Fiduciary Counselling Inc Portfolio Holdings

Fiduciary Counselling Inc

  • $35.4 Million
  • Q2 2025

Fiduciary Counselling Inc has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $35.4 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $11M, Berkshire Hathaway Inc with a value of $10.9M, Weyerhaeuser CO with a value of $6.59M, Potlatchdeltic Corp with a value of $4.5M, and Vanguard Total Stock Market Et with a value of $1.97M.

Examining the 13F form we can see an decrease of $5.34M in the current position value, from $40.7M to 35.4M.

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

Portfolio value $35.4 Million
ETFs: $13.3 Million
Real Estate: $11.1 Million
Financial Services: $10.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11 Million 31.16% of portfolio
32,448
Q1 2025 Added 3.81%
$423B
$10.9 Million 30.92% of portfolio
15
Q2 2023 Reduced 58.33%
$19B
$6.59 Million 18.64% of portfolio
256,533
Q2 2025 Added 0.43%
$3.49B
$4.5 Million 12.72% of portfolio
117,237
Q2 2025 Added 0.45%
$0
$1.97 Million 5.57% of portfolio
6,483
Q2 2025 Added 8.83%
$0
$254,000 0.72% of portfolio
2,022
Q1 2022 New
$0
$98,000 0.28% of portfolio
2,515
Q3 2024 Reduced 4.15%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $35.4 Million
  • Prior Value $40.7 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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