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Tetrad Corporation Portfolio holdings

AUM $1.04B Turnover 0%
1-Year Est. Return 0.51%
This Fund
S&P 500
This Quarter Est. Return
+5.61%
1 Year Est. Return
+0.51%
3 Year Est. Return
+45.61%
5 Year Est. Return
+68.04%
10 Year Est. Return
+183.98%
AUM
$361M
AUM Growth
+$18.7M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
4.5 years
Top 10 Avg Time Held
4.5 years
Top 20 Avg Time Held
4.5 years

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 91.72%
2 Energy 8.28%
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
$1.13T
$256M 70.81%
1,290,000
– –
2013 Q2
18 quarters
USB icon
2
US Bancorp
USB
$89.4B
$75.5M 20.92%
1,410,000
– –
2013 Q2
18 quarters
PAA icon
3
Plains All American Pipeline
PAA
$17.7B
$23.3M 6.44%
1,126,868
– –
2013 Q2
18 quarters
EPD icon
4
Enterprise Products Partners
EPD
$76.8B
$6.63M 1.84%
250,000
– –
2013 Q2
18 quarters

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Tetrad Corporation's Q4 2017 Portfolio in Review

As of Q4 2017, Tetrad Corporation held 4 positions worth $361M, up 5.5% from $342M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2017: portfolio turnover was 0%. Tetrad Corporation opened no new positions and made no exits, leaving the 4-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 92% of assets, up from 91% a quarter earlier, followed by Energy.

  • Tetrad Corporation's ten largest holdings make up 100% of its $361M portfolio in Q4 2017.
  • Tetrad Corporation opened 0 new positions and closed 0 in Q4 2017.
  • Tetrad Corporation's portfolio value rose 5.5% quarter-over-quarter to $361M.

Based on Tetrad Corporation's 13F filing for Q4 2017, filed 1 Aug 2025.