FIDUCIARY COUNSELLING INC Portfolio Holdings
Q3 2025•7 long positions•$37.5M portfolio value
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Holding7 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $11.9M 31.62% | — | — 32.4K shares | — | — | — — | Q4 2014 Held for 10y 11m | |
Insurance - Diversified Financial Services | $11.3M 30.16% | — | 0.001% 15.0 shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
REIT - Specialty Real Estate | $6.4M 16.98% | +$9.5K Bought | 0.036% 256.9K shares | 256.5K → 256.9K +$9.5K | +0.15% | $17.9B Large Cap | Q4 2014 Held for 10y 11m | |
REIT - Specialty Real Estate | $4.8M 12.77% | +$11.2K Bought | 0.152% 117.5K shares | 117.2K → 117.5K +$11.2K | +0.23% | $3.1B Mid Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.8M 7.47% | +$674.4K Bought | — 8.5K shares | 6.5K → 8.5K +$674.4K | +31.7% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $267.3K 0.713% | — | — 2.0K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $109.2K 0.291% | — | — 2.5K shares | — | — | — — | Q3 2019 Held for 6y 2m |
