Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 05/12/1983
ADV Location OMAHA, NE, United States
Contact Info 402 xxxxxxx
Websites
AUM* 8,079,865,642 18%
of that, discretionary 7,720,156,821 19%
Number of Employees 36 -5%
of those in investment advisory functions 13 -7%
Private Fund GAV* 0
Avg Account Size 367,266,620 8%
% High Net Worth 5.26% -11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Investment companies
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

8B 7B 6B 4B 3B 2B 1B
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY CL B ORD $ Position$135,905,924 % Position9.00% $ Change2.00% # Change-3.00%
Stck Ticker02079K107 Stock NameALPHABET CL C ORD $ Position$94,727,773 % Position7.00% $ Change1.00% # Change-18.00%
Stck Ticker235851102 Stock NameDANAHER ORD $ Position$93,239,960 % Position6.00% $ Change3.00% # Change2.00%
Stck Ticker92826C839 Stock NameVISA CL A ORD $ Position$91,032,070 % Position6.00% $ Change14.00% # Change0.00%
Stck Ticker57636Q104 Stock NameMASTERCARD CL A ORD $ Position$74,651,760 % Position5.00% $ Change2.00% # Change-1.00%
Stck TickerG0403H108 Stock NameAON CL A ORD $ Position$70,935,223 % Position5.00% $ Change3.00% # Change0.00%
Stck Ticker023135106 Stock NameAMAZON COM ORD $ Position$51,838,950 % Position4.00% $ Change12.00% # Change-2.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS CL A ORD $ Position$57,996,338 % Position4.00% $ Change-4.00% # Change-3.00%
Stck Ticker594918104 Stock NameMICROSOFT ORD $ Position$57,146,664 % Position4.00% $ Change-9.00% # Change-10.00%
Stck Ticker929160109 Stock NameVULCAN MATERIALS ORD $ Position$60,123,038 % Position4.00% $ Change3.00% # Change-5.00%

Brochure Summary