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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | QUANTA SERVICES INC | $65.9M | 120023 | 16.78% |
| 2 | BERKSHIRE HATHAWAY CL B NEW | $21.2M | 44228 | 5.40% |
| 3 | GENL AMERICAN INVESTORS INC | $17.2M | 293958 | 4.38% |
| 4 | HOWMET AEROSPACE INC | $14.9M | 64814 | 3.80% |
| 5 | NORFOLK SOUTHERN CORP | $10.5M | 36664 | 2.68% |
| 6 | JACOBS SOLUTIONS INC | $10.1M | 79512 | 2.58% |
| 7 | JPMORGAN HEDGED EQUITY FUND I | $9.7M | 288664 | 2.47% |
| 8 | INV S&P500 EQ WGHT TECH ETF | $9.1M | 201350 | 2.32% |
| 9 | BANK OF AMERICA CORP | $8.8M | 179818 | 2.23% |
| 10 | VANGUARD INFO TECH ETF | $7.9M | 11272 | 2.00% |
| 11 | ISHARES NASDQ BIOTECH INDEX FN | $7.1M | 41889 | 1.80% |
| 12 | LINDE PLC SHS | $7.0M | 14159 | 1.79% |
| 13 | SHELL PLC SPON ADS | $6.3M | 67975 | 1.61% |
| 14 | VANECK VECTORS GOLD MINERS ETF | $6.0M | 65868 | 1.54% |
| 15 | WABTEC CORP | $5.8M | 23301 | 1.48% |
| 16 | GOLDMAN SACHS GROUP INC | $5.8M | 6837 | 1.47% |
| 17 | BP P L C | $5.7M | 120386 | 1.44% |
| 18 | HUBBELL INC | $5.2M | 10619 | 1.33% |
| 19 | AUTOMATIC DATA PROCESSING | $5.1M | 24923 | 1.29% |
| 20 | DANAHER CORP | $5.0M | 26237 | 1.27% |
| 21 | MOOG INC CLASS A | $4.9M | 16767 | 1.25% |
| 22 | MARKEL CORP HOLDING CO | $4.7M | 2438 | 1.19% |
| 23 | BANK OF NEW YORK MELLON CORP | $4.5M | 37825 | 1.14% |
| 24 | S&P GLOBAL INC | $4.2M | 9969 | 1.08% |
| 25 | FIRST TR NASDAQ CYBERSECURITY | $4.2M | 66365 | 1.06% |
| 26 | COCA-COLA CO | $3.8M | 50375 | 0.98% |
| 27 | VANGUARD 500 INDEX FUND ADM | $3.7M | 6140 | 0.94% |
| 28 | AMETEK INC | $3.6M | 16785 | 0.92% |
| 29 | STATE STR CONSUMER DISC SELECT | $3.4M | 31090 | 0.86% |
| 30 | NESTLE SPONSORED ADR | $3.2M | 33026 | 0.82% |
| 31 | CONOCO PHILLIPS | $3.1M | 23350 | 0.78% |
| 32 | RIO TINTO PLC ADR SPONSORED | $2.8M | 30200 | 0.72% |
| 33 | INTEL CORP | $2.4M | 54777 | 0.62% |
| 34 | BRISTOL-MYERS SQUIBB CO | $2.4M | 39539 | 0.61% |
| 35 | CSX CORP | $2.4M | 57809 | 0.60% |
| 36 | CHUBB LIMITED COM | $2.2M | 6874 | 0.57% |
| 37 | CROWDSTRIKE HOLDINGS INC CL A | $2.1M | 5370 | 0.53% |
| 38 | BOEING CO | $2.0M | 10157 | 0.51% |
| 39 | SCHWAB S&P 500 INDEX SELECT FD | $1.9M | 116200 | 0.50% |
| 40 | APPLE INC | $1.9M | 7611 | 0.49% |
| 41 | CULLEN FROST BANKERS INC | $1.9M | 13974 | 0.49% |
| 42 | DELL TECHNOLOGIES INC CL C | $1.8M | 11005 | 0.46% |
| 43 | DISNEY (WALT) CO | $1.7M | 18081 | 0.44% |
| 44 | LAM RESEARCH CORP COM NEW | $1.7M | 8041 | 0.44% |
| 45 | MARATHON PETROLEUM CORP | $1.6M | 6714 | 0.42% |
| 46 | VANGUARD SMALL CAP INDEX ADM F | $1.6M | 13009 | 0.42% |
| 47 | VANGUARD INTL HI YIELD DIV FUN | $1.5M | 33483 | 0.39% |
| 48 | MICROSOFT CORP | $1.4M | 3913 | 0.37% |
| 49 | FIDELITY MAGELLAN FUND | $1.4M | 104305 | 0.37% |
| 50 | BERKSHIRE HATHAWAY INC CLASS A | $1.4M | 2 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.