Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
B, B, H, & B INC. (CIK 1842116) reported $106.1M across 30 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: IVV ($20.0M, 18.88%), ACWI ($10.1M, 9.56%), IUSV ($9.0M, 8.44%), NEAR ($7.4M, 6.94%), SHYG ($6.9M, 6.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $20.0M | 18.88% | 44,156 | Trimmed |
| 2 | ACWI | ISHARES TR | $10.1M | 9.56% | 101,633 | Trimmed |
| 3 | IUSV | ISHARES TR | $9.0M | 8.44% | 118,079 | Added |
| 4 | NEAR | ISHARES U S ETF TR | $7.4M | 6.94% | 148,603 | Trimmed |
| 5 | SHYG | ISHARES TR | $6.9M | 6.49% | 156,560 | Added |
| 6 | SFBS | SERVISFIRST BANCSHARES INC | $5.3M | 4.99% | 55,554 | Trimmed |
| 7 | IXN | ISHARES TR | $5.2M | 4.86% | 88,844 | Trimmed |
| 8 | IVW | ISHARES TR | $5.1M | 4.83% | 67,171 | Trimmed |
| 9 | PDBC | INVESCO ACTIVLY MANGD ETC FD | $5.1M | 4.77% | 286,762 | Added |
| 10 | USMV | ISHARES TR | $4.5M | 4.23% | 57,798 | Added |
| 11 | DVY | ISHARES TR | $4.4M | 4.18% | 34,645 | New |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.6M | 3.38% | 10,171 | Added |
| 13 | AAPL | APPLE INC | $3.2M | 3.04% | 18,456 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $2.5M | 2.31% | 7,961 | Trimmed |
| 15 | IJR | ISHARES TR | $2.3M | 2.14% | 21,087 | Trimmed |
| 16 | IJH | ISHARES TR | $2.3M | 2.14% | 8,445 | Trimmed |
| 17 | ITOT | ISHARES TR | $1.4M | 1.36% | 14,328 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $1.4M | 1.35% | 6,289 | Added |
| 19 | GS | GOLDMAN SACHS GROUP INC | $1.2M | 1.12% | 3,600 | Trimmed |
| 20 | TGT | TARGET CORP | $1.1M | 1.08% | 5,387 | Trimmed |
| 21 | VXUS | VANGUARD STAR FDS | $793,000 | 0.75% | 13,280 | Added |
| 22 | SO | SOUTHERN CO | $671,000 | 0.63% | 9,252 | Hold |
| 23 | C | CITIGROUP INC | $612,000 | 0.58% | 11,467 | Trimmed |
| 24 | DIA | SPDR DOW JONES INDL AVERAGE | $486,000 | 0.46% | 1,400 | Hold |
| 25 | IVE | ISHARES TR | $388,000 | 0.37% | 2,493 | Trimmed |
Source: SEC Form 13F filings · as of 2022-03-31