Walter & Keenan Wealth Management LLC /in/

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Walter & Keenan Wealth Management LLC /in/ reported 155 stock positions worth $373.1 million. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Eli Lilly (LLY, 6.2%) and Microsoft (MSFT, 4.9%). Compared with Q3 2025, it opened 5 new positions, sold out of 3, added to 73 and reduced 66. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Coinbase Global Class A (COIN, shares −54%).

Most Recent 13F: Q2 2026
Location: SOUTH BEND, IN
CIK: 0000752365
Portfolio Value: $373.1M (Q4 2025)
SEC Filing: 0000752365-26-000001 ↗ filed Feb 11, 2026

Holdings Value

Holdings 155 stocks · $373.1M


AAPL Apple Inc.	6.53%	89,630	$24.4M	Reduce -1.6%
LLY Eli Lilly & Co.	6.24%	21,651	$23.3M	Reduce -3.9%
MSFT Microsoft Corp.	4.95%	38,164	$18.5M	Reduce -1.0%
GOOG Alphabet Inc. Class C	4.85%	57,682	$18.1M	Reduce -6.4%
JPM JPMorgan Chase & Co.	3.37%	39,003	$12.6M	Reduce -2.2%
BRK.B Berkshire Hathaway Inc. Class B	3.30%	24,520	$12.3M	Add +3.3%
VTI VG Morningstar TS MKT ETF-US	3.21%	35,754	$12.0M	Add +16.1%
GOOGL Alphabet Inc. Class A	2.57%	30,629	$9.6M	Add +0.3%
VIG Vanguard Dividend Apprec ETF	2.56%	43,504	$9.6M	Add +4.6%
WMT Walmart Inc.	2.49%	83,534	$9.3M	Reduce -2.7%
SCHB Schwab US Broad Market ETF	2.37%	337,829	$8.9M	Add +1.9%
VT Vanguard Tot World STK ETF	2.19%	57,826	$8.2M	Add +6.5%
CSCO Cisco Systems Inc.	1.93%	93,520	$7.2M	Add +0.1%
JNJ Johnson & Johnson	1.92%	34,536	$7.1M	Reduce -0.6%
V Visa Inc. Class A	1.78%	18,955	$6.6M	Reduce -0.9%
NVDA Nvidia Corp.	1.66%	33,208	$6.2M	Add +1.8%
VOO Vanguard S&P 500 ETF	1.64%	9,781	$6.1M	Add +0.9%
BRK.A Berkshire Hathaway Inc. Class A	1.62%	8	$6.0M	No change
ABBV Abbvie Inc.	1.51%	24,687	$5.6M	Add +0.1%
VYM Vanguard High DVD Yield ETF	1.50%	39,059	$5.6M	Reduce -0.3%
RTX RTX Corp.	1.34%	27,206	$5.0M	Add +0.1%
NTRS Northern Trust Corp.	1.27%	34,792	$4.8M	Add +0.0%
PG The Procter & Gamble Co.	1.18%	30,755	$4.4M	Add +0.7%
DFAT Dimensional US Target Value	1.07%	67,299	$4.0M	Reduce -0.7%
AMZN Amazon.com Inc.	1.06%	17,158	$4.0M	Add +1.7%
VUG Vanguard Mrngstar GR ETF-Sui	0.95%	7,269	$3.5M	Reduce -10.0%
PLTR Palantir Technologies Inc. Class A	0.94%	19,831	$3.5M	Reduce -0.4%
AMGN Amgen Inc.	0.88%	9,993	$3.3M	Add +0.1%
JEPI JPMorgan Equity Premium Inco	0.84%	54,956	$3.1M	Reduce -8.2%
XOM Exxon Mobil Corp.	0.84%	26,046	$3.1M	Add +2.2%
HD Home Depot Inc.	0.84%	9,083	$3.1M	Reduce -6.5%
MRK Merck & Co. Inc.	0.83%	29,403	$3.1M	Reduce -1.2%
VTV Vanguard Mrngstr Val ETF-Aui	0.82%	15,992	$3.1M	Reduce -2.1%
ORCL Oracle Corp.	0.82%	15,639	$3.0M	Reduce -0.5%
AXP American Express Co.	0.76%	7,642	$2.8M	Add +1.8%
KO The Coca-Cola Co.	0.73%	39,153	$2.7M	Add +1.8%
IQLT iShares MSCI International Q	0.71%	58,233	$2.6M	No change
WFC Wells Fargo & Co.	0.69%	27,820	$2.6M	Add +1.6%
MDT Medtronic PLC	0.64%	24,922	$2.4M	Reduce -2.0%
CSW CSW Industrials Inc.	0.63%	8,015	$2.4M	Add +0.2%
DFAS Dimensional US Small Cap ETF	0.63%	33,485	$2.3M	Add +0.1%
SCHD Schwab US DVD Equity ETF	0.62%	83,988	$2.3M	Reduce -18.8%
VYMI Vanguard Int High DVD YLD Inc.	0.60%	24,981	$2.2M	Reduce -0.5%
TXN Texas Instruments Inc.	0.60%	12,928	$2.2M	Reduce -1.9%
COST Costco Wholesale Corp.	0.59%	2,573	$2.2M	Reduce -0.8%
META Meta Platforms Inc. Class A	0.59%	3,321	$2.2M	Reduce -2.4%
SCHF Schwab Intl Equity ETF	0.54%	84,349	$2.0M	Add +2.8%
EMXC iShares MSCI Emr MRK Ex Chna	0.52%	26,835	$2.0M	Add +0.3%
BTT BlackRock 2030 Muni TRGT TRM	0.52%	85,341	$1.9M	Add +0.0%
VBK Van Morst SML-Cap Gro-Usd Inc.	0.51%	6,326	$1.9M	Add +0.1%
PEP Pepsico Inc.	0.49%	12,690	$1.8M	Reduce -22.4%
KKR KKR & Co. Inc.	0.47%	13,785	$1.8M	Add +0.1%
NEE Nextera Energy Inc.	0.46%	21,507	$1.7M	Add +0.3%
BX Blackstone Inc.	0.45%	10,829	$1.7M	Add +0.3%
AVGO Broadcom Inc.	0.40%	4,359	$1.5M	Add +2.0%
SCHW Schwab (charles) Corp.	0.39%	14,559	$1.5M	Add +0.8%
DFAI Dimensional International Co.	0.38%	37,006	$1.4M	Add +43.4%
MA Mastercard Inc. Class A	0.37%	2,434	$1.4M	Reduce -4.4%
BN Brookfield Corp.	0.36%	29,190	$1.3M	No change
ITW Illinois Tool Works	0.36%	5,404	$1.3M	Reduce -6.1%
ACN Accenture PLC Class A	0.34%	4,758	$1.3M	Reduce -41.9%
COIN Coinbase Global Inc. Class A	0.31%	5,193	$1.2M	Reduce -54.1%
MCD McDonald's Corp.	0.31%	3,818	$1.2M	Reduce -2.1%
CAT Caterpillar Inc.	0.31%	2,025	$1.2M	Add +1.3%
APH Amphenol Corp. Class A	0.30%	8,201	$1.1M	Reduce -0.0%
VIGI Vanguard Int Div App Indx FD	0.30%	12,040	$1.1M	No change
DHR Danaher Corp.	0.29%	4,665	$1.1M	Add +2.2%
USRT iShares Core US REIT ETF	0.27%	17,918	$1.0M	Add +0.5%
TSLA Tesla Inc.	0.27%	2,252	$1.0M	Add +4.2%
AEP American Electric Power	0.27%	8,669	$1000K	Add +8.1%
MMM 3M Co.	0.26%	6,094	$976K	Add +0.8%
MCO Moody's Corp.	0.26%	1,890	$966K	Reduce -0.3%
SO The Southern Co.	0.25%	10,832	$945K	Reduce -1.1%
ABT Abbott Laboratories	0.25%	7,516	$942K	Reduce -4.1%
IVV iShares Core S&P 500 ETF	0.25%	1,372	$940K	Add +0.2%
PM Philip Morris International	0.25%	5,777	$927K	Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.23%	2,927	$867K	Add +1.8%
KMI Kinder Morgan Inc.	0.22%	29,884	$822K	Reduce -2.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.22%	7,102	$808K	Reduce -8.3%
CVX Chevron Corp.	0.22%	5,277	$804K	Reduce -2.8%
FITB Fifth Third Bancorp	0.20%	15,954	$747K	Reduce -0.8%
VBIL Vanguard 0-3M T-Bill ETF	0.20%	9,857	$744K	New
MO Altria Group Inc.	0.20%	12,892	$743K	Reduce -3.7%
LMT Lockheed Martin Corp.	0.20%	1,515	$733K	Add +4.7%
SRCE 1ST Source Corp.	0.19%	11,554	$722K	No change
PYLD PIMCO Multisector Bond Actv	0.19%	26,747	$714K	Add +2.6%
XPO Xpo Inc.	0.19%	5,219	$709K	Add +0.5%
CB Chubb Ltd.	0.19%	2,258	$705K	Reduce -0.7%
DKS Dick's Sporting Goods Inc.	0.19%	3,533	$699K	Add +0.6%
VZ Verizon Communications Inc.	0.18%	16,711	$681K	Reduce -22.5%
BXSL Blackstone Secured Lending F	0.18%	25,632	$675K	Add +1.8%
DLR Digital Realty Trust Inc.	0.18%	4,312	$667K	Reduce -3.9%
PFE Pfizer Inc.	0.17%	25,946	$646K	Reduce -24.9%
SSNC Ss&c Technologies Holdings	0.17%	7,079	$619K	Reduce -53.1%
ETX Eaton Vance Muni Inc. 2028 TM	0.16%	32,775	$613K	No change
GD General Dynamics Corp.	0.16%	1,808	$609K	Add +6.2%
GS Goldman Sachs Group Inc.	0.16%	691	$607K	Add +9.7%
BLK BlackRock Inc.	0.14%	500	$535K	Add +0.8%
TMO Thermo Fisher Scientific Inc.	0.14%	923	$535K	Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd	0.14%	2,034	$525K	Reduce -10.6%
DFAE Dimensional Emerging Core Eq	0.14%	16,079	$524K	Add +5.7%
WM Waste Management Inc.	0.14%	2,363	$519K	Add +17.0%
SBUX Starbucks Corp.	0.14%	6,078	$512K	Add +1.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.13%	9,154	$503K	Add +3.3%
VRP Invesco Variable Rate Prefer	0.13%	20,245	$493K	Reduce -11.6%
ICE Intercontinental Exchange Inc.	0.13%	3,029	$491K	Add +4.2%
CMCSA Comcast Corp. Class A	0.13%	15,863	$474K	Reduce -44.6%
STIP iShares 0-5 Year Tips Bond E	0.13%	4,574	$468K	Reduce -2.6%
NZF Nuveen Municipal Credit Inc.	0.12%	37,009	$466K	Reduce -9.2%
U Unity Software Inc.	0.12%	10,031	$443K	Add +0.3%
DUHP Dimensional US High Profi Et	0.12%	11,579	$440K	Add +0.2%
VEEV Veeva Systems Inc. Class A	0.12%	1,942	$434K	Reduce -1.1%
VXUS Vanguard Total Intl Stock	0.12%	5,717	$431K	Add +1.7%
TEL Te Connectivity PLC	0.12%	1,892	$430K	Reduce -2.8%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.11%	2,012	$426K	Reduce -1.6%
MRSH Marsh & McLennan Cos	0.11%	2,208	$410K	Reduce -1.1%
T AT&T Inc.	0.11%	16,292	$405K	Reduce -6.8%
ISRG Intuitive Surgical Inc.	0.11%	713	$404K	Add +10.7%
INTC Intel Corp.	0.11%	10,893	$402K	Add +1.1%
WELL Welltower Inc.	0.10%	2,095	$389K	Add +1.1%
NOC Northrop Grumman Corp.	0.10%	680	$388K	Add +4.1%
DUK Duke Energy Corp.	0.10%	3,306	$388K	Reduce -6.2%
GPIX GLDM SA S&P 500 PR in ETF-US	0.10%	7,319	$386K	No change
HELO JPMorgan Hedged Equity ETF	0.10%	5,630	$374K	Add +16.6%
UNH Unitedhealth Group Inc.	0.10%	1,116	$368K	Reduce -2.0%
NVS Novartis AG-Sponsored ADR	0.10%	2,647	$365K	Add +2.0%
QXO Qxo Inc.	0.10%	18,918	$365K	Add +15.1%
SPYD SS SPDR P S&P 500 Hi Div ETF	0.10%	8,197	$355K	Reduce -0.4%
APD Air Products & Chemicals Inc.	0.09%	1,396	$345K	Reduce -0.5%
BMY Bristol-Myers Squibb Co.	0.09%	6,016	$325K	Reduce -4.7%
CMI Cummins Inc.	0.08%	608	$310K	Add +5.7%
VTIP Vanguard Short-Term Tips	0.08%	6,234	$308K	No change
BND Vanguard Total Bond Market	0.08%	4,125	$306K	Add +1.1%
SCHP Schwab U.S. Tips ETF	0.08%	11,396	$302K	Reduce -60.6%
EMR Emerson Electric Co.	0.08%	2,273	$302K	Add +4.4%
GXO Gxo Logistics Inc.	0.08%	5,569	$293K	Add +0.1%
SCHE Schwab Emrg Mrkts Eqty ETF	0.08%	8,803	$288K	Add +0.5%
GE General Electric filed as GE AEROSPACE	0.08%	921	$284K	Add +7.1%
NFLX Netflix Inc.	0.07%	2,940	$276K	Reduce -1.7%
ISTB iShares Core 1-5 Year Usd Bo	0.07%	5,540	$270K	No change
AMD Advanced Micro Devices	0.07%	1,256	$269K	Add +0.1%
IWF iShares Russell 1000 Growth	0.07%	561	$266K	Add +20.6%
INTU Intuit Inc.	0.07%	399	$264K	Add +0.5%
ETN Eaton Corp. PLC	0.07%	828	$264K	New
CVS CVS Health Corp.	0.07%	3,264	$259K	Reduce -19.7%
VWO Vanguard Ftse Emerging Marke	0.07%	4,735	$255K	Add +0.1%
AMAT Applied Materials Inc.	0.07%	977	$251K	New
VTES Vanguard SH Term Tax-Ex Bond	0.07%	2,400	$244K	Reduce -9.4%
MU Micron Technology Inc.	0.06%	845	$241K	New
DIVB iShares Core Dividend ETF	0.06%	4,500	$239K	No change
ENB Enbridge Inc.	0.06%	4,760	$228K	No change
QCOM Qualcomm Inc.	0.06%	1,264	$216K	Reduce -0.4%
CL Colgate-Palmolive Co.	0.06%	2,695	$213K	New
CDNS Cadence Design SYS Inc.	0.06%	669	$209K	Reduce -1.6%
UBER Uber Technologies Inc.	0.05%	2,504	$205K	Reduce -4.8%

Portfolio Sells Q3 2025 → Q4 2025


COIN Coinbase Global Inc. Class A	Reduce -54.1%	0.31%	−0.75
MSFT Microsoft Corp.	Reduce -1.0%	4.95%	−0.59
ORCL Oracle Corp.	Reduce -0.5%	0.82%	−0.41
HD Home Depot Inc.	Reduce -6.5%	0.84%	−0.25
ACN Accenture PLC Class A	Reduce -41.9%	0.34%	−0.22
SSNC Ss&c Technologies Holdings	Reduce -53.1%	0.17%	−0.21
SCHD Schwab US DVD Equity ETF	Reduce -18.8%	0.62%	−0.17
PEP Pepsico Inc.	Reduce -22.4%	0.49%	−0.15
SCHP Schwab U.S. Tips ETF	Reduce -60.6%	0.08%	−0.14
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -10.0%	0.95%	−0.12
CMCSA Comcast Corp. Class A	Reduce -44.6%	0.13%	−0.12
JPM JPMorgan Chase & Co.	Reduce -2.2%	3.37%	−0.12
META Meta Platforms Inc. Class A	Reduce -2.4%	0.59%	−0.11
JEPI JPMorgan Equity Premium Inco	Reduce -8.2%	0.84%	−0.11
VZ Verizon Communications Inc.	Reduce -22.5%	0.18%	−0.08
COST Costco Wholesale Corp.	Reduce -0.8%	0.59%	−0.07
PFE Pfizer Inc.	Reduce -24.9%	0.17%	−0.07
TXN Texas Instruments Inc.	Reduce -1.9%	0.60%	−0.07
PYPL PayPal Holdings Inc.	Sold out	0.00%	−0.06
PLTR Palantir Technologies Inc. Class A	Reduce -0.4%	0.94%	−0.06
NKE Nike Inc. Class B	Sold out	0.00%	−0.06
ITW Illinois Tool Works	Reduce -6.1%	0.36%	−0.06
LIN Linde PLC	Sold out	0.00%	−0.06
MO Altria Group Inc.	Reduce -3.7%	0.20%	−0.05
VEEV Veeva Systems Inc. Class A	Reduce -1.1%	0.12%	−0.05
ABT Abbott Laboratories	Reduce -4.1%	0.25%	−0.04
DLR Digital Realty Trust Inc.	Reduce -3.9%	0.18%	−0.04
SO The Southern Co.	Reduce -1.1%	0.25%	−0.03
V Visa Inc. Class A	Reduce -0.9%	1.78%	−0.03
MDT Medtronic PLC	Reduce -2.0%	0.64%	−0.03
VYM Vanguard High DVD Yield ETF	Reduce -0.3%	1.50%	−0.03
DIS The Walt Disney Co.	Reduce -8.3%	0.22%	−0.03
MA Mastercard Inc. Class A	Reduce -4.4%	0.37%	−0.03
T AT&T Inc.	Reduce -6.8%	0.11%	−0.03
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -2.1%	0.82%	−0.03
NFLX Netflix Inc.	Reduce -1.7%	0.07%	−0.03
VRP Invesco Variable Rate Prefer	Reduce -11.6%	0.13%	−0.02
DFAT Dimensional US Target Value	Reduce -0.7%	1.07%	−0.02
VB Vanguard Most SM-Cap ETF-Usd	Reduce -10.6%	0.14%	−0.02
KMI Kinder Morgan Inc.	Reduce -2.2%	0.22%	−0.02
CVX Chevron Corp.	Reduce -2.8%	0.22%	−0.02
NZF Nuveen Municipal Credit Inc.	Reduce -9.2%	0.12%	−0.02
DUK Duke Energy Corp.	Reduce -6.2%	0.10%	−0.02
UBER Uber Technologies Inc.	Reduce -4.8%	0.05%	−0.02
MCD McDonald's Corp.	Reduce -2.1%	0.31%	−0.02
CVS CVS Health Corp.	Reduce -19.7%	0.07%	−0.02
MRSH Marsh & McLennan Cos	Reduce -1.1%	0.11%	−0.01
APD Air Products & Chemicals Inc.	Reduce -0.5%	0.09%	−0.01
PM Philip Morris International	Reduce -0.8%	0.25%	−0.01
UNH Unitedhealth Group Inc.	Reduce -2.0%	0.10%	−0.01

Portfolio Buys Q3 2025 → Q4 2025


GOOGL Alphabet Inc. Class A	Add +0.3%	2.57%	+0.51
VTI VG Morningstar TS MKT ETF-US	Add +16.1%	3.21%	+0.41
VBIL Vanguard 0-3M T-Bill ETF	New	0.20%	+0.20
CSCO Cisco Systems Inc.	Add +0.1%	1.93%	+0.16
DFAI Dimensional International Co.	Add +43.4%	0.38%	+0.12
VT Vanguard Tot World STK ETF	Add +6.5%	2.19%	+0.11
AMGN Amgen Inc.	Add +0.1%	0.88%	+0.10
CSW CSW Industrials Inc.	Add +0.2%	0.63%	+0.09
RTX RTX Corp.	Add +0.1%	1.34%	+0.08
VIG Vanguard Dividend Apprec ETF	Add +4.6%	2.56%	+0.07
ETN Eaton Corp. PLC	New	0.07%	+0.07
AMAT Applied Materials Inc.	New	0.07%	+0.07
AXP American Express Co.	Add +1.8%	0.76%	+0.07
MU Micron Technology Inc.	New	0.06%	+0.06
WFC Wells Fargo & Co.	Add +1.6%	0.69%	+0.06
CL Colgate-Palmolive Co.	New	0.06%	+0.06
CAT Caterpillar Inc.	Add +1.3%	0.31%	+0.05
XOM Exxon Mobil Corp.	Add +2.2%	0.84%	+0.04
DHR Danaher Corp.	Add +2.2%	0.29%	+0.04
AMZN Amazon.com Inc.	Add +1.7%	1.06%	+0.03
ISRG Intuitive Surgical Inc.	Add +10.7%	0.11%	+0.03
KO The Coca-Cola Co.	Add +1.8%	0.73%	+0.03
GS Goldman Sachs Group Inc.	Add +9.7%	0.16%	+0.02
EMXC iShares MSCI Emr MRK Ex Chna	Add +0.3%	0.52%	+0.02
TMO Thermo Fisher Scientific Inc.	Add +0.4%	0.14%	+0.02
AEP American Electric Power	Add +8.1%	0.27%	+0.02
AMD Advanced Micro Devices	Add +0.1%	0.07%	+0.02
CMI Cummins Inc.	Add +5.7%	0.08%	+0.02
WM Waste Management Inc.	Add +17.0%	0.14%	+0.02
NEE Nextera Energy Inc.	Add +0.3%	0.46%	+0.01
SCHF Schwab Intl Equity ETF	Add +2.8%	0.54%	+0.01
AVGO Broadcom Inc.	Add +2.0%	0.40%	+0.01
HELO JPMorgan Hedged Equity ETF	Add +16.6%	0.10%	+0.01
SCHB Schwab US Broad Market ETF	Add +1.9%	2.37%	+0.01
QXO Qxo Inc.	Add +15.1%	0.10%	+0.01
IWF iShares Russell 1000 Growth	Add +20.6%	0.07%	+0.01
BAC Bank of America Corp.	Add +3.3%	0.13%	+0.01
U Unity Software Inc.	Add +0.3%	0.12%	+0.01
INTC Intel Corp.	Add +1.1%	0.11%	+0.01
DFAE Dimensional Emerging Core Eq	Add +5.7%	0.14%	+0.01
IBM Intl Business Machines Corp.	Add +1.8%	0.23%	+0.01
SCHW Schwab (charles) Corp.	Add +0.8%	0.39%	+0.01
NVS Novartis AG-Sponsored ADR	Add +2.0%	0.10%	+0.01
TSLA Tesla Inc.	Add +4.2%	0.27%	+0.00
GE General Electric	Add +7.1%	0.08%	+0.00
XPO Xpo Inc.	Add +0.5%	0.19%	+0.00
GD General Dynamics Corp.	Add +6.2%	0.16%	+0.00
WELL Welltower Inc.	Add +1.1%	0.10%	+0.00
EMR Emerson Electric Co.	Add +4.4%	0.08%	+0.00
MMM 3M Co.	Add +0.8%	0.26%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	169	$404.6M	AAPL, LLY, GOOG, VTI, MSFT
Q1 2026	156	$355.2M	AAPL, LLY, GOOG, MSFT, VTI
Q4 2025	155	$373.1M	AAPL, LLY, MSFT, GOOG, JPM
Q3 2025	153	$360.5M	AAPL, MSFT, LLY, GOOG, JPM
Q2 2025	152	$344.1M	MSFT, AAPL, LLY, JPM, GOOG
Q1 2025	149	$332.0M	LLY, AAPL, MSFT, BRK.B, GOOG
Q4 2024	150	$330.9M	AAPL, LLY, MSFT, GOOG, JPM
Q3 2024	150	$329.2M	LLY, AAPL, MSFT, GOOG, BRK.B
Q2 2024	146	$314.1M	LLY, AAPL, MSFT, GOOG, BRK.B
Q1 2024	141	$305.2M	LLY, AAPL, MSFT, GOOG, BRK.B