The foundation's book. Berkshire plus a handful of long holds.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MSFT | $12.4B | 32% | unchanged |
| BRK.B | $7.9B | 20% | trimmed |
| CNI | $5.9B | 15% | unchanged |
| WM | $5.4B | 14% | unchanged |
| CAT | $2.0B | 5% | unchanged |
| DE | $1.5B | 4% | unchanged |
| ECL | $884M | 2% | unchanged |
| KOF | $487M | 1% | unchanged |
| WMT | $485M | 1% | unchanged |
| FDX | $406M | 1% | unchanged |
| WCN | $289M | 1% | unchanged |
| SDGR | $197M | 1% | unchanged |
| CPNG | $157M | 0% | unchanged |
| CCI | $131M | 0% | unchanged |
| UPS | $118M | 0% | unchanged |
| MSGS | $104M | 0% | unchanged |
| BUD | $94M | 0% | unchanged |
| DHR | $93M | 0% | unchanged |
| KHC | $88M | 0% | unchanged |
| HRL | $83M | 0% | unchanged |
| CVNA | $22M | 0% | unchanged |
| unlisted | $14M | 0% | unchanged |
| AAPL | $9M | 0% | new |
| META | $8M | 0% | new |
| IYW | $6M | 0% | new |
| AMZN | $6M | 0% | new |
| ETN | $6M | 0% | new |
| AVGO | $5M | 0% | new |
| BKNG | $5M | 0% | new |
| GOOGL | $5M | 0% | new |
| JPM | $4M | 0% | new |
| ORCL | $4M | 0% | new |
| AMP | $4M | 0% | new |
| NVDA | $4M | 0% | new |
| XLK | $4M | 0% | new |
| PHM | $4M | 0% | new |
| TJX | $4M | 0% | new |
| ELV | $4M | 0% | new |
| CVX | $4M | 0% | new |
| unlisted | $4M | 0% | new |
| PG | $3M | 0% | new |
| CSCO | $3M | 0% | new |
| TT | $3M | 0% | new |
| V | $3M | 0% | new |
| AMAT | $3M | 0% | new |
| AMGN | $3M | 0% | new |
| TMO | $3M | 0% | new |
| UNH | $3M | 0% | new |
| unlisted | $3M | 0% | unchanged |
| ADBE | $3M | 0% | new |
| SLB | $3M | 0% | new |
| TTE | $3M | 0% | new |
| LMT | $2M | 0% | new |
| JNJ | $2M | 0% | new |
| NSC | $2M | 0% | new |
| GS | $2M | 0% | new |
| MS | $2M | 0% | new |
| CVS | $2M | 0% | new |
| PFE | $2M | 0% | new |
| PNC | $2M | 0% | new |