Filling information for Intrinsic Value Partners, LLC as Treemap, investor disclosed 54 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | Amount previous period | Change in % | |
---|---|---|---|---|---|---|---|---|
23255M105 | 23255M105 | Cyclerion Therapeutics I | COM | 18703 | 43105 | 0 | 100 | |
060505104 | 060505104 | Bankamerica Corp New | COM | 982496 | 34353 | 0 | 100 | |
58933Y105 | 58933Y105 | Merck & Co Inc | COM | 462477 | 4347 | 0 | 100 | |
922908769 | 922908769 | Vanguard Total Stock Mkt | TOTAL STK MKT | 527599 | 2585 | 0 | 100 | |
67103H107 | 67103H107 | O Reilly Automotive Inc | COM | 665600 | 784 | 0 | 100 | |
874039100 | 874039100 | Taiwan Semiconductor Manuf Co | SPONSORED ADS | 2358987 | 25360 | 0 | 100 | |
384802104 | 384802104 | Grainger W W Inc | COM | 286545 | 416 | 0 | 100 | |
194014502 | 194014502 | Enovis Corp | COM | 279164 | 5219 | 0 | 100 | |
46333X108 | 46333X108 | Ironwood Pharma Inc A | COM CL A | 542885 | 51605 | 0 | 100 | |
90353W103 | 90353W103 | Ubiquiti Inc | COM | 1023456 | 3767 | 0 | 100 | |
09857L108 | 09857L108 | Booking Holdings Inc | COM | 790418 | 298 | 0 | 100 | |
29605J106 | 29605J106 | Esab Corp | COM | 314134 | 5318 | 0 | 100 | |
60770K107 | 60770K107 | Moderna | COM | 1836817 | 11960 | 0 | 100 | |
72352L106 | 72352L106 | Pinterest Inc | CL A | 689386 | 25280 | 0 | 100 | |
025816109 | 025816109 | American Express Company | COM | 2458250 | 14903 | 0 | 100 | |
47233W109 | 47233W109 | Jefferies Financial | COM | 1039898 | 32763 | 0 | 100 | |
594918104 | 594918104 | Microsoft Corp | COM | 2918173 | 10122 | 0 | 100 | |
N07059210 | N07059210 | Asml Holding N V New York Shs | N Y REGISTRY SHS | 1045571 | 1536 | 0 | 100 | |
833445109 | 833445109 | Snowflake Inc | CL A | 596639 | 3867 | 0 | 100 | |
57636Q104 | 57636Q104 | Mastercard Inc Cl A | CL A | 317984 | 875 | 0 | 100 | |
45866F104 | 45866F104 | Intercontinental Exchange | COM | 574429 | 5508 | 0 | 100 | |
172967424 | 172967424 | Citigroup Inc | COM NEW | 656460 | 14000 | 0 | 100 | |
02079K107 | 02079K107 | Alphabet Inc Class C | CAP STK CL C | 6434480 | 61870 | 0 | 100 | |
70614W100 | 70614W100 | Peloton Interactive Inc | CL A COM | 454246 | 40057 | 0 | 100 | |
478160104 | 478160104 | Johnson & Johnson | COM | 519177 | 3350 | 0 | 100 | |
46625H100 | 46625H100 | J P Morgan Chase & Co | COM | 294134 | 2257 | 0 | 100 | |
084670702 | 084670702 | Berkshire Hathaway Cl B | CL B NEW | 11680769 | 37830 | 0 | 100 | |
595112103 | 595112103 | Micron Technology Inc | COM | 504744 | 8365 | 0 | 100 | |
064058100 | 064058100 | Bank Of New York Co Inc | COM | 2160627 | 47549 | 0 | 100 | |
902973304 | 902973304 | U S Bancorp Del New | COM NEW | 346044 | 9599 | 0 | 100 | |
718546104 | 718546104 | Phillips 66 Com | COM | 340535 | 3359 | 0 | 100 | |
032654105 | 032654105 | Analog Devices Inc | COM | 306085 | 1552 | 0 | 100 | |
872540109 | 872540109 | T J X Cos Inc | COM | 323235 | 4125 | 0 | 100 | |
77311W101 | 77311W101 | Rocket Companies Class A | COM CL A | 377349 | 41650 | 0 | 100 | |
166764100 | 166764100 | Chevron-Texaco Corp | COM | 247351 | 1516 | 0 | 100 | |
30303M102 | 30303M102 | Meta Platforms, Inc. | CL A | 2574647 | 12148 | 0 | 100 | |
110122108 | 110122108 | Bristol-Myers Squibb Co | COM | 356669 | 5146 | 0 | 100 | |
790148100 | 790148100 | St Joe Company | COM | 5825608 | 140005 | 0 | 100 | |
30231G102 | 30231G102 | Exxon Mobil Corporation | COM | 822998 | 7505 | 0 | 100 | |
38141G104 | 38141G104 | Goldman Sachs Group Inc | COM | 978386 | 2991 | 0 | 100 | |
369604301 | 369604301 | General Electric Company | COM NEW | 2283597 | 23887 | 0 | 100 | |
570535104 | 570535104 | Markel Corp | COM | 569725 | 446 | 0 | 100 | |
46982L108 | 46982L108 | Jacobs Solutions Inc. | COM | 2209658 | 18804 | 0 | 100 | |
20825C104 | 20825C104 | Conocophillips | COM | 246140 | 2481 | 0 | 100 | |
82509L107 | 82509L107 | Shopify Inc | CL A | 862680 | 17995 | 0 | 100 | |
01609W102 | 01609W102 | Alibaba Group Hldg Ltd ADR | SPONSORED ADS | 1707326 | 16709 | 0 | 100 | |
143130102 | 143130102 | Carmax Inc | COM | 890728 | 13857 | 0 | 100 | |
023135106 | 023135106 | Amazon Com Inc | COM | 427621 | 4140 | 0 | 100 | |
097023105 | 097023105 | Boeing | COM | 798100 | 3757 | 0 | 100 | |
02079K305 | 02079K305 | Alphabet Inc Class A | CAP STK CL A | 3676191 | 35440 | 0 | 100 | |
458140100 | 458140100 | Intel Corp | COM | 1540423 | 47151 | 0 | 100 | |
808513105 | 808513105 | The Charles Schwab Corporation | COM | 2549649 | 48676 | 0 | 100 | |
949746101 | 949746101 | Wells Fargo & Co New | COM | 654337 | 17505 | 0 | 100 | |
36266G107 | 36266G107 | Ge Healthcare Technologi | COMMON STOCK | 595948 | 7265 | 0 | 100 |