Silver Lake Advisory, LLC
CIK 1596055 · Holdings on Dec 31, 2023 · First reported Feb 6, 2024
Top ten holdings
Q4 2023- ABBV4.79%
- DLR3.99%
- BRK.B3.93%
- PID3.75%
- PAYX3.42%
- CSCO3.41%
- ABT3.14%
- QCOM2.96%
- JNJ2.96%
- BDX2.90%
Share classes counted separately35.25%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GPNWeight increased · +1.17 pp1.44% → 2.61%Shares +16.42K (+81.02%)
- GRMNWeight increased · +0.72 pp1.36% → 2.08%Shares +7.82K (+37.24%)
- QCOMWeight increased · +0.66 pp2.30% → 2.96%Shares +2.92K (+8.68%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ABBVABBVIE INC View history and evidence | $8.54M | 4.79% | 55.12K shares | 4.94% → 4.79%-0.15 pp +1.43K (+2.66%) | Added | ↗▾ |
| 02 | DLRDIGITAL REALTY TRUST INC View history and evidence | $7.12M | 3.99% | 52.94K shares | 3.83% → 3.99%+0.16 pp +1.62K (+3.16%) | Added | ↗▾ |
| 03 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $7.02M | 3.93% | 19.67K shares | 4.26% → 3.93%-0.33 pp -60 (-0.30%) | Reduced | ↗▾ |
| 04 | PIDINVESCO INTERNATIONAL DIVIDEINTL DIVI ACHI View history and evidence | $6.70M | 3.75% | 362.76K shares | 3.68% → 3.75%+0.07 pp +5.50K (+1.54%) | Added | ↗▾ |
| 05 | PAYXPAYCHEX INC View history and evidence | $6.10M | 3.42% | 51.22K shares | 3.48% → 3.42%-0.06 pp +2.37K (+4.84%) | Added | ↗▾ |
| 06 | CSCOCISCO SYSTEMS INC View history and evidence | $6.09M | 3.41% | 120.61K shares | 3.93% → 3.41%-0.52 pp +2.19K (+1.85%) | Added | ↗▾ |
| 07 | ABTABBOTT LABORATORIES View history and evidence | $5.60M | 3.14% | 50.87K shares | 2.89% → 3.14%+0.25 pp +2.49K (+5.15%) | Added | ↗▾ |
| 08 | QCOMQUALCOMM INC View history and evidence | $5.28M | 2.96% | 36.49K shares | 2.30% → 2.96%+0.66 pp +2.92K (+8.68%) | Added | ↗▾ |
| 09 | JNJJOHNSON & JOHNSON View history and evidence | $5.28M | 2.96% | 33.66K shares | 3.24% → 2.96%-0.28 pp -47 (-0.14%) | Reduced | ↗▾ |
| 10 | BDXBECTON DICKINSON AND CO View history and evidence | $5.18M | 2.90% | 21.25K shares | 3.31% → 2.90%-0.41 pp +485 (+2.34%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1596055 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 178452
}Research all 54 reported holdings.
This page includes 30 of 54 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 54 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1596055","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1596055","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.