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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $181.4M | 378625 | 6.64% |
| 2 | ALPHABET INC C | $178.1M | 620909 | 6.52% |
| 3 | META PLATFORMS INC | $176.1M | 307821 | 6.45% |
| 4 | HEICO CORP NEW | $155.9M | 738482 | 5.71% |
| 5 | SCHWAB CHARLES CORP | $144.4M | 1536206 | 5.29% |
| 6 | FIVE BELOW INC | $141.0M | 617191 | 5.16% |
| 7 | AMETEK INC | $131.2M | 612058 | 4.80% |
| 8 | MEDPACE HOLDINGS INC | $123.0M | 256081 | 4.50% |
| 9 | VISA INC | $119.8M | 396357 | 4.39% |
| 10 | INSTALLED BLDG PRODS INC | $107.0M | 403665 | 3.92% |
| 11 | PROGRESSIVE CORP | $104.7M | 528364 | 3.83% |
| 12 | ALPHABET INC | $100.2M | 348469 | 3.67% |
| 13 | KEYSIGHT TECHNOLOGIES INC | $91.3M | 323184 | 3.34% |
| 14 | NVR INC | $89.9M | 13647 | 3.29% |
| 15 | BOOKING HOLDINGS INC. | $88.9M | 21117 | 3.26% |
| 16 | AUTOMATIC DATA PROC INC | $85.2M | 419090 | 3.12% |
| 17 | MARKEL CORP | $82.2M | 42944 | 3.01% |
| 18 | KINSALE CAPITAL GROUP IN | $74.8M | 218942 | 2.74% |
| 19 | BRIGHT HORIZONSFAMILY SOLUTION | $61.0M | 742329 | 2.23% |
| 20 | BANK OZK LITTLE ROCK ARK | $56.5M | 1231059 | 2.07% |
| 21 | ANALOG DEVICES INC | $54.4M | 171052 | 1.99% |
| 22 | ARISTA NETWORKS INC | $52.0M | 423361 | 1.90% |
| 23 | DISNEY WALT CO | $51.7M | 536514 | 1.89% |
| 24 | RESMED INC | $51.6M | 230005 | 1.89% |
| 25 | BROWN & BROWN | $49.3M | 755269 | 1.80% |
| 26 | LITTELFUSE INC | $27.4M | 80719 | 1.00% |
| 27 | LULULEMON ATHLETICA INC | $21.8M | 142600 | 0.80% |
| 28 | SUNBELT RENTALS HLDGS IN GB SHRS | $17.6M | 270843 | 0.65% |
| 29 | AAON INC | $16.7M | 201832 | 0.61% |
| 30 | JPMORGAN CHASE & CO | $15.4M | 52298 | 0.56% |
| 31 | MASTERCARD INCORPORATED | $14.0M | 28066 | 0.51% |
| 32 | FLOOR & DECOR HLDGS INC | $11.8M | 231829 | 0.43% |
| 33 | TWFG INC | $10.2M | 552107 | 0.37% |
| 34 | FERGUSON ENTERPRISES INC | $8.6M | 36728 | 0.31% |
| 35 | BERKSHIRE HATHAWAY INC DEL | $7.9M | 11 | 0.29% |
| 36 | BUILDERS FIRSTSOURCE INC | $7.6M | 91813 | 0.28% |
| 37 | APPLE INC | $3.8M | 15040 | 0.14% |
| 38 | TAIWAN SEMICONDUCTOR MFG LTD | $2.7M | 8125 | 0.10% |
| 39 | YUM CHINA HLDGS INC | $1.8M | 36036 | 0.06% |
| 40 | SPDR GOLD TR | $1.7M | 3876 | 0.06% |
| 41 | SPDR S&P 500 ETF | $1.6M | 2474 | 0.06% |
| 42 | M & T BK CORP | $1.6M | 7535 | 0.06% |
| 43 | INVESCO S&P500 EQ WGT ETF | $1.2M | 6105 | 0.04% |
| 44 | INVESCO EXCH TRADED FD TR II | $1.0M | 4222 | 0.04% |
| 45 | ISHARES TR | $983K | 10854 | 0.04% |
| 46 | BIRKENSTOCK HLDG PLC | $981K | 27392 | 0.04% |
| 47 | OLD DOMINION FREIGHT LINE IN | $978K | 5006 | 0.04% |
| 48 | COPART INC | $912K | 27484 | 0.03% |
| 49 | MICROSOFT CORP | $707K | 1910 | 0.03% |
| 50 | SITEONE LANDSCAPE SUPPLY INC | $500K | 3753 | 0.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.