Fiduciary Counselling Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Fiduciary Counselling Inc. reported 9 stock positions worth $35.1 million. Its top holding was iShares Russell 1000 ETF (IWB) at 26.5% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 26.1%) and Weyerhaeuser (WY, 20.4%). Compared with Q1 2024, it added to 4 and reduced 1. The biggest buy was iShares Russell 1000 ETF (IWB, shares +7%) and the biggest sale iShares Inc. iShares ESG Awar (ESGE, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- SAINT PAUL, MN
- CIK
- 0001270764
- Portfolio Value
- $35.1M (Q2 2024)
- SEC Filing
- 0001140361-24-035842 ↗ filed Aug 6, 2024
Holdings Value
Holdings 9 stocks · $35.1M
| IWB iShares Russell 1000 ETF | 26.48% | 31,258 | $9.3M | Add +6.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 26.15% | 15 | $9.2M | No change |
| WY Weyerhaeuser Co. | 20.41% | 252,473 | $7.2M | No change |
| PCH Potlatchdeltic Corp. | 13.01% | 116,007 | $4.6M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 8.31% | 5,836 | $2.9M | Add +23.2% |
| VTI VG Morningstar TS MKT ETF-US | 4.29% | 5,627 | $1.5M | Add +7.2% |
| XOP SS SPDR S&P Og Exp & Prod | 0.84% | 2,022 | $294K | No change |
| CLW Clearwater Paper Corp. | 0.28% | 2,000 | $97K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.25% | 2,624 | $88K | Reduce -33.9% |
Portfolio Sells Q1 2024 → Q2 2024
| ESGE iShares Inc. iShares ESG Awar | Reduce -33.9% | 0.25% | −0.10 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $40.6M | IWB, BRK.A, WY, RYN, VTI |
| Q1 2026 | 7 | $35.9M | IWB, BRK.A, WY, RYN, VTI |
| Q4 2025 | 10 | $37.7M | IWB, BRK.A, WY, PCH, VTI |
| Q3 2025 | 7 | $37.5M | IWB, BRK.A, WY, PCH, VTI |
| Q2 2025 | 7 | $35.4M | IWB, BRK.A, WY, PCH, VTI |
| Q1 2025 | 8 | $40.7M | BRK.A, IWB, WY, PCH, VOO |
| Q4 2024 | 12 | $37.3M | BRK.A, IWB, WY, PCH, VOO |
| Q3 2024 | 9 | $39.1M | BRK.A, IWB, WY, PCH, VOO |
| Q2 2024 | 9 | $35.1M | IWB, BRK.A, WY, PCH, VOO |
| Q1 2024 | 9 | $36.6M | BRK.A, WY, IWB, PCH, VOO |