Q1 2026 Holdings
Filed 2026-04-29 | 55 holdings | $186.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $6.8M | 22,950 | 3.6% |
| Phillips 66(PSX) | COM | 718546104 | $6.9M | 37,656 | 3.7% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $7.1M | 213,148 | 3.8% |
| Chevron Corporation(CVX) | COM | 166764100 | $7.2M | 34,839 | 3.9% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $8.6M | 12 | 4.6% |