Tetrad Corp Portfolio Analysis: High Concentration in Financial Services and Energy Sectors

Tetrad Corp's investment portfolio, as of September 30, 2026, demonstrates a notable concentration in the Financial Services and Energy sectors. The portfolio consists of three holdings, with the largest position being a significant stake in BRK-B (Berkshire Hathaway Inc), which accounts for 92.27% of the total portfolio value. This indicates a substantial allocation to the Financial Services sector, with the remaining positions held by US Bancorp (USB) and Enterprise Products Partners LP (EPD).

The top holding, BRK-B, represents a massive allocation of $957,619,098.00, making it the dominant position in Tetrad Corp's portfolio. This investment in Berkshire Hathaway Inc is unchanged from the previous period, maintaining its position as the largest component. The second largest holding is US Bancorp (USB), valued at $41,009,600.00, representing a 3.95% allocation to the portfolio. Enterprise Products Partners LP (EPD) follows with a value of $39,171,000.00, contributing to the Energy sector allocation.

Tetrad Corp's portfolio is heavily weighted towards Financial Services, with the sector allocation totaling $998,628,698.00 or 96.23% of the total portfolio value. This is broken down into two sub-sectors: 92.27% in BRK-B (Financial Services - Insurance) and 3.95% in USB (US BANCORP). The Energy sector allocation stands at $39,171,000.0 (3.77% of the portfolio), represented by the holding in Enterprise Products Partners LP (EPD).

The portfolio's sector allocation is quite narrow, with only two sectors represented: Financial Services and Energy. This limited diversification could be a key characteristic of Tetrad Corp's investment approach. The holdings in the portfolio are: BRK-B (Berkshire Hathaway Inc) - 92.27%, USB (US BANCORP) - 3.95%, and EPD (Enterprise Products Partners LP) - 3.77%. There have been no changes in the holdings from the previous period, as indicated by the zero change percentages for all three positions.

For further details on Tetrad Corp's investment profile, you can visit their profile on Insiderset. Detailed information about each holding can be found by visiting the respective company pages: BRK-B, USB, and EPD. The portfolio has a top5 concentration of 100%, meaning these three holdings account for the entire portfolio value.

The portfolio's holdings are: BRK-B (Berkshire Hathaway Inc) at 92.27%, USB (US BANCORP) at 3.95%, and EPD (Enterprise Products Partners LP) at 3.77%. There have been no changes in the number of shares held for any of these positions compared to the previous period.

For more information on Tetrad Corp's investment holdings, please visit their investor profile page: Tetrad Corp. You can also explore detailed data on each stock held by Tetrad Corp by visiting their respective pages: BRK-B, USB, and EPD.