Data as of Q4 2025 (Dec 31, 2025)

FIDUCIARY COUNSELLING INC

โ€ขCIK: 1270764โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

GE
GE AEROSPACE
NEW
0.8% of portfolio
GEV
GE VERNOVA INC
NEW
0.3% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

PCH
POTLATCHDELTIC CORPORATION
-2.7%
12.1% of portfolio
WY
WEYERHAEUSER CO
-0.5%
16.1% of portfolio
ESGE
ISHARES INC
-12.2%
0.3% of portfolio

Sector Breakdown

Other69.1%
Financial30.1%
Industrial0.8%

Changes from Q3 2025

NEW3 new positions
โ†“3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023