CIK: 0002065728 · Show all filings
Period: Q2 2021 (← Previous) (Next →)
Filing Date: Aug 1, 2025
Total Value ($000): $384,416 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 1,268,440 | $352,525 | 91.7% | $207.34 | +34.8% | CL B NEW | 084670702 |
| USB | US BANCORP DEL | 444,548 | $25,326 | 6.6% | $39.05 | +22.2% | Common Stock | 902973304 |
| PAA | PLAINS ALL AMERN PIPELINE L | 577,900 | $6,565 | 1.7% | $8.24 | — | Unit Ltd Partn | 726503105 |