Style
Deep ValueTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc del(BRK/A) | 66 | $49.3M | 76.46% |
| 2 | Vanguard Index FDS(VOO) | 9,835 | $6.9M | 10.69% |
| 3 | Ryan Specialty Holdings Inc(RYAN) | 119,046 | $4.4M | 6.83% |
| 4 | Vanguard Scottsdale FDS(VGIT) | 68,502 | $3.9M | 6.02% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 85.13% | 83.29% | -1.84% |
| Unclassified | 14.87% | 16.71% | +1.84% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 78.04% | 76.46% | -1.58% |
| Unclassified | 14.87% | 16.71% | +1.84% |
| Mid Cap | 7.1% | 6.83% | -0.27% |
Quarter-over-quarter position changes