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FIDUCIARY COUNSELLING INC

2000 WELLS FARGO PLACE 30 EAST 7TH STREET, SAINT PAUL, MN 55101-4390 • 651-228-0935

Q4 2025 · Filed 2026-02-03
Market Value
$22.0B
-2.5%
Holdings
10
+3
New Purchases
3
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
30.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-A 51.37% 50.07% +1.30% $11.3B
IWB 0.05% 0.05% +0.00% $12M
GE 0.00% 0.00% +0.00% $286K
VTI 0.01% 0.01% +0.00% $3M
GEV 0.00% 0.00% +0.00% $114K
BRK-B 0.00% 0.00% +0.00% $20K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WY 27.48% 28.19% -0.71% $6.1B
PCH 20.63% 21.19% -0.56% $4.5B
ESGE 0.44% 0.48% -0.04% $98M
XOP 0.00% 0.00% -0.00% $255K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 70.7%
Real Estate 29.3%
Industrials 0.0%
Utilities 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $11.3B 51.4%
Large Cap 2 $6.1B 27.5%
Mid Cap 3 $4.6B 21.1%

Portfolio Analytics

Avg Market Cap
$339.6B
Median Market Cap
$162.8B
Avg P/E
31.4
Median P/E
33.0
Avg Dividend Yield
0.01%
Avg Beta
0.90
# Stocks
6
# ETFs / Funds
4

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BRK-A 51.37% 15 $11.3B $754,800,000.00 $9M
2 WY 27.48% 255,639 $6.1B $23,690.00 -$313M -1,277 -0.5%
3 PCH 20.63% 114,319 $4.5B $39,780.00 -$241M -3,193 -2.7%
4 ESGE 0.44% 2,209 $98M $44,170.21 -$12M -306 -12.2%
5 IWB 0.05% 32,448 $12M $373.44 $258K
6 VTI 0.01% 8,538 $3M $335.27 $61K
7 GE —% 930 $286K $308.03 +930 NEW
8 XOP —% 2,022 $255K $126.26 -$12K
9 GEV —% 175 $114K $653.57 +175 NEW
10 BRK-B —% 40 $20K $502.65 +40 NEW

New Positions

SymbolValue% Port
GE $286K —%
GEV $114K —%
BRK-B $20K —%
View SEC EDGAR Filings for FIDUCIARY COUNSELLING INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms