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CIK: 0001270764
Total reported value
$40.6M
$40.6M
9 檔
91.4%
At the close of Q3 2024, Fiduciary Counselling Inc disclosed equity holdings valued at approximately $40.6M, spread across 9 reported holdings.
During Q3 2024, Fiduciary Counselling Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 26.52% | -2.26% | — | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 25.13% | +0.58% | — | |
| 3 | WY | Weyerhaeuser Co | Stock-Real Estate | 21.87% | -2.28% | +0.01% | |
| 4 | PCH | Potlatchdeltic CORP | Stock-Other | 13.38% | — | +0.09% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.88% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.17% | +0.17% | +2.38% | |
| 7 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.68% | -0.25% | — | |
| 8 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.23% | +0.27% | -4.15% | |
| 9 | CLW | Clearwater Paper CORP | Stock-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Fiduciary Counselling Inc reported a total U.S. public equity portfolio value of $40.6M across 9 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-A, IWB, WY) accounted for 91.4% of total reported equity market value during Q3 2024.
During Q3 2024, Fiduciary Counselling Inc's top holdings by market value included BRK-A (26.5%)、IWB (25.1%)、WY (21.9%). The largest single position, BRK-A, represented 26.5% of total portfolio value.
In Q3 2024, Fiduciary Counselling Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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