VALICENTI ADVISORY SERVICES INC BRK/B BERKSHIRE HATHAWAY CL B

Ownership history in VALICENTI ADVISORY SERVICES INC  ·  7 quarters on record

AI Ownership Summary

VALICENTI ADVISORY SERVICES INC reported BERKSHIRE HATHAWAY CL B (BRK/B) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.43% in 2025 Q1. The latest visible filing shows BRK/B at 2.11% 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.

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 VALICENTI ADVISORY SERVICES INC's position in BERKSHIRE HATHAWAY CL B, 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 2.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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.

How VALICENTI ADVISORY SERVICES INC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,221 +220 +1.1% 2.11% $10K 2026-04-14 $477.54
2025 Q4 ADDED 20,001 +91 +0.5% 2.10% $10.1M 2026-01-16 $493.29
2025 Q3 ADDED 19,910 +1,276 +6.8% 2.15% $10.0M 2025-10-17 $492.42
2025 Q2 ADDED 18,634 +922 +5.2% 2.11% $9.1M 2025-07-16 $471.31
2025 Q1 ADDED 17,712 +716 +4.2% 2.43% $9.4M 2025-04-23 $526.81
2024 Q4 ADDED 16,996 +648 +4.0% 1.92% $7.7M 2025-01-23 $459.83
2024 Q3 INITIATED 16,348 1.93% $7.5M 2024-10-23 $460.61

FAQ About VALICENTI ADVISORY SERVICES INC 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 VALICENTI ADVISORY SERVICES INC reported owning BRK/B?

VALICENTI ADVISORY SERVICES INC reported BRK/B across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BRK/B position in VALICENTI ADVISORY SERVICES INC's portfolio?

The largest reported portfolio weight for BRK/B was 2.43% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when VALICENTI ADVISORY SERVICES INC reported 20,221 shares, equal to 2.11% of portfolio, with an estimated market value of $10K.

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

The chart compares VALICENTI ADVISORY SERVICES INC'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 VALICENTI ADVISORY SERVICES INC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, VALICENTI ADVISORY SERVICES INC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on BRK/B relative to SPY over the holding period was +19.6%.

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