Jason K Mitchell

Fiduciary Counselling Inc

Assets Managed

$35.95M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 21d ago

Growth Rate

-4.59%(2Q avg: -2.06%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Counselling Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 7 positions.

Assets under management

The assets under management (AUM) of Fiduciary Counselling Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 35.95M in assets, with a quarterly growth rate of -4.59% and a 2-quarter average growth rate of -2.06%. The portfolio is managed by Jason K Mitchell, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IWB Ishares Russell 1000 Etf Recent Activity	32.19%	$11.57M 32,448 shares@ $356.57 avg price
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	29.97%	$10.772M 15 shares@ $718140.0 avg price
WY Weyerhaeuser Co Recent Activity	17.38%	$6.245M 255,639 shares@ $24.44 avg price
RYN Rayonier Inc Recent Activity New Position	11.93%	$4.287M 207,884 shares@ $20.62 avg price	New Position
VTI Vanguard Total Stock Mkt Etf Recent Activity Decreased -4.55%	7.28%	$2.614M 8,149 shares@ $320.82 avg price	Decreased -4.55%
XOP Spdr S&p Oil & Gas Exp & Pr Recent Activity	1.03%	$367,660 2,022 shares@ $181.83 avg price
ESGE Ishares Inc Ishares Esg Awar Recent Activity Decreased -6.2%	0.27%	$94,214 2,072 shares@ $45.48 avg price	Decreased -6.2%

1-7 of 7