CIK: 0001633677
Total reported value
$8.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SBNY | Signature Bank | Stock-Financials | 29.90% | — | — | |
| 2 | TCBI | Texas Capital Bancshares INC | Stock-Financials | 19.05% | — | — | |
| 3 | SIVBEUR | Svb Financial Group | Stock-Other | 14.65% | — | -4.61% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.43% | +73.31% | NEW | |
| 5 | AIG | American International Group | Stock-Financials | 13.18% | — | — | |
| 6 | TRTN-PA | Triton International Limited | Stock-Other | 6.93% | — | — | |
| 7 | ✓ | Stock-Other | 2.16% | — | — | ||
| 8 | WFC | Wells Fargo & Company | Stock-Financials | 0.70% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AIG | American International Group | +2.1% | — | Unchanged |
| 2 | TCBI | Texas Capital Bancshares INC | +1.4% | — | Unchanged |
| 3 | ✓ | +1.1% | — | Unchanged | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | — | Unchanged |
| 5 | TRTN-PA | Triton International Limited | +0.1% | — | Unchanged |
| 6 | WFC | Wells Fargo & Company | -0.4% | — | Unchanged |
| 7 | SIVBEUR | Svb Financial Group | -1.2% | -4.61% | Trim |
| 8 | SBNY | Signature Bank | -3.2% | — | Unchanged |