Style
ValueTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Class B(BRK/B) | 2,825 | $1.4M | 74.85% |
| 2 | Alphabet Inc. Class A(GOOGL) | 1,329 | $474.9K | 25.15% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Communication Services | 13.08% | 25.15% | +12.07% |
| Financial Services | 84.86% | 74.85% | -10.01% |
| Unclassified | 2.06% | 0% |
| -2.06% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 97.94% | 100% | +2.06% |
| Unclassified | 2.06% | 0% | -2.06% |
Quarter-over-quarter position changes