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Portfolio · 2026-Q1
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL A | 1,114 | $800.0M | 6.7% |
| ALPHABET INC CAP STK CL C | 2,749,860 | $788.8M | 6.6% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1,531,971 |
Sector allocation
How the book's sector weights moved
Communication Services rose most (▲ +2pp) · Financials fell most (▼ −3pp)
124 of 129 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-03-31
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q129 opened
OpenedGOOG +$788.8MAAPL +$311.5MV +$303.5MHD +$302.6MWSO +$211.8MBLK +$211.8M+23 more