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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC-CL A | $809.3M | 1127 | 55.80% |
| 2 | ALPHABET INC-CL A | $159.4M | 554232 | 10.99% |
| 3 | INVESCO SENIOR LOAN ETF | $50.7M | 2483848 | 3.49% |
| 4 | VISA INC-CLASS A SHARES | $31.0M | 102555 | 2.14% |
| 5 | JOHNSON AND JOHNSON | $28.6M | 117095 | 1.97% |
| 6 | ISHARES IBOXX HIGH YLD CORP | $27.3M | 343165 | 1.88% |
| 7 | VANGUARD S AND P 500 ETF | $27.1M | 45415 | 1.87% |
| 8 | FIRST TRUST SENIOR LOAN ETF | $25.5M | 570196 | 1.76% |
| 9 | ABBVIE INC | $22.8M | 104963 | 1.57% |
| 10 | ZOETIS INC | $22.2M | 188125 | 1.53% |
| 11 | PHILLIPS 66 | $21.3M | 116848 | 1.47% |
| 12 | LOCKHEED MARTIN CORP | $17.6M | 29045 | 1.21% |
| 13 | BERKSHIRE HATHAWAY INC-CL B | $15.2M | 31780 | 1.05% |
| 14 | 3M CO | $14.8M | 102018 | 1.02% |
| 15 | MOODY'S CORP | $13.8M | 31689 | 0.95% |
| 16 | LINDE PLC | $12.6M | 25500 | 0.87% |
| 17 | MEDTRONIC PLC | $12.6M | 144952 | 0.87% |
| 18 | DANAHER CORP | $12.3M | 64712 | 0.85% |
| 19 | EXXON MOBIL CORP | $8.8M | 51986 | 0.61% |
| 20 | BHP GROUP LTD-SPON ADR | $8.7M | 119021 | 0.60% |
| 21 | REPUBLIC SERVICES INC | $7.1M | 32200 | 0.49% |
| 22 | INTUITIVE SURGICAL INC | $7.0M | 15185 | 0.48% |
| 23 | AMETEK INC | $6.5M | 30529 | 0.45% |
| 24 | ROPER TECHNOLOGIES INC | $5.5M | 15600 | 0.38% |
| 25 | ECOLAB INC | $5.4M | 20144 | 0.37% |
| 26 | BRISTOL-MYERS SQUIBB CO | $4.9M | 81141 | 0.34% |
| 27 | JACOBS SOLUTIONS INC | $4.9M | 38455 | 0.34% |
| 28 | WATERS CORPORATION | $4.8M | 16246 | 0.33% |
| 29 | MICROSOFT CORP | $3.6M | 9794 | 0.25% |
| 30 | SOLVENTUM CORP | $3.5M | 53112 | 0.24% |
| 31 | VANGUARD HEALTH CARE ETF | $3.4M | 12409 | 0.23% |
| 32 | ABBOTT LABORATORIES | $3.4M | 32870 | 0.23% |
| 33 | PROCTER AND GAMBLE CO | $3.3M | 23094 | 0.23% |
| 34 | VANGUARD INTERMEDIATE-TERM T | $3.3M | 54954 | 0.23% |
| 35 | ISHARES 20 YEAR TREASURY BD | $3.0M | 34607 | 0.21% |
| 36 | FORTIVE CORP | $2.7M | 49400 | 0.19% |
| 37 | BROOKFIELD CORP | $2.7M | 65646 | 0.18% |
| 38 | VEEVA SYSTEMS INC-CLASS A | $2.4M | 13562 | 0.16% |
| 39 | JACK HENRY AND ASSOCIATES INC | $2.3M | 14382 | 0.16% |
| 40 | AUTOMATIC DATA PROCESSING INC | $2.1M | 10400 | 0.15% |
| 41 | VERALTO CORP | $1.9M | 21546 | 0.13% |
| 42 | THE CIGNA CORP | $1.7M | 6358 | 0.12% |
| 43 | VERISIGN INC | $1.5M | 5901 | 0.10% |
| 44 | COSTCO WHOLESALE CORP | $1.4M | 1400 | 0.10% |
| 45 | VONTIER CORP | $1.4M | 39267 | 0.10% |
| 46 | TRANSDIGM GROUP INC | $1.2M | 1060 | 0.08% |
| 47 | MONDELEZ INTERNATIONAL INC-CL A | $1.2M | 20898 | 0.08% |
| 48 | AMENTUM HOLDINGS INC | $1.2M | 45403 | 0.08% |
| 49 | TRIMBLE INC | $1.2M | 17728 | 0.08% |
| 50 | MERCK AND CO INC | $1.1M | 8812 | 0.07% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.