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CIK 0001596355 • 6 13F filings • Apr 8, 2025 – Jul 2, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Ally Financial | COM | $6.6M | 4.4%Prev: 3.9% | 168,635 SH | Increased+2,605 SH |
| Alphabet Inc - Cl A | COM | $5.9M | 3.9%Prev: 5.8% | 33,240 SH | Decreased+49 SH |
| Apple Inc. | COM | $6.9M | 4.6%Prev: 5.2% | 33,557 SH | Decreased-26 SH |
| Berkshire Hathaway B | COM | $54.5M | 36.6%Prev: 32.4% | 112,216 SH | Increased+338 SH |
| Brookfield Corp | COM | $14.1M | 9.5%Prev: 8.4% | 228,403 SH | Increased-113,172 SH |
| Brookfield Renewable | COM | $10.0M | 6.7%Prev: 4.6% | 304,440 SH | Increased+113,550 SH |
| CarMax Inc. | COM | $3.1M | 2.1%Prev: 2.1% | 45,604 SH | Decreased-36,575 SH |
| Lennar Corp A | COM | $6.1M | 4.1%Prev: 3.8% | 55,212 SH | Decreased-16,480 SH |
| Micron Technology Inc. | COM | $5.1M | 3.4%Prev: 4.2% | 41,521 SH | Decreased+21,134 SH |
| Millrose Properties Inc. | COM | $778K | 0.5%Prev: 0.5% | 27,302 SH | Decreased-673 SH |
| Nextera Energy Inc. | COM | $8.1M | 5.4%Prev: 6.5% | 116,366 SH | Decreased+875 SH |
| Occidental Petrol Co | COM | $5.2M | 3.5%Prev: 4.8% | 123,295 SH | Decreased+1,030 SH |
| The Southern Company | COM | $275K | 0.2%Prev: 0.2% | 3,000 SH | Decreased |
| Vanguard S&P 500 Value ETF | ETF | $292K | 0.2%Prev: 0.2% | 1,548 SH | Increased+270 SH |
| Verisign Inc. | COM | $5.9M | 4.0%Prev: 3.1% | 20,400 SH | Increased+20 SH |
| Verizon Comm. | COM | $5.1M | 3.4%Prev: 3.7% | 118,476 SH | Decreased-1,896 SH |
| Williams Companies | COM | $11.1M | 7.4%Prev: 7.6% | 176,189 SH | Decreased+2,573 SH |
| 13F-HR |
| 0001596355-26-000003 |
| $180.8M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001596355-25-000003 | $148.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001596355-26-000002 | $165.3M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001596355-25-000002 | $146.8M | View |