Omaha, NECIK 17304784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 335.7K | $77.48M | 7.8% | −2.1K | Reduced |
| 2 | Microsoft Corp | 154.4K | $74.66M | 7.5% | −28.3K | Reduced |
| 3 | Alphabet Inc | 219.1K | $68.74M | 6.9% | −17.3K | Reduced |
| 4 | Heico Corp New |
| 234.3K |
| $59.13M |
| 5.9% |
| −251 |
| Reduced |
| 5 | Visa Inc | 147.6K | $51.77M | 5.2% | −950 | Reduced |
| 6 | S&P Global Inc | 95.6K | $49.98M | 5.0% | −366 | Reduced |
| 7 | Analog Devices Inc | 183.9K | $49.89M | 5.0% | −23.7K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 98.2K | $49.36M | 4.9% | −738 | Reduced |
| 9 | Union Pac Corp | 186.6K | $43.17M | 4.3% | +100.7K | Added |
| 10 | Moodys Corp | 82.0K | $41.89M | 4.2% | −337 | Reduced |
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