FIDUCIARY COUNSELLING INC
CIK 1270764 · View on SEC EDGAR ↗
- Portfolio value
- $40.6M
- Positions
- 11
- As of
- June 30, 2026
#8,789 of 9,443 by 13F value · top 93.1%
Portfolio value QoQ: +12.8% 13F does not disclose cash
- Top 10 holdings weight
- 99.55%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 7
- Effective number of positions
- 4.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $2,052,616 · sells $0
Median holding: 3.5 quarters Tracked Q4 2024–Q2 2026 · 61.1% still held
- New positions
- 4
- Increased
- 3
- Decreased
- 0
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Real Estate
26.0%
Financials
0.5%
Other/Unmapped
73.5%
Full portfolio 11 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IWB | $13,287,456 | 32.76% | 32,448 | $1,717,797 | |||
| BRKA | $11,232,750 | 27.70% | 15 | $460,650 | |||
| WY Weyerhaeuser Company Common Stock | $6,121,003 | 15.09% | 255,681 | $-124,258 | Up ×1 | ||
| RYN Rayonier Inc. REIT Common Stock | $4,428,751 | 10.92% | 208,118 | $142,183 | Up ×1 | ||
| VTI | $3,015,456 | 7.44% | 8,149 | $401,175 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $1,087,588 | 2.68% | 6,645 | Up ×1 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $473,143 | 1.17% | 4,602 | Up ×1 | |||
| XOP | $311,914 | 0.77% | 2,022 | $-55,746 | |||
| ESGE iShares ESG Aware MSCI EM ETF | $214,969 | 0.53% | 3,930 | $120,755 | Up ×1 | ||
| COLB Columbia Banking System, Inc. - Common Stock | $202,300 | 0.50% | 6,312 | Up ×1 | |||
| ESML | $181,968 | 0.45% | 3,253 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| PCH | March 31, 2026 | 114,319 | $4,547,610 | No longer tracked |
| VOO | June 30, 2025 | 7,849 | $4,033,680 | No longer tracked |
| GE | March 31, 2026 | 930 | $286,468 | 22.8% |
| GEV | March 31, 2026 | 175 | $114,375 | 11.2% |
| MMM | March 31, 2025 | 703 | $90,750 | 22.4% |
| CLW | March 31, 2025 | 2,000 | $59,540 | -14.5% |
| BRKB | March 31, 2026 | 40 | $20,106 | No longer tracked |
| BRKB | March 31, 2025 | 42 | $19,038 | No longer tracked |
| GE | March 31, 2025 | 110 | $18,347 | 74.2% |