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Portfolio (Quarterly) Guide ↗

ASO GROUP Ltd

· CIK 0002108771
13F Portfolio $236M AUM 56 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 2 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 43,069.0 $21.6M 9.14% +743.0 +1.8% $500.38
2 ZTS ZOETIS INC Healthcare 78,136.0 $5.6M 2.38% +6K +8.7% $71.86 +5.5%

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
Healthcare 28.3%
Communication Services 25.1%
Industrials 13.9%
Financial Services 12.4%
Technology 10.2%
Consumer Defensive 7.6%
Energy 1.6%
Utilities 0.7%
Consumer Cyclical 0.2%