CIK: 0001633677
Total reported value
$8.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SBNY | Signature Bank | Stock-Financials | 33.10% | — | — | |
| 2 | SIVBEUR | Svb Financial Group | Stock-Other | 16.57% | — | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 14.95% | +73.31% | NEW | |
| 4 | AIG | American International Group | Stock-Financials | 13.31% | — | — | |
| 5 | TCBI | Texas Capital Bancshares INC | Stock-Financials | 10.70% | — | -45.69% | |
| 6 | TRTN-PA | Triton International Limited | Stock-Other | 8.91% | — | — | |
| 7 | ✓ | Stock-Other | 1.98% | — | — | ||
| 8 | WFC | Wells Fargo & Company | Stock-Financials | 0.48% | — | -60.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SBNY | Signature Bank | +4.5% | — | Unchanged |
| 2 | SIVBEUR | Svb Financial Group | +2.9% | — | Unchanged |
| 3 | TRTN-PA | Triton International Limited | +1.5% | — | Unchanged |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.4% | — | Unchanged |
| 5 | WFC | Wells Fargo & Company | -0.5% | -60.00% | Trim |
| 6 | ✓ | -0.7% | — | Unchanged | |
| 7 | AIG | American International Group | -1% | — | Unchanged |
| 8 | TCBI | Texas Capital Bancshares INC | -8.1% | -45.69% | Trim |