Aquamarine Zurich AG Portfolio Concentration Analysis: High Allocation in Financial Services
As of June 30, 2026, Aquamarine Zurich AG's portfolio shows a significant concentration with seven holdings totaling nearly $144k. The analysis highlights the investor's large allocation to Financial Services stocks.
Aquamarine Zurich AG maintains a concentrated investment portfolio as of June 30, 2026.
The top holding by weight is Berkshire Hathaway Inc (BRK-B), representing approximately 33.89% allocation and valued at $48,838. This position remains unchanged from the prior period.
Berkshire Hathaway Inc (BRK-A) follows closely as another major holding with a portfolio weight of 15.59% ($22,466), also showing no change in shares held during the reporting period.
Other significant positions include American Express Co (AXP) at 15.26% ($21,986), Mastercard Incorporated (MA) at 14.26% ($20,544), and Moody's Corp (MCO) at 8.49% ($12,229).
The portfolio also includes a substantial allocation to Ferrari N V (RACE) with about 7.71% ($11,114). This position is linked directly for more information.
Daily Journal Corp (DJCO), categorized under Technology, holds the smallest weight at 4.8% ($6,914).
The sector allocation breakdown reveals that Aquamarine Zurich AG's portfolio is heavily weighted towards Financial Services, with these five stocks accounting for 87.49% of the total value.
In addition to the top holdings listed above, the investor holds two other positions: Daily Journal Corp (DJCO) and Ferrari N V (RACE). These complete the portfolio structure as detailed in the provided data.