Q4 2024 Holdings
Filed 2025-01-10 | 5862 holdings | $319.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc(AMZN) | COMMON STOCK | 023135106 | $3.5M | 15,732 | 1.1% |
| Exxon Mobil Corp(XOM) | COMMON STOCK | 30231G102 | $3.6M | 33,018 | 1.1% |
| Apple Inc(AAPL) | COMMON STOCK | 037833100 | $3.9M | 15,464 | 1.2% |
| Abbott Labs(ABT) | COMMON STOCK | 002824100 | $4.8M | 42,039 | 1.5% |
| Energy Transfer L P LP(ET) | LIMITED PARTNERSHP | 29273V100 | $7.2M | 365,240 | 2.2% |
| Berkshire Hathaway(BRK/B) | COMMON STOCK | 084670702 | $12.5M | 27,563 | 3.9% |
| Annaly Cap Mgmt Inc(NLY) | REAL ESTATE INVESTME | 035710839 | $14.4M | 788,336 | 4.5% |
| Berkshire Hathaway Inc del CL A(BRK/A) | Equity | 084670108 | $15.0M | 22 | 4.7% |
| Core Scientific Inc New WT EXP Tranche 1(CORZW) | Equity | 21874A114 | $39.6M | 4,814,729 | 12.4% |
| Core Scientific Inc(CORZ) | COMMON STOCK | 21874A106 | $126.3M | 8,986,651 | 39.5% |