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| Holdings Found : 42 | View All Holdings | Currently Viewing: Unchanged Positions | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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BRK.A | Berkshire Hathaway Inc | - | $608,795.00 | $11,420,000 | 18 | % | 1,653,000 | 0 | 0 | N/A | |
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IWW | iShares Russell 3000 Value | - | $87.84 | $4,884,000 | 54,000 | % | 330,000 | 0 | 0 | N/A | |
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YNDX | Yandex Nv | - | $18.94 | $3,320,000 | 222,850 | % | 0 | 0 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $335.84 | $3,052,000 | 9,056 | % | 306,000 | 0 | 0 | N/A | |
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EW | Edwards Lifesciences Corp | - | $29.12 | $2,822,000 | 29,530 | % | 570,000 | 0 | 0 | N/A | |
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MCD | McDonalds Corp | - | $269.30 | $2,666,000 | 9,457 | % | -138,000 | 0 | 0 | N/A | |
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ITW | Illinois Tool Works Inc | - | $245.19 | $2,516,000 | 9,327 | % | 60,000 | 0 | 0 | N/A | |
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HSY | Hershey Foods Corp | - | $196.49 | $1,891,000 | 9,723 | % | 78,000 | 0 | 0 | N/A | |
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MAS | Masco Corp | - | $70.23 | $1,583,000 | 20,071 | % | 239,000 | 0 | 0 | N/A | |
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SCI | Service Corp International | - | $68.09 | $1,578,000 | 21,266 | % | 122,000 | 0 | 0 | N/A | |
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VOE | Vanguard Mid-Cap Value ETF | - | $151.80 | $1,409,000 | 9,040 | % | 98,000 | 0 | 0 | N/A | |
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APD | Air Products & Chemicals Inc | - | $247.60 | $1,388,000 | 5,687 | % | -179,000 | 0 | 0 | N/A | |
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REGN | Regeneron Pharmaceuticals Inc | - | $958.64 | $1,283,000 | 1,333 | % | 112,000 | 0 | 0 | N/A | |
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CPNG | Coupang, Inc. | - | $0.00 | $945,000 | 53,140 | % | 85,000 | 0 | 0 | N/A | |
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IWN | iShares Russell 2000 Value | - | $155.65 | $903,000 | 5,685 | % | 20,000 | 0 | 0 | N/A | |
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INTU | Intuit Inc | - | $634.64 | $887,000 | 1,365 | % | 34,000 | 0 | 0 | N/A | |
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FDX | Fedex Corp | - | $260.29 | $828,000 | 2,846 | % | 104,000 | 0 | 0 | N/A | |
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KMB | Kimberly Clark Corp | - | $135.97 | $807,000 | 6,177 | % | 49,000 | 0 | 0 | N/A | |
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BF.A | Brown Forman Corporation | - | $47.94 | $798,000 | 15,000 | % | -99,000 | 0 | 0 | N/A | |
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EAT | Brinker International Inc | - | $57.53 | $765,000 | 15,396 | % | 100,000 | 0 | 0 | N/A | |
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FNV | Franco-Nevada Corp | - | $126.20 | $765,000 | 6,422 | % | 53,000 | 0 | 0 | N/A | |
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ALNY | Alnylam Pharmaceuticals Inc | - | $151.22 | $598,000 | 4,000 | % | -168,000 | 0 | 0 | N/A | |
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DRI | Darden Restaurants Inc | - | $147.48 | $569,000 | 3,406 | % | 9,000 | 0 | 0 | N/A | |
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NFLX | Netflix Inc | - | $596.97 | $530,000 | 872 | % | 105,000 | 0 | 0 | N/A | |
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EBC | Eastern Bankshares, Inc. | - | $13.59 | $482,000 | 35,000 | % | -15,000 | 0 | 0 | N/A | |
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ALGN | Align Technology Inc | - | $287.37 | $458,000 | 1,397 | % | 75,000 | 0 | 0 | N/A | |
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BF.B | Brown Forman Corporation | - | $46.92 | $454,000 | 8,750 | % | -48,000 | 0 | 0 | N/A | |
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CNI | Canadian National Railway (... | - | $126.19 | $427,000 | 3,244 | % | 19,000 | 0 | 0 | N/A | |
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GEX | Vaneck Vectors Global Alter... | - | $101.08 | $376,000 | 3,820 | % | -47,000 | 0 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $221.77 | $376,000 | 1,647 | % | 25,000 | 0 | 0 | N/A | |
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KLAC | KLA-Tencor Corp | - | $718.38 | $373,000 | 534 | % | 63,000 | 0 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $243.64 | $344,000 | 1,375 | % | 24,000 | 0 | 0 | N/A | |
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IRM | Iron Mountain Inc | - | $76.80 | $325,000 | 4,016 | % | 41,000 | 0 | 0 | N/A | |
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ROST | Ross Stores Inc | - | $132.48 | $283,000 | 1,931 | % | 16,000 | 0 | 0 | N/A | |
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VHI | Valhi Inc | - | $0.91 | $259,000 | 15,095 | % | 30,000 | 0 | 0 | N/A | |
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VV | Vanguard Large Cap VIPERS | - | $237.30 | $252,000 | 1,050 | % | 23,000 | 0 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | - | $284.19 | $247,000 | 859 | % | 22,000 | 0 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $516.83 | $236,000 | 450 | % | 18,000 | 0 | 0 | N/A | |
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DHI | DR Horton Inc | - | $151.26 | $228,000 | 1,388 | % | 17,000 | 0 | 0 | N/A | |
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CBU | Community Bank System Inc | - | $47.06 | $225,000 | 4,650 | % | -19,000 | 0 | 0 | N/A | |
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ICLN | iShares S&P Global Clean En... | - | $13.91 | $220,000 | 15,765 | % | -25,000 | 0 | 0 | N/A | |
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COMM | Commscope Holding Company, ... | - | $0.92 | $108,000 | 82,700 | % | -125,000 | 0 | 0 | N/A |
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