☆1922 Investment Co LLC
Quality Q
0.937
AUM ($M)
1,889
Positions
2
Turnover
0.12
Top-10 wt
100%
Herfindahl
0.624
History (qtrs)
6
Excess Return
-0.2%
AI Eval Run AI Eval
Holdings · 3 positions · portfolio value $1,889M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BRKB funds › | BERKSHIRE HATHAWAY CLASS B | TRIM | Common Stock | 74.9% | -10.0% | 1,413.6 | 2,825 | -2,350 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC. CLASS A | HOLD | Common Stock | 25.1% | +12.1% | 474.9 | 1,329 | +0 | 5 | — |
| ☆ITOT funds › | ISHARES CORE S&P TOTALUS STOCK MARKETETF | EXIT | ETP | 0.0% | -2.1% | 0.0 | 0 | -423 | 0 | -0.5% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,889 | 2 | 0.12 | 100% | 0.624 | 0.937 | — | in |
| 2026Q1 | 2,922 | 3 | 0.05 | 100% | 0.738 | 0.974 | — | in |
| 2025Q4 | 3,343 | 4 | 0.08 | 100% | 0.672 | 0.962 | — | in |
| 2025Q3 | 3,037 | 3 | 0.03 | 100% | 0.810 | 0.975 | — | in |
| 2025Q2 | 3,002 | 3 | 0.01 | 100% | 0.856 | 0.982 | — | entered |
| 2025Q1 | 3,408 | 2 | 0.00 | 100% | 0.874 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status