Lori A. Dawson
1922 Investment Co Llc
Assets Managed
$2.922M
Holdings
3
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-12.58%(2Q avg: -1.25%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in 1922 Investment Co Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3 positions.
Assets under management
The assets under management (AUM) of 1922 Investment Co Llc 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 2.922M in assets, with a quarterly growth rate of -12.58% and a 2-quarter average growth rate of -1.25%. The portfolio is managed by Lori A. Dawson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 84.87% | $2.48M 5,175 shares@ $479.2 avg price | Decreased -3.79% |
GOOGL Alphabet Inc-cl A
| 13.08% | $382,167 1,329 shares@ $287.56 avg price | |
ITOT Ishares Core S&p Total U.s.
| 2.07% | $60,248 423 shares@ $142.44 avg price | Decreased -37.7% |
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