Q3 2025 Holdings
Filed 2025-10-16 | 55 holdings | $173.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $5.6M | 196,601 | 3.2% |
| BlackRock Inc(BLK) | COM | 09290D101 | $5.8M | 4,983 | 3.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.0M | 11,490 | 3.4% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $7.5M | 23,662 | 4.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $9.1M | 12 | 5.2% |