StockDriftsStockDriftsTop 11 Fiduciary Counselling INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 32.76% | 32.4K | $13.3M | +0.00%(+0) | $106.68(+297.13%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC | 27.7% | 15 | $11.2M | +0.00%(+0) | $717966.37(+9.44%) | 2026-06-30 | |
| WY | WEYERHAEUSER CO | 15.09% | 255.7K | $6.1M | +0.02%(+42) | $20.47(+23.56%) | 2026-06-30 | |
| RYN | RAYONIER INC | 10.92% | 208.1K | $4.4M | +0.11%(+234) | $21.13(+1.63%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.44% | 8.1K | $3.0M | +0.00%(+0) | $238.11(+60.44%) | 2026-06-30 | |
| ESGU | ISHARES TR | 2.68% | 6.6K | $1.1M | new | $150.53(+12.69%) | 2026-06-30 | |
| ESGD | ISHARES TR | 1.17% | 4.6K | $473K | new | $97.69(+10.16%) | 2026-06-30 | |
| XOP | SPDR SER TR | 0.77% | 2.0K | $312K | +0.00%(+0) | $115.21(+52.54%) | 2026-06-30 | |
| ESGE | ISHARES INC | 0.53% | 3.9K | $215K | +89.67%(+1.86K) | $40.43(+30.43%) | 2026-06-30 | |
| COLB | COLUMBIA BKG SYS INC | 0.5% | 6.3K | $202K | new | $29.42(+7.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.20% | +30.22% | +7.11% | +40.96% |
| Top 20 Holdings Unweighted | +13.78% | +47.32% | +9.52% | +57.57% |
Fiduciary Counselling INC reports $40.56M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are IWB (32.8%), BRK.A (27.7%) and WY (15.1%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +30.22% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fiduciary Counselling INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1270764). View Fiduciary Counselling INC’s 13F filings on SEC