Fischer-Investment-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  "AAPL",
  "NVDA",
  null,
  null,
  "VO",
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "MGK",
  "BND",
  null,
  null,
  "BRK-B",
  null,
  "QQQ",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 33
Total Value: 135817025
Accession Number: 0001172661-25-002071
Form Type: 13F-HR
CIK: fischer-investment-strategies
Manager Name: Fischer-Investment-Strategies

Data Enrichment

30% identified

10 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

33 positions • $135.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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25434V401

Shares:455.1K

Value:$27.5M

% of Portfolio:20.3% ($27.5M/$135.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:24.6K

Value:$13.1M

% of Portfolio:9.7% ($13.1M/$135.8M)

33740U703

Shares:486.5K

Value:$12.1M

% of Portfolio:8.9% ($12.1M/$135.8M)

97717Y527

Shares:185.8K

Value:$9.4M

% of Portfolio:6.9% ($9.4M/$135.8M)

464286392

Shares:46.7K

Value:$7.2M

% of Portfolio:5.3% ($7.2M/$135.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:13.3K

Value:$6.2M

% of Portfolio:4.6% ($6.2M/$135.8M)

25434V807

Shares:147.5K

Value:$5.8M

% of Portfolio:4.3% ($5.8M/$135.8M)

82889N699

Shares:184.8K

Value:$5.5M

% of Portfolio:4.0% ($5.5M/$135.8M)

922908629

VO|922908629

Shares:21.0K

Value:$5.4M

% of Portfolio:4.0% ($5.4M/$135.8M)

00162Q676

Shares:158.1K

Value:$5.2M

% of Portfolio:3.8% ($5.2M/$135.8M)

81369Y605

Shares:92.6K

Value:$4.6M

% of Portfolio:3.4% ($4.6M/$135.8M)

33738R704

Shares:65.4K

Value:$4.5M

% of Portfolio:3.3% ($4.5M/$135.8M)

25434V831

Shares:127.0K

Value:$4.2M

% of Portfolio:3.1% ($4.2M/$135.8M)

921910816

MGK|921910816

Shares:8.6K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$135.8M)

25434V781

Shares:81.3K

Value:$2.4M

% of Portfolio:1.7% ($2.4M/$135.8M)

97717W851

Shares:20.7K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$135.8M)

25434V302

Shares:84.6K

Value:$2.2M

% of Portfolio:1.6% ($2.2M/$135.8M)

26922A289

Shares:46.7K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$135.8M)

26922A420

Shares:26.0K

Value:$1.9M

% of Portfolio:1.4% ($1.9M/$135.8M)

46138E339

Shares:18.3K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$135.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V401)✕	455.1K	QoQ +70.56% (+188.3K) YoY NEW(+455.1K)	All Managers (Combined)	$27.5M	20.3% ($27.5M/$135.8M)	QoQ +61.81% (+$10.5M) YoY NEW(+$27.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	24.6K	QoQ +2993.84% (+23.8K) YoY NEW(+24.6K)	All Managers (Combined)	$13.1M	9.7% ($13.1M/$135.8M)	QoQ +3535.10% (+$12.8M) YoY NEW(+$13.1M)
(cusip33740U703)✕	486.5K	QoQ NEW(+486.5K) YoY NEW(+486.5K)	All Managers (Combined)	$12.1M	8.9% ($12.1M/$135.8M)	QoQ NEW(+$12.1M) YoY NEW(+$12.1M)
(cusip97717Y527)✕	185.8K	QoQ +21.12% (+32.4K) YoY NEW(+185.8K)	All Managers (Combined)	$9.4M	6.9% ($9.4M/$135.8M)	QoQ +21.15% (+$1.6M) YoY NEW(+$9.4M)
(cusip464286392)✕	46.7K	QoQ NEW(+46.7K) YoY NEW(+46.7K)	All Managers (Combined)	$7.2M	5.3% ($7.2M/$135.8M)	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	13.3K	QoQ -32.19% (-6.3K) YoY -37.79% (-8.1K)	All Managers (Combined)	$6.2M	4.6% ($6.2M/$135.8M)	QoQ -37.80% (-$3.8M) YoY -34.30% (-$3.3M)
(cusip25434V807)✕	147.5K	QoQ NEW(+147.5K) YoY +25.16% (+29.7K)	All Managers (Combined)	$5.8M	4.3% ($5.8M/$135.8M)	QoQ NEW(+$5.8M) YoY +34.05% (+$1.5M)
(cusip82889N699)✕	184.8K	QoQ NEW(+184.8K) YoY NEW(+184.8K)	All Managers (Combined)	$5.5M	4.0% ($5.5M/$135.8M)	QoQ NEW(+$5.5M) YoY NEW(+$5.5M)
(VOcusip922908629)	21.0K	QoQ -33.34% (-10.5K) YoY -53.11% (-23.8K)	All Managers (Combined)	$5.4M	4.0% ($5.4M/$135.8M)	QoQ -34.73% (-$2.9M) YoY -51.47% (-$5.8M)
(cusip00162Q676)✕	158.1K	QoQ NEW(+158.1K) YoY NEW(+158.1K)	All Managers (Combined)	$5.2M	3.8% ($5.2M/$135.8M)	QoQ NEW(+$5.2M) YoY NEW(+$5.2M)
(cusip81369Y605)✕	92.6K	QoQ +4.47% (+4.0K) YoY NEW(+92.6K)	All Managers (Combined)	$4.6M	3.4% ($4.6M/$135.8M)	QoQ +7.67% (+$328.9K) YoY NEW(+$4.6M)
(cusip33738R704)✕	65.4K	QoQ NEW(+65.4K) YoY NEW(+65.4K)	All Managers (Combined)	$4.5M	3.3% ($4.5M/$135.8M)	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
(cusip25434V831)✕	127.0K	QoQ -69.64% (-291.3K) YoY -76.19% (-406.3K)	All Managers (Combined)	$4.2M	3.1% ($4.2M/$135.8M)	QoQ -70.22% (-$9.9M) YoY -75.03% (-$12.7M)
(MGKcusip921910816)	8.6K	QoQ -44.95% (-7.1K) YoY -46.05% (-7.4K)	All Managers (Combined)	$2.7M	2.0% ($2.7M/$135.8M)	QoQ -50.48% (-$2.7M) YoY -41.86% (-$1.9M)
(cusip25434V781)✕	81.3K	QoQ NEW(+81.3K) YoY -30.61% (-35.9K)	All Managers (Combined)	$2.4M	1.7% ($2.4M/$135.8M)	QoQ NEW(+$2.4M) YoY -25.68% (-$818.8K)
(cusip97717W851)✕	20.7K	QoQ -43.50% (-16.0K) YoY NEW(+20.7K)	All Managers (Combined)	$2.3M	1.7% ($2.3M/$135.8M)	QoQ -43.56% (-$1.8M) YoY NEW(+$2.3M)
(cusip25434V302)✕	84.6K	QoQ NEW(+84.6K) YoY NEW(+84.6K)	All Managers (Combined)	$2.2M	1.6% ($2.2M/$135.8M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
(cusip26922A289)✕	46.7K	QoQ NEW(+46.7K) YoY NEW(+46.7K)	All Managers (Combined)	$2.0M	1.5% ($2.0M/$135.8M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(cusip26922A420)✕	26.0K	QoQ -4.27% (-1.2K) YoY NEW(+26.0K)	All Managers (Combined)	$1.9M	1.4% ($1.9M/$135.8M)	QoQ -12.08% (-$266.8K) YoY NEW(+$1.9M)
(cusip46138E339)✕	18.3K	QoQ -86.92% (-121.6K) YoY NEW(+18.3K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$135.8M)	QoQ -87.26% (-$11.6M) YoY NEW(+$1.7M)