Q1 2026 Holdings
Filed 2026-05-01 | 59 holdings | $108.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pfizer Inc(PFE) | COM | 717081103 | $3.0M | 108,463 | 2.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $4.0M | 8,344 | 3.7% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $4.2M | 71,569 | 3.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.3M | 20,536 | 3.9% |
| Spdr Series Trust(BIL) | STATE STREET SPD | 78468R663 | $5.9M | 64,027 | 5.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.0M | 40,383 | 6.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $8.1M | 18,583 | 7.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $10.1M | 34,981 | 9.2% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $10.9M | 108,362 | 10.0% |