| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 27 | Q2 2024 | 4.1% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 4.5% |
| APPLE INC COM | 27 | Q2 2024 | 4.4% |
| JOHNSON & JOHNSON COM | 27 | Q2 2024 | 3.2% |
| JPMORGAN CHASE & CO. COM | 27 | Q2 2024 | 3.5% |
| COSTCO WHSL CORP NEW COM | 27 | Q2 2024 | 2.6% |
| FIDELITY NATL INFORMATION SVCS | 27 | Q2 2024 | 3.7% |
| PEPSICO INC COM | 27 | Q2 2024 | 2.5% |
| WASTE MGMT INC DEL COM | 27 | Q2 2024 | 2.7% |
| AMAZON COM INC COM | 27 | Q2 2024 | 3.3% |
View WoodTrust Financial Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-22 |
View WoodTrust Financial Corp'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.