Q4 2025 Holdings
Filed 2026-01-13 | 461 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $27.2M | 36 | 1.5% |
| International Business Machs(IBM) | COM | 459200101 | $29.5M | 99,500 | 1.6% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $31.4M | 260,766 | 1.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $32.5M | 51,860 | 1.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $44.3M | 141,635 | 2.4% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $44.7M | 138,644 | 2.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $51.3M | 222,255 | 2.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $62.8M | 129,947 | 3.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $65.2M | 129,671 | 3.6% |
| 3M Co(MMM) | COM | 88579Y101 | $80.7M | 503,927 | 4.4% |
| Apple Inc(AAPL) | COM | 037833100 | $156.2M | 574,417 | 8.6% |