CIK: 0002065728 · Show all filings
Period: Q4 2021 (← Previous) (Next →)
Filing Date: Aug 1, 2025
Total Value ($000): $404,234 (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 | $379,264 | 93.8% | $207.34 | +38.1% | CL B NEW | 084670702 |
| USB | US BANCORP DEL | 444,548 | $24,970 | 6.2% | $39.05 | +25.1% | Common Stock | 902973304 |