Jerry Moran

Committees

Service

Trading Style

• Buffett-Style Consolidator: Liquidated ~20 diversified holdings in a single day to concentrate almost entirely into Berkshire Hathaway, signaling a strong preference for conglomerate value over individual stock picking.
• BRK/B Anchor: Berkshire is the recurring conviction position — bought in Dec 2023, trimmed Jul 2024, re-added Dec 2024 and Sep 2025, treating it as a core long-term hold through market cycles.
• Opportunistic GOOGL Swing: Made a clean round-trip on Alphabet, buying at ~$156 in May 2025 and selling at ~$252 in September for an estimated 62% gain in four months.
• Mirrored Spouse Accounts: Nearly every transaction is duplicated identically across self and spouse accounts on the same date and ticker, effectively doubling position sizing.
• Conservative Sizing: Trades almost exclusively in the $1K–$15K range, favoring steady accumulation over outsized bets — a low-risk, high-conviction approach with no options activity.