$128 Million is the total value of MENLO ADVISORS LLC's 35 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY CLASS B | $20,067,000 | +19.3% | 94,238 | 0.0% | 15.73% | +19.8% | |
| GOOGL | ALPHABET INC. CLASS A | $5,748,000 | +3.4% | 3,922 | 0.0% | 4.51% | +3.8% | |
| CSCO | CISCO SYSTEMS INC | $4,227,000 | -15.5% | 107,323 | 0.0% | 3.31% | -15.2% | |
| ABT | ABBOTT LABORATORIES | $3,804,000 | +19.1% | 34,954 | 0.0% | 2.98% | +19.6% | |
| ABBV | ABBVIE INC | $3,682,000 | -10.8% | 42,047 | 0.0% | 2.89% | -10.5% | |
| EBAY | EBAY INC | $3,483,000 | -0.7% | 66,860 | 0.0% | 2.73% | -0.3% | |
| RVT | ROYCE VALUE CF | $2,471,000 | +0.8% | 195,536 | 0.0% | 1.94% | +1.1% | |
| EQC | EQUITY COMMONWEALTH | $2,469,000 | -17.3% | 92,740 | 0.0% | 1.94% | -17.0% | |
| COUP | COUPA SOFTWARE INCORPORA | $711,000 | -1.1% | 2,596 | 0.0% | 0.56% | -0.9% | |
| BACPRL | BANK OF AMERI 7.25 PFD PFD SERcpus | $471,000 | +10.8% | 317 | 0.0% | 0.37% | +11.1% | |
| NTSX | WISDOMTREE 90 60 U S BALANCED | $428,000 | +8.9% | 12,870 | 0.0% | 0.34% | +9.4% | |
| DGRW | WISDOMTREE US QLT DIV GRW ETF | $410,000 | +9.0% | 8,280 | 0.0% | 0.32% | +9.2% | |
| ARAY | ACCURAY INC | $24,000 | +20.0% | 10,000 | 0.0% | 0.02% | +18.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | 42 | Q3 2023 | 19.0% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.3% |
| SPDR GOLD TRUST SPDR GOLD SHAR | 42 | Q3 2023 | 7.9% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 5.3% |
| APPLE INC | 42 | Q3 2023 | 7.2% |
| ABBVIE INC | 42 | Q3 2023 | 4.9% |
| ABBOTT LABORATORIES | 42 | Q3 2023 | 4.5% |
| TESLA MOTORS INC | 42 | Q3 2023 | 4.2% |
| ACCURAY INC | 42 | Q3 2023 | 0.4% |
| HOWARD HUGHES CORP XXX NAME CH | 41 | Q2 2023 | 5.9% |
View MENLO ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-16 |
View MENLO ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.