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1922 Investment Company Portfolio holdings

AUM $1.89M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
+7.16%
1 Year Est. Return
+15.39%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.04M
AUM Growth
+$35K
Cap. Flow
-$145K
Cap. Flow %
-4.78%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
2
Closed
–
Avg Time Held
3.7 quarters
Top 10 Avg Time Held
3.7 quarters
Top 20 Avg Time Held
3.7 quarters

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145K
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$280

Sector Composition

Rank Sector Weight
1 Financials 89.35%
2 Communication Services 10.64%
3 Miscellaneous 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.71M 89.35%
5,397
-299
-5% -$145K
2024 Q2
5 quarters
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.31T
$323K 10.64%
1,329
– –
2024 Q2
5 quarters
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$97.9B
$455 0.02%
3
-2
-40% -$280
2025 Q2
1 quarter

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1922 Investment Company's Q3 2025 Portfolio in Review

As of Q3 2025, 1922 Investment Company held 3 positions worth $3.04M, up 1.2% from $3M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

1922 Investment Company withdrew a net $145K in Q3 2025, reducing 2 holdings. Its largest reduction was Berkshire Hathaway Class B, cutting an estimated $145K.

By sector, the portfolio is most concentrated in Financials at 89% of assets, down from 92% a quarter earlier, followed by Communication Services and Miscellaneous.

  • 1922 Investment Company's biggest Q3 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $145K.
  • 1922 Investment Company's ten largest holdings make up 100% of its $3.04M portfolio in Q3 2025.
  • 1922 Investment Company opened 0 new positions and closed 0 in Q3 2025.
  • 1922 Investment Company's portfolio value rose 1.2% quarter-over-quarter to $3.04M.

Based on 1922 Investment Company's 13F filing for Q3 2025, filed 14 Nov 2025.