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CIK 0001596355 • 6 13F filings • Apr 8, 2025 – Jul 2, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Accenture Plc | COM | $3.3M | 1.8% | 26,295 SH | New |
| Ally Financial | COM | $7.3M | 4.1%Prev: 4.4% | 159,750 SH | Increased-8,885 SH |
| Alphabet Inc - Cl A | COM | $11.9M | 6.6%Prev: 3.9% | 33,219 SH | Increased-21 SH |
| Apple Inc. | COM | $9.9M | 5.5%Prev: 4.6% | 34,343 SH | Increased+786 SH |
| Berkshire Hathaway B | COM | $56.2M | 31.1%Prev: 36.6% | 112,220 SH | Increased+4 SH |
| Brookfield Corp | COM | $14.7M | 8.1%Prev: 9.5% | 345,500 SH | Increased+117,097 SH |
| Brookfield Renewable | COM | $7.1M | 3.9%Prev: 6.7% | 190,935 SH | Decreased-113,505 SH |
| CarMax Inc. | COM | $4.2M | 2.3%Prev: 2.1% | 79,419 SH | Increased+33,815 SH |
| Lennar Corp A | COM | $6.5M | 3.6%Prev: 4.1% | 72,007 SH | Increased+16,795 SH |
| Micron Technology Inc. | COM | $20.5M | 11.3%Prev: 3.4% | 17,717 SH | Increased-23,804 SH |
| Nextera Energy Inc. | COM | $10.1M | 5.6%Prev: 5.4% | 115,311 SH | Increased-1,055 SH |
| Occidental Petrol Co | COM | $5.7M | 3.1%Prev: 3.5% | 116,545 SH | Increased-6,750 SH |
| The Southern Company | COM | $287K | 0.2%Prev: 0.2% | 3,000 SH | Increased |
| Vanguard S&P 500 Value ETF | ETF | $275K | 0.2%Prev: 0.2% | 1,253 SH | Decreased-295 SH |
| Verisign Inc. | COM | $5.1M | 2.8%Prev: 4.0% | 20,405 SH | Decreased+5 SH |
| Verizon Comm. | COM | $4.9M | 2.7%Prev: 3.4% | 116,572 SH | Decreased-1,904 SH |
| Williams Companies | COM | $12.9M | 7.1%Prev: 7.4% | 172,871 SH | Increased-3,318 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 |