Walter & Keenan Wealth Management LLC /in/

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

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Walter & Keenan Wealth Management LLC /in/ reported 156 stock positions worth $355.2 million. Its top holding was Apple (AAPL) at 6.4% of the portfolio, followed by Eli Lilly (LLY, 5.5%) and Alphabet Class C (GOOG, 4.7%). Compared with Q4 2025, it opened 7 new positions, sold out of 6, added to 56 and reduced 78. The biggest buy was Exxon Mobil (XOM, shares +1%) and the biggest sale Microsoft (MSFT, shares −5%).

Most Recent 13F: Q2 2026
Location: SOUTH BEND, IN
CIK: 0000752365
Portfolio Value: $355.2M (Q1 2026)
SEC Filing: 0000752365-26-000003 ↗ filed May 11, 2026

Holdings Value

Holdings 156 stocks · $355.2M


AAPL Apple Inc.	6.40%	89,544	$22.7M	Reduce -0.1%
LLY Eli Lilly & Co.	5.53%	21,368	$19.7M	Reduce -1.3%
GOOG Alphabet Inc. Class C	4.66%	57,649	$16.5M	Reduce -0.1%
MSFT Microsoft Corp.	3.78%	36,251	$13.4M	Reduce -5.0%
VTI VG Morningstar TS MKT ETF-US	3.57%	39,526	$12.7M	Add +10.6%
JPM JPMorgan Chase & Co.	3.22%	38,844	$11.4M	Reduce -0.4%
BRK.B Berkshire Hathaway Inc. Class B	3.12%	23,096	$11.1M	Reduce -5.8%
WMT Walmart Inc.	2.91%	83,086	$10.3M	Reduce -0.5%
VIG Vanguard Dividend Apprec ETF	2.65%	43,853	$9.4M	Add +0.8%
GOOGL Alphabet Inc. Class A	2.44%	30,151	$8.7M	Reduce -1.6%
SCHB Schwab US Broad Market ETF	2.40%	339,859	$8.5M	Add +0.6%
VT Vanguard Tot World STK ETF	2.36%	60,649	$8.4M	Add +4.9%
JNJ Johnson & Johnson	2.34%	34,035	$8.3M	Reduce -1.4%
CSCO Cisco Systems Inc.	2.03%	93,001	$7.2M	Reduce -0.6%
VOO Vanguard S&P 500 ETF	1.72%	10,233	$6.1M	Add +4.6%
NVDA Nvidia Corp.	1.63%	33,230	$5.8M	Add +0.1%
BRK.A Berkshire Hathaway Inc. Class A	1.62%	8	$5.7M	No change
V Visa Inc. Class A	1.60%	18,771	$5.7M	Reduce -1.0%
VYM Vanguard High DVD Yield ETF	1.52%	36,489	$5.4M	Reduce -6.6%
RTX RTX Corp.	1.48%	27,218	$5.3M	Add +0.0%
ABBV Abbvie Inc.	1.47%	23,969	$5.2M	Reduce -2.9%
NTRS Northern Trust Corp.	1.37%	34,801	$4.9M	Add +0.0%
DFAT Dimensional US Target Value	1.31%	74,273	$4.6M	Add +10.4%
XOM Exxon Mobil Corp.	1.25%	26,270	$4.5M	Add +0.9%
PG The Procter & Gamble Co.	1.20%	29,488	$4.3M	Reduce -4.1%
AMZN Amazon.com Inc.	1.05%	17,960	$3.7M	Add +4.7%
MRK Merck & Co. Inc.	1.00%	29,425	$3.5M	Add +0.1%
AMGN Amgen Inc.	0.99%	10,005	$3.5M	Add +0.1%
JEPI JPMorgan Equity Premium Inco	0.88%	54,927	$3.1M	Reduce -0.1%
HD Home Depot Inc.	0.84%	9,048	$3.0M	Reduce -0.4%
PLTR Palantir Technologies Inc. Class A	0.82%	19,874	$2.9M	Add +0.2%
KO The Coca-Cola Co.	0.79%	37,047	$2.8M	Reduce -5.4%
VUG Vanguard Mrngstar GR ETF-Sui	0.79%	6,427	$2.8M	Reduce -11.6%
IQLT iShares MSCI International Q	0.76%	58,233	$2.7M	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.74%	13,420	$2.6M	Reduce -16.1%
COST Costco Wholesale Corp.	0.74%	2,626	$2.6M	Add +2.1%
SCHD Schwab US DVD Equity ETF	0.72%	83,798	$2.6M	Reduce -0.2%
TXN Texas Instruments Inc.	0.71%	12,922	$2.5M	Reduce -0.1%
DFAS Dimensional US Small Cap ETF	0.69%	34,426	$2.4M	Add +2.8%
AXP American Express Co.	0.65%	7,581	$2.3M	Reduce -0.8%
VYMI Vanguard Int High DVD YLD Inc.	0.64%	24,141	$2.3M	Reduce -3.4%
ORCL Oracle Corp.	0.63%	15,198	$2.2M	Reduce -2.8%
WFC Wells Fargo & Co.	0.61%	27,437	$2.2M	Reduce -1.4%
EMXC iShares MSCI Emr MRK Ex Chna	0.59%	26,835	$2.1M	No change
CSW CSW Industrials Inc.	0.59%	8,074	$2.1M	Add +0.7%
SCHF Schwab Intl Equity ETF	0.59%	84,349	$2.1M	No change
MDT Medtronic PLC	0.58%	23,930	$2.1M	Reduce -4.0%
NEE Nextera Energy Inc.	0.55%	21,176	$2.0M	Reduce -1.5%
PEP Pepsico Inc.	0.55%	12,611	$2.0M	Reduce -0.6%
DFAI Dimensional International Co.	0.52%	47,692	$1.9M	Add +28.9%
META Meta Platforms Inc. Class A	0.52%	3,239	$1.9M	Reduce -2.5%
VBK Van Morst SML-Cap Gro-Usd Inc.	0.47%	5,529	$1.7M	Reduce -12.6%
BTT BlackRock 2030 Muni TRGT TRM	0.46%	71,425	$1.6M	Reduce -16.3%
CAT Caterpillar Inc.	0.40%	2,030	$1.4M	Add +0.3%
SCHW Schwab (charles) Corp.	0.38%	14,498	$1.4M	Reduce -0.4%
AVGO Broadcom Inc.	0.38%	4,377	$1.4M	Add +0.4%
ITW Illinois Tool Works	0.37%	5,001	$1.3M	Reduce -7.5%
KKR KKR & Co. Inc.	0.36%	13,790	$1.3M	Add +0.0%
BX Blackstone Inc.	0.34%	10,615	$1.2M	Reduce -2.0%
MCD McDonald's Corp.	0.34%	3,830	$1.2M	Add +0.3%
BN Brookfield Corp.	0.33%	29,190	$1.2M	No change
AEP American Electric Power	0.32%	8,594	$1.1M	Reduce -0.9%
CVX Chevron Corp.	0.32%	5,421	$1.1M	Add +2.7%
MA Mastercard Inc. Class A	0.31%	2,212	$1.1M	Reduce -9.1%
VIGI Vanguard Int Div App Indx FD	0.30%	11,980	$1.1M	Reduce -0.5%
USRT iShares Core US REIT ETF	0.30%	17,749	$1.1M	Reduce -0.9%
APH Amphenol Corp. Class A	0.29%	8,197	$1.0M	Reduce -0.1%
XPO Xpo Inc.	0.29%	5,219	$1.0M	No change
KMI Kinder Morgan Inc.	0.28%	30,018	$1.0M	Add +0.5%
SO The Southern Co.	0.28%	10,129	$978K	Reduce -6.5%
PM Philip Morris International	0.27%	5,847	$967K	Add +1.2%
LMT Lockheed Martin Corp.	0.27%	1,568	$948K	Add +3.5%
COIN Coinbase Global Inc. Class A	0.26%	5,256	$918K	Add +1.2%
IVV iShares Core S&P 500 ETF	0.25%	1,372	$896K	No change
ACN Accenture PLC Class A	0.25%	4,475	$887K	Reduce -6.0%
DHR Danaher Corp.	0.25%	4,611	$874K	Reduce -1.2%
TSLA Tesla Inc.	0.24%	2,264	$842K	Add +0.5%
VZ Verizon Communications Inc.	0.23%	16,242	$815K	Reduce -2.8%
MCO Moody's Corp.	0.23%	1,861	$812K	Reduce -1.5%
MO Altria Group Inc.	0.23%	12,279	$810K	Reduce -4.8%
PYLD PIMCO Multisector Bond Actv	0.21%	28,984	$759K	Add +8.4%
CB Chubb Ltd.	0.21%	2,295	$748K	Add +1.6%
FITB Fifth Third Bancorp	0.21%	16,099	$748K	Add +0.9%
GPIX GLDM SA S&P 500 PR in ETF-US	0.21%	14,887	$745K	Add +103.4%
DKS Dick's Sporting Goods Inc.	0.20%	3,558	$706K	Add +0.7%
ABT Abbott Laboratories	0.20%	6,852	$703K	Reduce -8.8%
PFE Pfizer Inc.	0.19%	24,096	$677K	Reduce -7.1%
MMM 3M Co.	0.19%	4,639	$674K	Reduce -23.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.18%	2,655	$644K	Reduce -9.3%
DFAE Dimensional Emerging Core Eq	0.17%	18,184	$616K	Add +13.1%
DLR Digital Realty Trust Inc.	0.17%	3,413	$615K	Reduce -20.9%
GS Goldman Sachs Group Inc.	0.17%	706	$597K	Add +2.2%
GD General Dynamics Corp.	0.17%	1,726	$592K	Reduce -4.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.16%	6,057	$584K	Reduce -14.7%
WM Waste Management Inc.	0.16%	2,409	$554K	Add +1.9%
SBUX Starbucks Corp.	0.15%	6,123	$549K	Add +0.7%
SRCE 1ST Source Corp.	0.15%	7,863	$544K	Reduce -31.9%
BXSL Blackstone Secured Lending F	0.15%	22,441	$532K	Reduce -12.4%
T AT&T Inc.	0.14%	17,489	$507K	Add +7.3%
VB Vanguard Most SM-Cap ETF-Usd	0.14%	1,929	$505K	Reduce -5.2%
SSNC Ss&c Technologies Holdings	0.14%	7,096	$479K	Add +0.2%
ICE Intercontinental Exchange Inc.	0.13%	3,033	$477K	Add +0.1%
DUK Duke Energy Corp.	0.13%	3,624	$475K	Add +9.6%
VBIL Vanguard 0-3M T-Bill ETF	0.13%	6,257	$473K	Reduce -36.5%
FEOE First Eagle Overseas Eq ETF	0.13%	9,290	$469K	New
BLK BlackRock Inc.	0.13%	482	$464K	Reduce -3.6%
NZF Nuveen Municipal Credit Inc.	0.13%	37,009	$451K	No change
TMO Thermo Fisher Scientific Inc.	0.13%	915	$450K	Reduce -0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.13%	9,166	$447K	Add +0.1%
INTC Intel Corp.	0.12%	9,673	$427K	Reduce -11.2%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.12%	1,946	$423K	Reduce -3.3%
VXUS Vanguard Total Intl Stock	0.12%	5,420	$418K	Reduce -5.2%
VRP Invesco Variable Rate Prefer	0.12%	17,371	$417K	Reduce -14.2%
QXO Qxo Inc.	0.12%	21,395	$415K	Add +13.1%
NVS Novartis AG-Sponsored ADR	0.12%	2,677	$409K	Add +1.1%
APD Air Products & Chemicals Inc.	0.11%	1,394	$405K	Reduce -0.1%
ETX Eaton Vance Muni Inc. 2028 TM	0.11%	21,875	$402K	Reduce -33.3%
TEL Te Connectivity PLC	0.11%	1,894	$396K	Add +0.1%
DUHP Dimensional US High Profi Et	0.11%	10,687	$393K	Reduce -7.7%
MRSH Marsh & McLennan Cos	0.11%	2,194	$381K	Reduce -0.6%
NOC Northrop Grumman Corp.	0.10%	529	$361K	Reduce -22.2%
HELO JPMorgan Hedged Equity ETF	0.10%	5,630	$360K	No change
SPYD SS SPDR P S&P 500 Hi Div ETF	0.10%	7,797	$355K	Reduce -4.9%
AMAT Applied Materials Inc.	0.10%	1,028	$351K	Add +5.2%
VEEV Veeva Systems Inc. Class A	0.10%	2,000	$351K	Add +3.0%
CMCSA Comcast Corp. Class A	0.10%	12,098	$347K	Reduce -23.7%
STIP iShares 0-5 Year Tips Bond E	0.10%	3,294	$341K	Reduce -28.0%
BMY Bristol-Myers Squibb Co.	0.09%	5,528	$335K	Reduce -8.1%
NFLX Netflix Inc.	0.09%	3,438	$331K	Add +16.9%
ISRG Intuitive Surgical Inc.	0.09%	717	$331K	Add +0.6%
WELL Welltower Inc.	0.09%	1,661	$328K	Reduce -20.7%
BND Vanguard Total Bond Market	0.09%	4,318	$318K	Add +4.7%
AMD Advanced Micro Devices	0.09%	1,547	$315K	Add +23.2%
VTIP Vanguard Short-Term Tips	0.09%	6,234	$311K	No change
ETN Eaton Corp. PLC	0.08%	842	$301K	Add +1.7%
PMBS PIMCO MBS Active ETF	0.08%	6,000	$298K	New
EMR Emerson Electric Co.	0.08%	2,230	$292K	Reduce -1.9%
MU Micron Technology Inc.	0.08%	861	$291K	Add +1.9%
SCHE Schwab Emrg Mrkts Eqty ETF	0.08%	8,803	$290K	No change
GXO Gxo Logistics Inc.	0.08%	5,569	$289K	No change
GE General Electric filed as GE AEROSPACE	0.08%	980	$278K	Add +6.4%
VWO Vanguard Ftse Emerging Marke	0.08%	4,985	$269K	Add +5.3%
ISTB iShares Core 1-5 Year Usd Bo	0.08%	5,540	$268K	No change
VNQ Vanguard Real Estate ETF	0.07%	2,948	$261K	New
SCHP Schwab U.S. Tips ETF	0.07%	9,706	$258K	Reduce -14.8%
ENB Enbridge Inc.	0.07%	4,760	$258K	No change
GLW Corning Inc.	0.07%	1,801	$245K	New
UNH Unitedhealth Group Inc.	0.07%	904	$245K	Reduce -19.0%
CMI Cummins Inc.	0.07%	449	$242K	Reduce -26.1%
CL Colgate-Palmolive Co.	0.07%	2,832	$241K	Add +5.1%
IWF iShares Russell 1000 Growth	0.07%	561	$239K	No change
DIVB iShares Core Dividend ETF	0.07%	4,400	$237K	Reduce -2.2%
GEV GE Vernova Inc.	0.06%	258	$225K	New
U Unity Software Inc.	0.06%	9,760	$214K	Reduce -2.7%
VCSH Vanguard S/T Corp. Bond ETF	0.06%	2,682	$213K	New
IBIT iShares Bitcoin Trust ETF	0.06%	5,459	$210K	New

Portfolio Sells Q4 2025 → Q1 2026


MSFT Microsoft Corp.	Reduce -5.0%	3.78%	−1.17
LLY Eli Lilly & Co.	Reduce -1.3%	5.53%	−0.70
GOOG Alphabet Inc. Class C	Reduce -0.1%	4.66%	−0.20
BRK.B Berkshire Hathaway Inc. Class B	Reduce -5.8%	3.12%	−0.19
ORCL Oracle Corp.	Reduce -2.8%	0.63%	−0.19
V Visa Inc. Class A	Reduce -1.0%	1.60%	−0.18
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -11.6%	0.79%	−0.16
JPM JPMorgan Chase & Co.	Reduce -0.4%	3.22%	−0.15
AAPL Apple Inc.	Reduce -0.1%	6.40%	−0.13
GOOGL Alphabet Inc. Class A	Reduce -1.6%	2.44%	−0.13
AXP American Express Co.	Reduce -0.8%	0.65%	−0.11
BX Blackstone Inc.	Reduce -2.0%	0.34%	−0.10
ACN Accenture PLC Class A	Reduce -6.0%	0.25%	−0.09
WFC Wells Fargo & Co.	Reduce -1.4%	0.61%	−0.08
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -16.1%	0.74%	−0.08
MMM 3M Co.	Reduce -23.9%	0.19%	−0.07
INTU Intuit Inc.	Sold out	0.00%	−0.07
CVS CVS Health Corp.	Sold out	0.00%	−0.07
VBIL Vanguard 0-3M T-Bill ETF	Reduce -36.5%	0.13%	−0.07
META Meta Platforms Inc. Class A	Reduce -2.5%	0.52%	−0.07
BTT BlackRock 2030 Muni TRGT TRM	Reduce -16.3%	0.46%	−0.07
VTES Vanguard SH Term Tax-Ex Bond	Sold out	0.00%	−0.07
MA Mastercard Inc. Class A	Reduce -9.1%	0.31%	−0.06
U Unity Software Inc.	Reduce -2.7%	0.06%	−0.06
QCOM Qualcomm Inc.	Sold out	0.00%	−0.06
MDT Medtronic PLC	Reduce -4.0%	0.58%	−0.06
CDNS Cadence Design SYS Inc.	Sold out	0.00%	−0.06
UBER Uber Technologies Inc.	Sold out	0.00%	−0.05
ABT Abbott Laboratories	Reduce -8.8%	0.20%	−0.05
DIS The Walt Disney Co.	Reduce -14.7%	0.16%	−0.05
ETX Eaton Vance Muni Inc. 2028 TM	Reduce -33.3%	0.11%	−0.05
IBM Intl Business Machines Corp.	Reduce -9.3%	0.18%	−0.05
ABBV Abbvie Inc.	Reduce -2.9%	1.47%	−0.04
VBK Van Morst SML-Cap Gro-Usd Inc.	Reduce -12.6%	0.47%	−0.04
SRCE 1ST Source Corp.	Reduce -31.9%	0.15%	−0.04
DHR Danaher Corp.	Reduce -1.2%	0.25%	−0.04
BXSL Blackstone Secured Lending F	Reduce -12.4%	0.15%	−0.03
MCO Moody's Corp.	Reduce -1.5%	0.23%	−0.03
UNH Unitedhealth Group Inc.	Reduce -19.0%	0.07%	−0.03
STIP iShares 0-5 Year Tips Bond E	Reduce -28.0%	0.10%	−0.03
CMCSA Comcast Corp. Class A	Reduce -23.7%	0.10%	−0.03
TMO Thermo Fisher Scientific Inc.	Reduce -0.9%	0.13%	−0.02
CMI Cummins Inc.	Reduce -26.1%	0.07%	−0.02
VRP Invesco Variable Rate Prefer	Reduce -14.2%	0.12%	−0.01
BLK BlackRock Inc.	Reduce -3.6%	0.13%	−0.01
WELL Welltower Inc.	Reduce -20.7%	0.09%	−0.01
SCHP Schwab U.S. Tips ETF	Reduce -14.8%	0.07%	−0.01
DUHP Dimensional US High Profi Et	Reduce -7.7%	0.11%	−0.01
SCHW Schwab (charles) Corp.	Reduce -0.4%	0.38%	−0.01
DLR Digital Realty Trust Inc.	Reduce -20.9%	0.17%	−0.01

Portfolio Buys Q4 2025 → Q1 2026


XOM Exxon Mobil Corp.	Add +0.9%	1.25%	+0.41
VTI VG Morningstar TS MKT ETF-US	Add +10.6%	3.57%	+0.36
DFAT Dimensional US Target Value	Add +10.4%	1.31%	+0.23
VT Vanguard Tot World STK ETF	Add +4.9%	2.36%	+0.18
MRK Merck & Co. Inc.	Add +0.1%	1.00%	+0.17
DFAI Dimensional International Co.	Add +28.9%	0.52%	+0.15
COST Costco Wholesale Corp.	Add +2.1%	0.74%	+0.14
RTX RTX Corp.	Add +0.0%	1.48%	+0.14
FEOE First Eagle Overseas Eq ETF	New	0.13%	+0.13
AMGN Amgen Inc.	Add +0.1%	0.99%	+0.11
GPIX GLDM SA S&P 500 PR in ETF-US	Add +103.4%	0.21%	+0.11
CVX Chevron Corp.	Add +2.7%	0.32%	+0.10
CAT Caterpillar Inc.	Add +0.3%	0.40%	+0.09
NTRS Northern Trust Corp.	Add +0.0%	1.37%	+0.09
VIG Vanguard Dividend Apprec ETF	Add +0.8%	2.65%	+0.09
PMBS PIMCO MBS Active ETF	New	0.08%	+0.08
VOO Vanguard S&P 500 ETF	Add +4.6%	1.72%	+0.08
VNQ Vanguard Real Estate ETF	New	0.07%	+0.07
LMT Lockheed Martin Corp.	Add +3.5%	0.27%	+0.07
GLW Corning Inc.	New	0.07%	+0.07
DFAS Dimensional US Small Cap ETF	Add +2.8%	0.69%	+0.06
GEV GE Vernova Inc.	New	0.06%	+0.06
KMI Kinder Morgan Inc.	Add +0.5%	0.28%	+0.06
VCSH Vanguard S/T Corp. Bond ETF	New	0.06%	+0.06
IBIT iShares Bitcoin Trust ETF	New	0.06%	+0.06
T AT&T Inc.	Add +7.3%	0.14%	+0.03
DFAE Dimensional Emerging Core Eq	Add +13.1%	0.17%	+0.03
AMAT Applied Materials Inc.	Add +5.2%	0.10%	+0.03
DUK Duke Energy Corp.	Add +9.6%	0.13%	+0.03
SCHB Schwab US Broad Market ETF	Add +0.6%	2.40%	+0.03
PM Philip Morris International	Add +1.2%	0.27%	+0.02
PYLD PIMCO Multisector Bond Actv	Add +8.4%	0.21%	+0.02
MCD McDonald's Corp.	Add +0.3%	0.34%	+0.02
CB Chubb Ltd.	Add +1.6%	0.21%	+0.02
NFLX Netflix Inc.	Add +16.9%	0.09%	+0.02
QXO Qxo Inc.	Add +13.1%	0.12%	+0.02
NVS Novartis AG-Sponsored ADR	Add +1.1%	0.12%	+0.02
SBUX Starbucks Corp.	Add +0.7%	0.15%	+0.02
MU Micron Technology Inc.	Add +1.9%	0.08%	+0.02
WM Waste Management Inc.	Add +1.9%	0.16%	+0.02
AMD Advanced Micro Devices	Add +23.2%	0.09%	+0.02
ETN Eaton Corp. PLC	Add +1.7%	0.08%	+0.01
DKS Dick's Sporting Goods Inc.	Add +0.7%	0.20%	+0.01
CL Colgate-Palmolive Co.	Add +5.1%	0.07%	+0.01
FITB Fifth Third Bancorp	Add +0.9%	0.21%	+0.01
BND Vanguard Total Bond Market	Add +4.7%	0.09%	+0.01
VWO Vanguard Ftse Emerging Marke	Add +5.3%	0.08%	+0.01
GS Goldman Sachs Group Inc.	Add +2.2%	0.17%	+0.01
ICE Intercontinental Exchange Inc.	Add +0.1%	0.13%	+0.00
GE General Electric	Add +6.4%	0.08%	+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