KARPAS STRATEGIES, LLC - Q1 2020 holdings

$184 Million is the total value of KARPAS STRATEGIES, LLC's 114 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .

 Value Shares↓ Weighting
NewDFA US Core Equity Portfoliomut$1,696,00086,947
+100.0%
0.92%
BIPC NewBrookfield Infrastructure Corp$826,00023,551
+100.0%
0.45%
NewDFA International Sustainabilimut$412,00049,884
+100.0%
0.22%
NewDFA US Sustainability Coremut$256,00013,281
+100.0%
0.14%
NewDFA US High Relative Profitabimut$242,00020,538
+100.0%
0.13%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-04-22
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
JOHNSON & JOHNSON COM42Q3 20239.2%
SCHWAB CHARLES CORP COM42Q3 20235.8%
BERKSHIRE HATHAWAY INC DEL CL B NEW42Q3 20233.4%
WALT DISNEY CO COM42Q3 20233.8%
Texas Instruments42Q3 20233.4%
PFIZER INC COM42Q3 20232.6%
WELLS FARGO CO NEW COM42Q3 20232.6%
COMCAST CORP NEW CL A42Q3 20232.3%
EXXON MOBIL CORP COM42Q3 20232.5%
US BANCORP DEL COM NEW42Q3 20231.8%

View KARPAS STRATEGIES, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-06
13F-HR2024-02-07
13F-HR2023-11-09
13F-HR2023-08-10
13F-HR2023-05-02
13F-HR2023-02-07
13F-HR2022-10-28
13F-HR2022-07-19
13F-HR2022-04-19
13F-HR2022-02-07

View KARPAS STRATEGIES, LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (184260000.0 != 184259000.0)

Export KARPAS STRATEGIES, LLC's holdings