CIK: 0002065728 · Show all filings
Period: Q3 2023 (← Previous) (Next →)
Filing Date: Aug 1, 2025
Total Value ($000): $209,176 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 578,773 | $202,744 | 96.9% | $248.38 | +42.8% | CL B NEW | 084670702 |
| USB | US BANCORP DEL | 194,548 | $6,432 | 3.1% | $39.05 | -16.8% | Common Stock | 902973304 |