| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 05/31/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 25.00% |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 12/16/1977 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY - CL B | $ Position$31,747 | % Position11.00% | $ Change17.00% | # Change0.00% |
| Stck Ticker92826C839 | Stock NameVISA INC. | $ Position$26,187 | % Position9.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$18,340 | % Position6.00% | $ Change-11.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE,INC. | $ Position$15,237 | % Position5.00% | $ Change-14.00% | # Change-3.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABORATORIES | $ Position$13,850 | % Position5.00% | $ Change17.00% | # Change0.00% |
| Stck Ticker032095101 | Stock NameAMPHENOL CORP COM CL A | $ Position$10,347 | % Position4.00% | $ Change14.00% | # Change20.00% |
| Stck Ticker20825C104 | Stock NameCONOCOPHILLIPS COM | $ Position$8,143 | % Position3.00% | $ Change3.00% | # Change-3.00% |
| Stck Ticker166764100 | Stock NameCHEVRON CORP. | $ Position$9,087 | % Position3.00% | $ Change2.00% | # Change-11.00% |
| Stck Ticker907818108 | Stock NameUNION PACIFIC CORP COM | $ Position$9,060 | % Position3.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker701094104 | Stock NamePARKER-HANNIFIN CORP. | $ Position$9,786 | % Position3.00% | $ Change47.00% | # Change54.00% |