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1922 Investment Co LLC 13F Holdings Tracker (Q2 2026)
1922 Investment Co LLCCIK: 0001584289
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$1.9M
Reporting period: 2026-06-30 · Number of holdings: 2
1922 Investment Co LLC disclosed 2 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.9M and a quarterly turnover rate of 50.7%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 50.69
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 4
- Sizing Uniformity
- 92.97
1922 Investment Co LLC's disclosed holdings carry a Herfindahl concentration index of 0.624 — mathematically equivalent to about 2 equally-sized positions, close to its 2 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.70), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 25% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd GOOGL
0.0% $92.8K
Trim BRK-B
-45.4% -$1.1M
Sold out ITOT
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 74.85% | -10.01% | -45.41% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 25.15% | +12.07% | — |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 2 | $1.9M | 51 | ||
| 2026 Q1 | 3 | $2.9M | 13 | ||
| 2025 Q4 | 4 | $3.3M | 10 | ||
| 2025 Q3 | 3 | $3.0M | 18 | ||
| 2025 Q2 | 3 | $3.0M | 0 | ||
| 2025 Q1 | 2 | $3.4M | 100 | ||
| 2024 Q4 | 4 | $3.0M | 0 | ||
| 2024 Q3 | 3 | $3.2M | 0 | ||
| 2024 Q2 | 6 | $3.1M | 0 | ||
| 2024 Q1 | 1 | — | 0 | ||
| 2023 Q4 | 1 | — | 0 | ||
| 2023 Q3 | 1 | — | 0 | ||
| 2023 Q2 | 1 | — | — | ||
| 2023 Q1 | 1 | — | — | ||
| 2022 Q4 | 1 | — | 0 | ||
| 2022 Q3 | 1 | — | 0 | ||
| 2022 Q2 | 1 | — | 0 | ||
| 2022 Q1 | 1 | — | 0 | ||
| 2021 Q4 | 1 | — | 0 | ||
| 2021 Q3 | 1 | — | 0 | ||
| 2021 Q2 | 1 | — | 0 | ||
| 2021 Q1 | 1 | — | 0 | ||
| 2020 Q4 | 1 | — | 0 | ||
| 2020 Q3 | 1 | — | 0 | ||
| 2020 Q2 | 1 | — | 0 | ||
| 2020 Q1 | 1 | — | 0 | ||
| 2019 Q4 | 1 | — | 0 | ||
| 2019 Q3 | 1 | — | 0 | ||
| 2019 Q2 | 1 | — | 100 | ||
| 2019 Q1 | 2 | $872.0K | 100 | ||
| 2018 Q4 | 2 | $2.7M | 100 | ||
| 2018 Q3 | 2 | $8.9M | 100 | ||
| 2018 Q2 | 1 | — | 0 | ||
| 2018 Q1 | 1 | — | 0 | ||
| 2017 Q4 | 1 | — | 0 | ||
| 2017 Q3 | 1 | — | 0 | ||
| 2017 Q2 | 1 | — | 0 | ||
| 2017 Q1 | 1 | — | 0 | ||
| 2016 Q4 | 1 | — | 0 | ||
| 2016 Q3 | 1 | — | 0 | ||
| 2016 Q2 | 1 | — | 0 | ||
| 2016 Q1 | 1 | — | 0 | ||
| 2015 Q4 | 1 | — | 0 | ||
| 2015 Q3 | 1 | — | 0 | ||
| 2015 Q2 | 1 | — | 100 | ||
| 2015 Q1 | 2 | $34.4M | 87 | 115117V | |
| 2014 Q4 | 2 | $13.4M | 9 | 115117V | |
| 2014 Q3 | 2 | $14.7M | 70 | 115117V | |
| 2014 Q2 | 2 | $30.5M | 2 | 115117V | |
| 2014 Q1 | 2 | $31.2M | 10 | 115117V | |
| 2013 Q4 | 2 | $34.5M | 100 | 115117V | |
| 2013 Q3 | 1 | — | 0 | ||
| 2013 Q2 | 1 | — | 0 |
Holding changes this quarter
1922 Investment Co LLC's most significant position changes for 2026-06-30: Sold out: Ishares Core S&p Total U.s. (ITOT); Trim: Berkshire Hathaway Inc-cl B (BRK-B) — shares -45.41%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +12.1% | — | Unchanged |
| 2 | ITOT | Ishares Core S&p Total U.s. | -2.1% | EXIT | Sold out |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | -10% | -45.41% | Trim |
Filing History
FAQ
What is 1922 Investment Co LLC and what type of investor is it?
1922 Investment Co LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.9M, spread across 2 disclosed positions.
What are 1922 Investment Co LLC's largest equity positions?
Based on the latest 13F filing, 1922 Investment Co LLC's top holdings by market value are:
1. Berkshire Hathaway Inc-cl B (BRK-B) — $1.4M (74.8%)
2. Alphabet Inc-cl A (GOOGL) — $474.9K (25.1%)
What changes did 1922 Investment Co LLC make in its most recent portfolio filing?
In the latest quarter, 1922 Investment Co LLC took a more defensive posture — trimming 1 positions and completely exiting 1 holdings. The largest of these moves: Sold out: Ishares Core S&p Total U.s. (ITOT); Trim: Berkshire Hathaway Inc-cl B (BRK-B) — shares -45.41%
What sectors does 1922 Investment Co LLC focus on?
1922 Investment Co LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 100.0%
Investment Profile
1922 Investment Co LLC's portfolio is concentrated and moderately active, with 100.0% of the portfolio concentrated in Communication Services.
Its turnover score has risen from 0 to 51 over the past 4 quarters — a shift toward more active trading.
It has trimmed its BRK-B position for two straight quarters, cutting it by $1.3M while still holding $1.4M.
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Developer Access
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REST API
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