Q4 2024 Holdings
Filed 2025-01-24 | 15 holdings | $137.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $51.1M | 112,790 | 37.2% |
| Brookfield Corp(BN) | COM | 11271J107 | $12.9M | 225,273 | 9.4% |
| Williams Companies(WMB) | COM | 969457100 | $9.6M | 177,697 | 7.0% |
| Apple Inc.(AAPL) | COM | 037833100 | $8.5M | 33,875 | 6.2% |
| Brookfield Renewable | COM | 11284V105 | $8.4M | 303,525 | 6.1% |
| Nextera Energy Inc.(NEE) | COM | 65339F101 | $8.3M | 115,316 | 6.0% |
| Lennar Corp A(LEN) | COM | 526057104 | $7.3M | 53,342 | 5.3% |
| Verisign Inc.(VRSN) | COM | 92343E102 | $6.0M | 29,195 | 4.4% |
| Ally Financial(ALLY) | COM | 02005N100 | $6.0M | 167,080 | 4.4% |
| Occidental Petrol Co(OXY) | COM | 674599105 | $6.0M | 121,345 | 4.4% |
| Verizon Comm.(VZ) | COM | 92343V104 | $4.9M | 121,896 | 3.6% |
| CarMax Inc.(KMX) | COM | 143130102 | $4.2M | 51,829 | 3.1% |
| Micron Technology Inc.(MU) | COM | 595112103 | $3.5M | 41,456 | 2.5% |
| Vanguard S&P 500 Value ETF(VOOV) | ETF | 921932703 | $295.4K | 1,601 | 0.2% |
| The Southern Company(SO) | COM | 842587107 | $247.0K | 3,000 | 0.2% |