| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 BERKSHIRE HATHAWAY INC CL ABRK.A | 78.04% | 92.11% | $49.4M | 66 | $47.4M | 66 | 00.00% | Unchanged | |
| VVANGUARD INDEX FDSVOO | 9.57% | — | $6.1M | 8,826 | $0 | 0 | +8,826 | New Buy | |
 RYAN SPECIALTY HOLDINGS INCRYAN | 7.1% | 7.81% | $4.5M | 119,046 | $4.0M | 119,046 | 00.00% | Unchanged | |
| VVANGUARD SCOTTSDALE FDSVGIT | 5.26% | — | $3.3M | 56,491 | $0 | 0 | +56,491 | New Buy | |
| EEXICURE INCXCUR | 0.03% | 0.09% | $21,694 | 10,430 | $44,380 | 10,430 | 00.00% | Unchanged |
