Menlo Advisors

Latest statistics and disclosures from Menlo Advisors's latest quarterly 13F-HR filing:

Companies in the Menlo Advisors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Berkshire Hathaway (BRK.B) 14.38 98807 208.01
SPDR Gold Trust (GLD) 5.53 56944 138.86
Microsoft Corporation (MSFT) 4.88 50151 139.02
Howard Hughes (HHC) 4.78 52689 129.59
Walt Disney Company (DIS) 4.57 50132 130.32
Bank of America Corporation (BAC) 4.01 196455 +17% 29.17
WisdomTree Japan Total Dividend Fd (DXJ) 3.94 111500 50.46
WisdomTree Emerging Markets Eq (DEM) 3.88 134315 41.31
Alphabet Inc Class C cs 3.76 4413 1218.90
Markel Corporation (MKL) 3.69 4469 1181.70
Alpha Architect Etf Tr us quant etf 3.67 188081 27.86
Apple (AAPL) 3.65 23323 223.94
Alphabet Inc Class A cs 3.42 4006 1220.92
Madison Square Garden Cl A 3.41 18499 263.47
Cisco Systems (CSCO) 3.25 93988 49.40
Kkr & Co Lp 3.25 173095 26.85
Proshares Tr short s&p 500 ne 3.10 169454 26.13
Liberty Media Corp Delaware Com C Siriusxm 2.97 101029 41.96
Corning Incorporated (GLW) 2.66 133470 -2% 28.52
Kinder Morgan Inc. 2.66 184375 +2% 20.60
Alpha Architect Etf Tr vlsh intl quan 2.41 128098 26.89
Cambria Etf Tr global value 2.40 153506 22.36
Abbvie 2.31 43612 75.71
Abbott Laboratories (ABT) 2.22 37924 83.67
Vaneck Vectors Gold Miners mutual 2.09 111615 26.71
PetMed Express (PETS) 1.09 86865 -2% 18.02
Cohen & Steers REIT/Pfd Inc Fd (RNP) 0.48 28063 24.59
Tesla Motors (TSLA) 0.31 1845 240.65
Coupa Software 0.24 2596 129.43
Solar Senior Capital Ltd 0.20 15925 17.71
Alpha Architect Etf Tr mometumshs etf 0.20 9682 29.95
Bank Of America Corporation preferred 0.19 182 1494.51
Liberty Media Corp Delaware Com C Braves Grp 0.19 9915 27.74
Rydex S&p Equal Wgt Etf 0.15 1973 107.96
Crimson Wine 0.06 12049 7.47
Accuray Incorporated (ARAY) 0.02 10000 2.70

Past 13F-HR SEC Filings by Menlo Advisors

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