Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NEW CAPITAL MANAGEMENT LP 04-17-2020 03-31-2020 109 52,829,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY INC DEL CL B NEW 1 $24,010,000 131,323 45.45 48.54 2,222 1.72 03-31-2020
PEPSICO INC COM 2 $7,038,000 58,598 13.32 13.17 0 0.00 03-31-2020
APPLE INC COM 3 $5,067,000 19,926 9.59 9.72 209 1.06 03-31-2020
ISHARES TR 0-5 YR TIPS ETF 4 $3,532,000 35,357 6.69 5.89 39 0.11 03-31-2020
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