Latest FIDUCIARY COUNSELLING INC Stock Portfolio
$35.95Million | No. of Holdings #7
FIDUCIARY COUNSELLING INC Performance
2026 Q1-2.47%
YTD-2.47%
2025+4.76%
About FIDUCIARY COUNSELLING INC and 13F Hedge Fund Stock Holdings
On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, FIDUCIARY COUNSELLING INC reported an equity portfolio of $35.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of FIDUCIARY COUNSELLING INC are IJR, , WY. The fund has invested 32.2% of it's portfolio in ISHARES TR and 30% of portfolio in BERKSHIRE HATHAWAY INC. <br><br> The fund managers got completely rid off POTLATCHDELTIC CORPORATION (PCH), GE AEROSPACE (GE) and GE VERNOVA INC stocks. They significantly reduced their stock positions in ISHARES INC (EMGF) and VANGUARD INDEX FDS (VB). FIDUCIARY COUNSELLING INC opened new stock positions in RAYONIER INC (RYN).
FIDUCIARY COUNSELLING INC Equity Portfolio Value
Last Reported on: 05 May, 2026
$35.95Million
as of May 05, 2026FIDUCIARY COUNSELLING INC Annual Return Estimates Vs S&P 500
Our best estimate is that FIDUCIARY COUNSELLING INC made a return of -2.47% in the last quarter. In trailing 12 months, it's portfolio return was -2.82%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| rayonier inc | 4,286,570 |
New stocks bought by FIDUCIARY COUNSELLING INC
Additions
No additions were made to existing positions by FIDUCIARY COUNSELLING INC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares inc | -6.2 |
| vanguard index fds | -4.56 |
FIDUCIARY COUNSELLING INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| potlatchdeltic corporation | -4,547,610 |
| ge aerospace | -286,468 |
| ge vernova inc | -114,375 |
| berkshire hathaway inc | -20,106 |
FIDUCIARY COUNSELLING INC got rid off the above stocks
Sector Distribution
FIDUCIARY COUNSELLING INC has about 70.7% of it's holdings in Others sector.
- Others
- Real Estate
| Sector | % |
|---|---|
| Others | 70.7 |
| Real Estate | 29.3 |
Market Cap. Distribution
FIDUCIARY COUNSELLING INC has about 17.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 70.7 |
| LARGE-CAP | 17.4 |
| MID-CAP | 11.9 |
Stocks belong to which Index?
About 17.4% of the stocks held by FIDUCIARY COUNSELLING INC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 82.6 |
| S&P 500 | 17.4 |
| Top 5 Winners (%) | % | |
|---|---|---|
| BIL | spdr ser tr | 44.0 % |
| WY | weyerhaeuser co | 3.1 % |
| EMGF | ishares inc | 2.9 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| WY | weyerhaeuser co | 0.2 M |
| BIL | spdr ser tr | 0.1 M |
| EMGF | ishares inc | 0.0 M |
| Top 5 Losers (%) | % | |
|---|---|---|
berkshire hathaway inc | -4.9 % | |
| IJR | ishares tr | -4.5 % |
| VB | vanguard index fds | -4.2 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
berkshire hathaway inc | -0.5 M | |
| IJR | ishares tr | -0.5 M |
| VB | vanguard index fds | -0.1 M |
FIDUCIARY COUNSELLING INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of FIDUCIARY COUNSELLING INC
FIDUCIARY COUNSELLING INC has 7 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. WY was the most profitable stock for FIDUCIARY COUNSELLING INC last quarter.
$35.95MTotal Value
11.00Positions
05 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 BIL Spdr Ser TrSpdr Ser TrBIL | 1.02% | 2,022 | $367.7K 1.02% | 0%unchanged 0 percentunchanged | |
 EMGF Ishares IncIshares IncEMGF | 0.26% | 2,072 | $94.2K 0.26% | 6.2%decreased 6.2 percentreduced | |
 Ge Aerospace FIDUCIARY COUNSELLING INC's holding in Ge Aerospace over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 IJR Ishares TrIshares TrIJR | 32.18% | 32,448 | $11.57M 32.18% | 0%unchanged 0 percentunchanged | |
 Potlatchdeltic Corporation FIDUCIARY COUNSELLING INC's holding in Potlatchdeltic Corporation over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Rayonier Inc Rayonier IncRYN FIDUCIARY COUNSELLING INC's holding in Rayonier Inc over time | 11.92% | 207,884 | $4.29M 11.92% | Newnew position | |
 VB Vanguard Index FdsVanguard Index FdsVB | 7.27% | 8,149 | $2.61M 7.27% | 4.56%decreased 4.56 percentreduced | |
 Weyerhaeuser Co FIDUCIARY COUNSELLING INC's holding in Weyerhaeuser Co over time | 17.37% | 255,639 | $6.25M 17.37% | 0%unchanged 0 percentunchanged | |
Class A Berkshire Hathaway IncBerkshire Hathaway Inc | 29.96% | 15.00 | $10.77M 29.96% | 0%unchanged 0 percentunchanged | |
Common Ge Vernova IncGe Vernova Inc | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
Class B Berkshire Hathaway IncBerkshire Hathaway Inc | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |