Menlo Advisors

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

Companies in the Menlo Advisors portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Berkshire Hathaway (BRK.B) 14.37 97048 226.50
SPDR Gold Trust (GLD) 5.30 56714 142.89
Microsoft Corporation (MSFT) 5.17 50141 157.70
Walt Disney Company (DIS) 4.73 50052 144.63
Bank of America Corporation (BAC) 4.52 196455 35.22
Apple (AAPL) 4.46 23223 293.63
Howard Hughes (HHC) 4.45 53660 126.80
WisdomTree Emerging Markets Eq (DEM) 4.02 134275 45.76
WisdomTree Japan Total Dividend Fd (DXJ) 4.02 114310 +2% 53.77
Alphabet Inc Class C cs 3.84 4398 1336.97
Alpha Architect Etf Tr us quant etf 3.72 187361 30.42
Madison Square Garden Cl A 3.53 18384 294.17
Alphabet Inc Class A cs 3.49 3991 1339.26
Markel Corporation (MKL) 3.32 4444 1143.11
Kkr & Co Lp 3.30 173300 29.17
Liberty Media Corp Delaware Com C Siriusxm 3.16 100539 48.13
Cisco Systems (CSCO) 2.98 95018 47.96
Proshares Tr short s&p 500 ne 2.66 169454 24.01
Kinder Morgan Inc. 2.61 188805 +2% 21.17
Corning Incorporated (GLW) 2.53 133120 29.11
Abbvie 2.52 43612 88.53
Alpha Architect Etf Tr vlsh intl quan 2.45 127198 29.48
Cambria Etf Tr global value 2.40 153506 23.91
Abbott Laboratories (ABT) 2.15 37924 86.86
Vaneck Vectors Gold Miners mutual 2.13 111315 29.28
Tesla Motors (TSLA) 0.50 1845 417.89
Cohen & Steers REIT/Pfd Inc Fd (RNP) 0.44 28263 23.78
Coupa Software 0.25 2596 145.99
Alpha Architect Etf Tr mometumshs etf 0.20 9682 32.33
Liberty Media Corp Delaware Com C Braves Grp 0.19 9864 29.50
Solar Senior Capital Ltd 0.18 15925 17.58
Bank Of America Corporation preferred 0.17 182 1445.05
Rydex S&p Equal Wgt Etf 0.15 1973 115.56
Crimson Wine 0.06 11986 7.34
Accuray Incorporated (ARAY) 0.02 10000 2.80

Past 13F-HR SEC Filings by Menlo Advisors

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