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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $84.3M | 227868 | 9.64% |
| 2 | BERKSHIRE HATHAWAY INC DEL | $66.3M | 138348 | 7.58% |
| 3 | ALPHABET INC | $45.2M | 157083 | 5.16% |
| 4 | META PLATFORMS INC | $38.7M | 67643 | 4.42% |
| 5 | ALPHABET INC | $32.4M | 112836 | 3.70% |
| 6 | APPLE INC | $32.3M | 127221 | 3.69% |
| 7 | CORNING INC | $31.4M | 230615 | 3.58% |
| 8 | EXXON MOBIL CORP | $29.7M | 174820 | 3.39% |
| 9 | JOHNSON & JOHNSON | $29.5M | 120839 | 3.38% |
| 10 | WALMART INC | $28.1M | 226440 | 3.22% |
| 11 | FASTENAL CO | $25.2M | 543072 | 2.88% |
| 12 | PAYCHEX INC | $22.7M | 246323 | 2.59% |
| 13 | DOVER CORP | $21.9M | 105018 | 2.50% |
| 14 | AMERICAN EXPRESS CO | $20.0M | 66125 | 2.29% |
| 15 | PROCTER & GAMBLE CO | $19.2M | 132802 | 2.19% |
| 16 | MERCK & CO INC | $18.4M | 153062 | 2.10% |
| 17 | BOOKING HOLDINGS INC | $16.0M | 3797 | 1.83% |
| 18 | PEPSICO INC | $15.5M | 99973 | 1.77% |
| 19 | CISCO SYS INC | $15.4M | 198090 | 1.76% |
| 20 | SCHWAB CHARLES CORP | $12.4M | 131490 | 1.41% |
| 21 | JPMORGAN CHASE & CO | $12.3M | 41938 | 1.41% |
| 22 | STRYKER CORPORATION | $12.2M | 37200 | 1.40% |
| 23 | LANDSTAR SYS INC | $10.7M | 66909 | 1.23% |
| 24 | SALESFORCE INC | $10.5M | 56355 | 1.20% |
| 25 | ATLANTA BRAVES HLDGS INC | $9.6M | 223665 | 1.09% |
| 26 | VANGUARD INDEX FDS | $9.0M | 14995 | 1.02% |
| 27 | ICON PLC | $8.8M | 79203 | 1.00% |
| 28 | WATERS CORP | $8.6M | 29003 | 0.99% |
| 29 | CVS HEALTH CORP | $8.1M | 113371 | 0.93% |
| 30 | MONDELEZ INTL INC | $8.0M | 138378 | 0.91% |
| 31 | YETI HLDGS INC | $8.0M | 217430 | 0.91% |
| 32 | HOME DEPOT INC | $7.6M | 23098 | 0.87% |
| 33 | DISNEY WALT CO | $7.1M | 73666 | 0.81% |
| 34 | ISHARES TR | $7.0M | 56117 | 0.80% |
| 35 | PNC FINL SVCS GROUP INC | $7.0M | 33424 | 0.80% |
| 36 | CHURCHILL DOWNS INC | $6.5M | 72654 | 0.75% |
| 37 | GE AEROSPACE | $6.3M | 22204 | 0.72% |
| 38 | VANGUARD INTL EQUITY INDEX F | $6.3M | 115636 | 0.71% |
| 39 | MEDTRONIC PLC | $5.3M | 61403 | 0.61% |
| 40 | VANGUARD TAX-MANAGED FDS | $5.3M | 82625 | 0.61% |
| 41 | PHILIP MORRIS INTL INC | $4.9M | 29441 | 0.56% |
| 42 | HERSHEY CO | $4.8M | 23215 | 0.55% |
| 43 | COCA COLA CO | $4.7M | 61690 | 0.54% |
| 44 | BERKSHIRE HATHAWAY INC DEL | $4.3M | 6 | 0.49% |
| 45 | MCDONALDS CORP | $4.0M | 12788 | 0.45% |
| 46 | ELI LILLY & CO | $3.8M | 4083 | 0.43% |
| 47 | ABBVIE INC | $3.3M | 15215 | 0.38% |
| 48 | GE VERNOVA INC | $3.3M | 3763 | 0.38% |
| 49 | VANGUARD INTL EQUITY INDEX F | $3.2M | 32429 | 0.36% |
| 50 | CLARUS CORP NEW | $3.1M | 1146739 | 0.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.