Canton Hathaway, LLC
•CIK: 1755785•Filing: Q4 2025
Canton Hathaway, LLC manages $519M across a diverse portfolio of 279 positions. The fund exhibits a significant concentration in Berkshire Hathaway, holding $227.2M in BRK/A alone. Other notable allocations include $28.1M in VOO and substantial positions in technology and industrials, notably $11.8M in GOOG and $11.7M in MSFT. This structure suggests a value-oriented approach with deep conviction in established market leaders.
Total AUM
$518.6M
QoQ Performance
-0.4%
Positions
278
Top 10 Concentration
65.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
VOO
BRK/A43.8%
VOO5.4%
GQ92.4%
GOOG2.3%
MSFT2.3%
EFA2.1%
SLV1.9%
BRK/B1.8%
📈 Biggest Buys
XLK
Technology Select Sector SPDR ETF
+105.7%
1.2% of portfolio
XLV
Select Sector Spdr Trust The Health Care Select Se
NEW
0.5% of portfolio
XLE
Select Sector Spdr Trust Shs Ben Int Energy
+95.5%
0.8% of portfolio
XLY
Select Sector Spdr Fund Shs Ben Consumer Discretio
+107.9%
0.7% of portfolio
XLU
Utilities Select Sector SPDR ETF
+107.3%
0.6% of portfolio
📉 Biggest Sells
Sector Breakdown
Financial48.9%
Other29.2%
Technology10.0%
ETF5.7%
Consumer2.6%
Healthcare2.0%
Industrial0.5%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+84 more exited positions
Changes from Q3 2025
NEW17 new positions
↑34 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023