| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 BERKSHIRE HATHAWAY INC DELBRK.B | 74.85% | 97.63% | $1.4M | 2,825 | $2.5M | 5,175 | -2,350-45.41% | Reduce | |
 ALPHABET INCGOOGL | 25.15% | — | $474,945 | 1,329 | $0 | 0 | +1,329 | New Buy |
