Portfolio (Quarterly)
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CHECK CAPITAL MANAGEMENT INC/CA
· CIK 0001032814| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | UNH | UnitedHealth | Healthcare | 1,232.0 | $333K | 0.01% | +513.0 | +71.3% | $270.59 | +49.4% |
| 42 | — | Biglari Holdings | — | 967.0 | $319K | 0.01% | -373.0 | -27.8% | $329.59 | — |
| 43 | BA | Boeing Co | Industrials | 1,445.0 | $288K | 0.01% | +200.0 | +16.1% | $199.03 | +8.5% |
| 44 | ITW | Illinois Tool Works | Industrials | 1,100.0 | $286K | 0.01% | — | — | $260.29 | -2.4% |
| 45 | SCHG | Schwab US Large Cap Growth | — | 9,800.0 | $285K | 0.01% | — | — | $29.13 | +16.4% |
| 46 | JPM | JPMorgan Chase | Financial Services | 956.0 | $281K | 0.01% | — | — | $294.17 | +6.2% |
| 47 | CVX | Chevron | Energy | 1,350.0 | $279K | 0.01% | — | — | $206.90 | -8.1% |
| 48 | DGX | Quest Diagnostics | Healthcare | 1,300.0 | $255K | 0.01% | — | — | $195.98 | +0.7% |
| 49 | VZ | Verizon | Communication Services | 4,800.0 | $241K | 0.01% | -1K | -18.1% | $50.20 | -9.7% |
| 50 | CFG | Citizens Financial Group | Financial Services | 3,800.0 | $228K | 0.01% | — | — | $59.97 | +7.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
52.9%
Industrials
13.9%
Consumer Cyclical
13.5%
Communication Services
13.3%
Consumer Defensive
4.8%
Technology
1.1%
Healthcare
0.2%
Energy
0.1%
Utilities
0.1%