Q1 2026 Holdings
Filed 2026-04-23 | 54 holdings | $81.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $5.6M | 139,209 | 6.9% |
| Loews Corp(L) | COM | 540424108 | $7.4M | 69,204 | 9.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $12.3M | 25,624 | 15.1% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $18.1M | 94,324 | 22.2% |