Q3 2026 13F filing
Updated 13 days ago470 disclosed positions worth $512.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B Berkshire Hathaway Inc A | $206.9M | 277 | 40.36% | Trimmed(-2.1%) |
| 2 | V Vanguard 500 ETF | $29.2M | 41.6K | 5.69% | Trimmed(-7.0%) |
| 3 | B Bloom Energy Corp Class A | $17.8M | 64.3K | 3.47% | Trimmed(-2.0%) |
| 4 | M Microsoft Corp | $12.3M | 24.0K | 2.40% | Added(+1.9%) |
| 5 | E Ishares Msci Eafe Etf | $12M | 115.6K | 2.34% | Unchanged |
| 6 | G Alphabet Inc | $12M | 35.2K | 2.34% | Unchanged |
| 7 | G Spdr Gold Tr Gold Shs | $11.6M | 30.6K | 2.27% | Added(+0.3%) |
| 8 | N NVIDIA Corp | $8.8M | 38.5K | 1.72% | Unchanged |
| 9 | B Berkshire Hathaway Inc B | $8.6M | 17.3K | 1.68% | Trimmed(-0.9%) |
| 10 | S Technology Select Sector SPDR ETF | $8.4M | 42.9K | 1.64% | Added(+0.9%) |
| 11 | A Amazon.Com Inc | $8M | 32.2K | 1.57% | Added(+0.8%) |
| 12 | S Select Sector Spdr Trust Shs Ben Int Energy | $6.8M | 110.8K | 1.33% | Added(+11.9%) |
| 13 | S Industrial Select SPDR ETF | $6.8M | 40.8K | 1.33% | Added(+0.7%) |
| 14 | E iShares Russell 2000 | $6.8M | 24.4K | 1.32% | Added(+0.1%) |
| 15 | S iShares Silver Trust | $6.4M | 117.9K | 1.25% | Trimmed(-0.3%) |
| 16 | A Apple Inc | $6.4M | 19.2K | 1.25% | Trimmed(-4.8%) |
| 17 | J Jpmorgan Chase & Co | $5.9M | 18.0K | 1.16% | Trimmed(-0.7%) |
| 18 | V Visa Inc Com Cl A | $5.8M | 16.3K | 1.14% | Unchanged |
| 19 | A Broadcom Inc | $5.7M | 16.2K | 1.11% | Added(+6.6%) |
| 20 | E iShares Core US Aggregate Bond | $4.6M | 48.7K | 0.90% | Unchanged |
| 21 | A Advanced Micro Devices Inc | $4.5M | 7.3K | 0.88% | Trimmed(-3.5%) |
| 22 | G Alphabet Inc | $4.5M | 13.0K | 0.87% | Added(+1.9%) |
| 23 | S Communication Services Sel Sect SPDR ETF | $3.6M | 32.2K | 0.70% | Trimmed(-1.6%) |
| 24 | S Select Sector Spdr Trust The Health Care Select Se | $3.6M | 21.1K | 0.69% | Added(+4.2%) |
| 25 | D Danaher Corp | $3.5M | 15.9K | 0.69% | Unchanged |
| 26 | ? N/A QXO Inc | $3.2M | 272.9K | 0.62% | Trimmed(-32.0%) |
| 27 | C CONSTELLATION ENERGY ORD | $3.1M | 12.2K | 0.60% | Added(+0.2%) |
| 28 | S Materials Select Sector SPDR ETF | $2.7M | 56.4K | 0.54% | Added(+2.1%) |
| 29 | L Eli Lilly and Co | $2.6M | 2.3K | 0.51% | Added(+160.4%) |
| 30 | E Ishares Msci Emerging Markets Etf | $2.3M | 34.5K | 0.45% | Unchanged |
| 31 | P Quanta Services Inc | $2.2M | 3.5K | 0.44% | Unchanged |
| 32 | E Eaton Corp PLC | $2.2M | 5.2K | 0.43% | Unchanged |
| 33 | ? N/A iShares US Real Estate ETF | $2.2M | 22.8K | 0.42% | Added(+1.7%) |
| 34 | E iShares Nasdaq Biotechnology | $2.1M | 10.0K | 0.41% | Added(+14.3%) |
| 35 | B Blackstone Group Lp | $2M | 18.1K | 0.40% | Unchanged |
| 36 | J Johnson & Johnson | $1.9M | 7.1K | 0.37% | Unchanged |
| 37 | W Waste Management Inc | $1.9M | 9.1K | 0.36% | Trimmed(-0.6%) |
| 38 | U Uber Technologies Inc | $1.8M | 26.9K | 0.36% | Trimmed(-0.7%) |
| 39 | F Fidelity Technology ETF | $1.8M | 5.9K | 0.35% | Trimmed(-1.3%) |
| 40 | G Grayscale Bitcoin Trust (BTC) | $1.8M | 27.2K | 0.34% | Unchanged |
| 41 | D Dorchester Minerals LP | $1.7M | 60.4K | 0.33% | Trimmed(-7.0%) |
| 42 | N ServiceNow Inc | $1.6M | 12.2K | 0.32% | Added(+0.0%) |
| 43 | T Thermo Fisher Scientific Inc | $1.5M | 2.3K | 0.30% | Unchanged |
| 44 | F Fastenal Co | $1.4M | 29.1K | 0.28% | Trimmed(-6.4%) |
| 45 | N NextEra Energy Inc | $1.4M | 18.4K | 0.27% | Unchanged |
| 46 | L Lowe s Companies Inc | $1.3M | 7.2K | 0.26% | Unchanged |
| 47 | B Blackrock Inc | $1.3M | 1.2K | 0.25% | Unchanged |
| 48 | M Morgan Stanley | $1.3M | 6.7K | 0.25% | Unchanged |
| 49 | T Tesla Motors Inc | $1.2M | 3.5K | 0.24% | Added(+0.2%) |
| 50 | S Spdr Ser Tr S&P Biotech Etf | $1.2M | 7.5K | 0.23% | Added(+12.5%) |