Latest FIDUCIARY COUNSELLING INC Stock Portfolio
FIDUCIARY COUNSELLING INC Performance:
2025 Q2: -1.74%YTD: -0.53%2024: -2.5%
Performance for 2025 Q2 is -1.74%, and YTD is -0.53%, and 2024 is -2.5%.
About FIDUCIARY COUNSELLING INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, FIDUCIARY COUNSELLING INC reported an equity portfolio of $35.4 Millions as of 30 Jun, 2025.
The top stock holdings of FIDUCIARY COUNSELLING INC are IJR, , WY. The fund has invested 31.2% of it's portfolio in ISHARES TR and 30.9% of portfolio in BERKSHIRE HATHAWAY INC.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), POTLATCHDELTIC CORPORATION (PCH) and WEYERHAEUSER CO (WY).
The top stock holdings of FIDUCIARY COUNSELLING INC are IJR, , WY. The fund has invested 31.2% of it's portfolio in ISHARES TR and 30.9% of portfolio in BERKSHIRE HATHAWAY INC.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), POTLATCHDELTIC CORPORATION (PCH) and WEYERHAEUSER CO (WY).
FIDUCIARY COUNSELLING INC Annual Return Estimates Vs S&P 500
Our best estimate is that FIDUCIARY COUNSELLING INC made a return of -1.74% in the last quarter. In trailing 12 months, it's portfolio return was 1.51%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 8.83 |
| potlatchdeltic corporation | 0.45 |
| weyerhaeuser co | 0.43 |
Additions to existing portfolio by FIDUCIARY COUNSELLING INC
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard index fds | -4,033,680 |
FIDUCIARY COUNSELLING INC got rid off the above stocks
Sector Distribution
FIDUCIARY COUNSELLING INC has about 68.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 68.6 |
| Real Estate | 31.4 |
Market Cap. Distribution
FIDUCIARY COUNSELLING INC has about 18.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 68.6 |
| LARGE-CAP | 18.6 |
| MID-CAP | 12.7 |
Stocks belong to which Index?
About 31.3% of the stocks held by FIDUCIARY COUNSELLING INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 68.6 |
| S&P 500 | 18.6 |
| RUSSELL 2000 | 12.7 |
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. 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: 08 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr | 31.16 | 32,448 | 11,018,400 | unchanged | 0.00 | ||
Historical Trend of ISHARES TR Position Held By FIDUCIARY COUNSELLING INCWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| berkshire hathaway inc | 30.91 | 15.00 | 10,932,000 | unchanged | 0.00 | |||
| WY | weyerhaeuser co | 18.64 | 256,533 | 6,590,330 | added | 0.43 | ||
| PCH | potlatchdeltic corporation | 12.72 | 117,237 | 4,498,380 | added | 0.45 | ||
| VB | vanguard index fds | 5.57 | 6,483 | 1,970,380 | added | 8.83 | ||
| BIL | spdr ser tr | 0.72 | 2,022 | 254,368 | unchanged | 0.00 | ||
| EMGF | ishares inc | 0.28 | 2,515 | 98,513 | unchanged | 0.00 | ||
| VB | vanguard index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
