CIK: 0002065728 · Show all filings
Period: Q2 2023 (← Previous) (Next →)
Filing Date: Aug 1, 2025
Total Value ($000): $285,123 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 817,288 | $278,695 | 97.7% | $248.38 | +31.4% | CL B NEW | 084670702 |
| USB | US BANCORP DEL | 194,548 | $6,428 | 2.3% | $39.05 | -27.2% | Common Stock | 902973304 |