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%
Performance for 2026 Q1 is -2.47%, and YTD is -2.47%, and 2025 is 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.
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.
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).
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.
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
FIDUCIARY 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
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 |
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.
Last Reported on: 05 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIL | spdr ser tr | 1.02 | 2,022 | 367,660 | unchanged | 0.00 | ||
| EMGF | ishares inc | 0.26 | 2,072 | 94,214 | reduced | -6.2 | ||
| GE | ge aerospace | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 32.18 | 32,448 | 11,569,700 | unchanged | 0.00 | ||
| PCH | potlatchdeltic corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| RYN | rayonier inc | 11.92 | 207,884 | 4,286,570 | new | |||
| VB | vanguard index fds | 7.27 | 8,149 | 2,614,280 | reduced | -4.56 | ||
| WY | weyerhaeuser co | 17.37 | 255,639 | 6,245,260 | unchanged | 0.00 | ||
| berkshire hathaway inc | 29.96 | 15.00 | 10,772,100 | unchanged | 0.00 | |||
| ge vernova inc | 0.00 | 0.00 | 0.00 | sold off | -100 | |||
| berkshire hathaway inc | 0.00 | 0.00 | 0.00 | sold off | -100 | |||