Excelsior, MNCIK 19110004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 128.3K | $64.51M | 31.0% | −439 | Reduced |
| 2 | Vanguard Index Fds | 41.4K | $25.98M | 12.5% | −82 | Reduced |
| 3 | Vanguard Intl Equity Index F | 165.0K | $23.28M | 11.2% | −3.1K | Reduced |
| 4 |
| 45.7K |
| $15.31M |
| 7.4% |
| −3.7K |
| Reduced |
| 5 | Vanguard Star Fds | 139.1K | $10.49M | 5.0% | −1.1K | Reduced |
| 6 | Vanguard Bd Index Fds | 125.4K | $9.29M | 4.5% | −2.0K | Reduced |
| 7 | American Centy ETF Tr | 65.3K | $5.61M | 2.7% | −6 | Reduced |
| 8 | Berkshire Hathaway Inc Del | 7 | $5.28M | 2.5% | 0 | Held |
| 9 | Dimensional ETF Trust | 106.7K | $4.97M | 2.4% | −1.2K | Reduced |
| 10 | Vanguard Specialized Funds | 21.7K | $4.77M | 2.3% | −209 | Reduced |
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