DOSSIER · 13F-HR · Q1 2026
B Group, Inc.
B's family office based in Omaha, NE — $135M in tracked AUM across 20 positions as of Q1 2026.
B
B·Omaha, NE·Family Office
CIK 0002043476 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
B Group, Inc. has undergone a significant transformation in the quarter ending September 30, 2025. The firm executed a substantial reduction in portfolio size, with total assets under management (AUM) plummeting by 50.9%, dropping from $129.94 million to $63.85 million. This drastic capital reduction was accompanied by a shift in concentration; the firm exited eight positions while consolidating capital into a tighter list of 12 holdings. The portfolio is currently highly...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…