FIDUCIARY COUNSELLING INC
โขCIK: 1270764โขFiling: Q4 2025
**FIDUCIARY COUNSELLING INC** manages $38M across a concentrated portfolio of 10 positions. The fund exhibits significant overweighting in IWB ($12.1M) and BRK/A ($11.3M), representing over 63% of reported assets. Further notable allocations include WY ($6.1M) and PCH ($4.5M). This structure suggests a tactical, value-oriented approach emphasizing established market leaders and sector-specific plays.
Total AUM
$37.7M
QoQ Performance
+0.5%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IWB
BRK/A
WY
PCH
VTI
IWB32.2%
BRK/A30.0%
WY16.1%
PCH12.1%
VTI7.6%
GE0.8%
XOP0.7%
GEV0.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other69.1%
Financial30.1%
Industrial0.8%
Changes from Q3 2025
NEW3 new positions
โ3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023