The Analysis of FIDUCIARY COUNSELLING INC's Holdings & P&L


Currently, FIDUCIARY COUNSELLING INC holds 11 types of securities in its portfolio with a total value $40.6M. In the most recent quarter, they have increased their positions in ESGU (+6.6K shares, valued at $1.1M), ESGD (+4.6K shares, valued at $473.1K), COLB (+6.3K shares, valued at $202.3K); initiated new positions in ESGU (+6.6K shares, valued at $1.1M), ESGD (+4.6K shares, valued at $473.1K), COLB (+6.3K shares, valued at $202.3K).


1M P&L
-1.1M-2.88%
3M P&L
+665.3K+1.79%
HY P&L
+1.7M+4.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A26.8M
71.4%
2REIT - Specialty10.5M
28.1%
3Banks - Regional202.3K
0.5%

Top Industries by Stock Count

1N/A7 stocks
70.0%
2REIT - Specialty2 stocks
20.0%
3Banks - Regional1 stocks
10.0%
Stock Holdings
IWB
ISHARES TR
0.00%
Shares32.4K
Event2026-06-30
Filed2026-08-03
BRK.A
BERKSHIRE HATHAWAY INC
0.00%
Shares15
Event2026-06-30
Filed2026-08-03
WY
WEYERHAEUSER CO
0.02%
Shares255.7K
Event2026-06-30
Filed2026-08-03
RYN
RAYONIER INC
0.11%
Shares208.1K
Event2026-06-30
Filed2026-08-03
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.00%
Shares8.1K
Event2026-06-30
Filed2026-08-03
ESGU
ISHARES TR
New
Shares6.6K
Event2026-06-30
Filed2026-08-03
ESGD
ISHARES TR
New
Shares4.6K
Event2026-06-30
Filed2026-08-03
XOP
SPDR SER TR
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-03
ESGE
ISHARES INC
89.67%
Shares3.9K
Event2026-06-30
Filed2026-08-03
COLB
COLUMBIA BKG SYS INC
New
Shares6.3K
Event2026-06-30
Filed2026-08-03
ESML
ISHARES TR
New
Shares3.3K
Event2026-06-30
Filed2026-08-03

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available