Fiduciary Counselling Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Fiduciary Counselling Inc. reported 9 stock positions worth $39.1 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 26.5% of the portfolio, followed by iShares Russell 1000 ETF (IWB, 25.1%) and Weyerhaeuser (WY, 21.9%). Compared with Q2 2024, it added to 3 and reduced 1. The biggest buy was Weyerhaeuser (WY, shares +0%) and the biggest sale iShares Inc. iShares ESG Awar (ESGE, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SAINT PAUL, MN
- CIK
- 0001270764
- Portfolio Value
- $39.1M (Q3 2024)
- SEC Filing
- 0001140361-24-045857 ↗ filed Nov 8, 2024
Holdings Value
Holdings 9 stocks · $39.1M
| BRK.A Berkshire Hathaway Inc. Class A | 26.52% | 15 | $10.4M | No change |
| IWB iShares Russell 1000 ETF | 25.13% | 31,258 | $9.8M | No change |
| WY Weyerhaeuser Co. | 21.87% | 252,508 | $8.5M | Add +0.0% |
| PCH Potlatchdeltic Corp. | 13.38% | 116,109 | $5.2M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 7.88% | 5,836 | $3.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 4.17% | 5,761 | $1.6M | Add +2.4% |
| XOP SS SPDR S&P Og Exp & Prod | 0.68% | 2,022 | $266K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.23% | 2,515 | $92K | Reduce -4.2% |
| CLW Clearwater Paper Corp. | 0.15% | 2,000 | $57K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| ESGE iShares Inc. iShares ESG Awar | Reduce -4.2% | 0.23% | −0.02 |
Portfolio Buys Q2 2024 → Q3 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 |