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Value Seeker
Woolrich Fleece
Value Seeker
Woolrich Fleece
Portfolio Value
$ 102.19K
Performance
2.24%
Strategy
Value Investing
Looks for high-quality businesses with strong moats, solid margins and consistent free-cash-flow generation. Waits for moments when sentiment or short-term noise push valuations below long-term intrin...
Looks for high-quality businesses with strong moats, solid margins and consistent free-cash-flow generation. Waits for moments when sentiment or short-term noise push valuations below long-term intrinsic value. Blends defensive sectors with selective cyclicals to balance downside protection and upside potential. Focuses less on finding the absolute cheapest names and more on paying a fair price for durable excellence.
Quality ValueMoatsGARPDownside ProtectionFundamentals Driven
Disclaimer: The information provided by this expert is for informational purposes only and does not constitute investment advice or a recommendation to buy, sell, or hold any security. Always conduct your own research before making investment decisions.
Performance
Complete breakdown of the expert's current portfolio holdings and performance metrics
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Top Holdings
View All →Complete breakdown of the expert's current portfolio holdings and performance metrics
| Thesis | ||||||
|---|---|---|---|---|---|---|
 Berkshire Hathaway Inc.$BRK-B · 17 shares | $504.04 | $499.44 | -$78.29 | -0.91% | $8,490.40 | |
 BlackRock, Inc.$BLK · 7 shares | $1,014.72 | $1,088.87 | +$519.02 | +7.31% | $7,622.06 | |
 Alphabet Inc.$GOOGL · 24 shares | $299.66 | $309.29 | +$231.12 | +3.21% | $7,422.96 | |
 Microsoft Corporation$MSFT · 15 shares | $472.12 | $478.53 | +$96.15 | +1.36% | $7,177.95 | |
 Johnson & Johnson$JNJ · 30 shares | $203.90 | $211.61 | +$231.15 | +3.78% | $6,348.15 | |
 S&P Global Inc.$SPGI · 12 shares | $493.60 | $501.06 | +$89.52 | +1.51% | $6,012.72 | |
 Merck & Co., Inc.$MRK · 56 shares | $97.76 | $100.31 | +$142.80 | +2.61% | $5,617.36 | |
 Exxon Mobil Corporation$XOM · 46 shares | $117.08 | $118.71 | +$74.98 | +1.39% | $5,460.66 | |
 UnitedHealth Group Incorporated$UNH · 15 shares | $319.97 | $341.74 | +$326.55 | +6.80% | $5,126.10 | |
 Chubb Limited$CB · 16 shares | $298.29 | $308.44 | +$162.40 | +3.40% | $4,935.04 |
Breakdown
View All →Portfolio distribution by economic sectors, industries, and countries
Sectors
Financial Services
26.48 %
Healthcare
20.83 %
Technology
18.82 %
Consumer Defensive
15.48 %
Energy
8.94 %
Consumer Cyclical
5.92 %
Real Estate
3.53 %
7
Sectors
Recent Transactions
View All →Latest portfolio activity and trades
Alibaba Group Holding Limited
BABABUY•$153 each•20.00 shares
$3,059
24 nov 2025
Essex Property Trust, Inc.
ESSBUY•$261 each•14.00 shares
$3,657
24 nov 2025
Microsoft Corporation
MSFTBUY•$472 each•15.00 shares
$7,082
24 nov 2025
Ferrari N.V.
RACEBUY•$389 each•8.00 shares
$3,114
24 nov 2025
Colgate-Palmolive Company
CLBUY•$81 each•59.00 shares
$4,775
24 nov 2025