Klingenstein Fields & Co. LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Klingenstein Fields & Co. LP reported 186 stock positions worth $2.7 billion. Its top holding was Broadcom (AVGO) at 6.7% of the portfolio, followed by Alphabet Class A (GOOGL, 5.1%) and Microsoft (MSFT, 4.3%). Compared with Q3 2025, it opened 7 new positions, sold out of 14, added to 29 and reduced 78. The biggest buy was Vanguard Russell 1000 Growth (VONG, shares +409%) and the biggest sale an exit from Brookfield (BN).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000859872
Portfolio Value
$2.7B (Q4 2025)
SEC Filing
0001398344-26-002952 ↗ filed Feb 13, 2026

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.4B Q1 2024 Q2 2024: $2.4B Q2 2024 Q3 2024: $2.5B Q3 2024 Q4 2024: $2.5B Q4 2024 Q1 2025: $2.4B Q1 2025 Q2 2025: $2.5B Q2 2025 Q3 2025: $2.6B Q3 2025 Q4 2025: $2.7B $2.7B Q4 2025 Q1 2026: $2.5B Q1 2026 Q2 2026: $2.9B Q2 2026

Holdings 186 stocks · $2.7B
AVGO Broadcom Inc. 6.71% 516,721 $178.8M Reduce -1.6%
GOOGL Alphabet Inc. Class A 5.10% 434,664 $136.0M Reduce -2.5%
MSFT Microsoft Corp. 4.29% 236,677 $114.5M Reduce -0.9%
LLY Eli Lilly & Co. 4.18% 103,730 $111.5M Reduce -0.1%
AAPL Apple Inc. 3.71% 363,394 $98.8M Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 3.60% 191,013 $96.0M Reduce -0.7%
AMZN Amazon.com Inc. 3.16% 364,515 $84.1M Reduce -1.4%
PANW Palo Alto Networks Inc. 3.03% 437,975 $80.7M Reduce -1.5%
NVDA Nvidia Corp. 2.93% 418,903 $78.1M Reduce -1.7%
GS Goldman Sachs Group Inc. 2.61% 79,089 $69.5M Reduce -2.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.58% 604,676 $68.8M Reduce -0.0%
SPY SS SPDR S&P 500 ETF Trust-US 2.36% 92,187 $62.9M Add +3.3%
JPM JPMorgan Chase & Co. 2.35% 194,773 $62.8M Reduce -1.9%
PEP Pepsico Inc. 2.30% 426,852 $61.3M Reduce -0.1%
UNP Union Pacific Corp. 2.30% 264,659 $61.2M Reduce -0.1%
GOOG Alphabet Inc. Class C 2.22% 188,762 $59.2M Reduce -0.1%
RTX RTX Corp. 2.19% 318,260 $58.4M Reduce -1.2%
JNJ Johnson & Johnson 1.75% 225,680 $46.7M Reduce -0.6%
ISRG Intuitive Surgical Inc. 1.70% 79,950 $45.3M Reduce -1.4%
COST Costco Wholesale Corp. 1.63% 50,467 $43.5M Reduce -1.1%
TMO Thermo Fisher Scientific Inc. 1.58% 72,766 $42.2M Reduce -0.6%
QQQ Invesco QQQ Trust Series 1 1.55% 67,352 $41.4M Reduce -0.8%
NXPI NXP Semiconductors NV 1.35% 165,773 $36.0M Reduce -0.4%
NFLX Netflix Inc. 1.26% 357,875 $33.6M Reduce -2.3%
CB Chubb Ltd. 1.21% 103,739 $32.4M Reduce -1.4%
HON Honeywell International Inc. 1.21% 165,451 $32.3M Reduce -0.1%
SCHA Schwab US Small-Cap ETF 1.18% 1,105,981 $31.5M Reduce -1.2%
PLD Prologis Inc. 1.13% 236,383 $30.2M Reduce -1.1%
VMC Vulcan Materials Co. 1.12% 104,342 $29.8M Reduce -1.1%
ETN Eaton Corp. PLC 1.07% 89,982 $28.7M Reduce -2.4%
SYK Stryker Corp. 0.98% 74,136 $26.1M Reduce -1.0%
MRK Merck & Co. Inc. 0.91% 229,918 $24.2M Reduce -1.0%
HD Home Depot Inc. 0.89% 68,779 $23.7M Add +0.5%
CL Colgate-Palmolive Co. 0.87% 294,933 $23.3M Reduce -2.1%
ZS Zscaler Inc. 0.76% 90,161 $20.3M Reduce -1.6%
MMM 3M Co. 0.72% 120,700 $19.3M No change
NOW ServiceNow Inc. 0.71% 123,089 $18.9M Reduce -1.5%
PYPL PayPal Holdings Inc. 0.70% 320,010 $18.7M Reduce -0.3%
SCHF Schwab Intl Equity ETF 0.66% 733,484 $17.6M Reduce -1.1%
SBUX Starbucks Corp. 0.65% 204,906 $17.3M Reduce -1.1%
SHEL Shell PLC-ADR 0.65% 234,652 $17.2M Reduce -0.7%
ROP Roper Technologies Inc. 0.64% 38,609 $17.2M Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.63% 24,436 $16.7M Add +10.6%
META Meta Platforms Inc. Class A 0.62% 24,866 $16.4M Reduce -0.8%
ACN Accenture PLC Class A 0.61% 60,984 $16.4M Reduce -3.1%
FTV Fortive Corp. 0.59% 284,330 $15.7M Reduce -1.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.55% 448,219 $14.7M Reduce -1.3%
MDLZ Mondelez International Inc. Class A 0.55% 270,852 $14.6M Reduce -0.3%
GE General Electric filed as GE AEROSPACE 0.54% 46,896 $14.4M Reduce -2.3%
ABT Abbott Laboratories 0.52% 111,415 $14.0M Reduce -0.7%
AXP American Express Co. 0.52% 37,375 $13.8M Reduce -0.7%
UITB Victoryshares Core Intermedi 0.49% 277,679 $13.1M Reduce -0.8%
DHR Danaher Corp. 0.48% 55,930 $12.8M Add +0.3%
YUM Yum! Brands Inc. 0.47% 83,287 $12.6M Reduce -2.9%
REGN Regeneron Pharmaceuticals 0.46% 15,935 $12.3M Reduce -0.9%
XOM Exxon Mobil Corp. 0.45% 98,900 $11.9M Reduce -0.6%
SO The Southern Co. 0.44% 133,951 $11.7M Reduce -1.7%
NEE Nextera Energy Inc. 0.43% 142,471 $11.4M Reduce -1.5%
NKE Nike Inc. Class B 0.42% 176,535 $11.2M Add +0.8%
SNPS Synopsys Inc. 0.36% 20,363 $9.6M Add +0.9%
VONG Vanguard Russell 1000 Growth 0.36% 78,371 $9.5M Add +408.7%
CVX Chevron Corp. 0.35% 62,100 $9.5M Reduce -0.2%
ADBE Adobe Inc. 0.35% 26,418 $9.2M Add +2.2%
AMP Ameriprise Financial Inc. 0.32% 17,396 $8.5M No change
NSC Norfolk Southern Corp. 0.32% 29,343 $8.5M Reduce -0.4%
XLK SS Technology Select Sector 0.31% 58,086 $8.4M Reduce -3.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.30% 51,963 $8.0M Add +0.0%
AMT American Tower Corp. 0.30% 45,400 $8.0M Reduce -66.4%
CRCL Circle Internet Group Inc. 0.28% 95,641 $7.6M New
ITW Illinois Tool Works 0.26% 28,118 $6.9M Reduce -7.1%
SCHX Schwab US Large-Cap ETF 0.25% 249,361 $6.7M Add +0.4%
IJR iShares Core S&P Small-Cap E 0.24% 53,872 $6.5M Add +104.3%
EFA iShares MSCI Eafe ETF 0.24% 66,726 $6.4M Add +84.2%
IWV iShares Russell 3000 ETF 0.22% 14,900 $5.8M Add +0.3%
VEA Vanguard Ftse Developed ETF 0.21% 89,933 $5.6M Add +95.7%
BRK.A Berkshire Hathaway Inc. Class A 0.20% 7 $5.3M No change
EAGL Eagle Capital Select Eqty 0.19% 156,584 $5.1M Add +1.7%
CMCSA Comcast Corp. Class A 0.18% 161,775 $4.8M Reduce -0.4%
PG The Procter & Gamble Co. 0.18% 33,663 $4.8M Reduce -0.0%
ABNB Airbnb Inc. Class A 0.18% 35,213 $4.8M Reduce -0.3%
GL Globe Life Inc. 0.17% 32,578 $4.6M No change
SCHB Schwab US Broad Market ETF 0.16% 167,361 $4.4M Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 13,103 $3.9M No change
PLTR Palantir Technologies Inc. Class A 0.13% 19,579 $3.5M Reduce -1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 52,023 $2.9M Reduce -3.7%
ALL Allstate Corp. 0.10% 13,203 $2.7M Reduce -1.0%
UPS United Parcel Service Class B 0.09% 23,626 $2.3M No change
LMT Lockheed Martin Corp. 0.09% 4,836 $2.3M Reduce -0.7%
SMH Vaneck Semiconductor ETF 0.09% 6,486 $2.3M No change
SOLV Solventum Corp. 0.09% 29,445 $2.3M Reduce -0.1%
KO The Coca-Cola Co. 0.08% 31,354 $2.2M Add +0.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.07% 15,852 $1.8M No change
SMMD iShares Russell 2500 ETF 0.06% 22,700 $1.7M No change
EUSA iShares MSCI USA Equal Weigh 0.06% 16,000 $1.7M No change
VOO Vanguard S&P 500 ETF 0.06% 2,599 $1.6M No change
IJS iShares S&P Small-Cap 600 Va 0.06% 13,758 $1.6M No change
PM Philip Morris International 0.06% 9,459 $1.5M No change
CAT Caterpillar Inc. 0.06% 2,626 $1.5M No change
ADP Automatic Data Processing 0.05% 4,873 $1.3M Add +0.1%
ABBV Abbvie Inc. 0.04% 5,075 $1.2M Reduce -2.1%
MCD McDonald's Corp. 0.04% 3,788 $1.2M Reduce -0.4%
GILD Gilead Sciences Inc. 0.04% 8,839 $1.1M No change
MA Mastercard Inc. Class A 0.04% 1,830 $1.0M No change
LOW Lowe's Cos Inc. 0.04% 4,003 $965K Add +0.0%
MO Altria Group Inc. 0.03% 15,365 $886K No change
WTM White Mountains Insurance GP 0.03% 380 $790K No change
TIP iShares Tips Bond ETF 0.03% 6,860 $754K Reduce -3.8%
GLD SPDR Gold Shares 0.03% 1,870 $741K No change
APH Amphenol Corp. Class A 0.03% 5,324 $719K No change
HEDG Equable Shares HDG Eqty ETF 0.03% 24,102 $707K New
UBS UBS Group AG-Reg 0.03% 14,930 $691K No change
IWD iShares Russell 1000 Value E 0.03% 3,286 $691K Add +0.4%
CSX CSX Corp. 0.02% 18,341 $665K No change
IWN iShares Russell 2000 Value E 0.02% 3,582 $649K No change
ITOT iShares Core S&P Total U.S. 0.02% 4,289 $638K Reduce -25.5%
FXB Invesco Currencyshares Briti 0.02% 4,800 $623K Add +20.0%
SDY SS SPDR S&P Dividend ETF 0.02% 4,115 $573K No change
OC Owens Corning 0.02% 5,000 $560K No change
TSLA Tesla Inc. 0.02% 1,160 $522K Reduce -2.2%
FDX FedEx Corp. 0.02% 1,765 $510K No change
NVO Novo-Nordisk A/S-Spons ADR 0.02% 9,820 $500K Reduce -1.0%
IWB iShares Russell 1000 ETF 0.02% 1,334 $498K No change
ICE Intercontinental Exchange Inc. 0.02% 2,974 $482K Reduce -11.4%
BIIB Biogen Inc. 0.02% 2,731 $481K No change
VWO Vanguard Ftse Emerging Marke 0.02% 8,603 $462K No change
WFC Wells Fargo & Co. 0.02% 4,900 $457K Add +0.0%
VRTX Vertex Pharmaceuticals Inc. 0.02% 1,005 $456K No change
IJH iShares Core S&P Midcap ETF 0.02% 6,868 $453K New
CWI State Street SPDR MSCI Acwi 0.02% 12,596 $452K Add +0.8%
IP International Paper Co. 0.02% 11,365 $448K No change
V Visa Inc. Class A 0.02% 1,276 $448K No change
LIN Linde PLC 0.02% 1,036 $442K Add +0.7%
RKLB Rocket Lab Corp. 0.02% 6,230 $435K No change
IWO iShares Russell 2000 Growth 0.02% 1,331 $430K No change
NVS Novartis AG-Sponsored ADR 0.02% 3,047 $420K No change
IWM iShares Russell 2000 ETF 0.01% 1,619 $399K No change
WMT Walmart Inc. 0.01% 3,567 $397K No change
SCHW Schwab (charles) Corp. 0.01% 3,895 $389K No change
QCOM Qualcomm Inc. 0.01% 2,237 $383K No change
CFG Citizens Financial Group 0.01% 6,402 $374K No change
AMGN Amgen Inc. 0.01% 1,142 $374K No change
GM General Motors Co. 0.01% 4,158 $338K No change
USRT iShares Core US REIT ETF 0.01% 5,867 $334K No change
BLK BlackRock Inc. 0.01% 312 $334K No change
CSCO Cisco Systems Inc. 0.01% 4,286 $330K Add +0.6%
LH Labcorp Holdings Inc. 0.01% 1,277 $320K No change
CEG Constellation Energy 0.01% 899 $318K No change
QUAL iShares MSCI USA Quality Fac 0.01% 1,553 $308K No change
VXUS Vanguard Total Intl Stock 0.01% 4,085 $308K No change
EXEL Exelixis Inc. 0.01% 7,000 $307K No change
CFLT Confluent Inc. Class A 0.01% 9,938 $301K New
CVS CVS Health Corp. 0.01% 3,755 $298K No change
IQV Iqvia Holdings Inc. 0.01% 1,321 $298K No change
CRM Salesforce Inc. 0.01% 1,124 $298K Reduce -3.7%
TFC Truist Financial Corp. 0.01% 5,912 $291K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 863 $289K Add +0.1%
UNH Unitedhealth Group Inc. 0.01% 873 $288K No change
VZ Verizon Communications Inc. 0.01% 6,946 $283K Reduce -2.8%
FNB FNB Corp. 0.01% 16,452 $281K No change
DINO HF Sinclair Corp. 0.01% 6,000 $276K No change
IBIT iShares Bitcoin Trust ETF 0.01% 5,534 $275K Add +41.5%
CBT Cabot Corp. 0.01% 4,105 $272K No change
PGR Progressive Corp. 0.01% 1,180 $269K No change
VIG Vanguard Dividend Apprec ETF 0.01% 1,197 $263K No change
MRSH Marsh & McLennan Cos 0.01% 1,401 $260K Add +0.4%
FNF Fidelity National Financial 0.01% 4,761 $260K No change
ORLY O'reilly Automotive Inc. 0.01% 2,775 $253K No change
IWF iShares Russell 1000 Growth 0.01% 525 $249K No change
PHO Invesco Water Resources ETF 0.01% 3,500 $246K No change
STT State Street Corp. 0.01% 1,900 $245K No change
WLY Wiley (john) & Sons Class A 0.01% 7,909 $242K No change
AVAV Aerovironment Inc. 0.01% 1,000 $242K No change
PFE Pfizer Inc. 0.01% 9,547 $238K Add +2.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 5,502 $235K No change
ARKK ARK Innovation ETF 0.01% 2,976 $229K No change
GBTC Grayscale Bitcoin Trust ETF 0.01% 3,321 $227K No change
CTVA Corteva Inc. 0.01% 3,326 $223K No change
GD General Dynamics Corp. 0.01% 657 $221K Reduce -2.2%
IVW iShares S&P 500 Growth ETF 0.01% 1,765 $218K No change
GEV GE Vernova Inc. 0.01% 325 $212K Reduce -3.3%
PH Parker Hannifin Corp. 0.01% 237 $208K New
BA The Boeing Co. 0.01% 950 $206K New
NTRS Northern Trust Corp. 0.01% 1,510 $206K No change
C Citigroup Inc. 0.01% 1,727 $202K New
APD Air Products & Chemicals Inc. 0.01% 815 $201K Reduce -12.7%
NXDR Nextdoor Holdings Inc. 0.00% 10,209 $21K No change

Portfolio Sells Q3 2025 → Q4 2025
BN Brookfield Corp. Sold out 0.00% −1.17
DD Dupont DE Nemours Inc. Sold out 0.00% −0.75
AMT American Tower Corp. Reduce -66.4% 0.30% −0.68
NFLX Netflix Inc. Reduce -2.3% 1.26% −0.40
PANW Palo Alto Networks Inc. Reduce -1.5% 3.03% −0.39
MSFT Microsoft Corp. Reduce -0.9% 4.29% −0.38
ZS Zscaler Inc. Reduce -1.6% 0.76% −0.28
ETN Eaton Corp. PLC Reduce -2.4% 1.07% −0.23
NOW ServiceNow Inc. Reduce -1.5% 0.71% −0.16
COST Costco Wholesale Corp. Reduce -1.1% 1.63% −0.15
PYPL PayPal Holdings Inc. Reduce -0.3% 0.70% −0.11
VMC Vulcan Materials Co. Reduce -1.1% 1.12% −0.11
HON Honeywell International Inc. Reduce -0.1% 1.21% −0.11
MDLZ Mondelez International Inc. Class A Reduce -0.3% 0.55% −0.09
ROP Roper Technologies Inc. Reduce -0.4% 0.64% −0.09
NXPI NXP Semiconductors NV Reduce -0.4% 1.35% −0.08
META Meta Platforms Inc. Class A Reduce -0.8% 0.62% −0.08
NVDA Nvidia Corp. Reduce -1.7% 2.93% −0.07
UNP Union Pacific Corp. Reduce -0.1% 2.30% −0.07
SYK Stryker Corp. Reduce -1.0% 0.98% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 3.60% −0.05
SO The Southern Co. Reduce -1.7% 0.44% −0.05
ABT Abbott Laboratories Reduce -0.7% 0.52% −0.04
ITW Illinois Tool Works Reduce -7.1% 0.26% −0.04
CP Canadian Pacific Kansas City Sold out 0.00% −0.04
CL Colgate-Palmolive Co. Reduce -2.1% 0.87% −0.03
DIS The Walt Disney Co. Reduce -0.0% 2.58% −0.03
BEPC Brookfield Renewable Corp. Sold out 0.00% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.3% 0.55% −0.02
FXE Invesco Currencyshares Euro Sold out 0.00% −0.02
YUM Yum! Brands Inc. Reduce -2.9% 0.47% −0.02
NSC Norfolk Southern Corp. Reduce -0.4% 0.32% −0.02
PG The Procter & Gamble Co. Reduce -0.0% 0.18% −0.01
SBUX Starbucks Corp. Reduce -1.1% 0.65% −0.01
CMCSA Comcast Corp. Class A Reduce -0.4% 0.18% −0.01
RY Royal Bank of Canada Sold out 0.00% −0.01
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.01
CVX Chevron Corp. Reduce -0.2% 0.35% −0.01
FAST Fastenal Co. Sold out 0.00% −0.01
JPM JPMorgan Chase & Co. Reduce -1.9% 2.35% −0.01
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.01
UITB Victoryshares Core Intermedi Reduce -0.8% 0.49% −0.01
UBER Uber Technologies Inc. Sold out 0.00% −0.01
VUSB Vanguard Ultra Short Bond Et Sold out 0.00% −0.01
T AT&T Inc. Sold out 0.00% −0.01
ITOT iShares Core S&P Total U.S. Reduce -25.5% 0.02% −0.01
KHC The Kraft Heinz Co. Sold out 0.00% −0.01
RWR SS SPDR Dow Jones REIT ETF Sold out 0.00% −0.01
XLK SS Technology Select Sector Reduce -3.5% 0.31% −0.01
PLTR Palantir Technologies Inc. Class A Reduce -1.5% 0.13% −0.01

Portfolio Buys Q3 2025 → Q4 2025
VONG Vanguard Russell 1000 Growth Add +408.7% 0.36% +0.29
CRCL Circle Internet Group Inc. New 0.28% +0.28
IJR iShares Core S&P Small-Cap E Add +104.3% 0.24% +0.12
SPY SS SPDR S&P 500 ETF Trust-US Add +3.3% 2.36% +0.11
EFA iShares MSCI Eafe ETF Add +84.2% 0.24% +0.11
VEA Vanguard Ftse Developed ETF Add +95.7% 0.21% +0.11
IVV iShares Core S&P 500 ETF Add +10.6% 0.63% +0.07
DHR Danaher Corp. Add +0.3% 0.48% +0.06
HEDG Equable Shares HDG Eqty ETF New 0.03% +0.03
IJH iShares Core S&P Midcap ETF New 0.02% +0.02
TJX TJX Companies Inc. Add +0.0% 0.30% +0.02
CFLT Confluent Inc. Class A New 0.01% +0.01
EAGL Eagle Capital Select Eqty Add +1.7% 0.19% +0.01
PH Parker Hannifin Corp. New 0.01% +0.01
BA The Boeing Co. New 0.01% +0.01
C Citigroup Inc. New 0.01% +0.01
SCHX Schwab US Large-Cap ETF Add +0.4% 0.25% +0.00
KO The Coca-Cola Co. Add +0.1% 0.08% +0.00
FXB Invesco Currencyshares Briti Add +20.0% 0.02% +0.00
IWV iShares Russell 3000 ETF Add +0.3% 0.22% +0.00
ADBE Adobe Inc. Add +2.2% 0.35% +0.00
SCHB Schwab US Broad Market ETF Add +0.1% 0.16% +0.00
WFC Wells Fargo & Co. Add +0.0% 0.02% +0.00
CSCO Cisco Systems Inc. Add +0.6% 0.01% +0.00
IWD iShares Russell 1000 Value E Add +0.4% 0.03% +0.00
IBIT iShares Bitcoin Trust ETF Add +41.5% 0.01% +0.00
CWI State Street SPDR MSCI Acwi Add +0.8% 0.02% +0.00
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.01% +0.00
PFE Pfizer Inc. Add +2.1% 0.01% −0.00
MRSH Marsh & McLennan Cos Add +0.4% 0.01% −0.00
LOW Lowe's Cos Inc. Add +0.0% 0.04% −0.00
LIN Linde PLC Add +0.7% 0.02% −0.00
ADP Automatic Data Processing Add +0.1% 0.05% −0.01
SNPS Synopsys Inc. Add +0.9% 0.36% −0.02
NKE Nike Inc. Class B Add +0.8% 0.42% −0.04
HD Home Depot Inc. Add +0.5% 0.89% −0.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 195$2.9BAVGO, GOOGL, PANW, LLY, AAPL
Q1 2026 186$2.5BAVGO, GOOGL, LLY, AAPL, BRK.B
Q4 2025 186$2.7BAVGO, GOOGL, MSFT, LLY, AAPL
Q3 2025 193$2.6BAVGO, MSFT, GOOGL, BRK.B, AAPL
Q2 2025 188$2.5BAVGO, MSFT, BRK.B, PANW, LLY
Q1 2025 181$2.4BBRK.B, AVGO, MSFT, AAPL, LLY
Q4 2024 180$2.5BAVGO, MSFT, BRK.B, AAPL, AMZN
Q3 2024 184$2.5BAVGO, MSFT, BRK.B, LLY, AAPL
Q2 2024 182$2.4BAVGO, MSFT, BRK.B, GOOGL, LLY
Q1 2024 185$2.4BMSFT, AVGO, BRK.B, DIS, PEP