Q3 2026 Holdings
Filed 2026-10-21 | 4 holdings | $64.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $49.3M | 66 | 76.5% |
| Vanguard Index FDS(VOO) | SP500 ETF SHS | 922908363 | $6.9M | 9,835 | 10.7% |
| Ryan Specialty Holdings Inc(RYAN) | CL A | 78351F107 | $4.4M | 119,046 | 6.8% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $3.9M | 68,502 | 6.0% |