No. of Recommendations: 1
I thought it was sold simply because they wanted to get rid of all the "Todd Combs" trades. The other reason could be they feel Apple and Alphabet are the future in big tech .
Maybe that is where they are headed but they didn't sell out of ANYTHING yet. AMZN was the only holding that got reduced drastically as a large (77%) percentage. (BATRK was 48% too). Maybe HQ feels comfortable with most, but not all, Tod picks. Tod probably wasn't officially gone as of Dec 31, 2025 so maybe the next 13F-HR will reveal a lot more sales in 1Q2026.
