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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $56.1M | 117082 | 11.36% |
| 2 | MARKEL GROUP INC | $38.1M | 19901 | 7.71% |
| 3 | KLA CORP | $25.1M | 17017 | 5.07% |
| 4 | ALPHABET INC | $20.1M | 69977 | 4.06% |
| 5 | PROGRESSIVE CORP | $17.4M | 88022 | 3.53% |
| 6 | META PLATFORMS INC | $16.2M | 28245 | 3.27% |
| 7 | APPLE INC | $14.7M | 57744 | 2.97% |
| 8 | MICROSOFT CORP | $13.6M | 36807 | 2.76% |
| 9 | JOHNSON & JOHNSON | $10.6M | 43382 | 2.15% |
| 10 | LOWES COS INC | $10.4M | 43928 | 2.10% |
| 11 | BARRICK MNG CORP | $10.0M | 245333 | 2.03% |
| 12 | NORFOLK SOUTHN CORP | $9.2M | 31895 | 1.85% |
| 13 | AUTOZONE INC | $9.1M | 2704 | 1.85% |
| 14 | SCHWAB CHARLES CORP | $8.9M | 94860 | 1.81% |
| 15 | PAYCHEX INC | $8.2M | 89504 | 1.67% |
| 16 | LOCKHEED MARTIN CORP | $8.2M | 13528 | 1.66% |
| 17 | PRICE T ROWE GROUP INC | $7.7M | 85810 | 1.57% |
| 18 | LOEWS CORP | $7.7M | 71880 | 1.55% |
| 19 | PEPSICO INC | $7.1M | 45959 | 1.45% |
| 20 | EXXON MOBIL CORP | $6.9M | 40489 | 1.39% |
| 21 | JEFFERIES FINANCIAL GROUP IN | $5.7M | 137608 | 1.15% |
| 22 | PAYCOM SOFTWARE INC | $5.5M | 45308 | 1.12% |
| 23 | STARBUCKS CORP | $5.2M | 57904 | 1.05% |
| 24 | COSTCO WHOLESALE CORPORATION | $5.0M | 4992 | 1.01% |
| 25 | AMAZON COM INC | $4.9M | 23527 | 0.99% |
| 26 | GENUINE PARTS CO | $4.8M | 45712 | 0.98% |
| 27 | COCA COLA CO | $4.8M | 63091 | 0.97% |
| 28 | JPMORGAN CHASE & CO | $4.6M | 15660 | 0.93% |
| 29 | PARKER-HANNIFIN CORP | $4.5M | 5055 | 0.92% |
| 30 | GRAHAM HLDGS CO | $4.5M | 4250 | 0.91% |
| 31 | MADISON SQUARE GRDN SPRT COR | $4.3M | 13354 | 0.87% |
| 32 | LENNOX INTL INC | $4.2M | 8977 | 0.84% |
| 33 | ALLEGION PLC | $3.4M | 23598 | 0.69% |
| 34 | MARSH & MCLENNAN COS INC | $3.3M | 19247 | 0.68% |
| 35 | DISNEY WALT CO | $3.3M | 34206 | 0.67% |
| 36 | ADOBE INC | $3.3M | 13472 | 0.66% |
| 37 | ASML HLDG NV | $3.3M | 2475 | 0.66% |
| 38 | ESAB CORPORATION | $3.2M | 33329 | 0.65% |
| 39 | ACCENTURE PLC IRELAND | $3.2M | 16187 | 0.65% |
| 40 | TEXAS INSTRS INC | $3.2M | 16308 | 0.64% |
| 41 | PAYPAL HLDGS INC | $3.1M | 67759 | 0.62% |
| 42 | CHECK POINT SOFTWARE TECH LT | $3.1M | 21408 | 0.62% |
| 43 | SMITH A O CORP | $3.0M | 46161 | 0.62% |
| 44 | VISA INC | $2.7M | 9066 | 0.55% |
| 45 | DIAGEO PLC | $2.7M | 36681 | 0.55% |
| 46 | ARISTA NETWORKS INC | $2.7M | 21946 | 0.55% |
| 47 | NOVO-NORDISK A S | $2.7M | 72455 | 0.54% |
| 48 | CHEVRON CORPORATION | $2.5M | 12231 | 0.51% |
| 49 | HASBRO INC | $2.4M | 26162 | 0.50% |
| 50 | BANK AMERICA CORP | $2.4M | 50130 | 0.49% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.