LNG, TKO, BX
Q3 2025 176$2.0BLPLA, LNG, GOOG, BX, TKO
Q2 2025 166$1.9BLPLA, LNG, GOOG, BX, TKO
Q1 2025 159$1.9BLPLA, LNG, BRK.B, BX, GOOG
Q4 2024 162$1.9BLPLA, LNG, BX, GOOG, BRK.B
Q3 2024 153$1.8BLPLA, BX, LNG, GOOG, BRK.B
Q2 2024 147$1.8BLPLA, GOOG, LNG, BX, BRK.B
Q1 2024 152$1.8BLPLA, LNG, BX, GOOG, BRK.B