Berkshire Hathaway
| Stock | Weight | Change | Our verdict |
|---|---|---|---|
| AAPL | 22.1% | trimmed 4% | Fairly valued9% |
| UNH | 3.4% | new position | Undervalued22% |
| Seriously undervalued | |||
| Fairly valued |


A 13F is a photograph up to 45 days old; positions may have changed since the quarter end.
Design preview: illustrative figures throughout, invented and tied to no live run and no real company’s accounts. Analysis is not advice and nothing here is a recommendation to buy or sell any security.
Insider, fund and congressional disclosures are shown with the lag between transaction and filing, because that lag is part of what a row means. Valuations are model output under stated conventions, reproducible only from a run’s own recorded inputs, version and vintage.
