Fiduciary Counselling Inc Portfolio Holdings

Fiduciary Counselling Inc

  • $40.7 Million
  • Q1 2025

Fiduciary Counselling Inc has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $40.7 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $12M, Ishares Tr Russell 1000 ETF with a value of $9.95M, Weyerhaeuser CO with a value of $7.48M, Potlatchdeltic Corp with a value of $5.27M, and Vanguard Index Fds S&P 500 ETF with a value of $4.03M.

Examining the 13F form we can see an increase of $3.36M in the current position value, from $37.3M to 40.7M.

Below you can find more details about Fiduciary Counselling Inc portfolio as well as his latest detailed transactions.

Portfolio value $40.7 Million
ETFs: $16 Million
Real Estate: $12.7 Million
Financial Services: $12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$12 Million 29.43% of portfolio
15
Q2 2023 Reduced 58.33%
$0
$9.95 Million 24.46% of portfolio
32,448
Q1 2025 Added 3.81%
$19.2B
$7.48 Million 18.38% of portfolio
255,424
Q4 2024 Added 1.15%
$3.16B
$5.27 Million 12.94% of portfolio
116,716
Q4 2024 Added 0.52%
$0
$4.03 Million 9.91% of portfolio
7,849
Q1 2025 Added 37.29%
$0
$1.64 Million 4.02% of portfolio
5,957
Q1 2025 Added 3.4%
$0
$266,000 0.65% of portfolio
2,022
Q1 2022 New
$0
$87,000 0.21% of portfolio
2,515
Q3 2024 Reduced 4.15%

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $40.7 Million
  • Prior Value $37.3 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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