Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Berkshire Hathaway Inc DelCL B | 140,600 | 140,600 | 0 | $74.9K | $68.3K | 22.04% | -$6.6K |
| American Express Company(AXP) | 210,000 | 210,000 | 0 | $56.5K | $67.0K | 21.62% | +$10.5K |
| Mastercard IncorporatedCL A(MA) | 65,750 | 65,750 | 0 | $36.0K | $36.9K | 11.92% | +$909 |
| Bank America Corp | 767,845 | 767,845 | 0 | $32.0K | $36.3K | 11.73% | +$4.3K |
| Ferrari N V COM | 60,000 | 60,000 | 0 | $23.5K | $25.0K | 8.06% | +$1.4K |
| Micron Technology, Inc.(MU) | 200,000 | 200,000 | 0 | $17.4K | $24.6K | 7.96% | +$7.3K |
| Berkshire Hathaway Inc DelCL A | 30 | 30 | 0 | $24.0K | $21.9K | 7.06% | -$2.1K |
| Moody's Corporation(MCO) | 27,000 | 27,000 | 0 | $12.6K | $13.5K | 4.37% | +$969 |
| Alibaba Group Holding LimitedADS(BABA) | 47,500 | 47,500 | 0 | $6.3K | $5.4K | 1.74% | -$894 |
| Daily Journal Corporation(DJCO) | 11,500 | 11,500 | 0 | $4.6K | $4.9K | 1.57% | +$282 |
| Alphabet Inc.CL A(GOOG) | 16,000 | 16,000 | 0 | $2.5K | $2.8K | 0.91% | +$346 |
| Seritage Growth PropertiesCL A(SRG) | 500,000 | 500,000 | 0 | $1.6K | $1.5K | 0.50% | -$75 |
| Alpha Metallurgical Resour I | 8,000 | 8,000 | 0 | $1.0K | $900 | 0.29% | -$102 |
| Core Natural Resources, Inc.(CNR) | 10,740 | 10,740 | 0 | $828 | $749 | 0.24% | -$79 |