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SWF LLC Portfolio holdings
AUM
$1.49B
1-Year Est. Return
17.95%
This Fund
S&P 500
This Quarter
Est. Return
+6.19%
1 Year Est. Return
+17.95%
3 Year Est. Return
+87.41%
5 Year Est. Return
+123.71%
10 Year Est. Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
96.9%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$76M |
| 2 |
US Bancorp
USB
|
+$24.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.07T
| $79.3M | 76.16% |
+400,000
| New | +$76M |
|
|
2
US Bancorp
USB
$97.9B
| $24.8M | 23.84% |
+463,245
| New | +$24.9M |
|
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SWF LLC's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for SWF LLC, which disclosed 2 positions worth $104M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 400,000 shares worth $79.3M.
By sector, the portfolio is most concentrated in Financials at 100% of assets.
- SWF LLC's largest Q4 2017 buy was Berkshire Hathaway Class B: 400,000 shares worth $79.3M.
- SWF LLC's ten largest holdings make up 100% of its $104M portfolio in Q4 2017.
- SWF LLC disclosed 2 positions in Q4 2017, its first 13F filing on record.
Based on SWF LLC's 13F filing for Q4 2017, filed 1 Aug 2025.