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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Old Dominion Freight Line In | $73.5M | 375972 | 9.40% |
| 2 | NVR Inc | $63.6M | 9646 | 8.13% |
| 3 | Primerica Inc | $62.8M | 250901 | 8.04% |
| 4 | MSCI Inc | $59.0M | 109480 | 7.55% |
| 5 | Veeva Sys Inc | $55.7M | 317203 | 7.13% |
| 6 | Martin Marietta Matls Inc | $53.2M | 90394 | 6.81% |
| 7 | Heico Corp New | $49.5M | 234710 | 6.34% |
| 8 | Fastenal Co | $44.2M | 953546 | 5.66% |
| 9 | Moodys Corp | $43.5M | 99704 | 5.57% |
| 10 | Graco Inc | $41.9M | 495503 | 5.37% |
| 11 | Brown & Brown Inc | $41.8M | 641613 | 5.35% |
| 12 | Tyler Technologies Inc | $41.2M | 120460 | 5.28% |
| 13 | Idexx Labs Inc | $31.6M | 56208 | 4.04% |
| 14 | Booking Holdings Inc | $26.5M | 6291 | 3.39% |
| 15 | Copart Inc | $17.4M | 523715 | 2.22% |
| 16 | Gartner Inc | $15.6M | 98557 | 2.00% |
| 17 | SPDR Gold Tr | $12.6M | 29208 | 1.61% |
| 18 | Vanguard Intl Equity Index F | $9.0M | 119269 | 1.15% |
| 19 | Vulcan Matls Co | $7.2M | 26513 | 0.92% |
| 20 | Vanguard Intl Equity Index F | $7.1M | 48491 | 0.90% |
| 21 | Berkshire Hathaway Inc Del | $6.0M | 12613 | 0.77% |
| 22 | Vanguard Whitehall Fds | $6.0M | 63511 | 0.77% |
| 23 | Appfolio Inc | $5.4M | 33909 | 0.68% |
| 24 | Vanguard Whitehall Fds | $3.2M | 21351 | 0.40% |
| 25 | Vanguard Scottsdale Fds | $2.6M | 8704 | 0.33% |
| 26 | Schwab Strategic Tr | $265K | 11412 | 0.03% |
| 27 | Stepan Co | $250K | 5010 | 0.03% |
| 28 | iShares Tr | $188K | 2078 | 0.02% |
| 29 | Schwab Strategic Tr | $186K | 7417 | 0.02% |
| 30 | Schwab Strategic Tr | $172K | 6936 | 0.02% |
| 31 | iShares Tr | $162K | 1609 | 0.02% |
| 32 | Vanguard Index Fds | $54K | 706 | 0.01% |
| 33 | Vanguard Star Fds | $45K | 141 | 0.01% |
| 34 | Schwab Strategic Tr | $4K | 156 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.