Arnold Van Den Berg - Century Management

History Stock Activity Share change % change to portfolio ▼
Q1  2026
≡ COHR - Coherent Corp. Reduce 46.14% 55,298 3.02
≡ KW - Kennedy-Wilson Holdings Inc. Sell 100.00% 894,821 1.98
≡ MSFT - Microsoft Corp. Add 58.76% 10,177 0.86
≡ GOOG - Alphabet Inc. CL C Reduce 19.64% 11,347 0.75
≡ TREX - Trex Company Inc. Buy 84,871 0.71
≡ INTU - Intuit Inc. Buy 6,869 0.68
≡ WDAY - Workday Inc. Add 119.90% 20,664 0.62
≡ BN - Brookfield Corp. Reduce 20.40% 60,654 0.56
≡ BRK.B - Berkshire Hathaway CL B Reduce 13.40% 3,632 0.40
≡ VTOL - Bristow Group Inc. Add 49.09% 30,599 0.33
≡ CMCO - Columbus McKinnon Corp. Add 26.20% 99,309 0.33
≡ SA - Seabridge Gold Inc. Reduce 6.97% 49,340 0.32
≡ XOM - Exxon Mobil Corp. Reduce 4.33% 6,102 0.24
≡ UNH - United Health Group Inc. Add 10.58% 2,765 0.17
≡ PHYS - Sprott Physical Gold Trust Reduce 2.33% 19,887 0.16
≡ FTV - Fortive Corp. Add 22.94% 11,799 0.15
≡ IVV - Ishares Core S&P 500 ETF Reduce 88.49% 892 0.15
≡ BAM - Brookfield Asset Management Add 49.59% 13,949 0.14
≡ TXN - Texas Instruments Reduce 57.89% 2,967 0.14
≡ QCOM - QUALCOMM Inc. Add 7.65% 4,413 0.13
≡ VNT - Vontier Corp. Reduce 4.65% 10,824 0.09
≡ AZZ - AZZ Inc. Reduce 56.58% 3,063 0.09
≡ IWB - Ishares Russell 1000 ETF Reduce 90.07% 1,461 0.09
≡ FANG - Diamondback Energy Inc. Reduce 2.01% 1,703 0.08
≡ INTC - Intel Corp. Reduce 3.23% 8,337 0.08
≡ BAC - Bank of America Corp. Reduce 12.28% 7,239 0.08
≡ ELV - Elevance Health Inc. Add 4.13% 1,115 0.07
≡ SLB - Schlumberger Ltd. Reduce 3.50% 6,264 0.07
≡ EQT - EQT Corp. Reduce 1.66% 3,826 0.06
≡ DIA - SPDR Djia Trust Reduce 50.95% 591 0.06
≡ NVDA - NVIDIA Corp. Buy 1,560 0.06
≡ LUMN - Lumen Technologies Inc. Add 1.40% 33,562 0.05
≡ ILMN - Illumina Inc. Reduce 3.82% 1,778 0.05
≡ AAPL - Apple Inc. Buy 904 0.05
≡ CW - Curtiss-Wright Corp. Buy 327 0.05
≡ GE - GE Aerospace Buy 784 0.05
≡ SM - SM Energy Co. Buy 7,003 0.05
≡ MKTX - MarketAxess Holdings Inc. Add 3.37% 1,024 0.04
≡ SW - Smurfit Westrock Plc Add 3.09% 4,828 0.04
≡ SWK - Stanley Black & Decker Inc. Add 2.90% 2,602 0.04
≡ IWF - iShares Russell 1000 Growth ETF Reduce 79.30% 2,160 0.04
≡ IWD - Ishares Russell 1000 Value E Reduce 80.33% 1,009 0.04
≡ IWR - Ishares Russell Mid Cap ETF Sell 100.00% 1,804 0.04
≡ VYM - Vanguard High Dvd Yield ETF Add 27.65% 790 0.03
≡ CVX - Chevron Corp. Add 13.77% 619 0.03
≡ NOG - Northern Oil and Gas Inc. Add 10.54% 4,038 0.03
≡ CRGY - Crescent Energy Inc A Add 4.15% 9,060 0.03
≡ TMO - Thermo Fisher Scientific Add 1.79% 249 0.03
≡ CI - Cigna Group Add 1.46% 447 0.03
≡ TALO - Talos Energy Inc. Reduce 32.23% 8,512 0.03
≡ VHT - Vanguard Health Care ETF Buy 489 0.03
≡ VOO - Vanguard S&P 500 ETF Add 18.26% 174 0.02
≡ DHR - Danaher Corp. Add 1.19% 426 0.02
≡ CRK - Comstock Resources Inc. Reduce 1.16% 4,651 0.02
≡ CME - CME Group Reduce 1.66% 312 0.02
≡ XOP - SPDR S&P Oil & Gas Exploration & Production ETF Reduce 16.44% 574 0.02
≡ GOOGL - Alphabet Inc. Add 319.61% 163 0.01
≡ AMZN - Amazon.com Inc. Add 18.65% 284 0.01
≡ VIG - Vanguard Dividend Apprec ETF Add 4.56% 177 0.01
≡ ACGL - Arch Capital Group Ltd. Add 0.80% 647 0.01
≡ DELL - Dell Technologies Inc. Add 0.46% 361 0.01
≡ PR - Permian Resources Corp. Reduce 0.50% 2,599 0.01
≡ META - Meta Platforms Inc. Reduce 0.66% 40 0.01
≡ TKR - Timken Co. Reduce 0.66% 396 0.01
≡ VRSN - Verisign Inc. Reduce 0.87% 126 0.01
≡ GNRC - Generac Holdings Inc. Reduce 1.11% 255 0.01
≡ COP - ConocoPhillips Reduce 1.12% 472 0.01
≡ MCO - Moody's Corp. Reduce 1.30% 77 0.01
≡ FDX - FedEx Corp. Reduce 1.35% 166 0.01
≡ CTRA-OLD - Coterra Energy Inc. Reduce 1.89% 944 0.01
≡ OVV - Ovintiv Inc. Reduce 2.24% 442 0.01
≡ XLE - Energy Select Sector SPDR Reduce 2.67% 370 0.01
≡ SEI - Solaris Energy Infrastructure Inc. Reduce 3.86% 597 0.01
≡ MOAT - Vaneck Morningstar Wide Moat Reduce 4.01% 277 0.01
≡ BTE - Baytex Energy Corp. Reduce 8.05% 14,544 0.01
≡ EG - Everest Group Ltd Reduce 12.74% 158 0.01
≡ FNDE - Schwab Fndmntl Em Mrk Eq ETF Reduce 37.79% 1,609 0.01
≡ IWS - Ishares Russell Mid Cap Valu Reduce 59.69% 545 0.01
≡ FXI - Ishares China Large Cap ETF Sell 100.00% 710 0.01
≡ VGT - Vanguard Info Tech ETF Buy 600 0.01
≡ VIGI - Vanguard Int Div App Indx Fd Buy 268 0.01
≡ VPU - Vanguard Utilities ETF Buy 162 0.01
≡ VTI - Vanguard Total Stock Mkt ETF Add 2.21% 57 0.00
≡ PSLV - Sprott Physical Silver Trust Add 0.53% 200 0.00
≡ ST - Sensata Technologies Holding Add 0.26% 329 0.00
≡ IBM - International Business Machines Add 0.18% 67 0.00
≡ URA - Global X Uranium ETF Add 0.02% 1 0.00
≡ UPS - United Parcel Service Reduce 0.05% 12 0.00
≡ DIS - Walt Disney Co. Reduce 0.23% 155 0.00
≡ MA - Mastercard Inc. Reduce 0.25% 4 0.00
≡ T - AT&T Inc. Reduce 0.36% 41 0.00
≡ SU - Suncor Energy Inc. Reduce 0.57% 52 0.00
≡ SPSM - Ss SPDR P S&P 600 Small Cap Reduce 0.69% 50 0.00
≡ AEM - Agnico-Eagle Mines Ltd. Reduce 0.73% 35 0.00
≡ RRC - Range Resources Corp. Reduce 0.73% 47 0.00
≡ DVN - Devon Energy Corp. Reduce 0.98% 286 0.00
≡ RSP - Invesco S&P 500 Equal Weight Reduce 1.93% 93 0.00
≡ FNDF - Schwab Fndmn Intl Lrg Co ETF Reduce 2.26% 339 0.00
≡ CEF - Sprott Physical Gold And Sil Reduce 2.29% 140 0.00
≡ VEA - Vanguard FTSE Developed ETF Reduce 2.29% 249 0.00