Omaha, NECIK 13087784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
42 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 505.4K | $41.85M | 7.6% | +35.5K | Added |
| 2 | Alphabet Inc | 105.8K | $33.11M | 6.0% | −28.2K | Reduced |
| 3 | Royal Gold Inc | 145.4K | $32.33M | 5.9% | −7.9K | Reduced |
| 4 | Thermo Fisher Scientific Inc |
| 53.3K |
| $30.88M |
| 5.6% |
| −2.4K |
| Reduced |
| 5 | Franco Nev Corp | 146.4K | $30.35M | 5.5% | −11.5K | Reduced |
| 6 | Johnson & Johnson | 145.7K | $30.14M | 5.5% | −4.0K | Reduced |
| 7 | Brookfield Corp | 617.5K | $28.34M | 5.2% | +200.6K | Added |
| 8 | Amazon Com Inc | 122.0K | $28.15M | 5.1% | −397 | Reduced |
| 9 | Berkley W R Corp | 379.4K | $26.60M | 4.8% | −261 | Reduced |
| 10 | Cme Group Inc | 95.9K | $26.18M | 4.8% | +1.2K | Added |
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