Fiduciary Counselling Inc Portfolio Holdings

Fiduciary Counselling Inc

  • $37.3 Million
  • Q4 2024

Fiduciary Counselling Inc has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $37.3 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $10.2M, Ishares Tr Russell 1000 ETF with a value of $10.1M, Weyerhaeuser CO with a value of $7.19M, Potlatchdeltic Corp with a value of $4.58M, and Vanguard Index Fds S&P 500 ETF with a value of $3.08M.

Examining the 13F form we can see an decrease of $1.74M in the current position value, from $39.1M to 37.3M.

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

Portfolio value $37.3 Million
ETFs: $15.2 Million
Real Estate: $11.8 Million
Financial Services: $10.2 Million
Industrials: $108,000
Basic Materials: $59,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$533M
$59,000 0.16% of portfolio
2,000
Q1 2020 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $37.3 Million
  • Prior Value $39.1 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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