Proficio Capital Partners LLC BRK/B — BERKSHIRE HATHAWAY INC DEL CL B NEW

Ownership history in Proficio Capital Partners LLC  ·  42 quarters on record

AI Ownership Summary

Proficio Capital Partners LLC reported BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK/B) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.78% in 2024 Q1. The latest visible filing shows BRK/B at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Proficio Capital Partners LLC's position in BERKSHIRE HATHAWAY INC DEL CL B NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRK/B stock page Proficio Capital Partners LLC fund profile Proficio Capital Partners LLC full holdings
How Proficio Capital Partners LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,262 -156 -1.4% 0.29% $5.4M 2026-05-14 $469.32
2025 Q4 REDUCED — — — 11,418 -181 -1.6% 0.40% $5.7M 2026-02-12 $500.01
2025 Q3 REDUCED — — — 11,599 -6,908 -37.3% 0.15% $5.8M 2025-11-12 $502.40
2025 Q2 ADDED — — — 18,507 +1,092 +6.3% 0.56% $9.0M 2025-08-07 $461.47
2025 Q1 REDUCED — — — 17,415 -4,475,346 -99.6% 0.72% $9.3M 2025-05-06 $512.33
2024 Q4 ADDED — — — 4,492,761 +4,477,053 +28501.7% 0.64% $8.27B 2025-02-05 $473.73
2024 Q3 REDUCED — — — 15,708 -2,175 -12.2% 0.72% $7.2M 2024-11-01 $452.14
2024 Q2 ADDED — — — 17,883 +1,104 +6.6% 0.76% $7.3M 2024-07-25 $433.29
2024 Q1 ADDED — — — 16,779 +1,395 +9.1% 0.78% $7.1M 2024-05-02 $400.60
2023 Q4 ADDED — — — 15,384 +451 +3.0% 0.68% $5.5M 2024-02-13 $394.80
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About Proficio Capital Partners LLC and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Proficio Capital Partners LLC reported owning BRK/B?

Proficio Capital Partners LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Proficio Capital Partners LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.78% in 2024 Q1.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when Proficio Capital Partners LLC reported 11,262 shares, equal to 0.29% of portfolio, with an estimated market value of $5.4M.

What does the chart on this BRK/B ownership page compare?

The chart compares Proficio Capital Partners LLC's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Proficio Capital Partners LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Proficio Capital Partners LLC correctly timed 30 out of 39 reported position changes (77%).

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