Northstar Group, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Northstar Group, Inc. reported 164 stock positions worth $682.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 16.6% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 11.3%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 7.0%). Compared with Q4 2025, it opened 9 new positions, sold out of 6, added to 39 and reduced 63. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +11%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001631408
Portfolio Value
$682.7M (Q1 2026)
SEC Filing
0001631408-26-000002 ↗ filed Apr 28, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $489.8M Q1 2024 Q2 2024: $506.9M Q2 2024 Q3 2024: $549.4M Q3 2024 Q4 2024: $574.4M Q4 2024 Q1 2025: $589.9M Q1 2025 Q2 2025: $617.8M Q2 2025 Q3 2025: $656.2M Q3 2025 Q4 2025: $710.0M Q4 2025 Q1 2026: $682.7M $682.7M Q1 2026 Q2 2026: $751.1M Q2 2026

Holdings 164 stocks · $682.7M
BRK.B Berkshire Hathaway Inc. Class B 16.57% 236,130 $113.2M Reduce -1.4%
VTI VG Morningstar TS MKT ETF-US 11.29% 240,162 $77.0M Add +1.6%
BIL SS SPDR BB 1-3M T-Bill ETF 7.05% 525,029 $48.1M Reduce -1.8%
AAPL Apple Inc. 5.58% 150,063 $38.1M Reduce -2.3%
GOOG Alphabet Inc. Class C 4.46% 106,179 $30.5M Reduce -1.7%
COST Costco Wholesale Corp. 3.18% 21,816 $21.7M Reduce -0.3%
GOOGL Alphabet Inc. Class A 3.07% 72,923 $21.0M Reduce -2.8%
VOO Vanguard S&P 500 ETF 2.99% 34,199 $20.4M Reduce -1.4%
AMZN Amazon.com Inc. 2.66% 87,069 $18.1M Reduce -1.3%
META Meta Platforms Inc. Class A 2.06% 24,549 $14.0M Reduce -1.1%
ACGL Arch Capital Group Ltd. 1.84% 131,179 $12.6M Add +0.8%
VTV Vanguard Mrngstr Val ETF-Aui 1.64% 57,065 $11.2M Add +0.2%
VXUS Vanguard Total Intl Stock 1.60% 141,883 $10.9M Add +11.1%
JNJ Johnson & Johnson 1.49% 41,493 $10.1M Reduce -0.5%
VIG Vanguard Dividend Apprec ETF 1.40% 44,583 $9.6M Add +1.9%
IBDT iShares Ibonds Dec 2028 ETF 1.31% 354,086 $9.0M Add +11.7%
IWF iShares Russell 1000 Growth 1.13% 18,042 $7.7M Reduce -3.3%
VUG Vanguard Mrngstar GR ETF-Sui 1.09% 17,096 $7.5M Reduce -1.5%
IBTH iShares Ibonds Dec 2027 Term 1.06% 323,479 $7.3M Add +3.6%
IBTI iShares Ibonds Dec 2028 Term 1.06% 323,298 $7.2M Add +7.5%
WMT Walmart Inc. 0.99% 54,536 $6.8M Reduce -2.4%
AXP American Express Co. 0.96% 21,587 $6.5M Add +0.2%
ECL Ecolab Inc. 0.90% 23,131 $6.2M Reduce -5.4%
MKL Markel Group Inc. 0.87% 3,100 $5.9M Add +7.6%
BRK.A Berkshire Hathaway Inc. Class A 0.84% 8 $5.7M No change
BR Broadridge Financial Solutio 0.83% 34,790 $5.7M Reduce -1.8%
BKNG Booking Holdings Inc. 0.79% 1,288 $5.4M Add +0.6%
VT Vanguard Tot World STK ETF 0.79% 38,839 $5.4M Add +0.1%
ABBV Abbvie Inc. 0.73% 22,876 $5.0M Reduce -6.0%
SBUX Starbucks Corp. 0.72% 54,777 $4.9M Reduce -9.2%
MSFT Microsoft Corp. 0.66% 12,120 $4.5M Add +1.2%
VEU Vanguard Ftse All-World Ex-U 0.63% 57,053 $4.3M Add +6.5%
V Visa Inc. Class A 0.60% 13,542 $4.1M Add +0.7%
SCHD Schwab US DVD Equity ETF 0.60% 133,203 $4.1M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 5,574 $3.6M No change
UNP Union Pacific Corp. 0.51% 14,360 $3.5M Add +0.0%
VYM Vanguard High DVD Yield ETF 0.47% 21,467 $3.2M Reduce -0.4%
IBTJ iShares Ibonds Dec 2029 Term 0.43% 135,853 $3.0M Add +21.7%
ADP Automatic Data Processing 0.43% 14,483 $2.9M Reduce -6.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.43% 30,393 $2.9M Reduce -2.8%
MRK Merck & Co. Inc. 0.43% 24,246 $2.9M Add +4.2%
PEP Pepsico Inc. 0.39% 17,224 $2.7M Reduce -4.8%
KO The Coca-Cola Co. 0.38% 34,118 $2.6M Add +1.2%
JPM JPMorgan Chase & Co. 0.34% 7,940 $2.3M Add +0.3%
IBDU iShares Ibonds Dec 2029 Term 0.33% 96,041 $2.2M Add +20.0%
SYK Stryker Corp. 0.31% 6,406 $2.1M No change
MCD McDonald's Corp. 0.31% 6,770 $2.1M No change
HD Home Depot Inc. 0.30% 6,320 $2.1M Reduce -1.6%
IBTG iShares Ibonds Dec 2026 Term 0.29% 86,495 $2.0M Add +2.1%
RTX RTX Corp. 0.28% 9,997 $1.9M Reduce -1.4%
PG The Procter & Gamble Co. 0.28% 13,260 $1.9M No change
VBIL Vanguard 0-3M T-Bill ETF 0.28% 25,174 $1.9M Add +5.6%
NVDA Nvidia Corp. 0.27% 10,692 $1.9M No change
CAT Caterpillar Inc. 0.25% 2,370 $1.7M Reduce -4.7%
VHT Vanguard Health Care ETF 0.24% 6,120 $1.7M Add +0.0%
XOM Exxon Mobil Corp. 0.21% 8,544 $1.4M No change
CB Chubb Ltd. 0.21% 4,420 $1.4M Add +3.4%
SGOV iShares 0-3 Month Treasury B 0.21% 14,255 $1.4M Add +15.8%
IWD iShares Russell 1000 Value E 0.21% 6,632 $1.4M Add +0.1%
ABT Abbott Laboratories 0.21% 13,729 $1.4M Reduce -8.7%
QQQ Invesco QQQ Trust Series 1 0.19% 2,304 $1.3M Reduce -0.3%
UFEB Innovator U.S. Equity Ultra 0.19% 36,360 $1.3M New
VDC Vanguard Consumer Staple ETF 0.19% 5,743 $1.3M Add +0.0%
CRM Salesforce Inc. 0.18% 6,414 $1.2M Reduce -7.4%
PYPL PayPal Holdings Inc. 0.17% 25,704 $1.2M Reduce -11.3%
AOR iShares Core 60/40 Balanced 0.16% 17,005 $1.1M No change
CSX CSX Corp. 0.16% 26,036 $1.1M No change
TSLA Tesla Inc. 0.15% 2,831 $1.1M Reduce -0.2%
AVGO Broadcom Inc. 0.15% 3,381 $1.0M Add +5.8%
GE General Electric filed as GE AEROSPACE 0.15% 3,669 $1.0M No change
ESCA Escalade Inc. 0.15% 60,500 $1.0M Reduce -9.0%
GLW Corning Inc. 0.15% 7,546 $1.0M Reduce -0.8%
VIS Vanguard Industrials ETF 0.15% 3,243 $1.0M No change
ORCL Oracle Corp. 0.14% 6,462 $951K Reduce -2.0%
IWB iShares Russell 1000 ETF 0.14% 2,662 $949K No change
IPAY Amplify Digital Payments ETF 0.13% 21,496 $920K Reduce -14.7%
UL Unilever PLC-Sponsored ADR 0.13% 16,099 $917K No change
LLY Eli Lilly & Co. 0.13% 993 $913K No change
MDLZ Mondelez International Inc. Class A 0.12% 14,786 $852K Reduce -4.8%
NKE Nike Inc. Class B 0.12% 16,052 $848K Reduce -7.5%
GEV GE Vernova Inc. 0.12% 956 $834K Reduce -2.6%
VB Vanguard Most SM-Cap ETF-Usd 0.12% 3,138 $822K Add +0.1%
VIOO Vanguard S&P Small-Cap 600 E 0.12% 7,109 $816K No change
HCC Warrior Met Coal Inc. 0.12% 8,599 $801K Add +72.6%
OXY Occidental Petroleum Corp. 0.11% 11,375 $739K Reduce -12.0%
AOM iShares Core 40/60 Moderate 0.11% 15,295 $725K Reduce -8.1%
CVS CVS Health Corp. 0.10% 9,904 $711K Reduce -3.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.10% 5,749 $682K Add +0.3%
AAON Aaon Inc. 0.10% 8,200 $679K No change
LRCX Lam Research Corp. 0.10% 3,175 $678K Reduce -6.6%
BF.B Brown-Forman Corp. Class B 0.10% 24,943 $659K Reduce -4.1%
TT Trane Technologies PLC 0.09% 1,547 $645K No change
IVV iShares Core S&P 500 ETF 0.09% 945 $617K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.09% 12,188 $608K Reduce -7.5%
BABA Alibaba Group Holding-SP ADR 0.09% 4,723 $593K No change
XLE SS Energy Select Sector 0.09% 9,568 $586K Add +0.1%
VPU Vanguard Utilities ETF 0.08% 2,870 $569K No change
MAR Marriott International Class A 0.08% 1,726 $565K Reduce -7.5%
VTIP Vanguard Short-Term Tips 0.08% 11,077 $553K No change
AMGN Amgen Inc. 0.08% 1,468 $517K Reduce -1.0%
UBER Uber Technologies Inc. 0.07% 7,089 $510K Add +0.1%
VGT Vanguard Info Tech ETF 0.07% 721 $503K No change
MA Mastercard Inc. Class A 0.07% 984 $492K Add +0.7%
LOW Lowe's Cos Inc. 0.07% 2,067 $488K No change
XLI SS Industrial Select Sector 0.07% 2,998 $485K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.07% 6,175 $473K No change
GLD SPDR Gold Shares 0.07% 1,064 $458K No change
BMY Bristol-Myers Squibb Co. 0.07% 7,442 $451K Reduce -2.4%
DVY iShares Select Dividend ETF 0.07% 2,975 $450K Reduce -3.3%
HSY The Hershey Co. 0.07% 2,152 $447K No change
VIGI Vanguard Int Div App Indx FD 0.07% 5,046 $446K Reduce -3.1%
NVS Novartis AG-Sponsored ADR 0.06% 2,729 $417K No change
AMAT Applied Materials Inc. 0.06% 1,201 $410K Reduce -11.4%
ARM Arm Holdings PLC-ADR 0.06% 2,695 $408K Reduce -5.3%
PM Philip Morris International 0.06% 2,449 $405K No change
HON Honeywell International Inc. 0.06% 1,754 $396K Reduce -2.8%
PFE Pfizer Inc. 0.06% 14,008 $393K Reduce -1.6%
KWEB Kranesh Csi China Internet 0.05% 13,117 $373K No change
MPC Marathon Petroleum Corp. 0.05% 1,519 $371K No change
IGV iShares Expanded Tech-Softwa 0.05% 4,615 $369K New
PEG Public Service Enterprise GP 0.05% 4,562 $369K Reduce -4.2%
ITOT iShares Core S&P Total U.S. 0.05% 2,588 $369K Add +2.7%
AGG iShares Core U.S. Aggregate 0.05% 3,630 $360K No change
FDX FedEx Corp. 0.05% 998 $355K No change
BIV Vanguard Intermediate-Term B 0.05% 4,590 $354K No change
SMH Vaneck Semiconductor ETF 0.05% 873 $335K No change
QQQM Invesco Nasdaq 100 ETF 0.05% 1,406 $334K Reduce -9.2%
VZ Verizon Communications Inc. 0.05% 6,636 $333K No change
UPS United Parcel Service Class B 0.05% 3,330 $328K Reduce -10.7%
GRNY Fundstr Gran SH US LRG Cap 0.05% 13,200 $315K New
VXF Vanguard Extended Market ETF 0.04% 1,461 $301K Reduce -4.1%
SCHF Schwab Intl Equity ETF 0.04% 12,068 $299K No change
DECK Deckers Outdoor Corp. 0.04% 2,928 $293K Reduce -2.0%
TMO Thermo Fisher Scientific Inc. 0.04% 573 $282K No change
CI The Cigna Group 0.04% 1,050 $280K No change
WFC Wells Fargo & Co. 0.04% 3,482 $277K Add +0.3%
IWN iShares Russell 2000 Value E 0.04% 1,455 $276K No change
MU Micron Technology Inc. 0.04% 812 $274K Reduce -5.8%
DHI D.R. Horton Inc. 0.04% 1,988 $273K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 1,094 $265K Add +7.4%
CVX Chevron Corp. 0.04% 1,268 $262K New
AZN Astrazeneca PLC 0.04% 1,272 $251K Reduce -12.1%
BDX Becton Dickinson and Co. 0.04% 1,586 $249K No change
MET Metlife Inc. 0.04% 3,520 $249K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.04% 534 $247K No change
GS Goldman Sachs Group Inc. 0.04% 289 $245K No change
COF Capital One Financial Corp. 0.04% 1,332 $243K No change
ADBE Adobe Inc. 0.03% 969 $236K Reduce -9.1%
CLX Clorox Company 0.03% 2,237 $232K No change
QCOM Qualcomm Inc. 0.03% 1,793 $231K Reduce -1.1%
SPHQ Invesco S&P 500 Quality ETF 0.03% 3,013 $227K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 1,043 $226K Add +0.4%
CMCSA Comcast Corp. Class A 0.03% 7,778 $223K No change
VLO Valero Energy Corp. 0.03% 899 $222K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 4,554 $222K Reduce -3.6%
GD General Dynamics Corp. 0.03% 639 $219K No change
MDT Medtronic PLC 0.03% 2,440 $211K Reduce -3.9%
PSX Phillips 66 0.03% 1,151 $210K New
MCK McKesson Corp. 0.03% 240 $208K New
EMR Emerson Electric Co. 0.03% 1,576 $207K No change
SIGI Selective Insurance Group 0.03% 2,700 $204K No change
T AT&T Inc. 0.03% 6,932 $201K New
APO Apollo Global Management Inc. 0.03% 1,800 $201K No change
GAB Gabelli Equity Trust 0.02% 20,521 $115K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $24.7M (not counted above)
SecurityClassShares / PrincipalValueChange
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal 536,333$13.0MReduce -1.1%
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal 483,102$11.7MAdd +6.0%

Total filed on the 13F, all lines: $707.4M.

Portfolio Sells Q4 2025 → Q1 2026
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 16.57% −0.39
GOOG Alphabet Inc. Class C Reduce -1.7% 4.46% −0.31
AAPL Apple Inc. Reduce -2.3% 5.58% −0.30
BR Broadridge Financial Solutio Reduce -1.8% 0.83% −0.29
META Meta Platforms Inc. Class A Reduce -1.1% 2.06% −0.25
GOOGL Alphabet Inc. Class A Reduce -2.8% 3.07% −0.23
AMZN Amazon.com Inc. Reduce -1.3% 2.66% −0.21
ADP Automatic Data Processing Reduce -6.2% 0.43% −0.13
IWF iShares Russell 1000 Growth Reduce -3.3% 1.13% −0.12
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.5% 1.09% −0.10
CRM Salesforce Inc. Reduce -7.4% 0.18% −0.08
DIS The Walt Disney Co. Reduce -2.8% 0.43% −0.07
VOO Vanguard S&P 500 ETF Reduce -1.4% 2.99% −0.07
PYPL PayPal Holdings Inc. Reduce -11.3% 0.17% −0.07
ABT Abbott Laboratories Reduce -8.7% 0.21% −0.06
ABBV Abbvie Inc. Reduce -6.0% 0.73% −0.05
IPAY Amplify Digital Payments ETF Reduce -14.7% 0.13% −0.05
GBDC Golub Capital BDC Inc. Sold out 0.00% −0.05
ORCL Oracle Corp. Reduce -2.0% 0.14% −0.04
EXAS Exact Sciences Corp. Sold out 0.00% −0.04
NKE Nike Inc. Class B Reduce -7.5% 0.12% −0.03
UAL United Airlines Holdings Inc. Sold out 0.00% −0.03
XRLV Invesco S&P 500 Ex-Rate Sens Sold out 0.00% −0.03
UNH Unitedhealth Group Inc. Sold out 0.00% −0.03
TSLA Tesla Inc. Reduce -0.2% 0.15% −0.03
ADBE Adobe Inc. Reduce -9.1% 0.03% −0.02
TALK Talkspace Inc. Sold out 0.00% −0.02
CVS CVS Health Corp. Reduce -3.8% 0.10% −0.01
QCOM Qualcomm Inc. Reduce -1.1% 0.03% −0.01
HD Home Depot Inc. Reduce -1.6% 0.30% −0.01
QQQM Invesco Nasdaq 100 ETF Reduce -9.2% 0.05% −0.01
AOM iShares Core 40/60 Moderate Reduce -8.1% 0.11% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -0.3% 0.19% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Reduce -7.5% 0.09% −0.00
BAC Bank of America Corp. Reduce -3.6% 0.03% −0.00
UPS United Parcel Service Class B Reduce -10.7% 0.05% −0.00
MDT Medtronic PLC Reduce -3.9% 0.03% −0.00
ECL Ecolab Inc. Reduce -5.4% 0.90% −0.00
VIGI Vanguard Int Div App Indx FD Reduce -3.1% 0.07% −0.00
VXF Vanguard Extended Market ETF Reduce -4.1% 0.04% −0.00
DECK Deckers Outdoor Corp. Reduce -2.0% 0.04% −0.00
AZN Astrazeneca PLC Reduce -12.1% 0.04% −0.00
PEG Public Service Enterprise GP Reduce -4.2% 0.05% +0.00
BF.B Brown-Forman Corp. Class B Reduce -4.1% 0.10% +0.00
MAR Marriott International Class A Reduce -7.5% 0.08% +0.00
SBUX Starbucks Corp. Reduce -9.2% 0.72% +0.00
DVY iShares Select Dividend ETF Reduce -3.3% 0.07% +0.00
MU Micron Technology Inc. Reduce -5.8% 0.04% +0.01
MDLZ Mondelez International Inc. Class A Reduce -4.8% 0.12% +0.01
AMGN Amgen Inc. Reduce -1.0% 0.08% +0.01

Portfolio Buys Q4 2025 → Q1 2026
VXUS Vanguard Total Intl Stock Add +11.1% 1.60% +0.25
UFEB Innovator U.S. Equity Ultra New 0.19% +0.19
IBDT iShares Ibonds Dec 2028 ETF Add +11.7% 1.31% +0.18
VTI VG Morningstar TS MKT ETF-US Add +1.6% 11.29% +0.13
VTV Vanguard Mrngstr Val ETF-Aui Add +0.2% 1.64% +0.11
IBTI iShares Ibonds Dec 2028 Term Add +7.5% 1.06% +0.11
IBTJ iShares Ibonds Dec 2029 Term Add +21.7% 0.43% +0.09
ACGL Arch Capital Group Ltd. Add +0.8% 1.84% +0.09
MRK Merck & Co. Inc. Add +4.2% 0.43% +0.08
IBTH iShares Ibonds Dec 2027 Term Add +3.6% 1.06% +0.07
VEU Vanguard Ftse All-World Ex-U Add +6.5% 0.63% +0.07
IBDU iShares Ibonds Dec 2029 Term Add +20.0% 0.33% +0.06
HCC Warrior Met Coal Inc. Add +72.6% 0.12% +0.06
IGV iShares Expanded Tech-Softwa New 0.05% +0.05
VIG Vanguard Dividend Apprec ETF Add +1.9% 1.40% +0.05
KO The Coca-Cola Co. Add +1.2% 0.38% +0.05
GRNY Fundstr Gran SH US LRG Cap New 0.05% +0.05
UNP Union Pacific Corp. Add +0.0% 0.51% +0.04
CVX Chevron Corp. New 0.04% +0.04
SGOV iShares 0-3 Month Treasury B Add +15.8% 0.21% +0.04
VLO Valero Energy Corp. New 0.03% +0.03
PSX Phillips 66 New 0.03% +0.03
MCK McKesson Corp. New 0.03% +0.03
T AT&T Inc. New 0.03% +0.03
XLE SS Energy Select Sector Add +0.1% 0.09% +0.03
VBIL Vanguard 0-3M T-Bill ETF Add +5.6% 0.28% +0.03
CB Chubb Ltd. Add +3.4% 0.21% +0.02
VDC Vanguard Consumer Staple ETF Add +0.0% 0.19% +0.02
IBTG iShares Ibonds Dec 2026 Term Add +2.1% 0.29% +0.02
GAB Gabelli Equity Trust New 0.02% +0.02
VT Vanguard Tot World STK ETF Add +0.1% 0.79% +0.02
IWD iShares Russell 1000 Value E Add +0.1% 0.21% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +0.1% 0.12% +0.01
BNY Bank of New York Mellon Corp. Add +0.3% 0.10% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.4% 0.03% +0.00
ITOT iShares Core S&P Total U.S. Add +2.7% 0.05% +0.00
AVGO Broadcom Inc. Add +5.8% 0.15% −0.00
MKL Markel Group Inc. Add +7.6% 0.87% −0.00
IBM Intl Business Machines Corp. Add +7.4% 0.04% −0.00
VHT Vanguard Health Care ETF Add +0.0% 0.24% −0.00
WFC Wells Fargo & Co. Add +0.3% 0.04% −0.00
MA Mastercard Inc. Class A Add +0.7% 0.07% −0.01
UBER Uber Technologies Inc. Add +0.1% 0.07% −0.01
JPM JPMorgan Chase & Co. Add +0.3% 0.34% −0.02
V Visa Inc. Class A Add +0.7% 0.60% −0.06
MSFT Microsoft Corp. Add +1.2% 0.66% −0.16
AXP American Express Co. Add +0.2% 0.96% −0.17
BKNG Booking Holdings Inc. Add +0.6% 0.79% −0.17

Notes & Other Activity Q4 2025 → Q1 2026
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal Reduce -1.1% 536,333 $13.0M
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal Add +6.0% 483,102 $11.7M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$751.1MBRK.B, VTI, BIL, AAPL, GOOG
Q1 2026 164$682.7MBRK.B, VTI, BIL, AAPL, GOOG
Q4 2025 161$710.0MBRK.B, VTI, BIL, AAPL, GOOG
Q3 2025 158$656.2MBRK.B, VTI, BIL, AAPL, GOOG
Q2 2025 158$617.8MBRK.B, VTI, BIL, AAPL, COST
Q1 2025 147$589.9MBRK.B, VTI, BIL, AAPL, COST
Q4 2024 151$574.4MBRK.B, VTI, BIL, AAPL, COST
Q3 2024 153$549.4MBRK.B, VTI, BIL, AAPL, COST
Q2 2024 143$506.9MBRK.B, VTI, BIL, AAPL, GOOG
Q1 2024 146$489.8MBRK.B, VTI, BIL, AAPL, COST