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CIK 0001903573 • 6 13F filings • May 13, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $146.0M | 9.5%Prev: 7.0% | 507,830 SH | Increased+1,742 SH |
| AMAZON COM INC | COM | $30.4M | 2.0%Prev: 2.5% | 146,071 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $29.8M | 1.9%Prev: 3.0% | 62,288 SH | Decreased |
| PAR PAC HOLDINGS INC | COM NEW | $62.1M | 4.0% | 991,107 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.27B | 82.5%Prev: 87.5% | 2,117,354 SH | Increased+220,753 SH |
| 13F-HR |
| 0000912282-26-001041 |
| $1.84B |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0000950123-25-007116 | $1.41B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000912282-26-000713 | $1.53B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0000950123-25-004798 | $1.11B | View |