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CIK 0001874163 • 2 13F filings • May 15, 2026 – Aug 12, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Accenture PLC | CL A | $59K | 0.0% | 300 SH | |
| Alibaba Group Holding | COM | $100K | 0.0% | 800 SH | |
| American Express Company | COM | $193.9M | 10.3% | 641,100 SH | |
| American International Group Inc. | COM | $226K | 0.0% | 3,000 SH | |
| Bank of New York Mellon Corporation | COM | $29.8M | 1.6% | 251,000 SH | |
| Berkshire Hathaway Inc. Class A | CL A | $477.6M | 25.3% | 665 SH | |
| Berkshire Hathaway Inc. Class B | CL B | $95.1M | 5.0% | 198,400 SH | |
| Charles Schwab Corporation | COM | $1.0M | 0.1% | 10,837 SH | |
| Ecolab Inc. | COM | $2.6M | 0.1% | 9,740 SH | |
| Equity Residential SBI | COM | $78.5M | 4.2% | 1,200,000 SH | |
| Goldman Sachs Group Inc. | COM | $132.5M | 7.0% | 156,600 SH | |
| JPMorgan Chase & Co. | COM | $770.0M | 40.9% | 2,617,548 SH | |
| MasterCard Incorporated | COM | $3.5M | 0.2% | 7,000 SH | |
| Progressive Corporation | COM | $17.1M | 0.9% | 86,200 SH | |
| Shattuck Labs Inc. | COM | $2.8M | 0.1% | 435,749 SH | |
| State Street Corporation | COM | $3.2M | 0.2% | 25,668 SH | |
| US Bancorp | COM | $29.1M | 1.5% | 560,000 SH | |
| W.R. Berkley Corporation | COM | $224K | 0.0% | 3,375 SH | |
| Wells Fargo & Co. | COM | $20.2M | 1.1% | 253,314 SH | |
| Western Alliance Bancorporation | COM | $26.6M | 1.4% | 375,638 SH |