Latest FIDUCIARY COUNSELLING INC Stock Portfolio
FIDUCIARY COUNSELLING INC Performance:
2025 Q4: -0.2%YTD: 4.76%2024: 5.58%
Performance for 2025 Q4 is -0.2%, and YTD is 4.76%, and 2024 is 5.58%.
About FIDUCIARY COUNSELLING INC and 13F Hedge Fund Stock Holdings
On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, FIDUCIARY COUNSELLING INC reported an equity portfolio of $37.7 Millions as of 31 Dec, 2025.
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.
They significantly reduced their stock positions in ISHARES INC (EMGF), POTLATCHDELTIC CORPORATION (PCH) and WEYERHAEUSER CO (WY). FIDUCIARY COUNSELLING INC opened new stock positions in GE AEROSPACE (GE) and GE VERNOVA INC.
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.
They significantly reduced their stock positions in ISHARES INC (EMGF), POTLATCHDELTIC CORPORATION (PCH) and WEYERHAEUSER CO (WY). FIDUCIARY COUNSELLING INC opened new stock positions in GE AEROSPACE (GE) and GE VERNOVA INC.
FIDUCIARY COUNSELLING INC Annual Return Estimates Vs S&P 500
Our best estimate is that FIDUCIARY COUNSELLING INC made a return of -0.2% in the last quarter. In trailing 12 months, it's portfolio return was 4.76%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ge aerospace | 286,468 |
| ge vernova inc | 114,375 |
| berkshire hathaway inc | 20,106 |
New stocks bought by FIDUCIARY COUNSELLING INC
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| ishares inc | -12.17 |
| potlatchdeltic corporation | -2.72 |
| weyerhaeuser co | -0.5 |
FIDUCIARY COUNSELLING INC reduced stake in above stock
Sold off
Sector Distribution
FIDUCIARY COUNSELLING INC has about 71.1% of it's holdings in Others sector.
- Others
- Real Estate
| Sector | % |
|---|---|
| Others | 71.1 |
| Real Estate | 28.1 |
Market Cap. Distribution
FIDUCIARY COUNSELLING INC has about 16.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 71.1 |
| LARGE-CAP | 16.8 |
| MID-CAP | 12.1 |
Stocks belong to which Index?
About 28.9% of the stocks held by FIDUCIARY COUNSELLING INC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 71.1 |
| S&P 500 | 16.8 |
| RUSSELL 2000 | 12.1 |
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 10 stocks in it's portfolio. WY proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for FIDUCIARY COUNSELLING INC last quarter.
Last Reported on: 03 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIL | spdr ser tr | 0.68 | 2,022 | 255,298 | unchanged | 0.00 | ||
| EMGF | ishares inc | 0.26 | 2,209 | 97,572 | reduced | -12.17 | ||
| GE | ge aerospace | 0.76 | 930 | 286,468 | new | |||
| IJR | ishares tr | 32.16 | 32,448 | 12,117,400 | unchanged | 0.00 | ||
| PCH | potlatchdeltic corporation | 12.07 | 114,319 | 4,547,610 | reduced | -2.72 | ||
| VB | vanguard index fds | 7.60 | 8,538 | 2,862,540 | unchanged | 0.00 | ||
| WY | weyerhaeuser co | 16.07 | 255,639 | 6,056,090 | reduced | -0.5 | ||
| berkshire hathaway inc | 30.05 | 15.00 | 11,322,000 | unchanged | 0.00 | |||
| ge vernova inc | 0.30 | 175 | 114,375 | new | ||||
| berkshire hathaway inc | 0.05 | 40.00 | 20,106 | new | ||||