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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc A | $208.3M | 290 | 42.02% |
| 2 | Vanguard 500 ETF | $26.7M | 44750 | 5.39% |
| 3 | Spdr Gold Tr Gold Shs | $13.5M | 31309 | 2.72% |
| 4 | Ishares Msci Eafe Etf | $11.2M | 115649 | 2.27% |
| 5 | Alphabet Inc | $10.6M | 37045 | 2.14% |
| 6 | Berkshire Hathaway Inc B | $10.2M | 21245 | 2.05% |
| 7 | Bloom Energy Corp Class A | $9.6M | 71172 | 1.95% |
| 8 | Microsoft Corp | $8.8M | 23857 | 1.78% |
| 9 | iShares Silver Trust | $8.0M | 117837 | 1.62% |
| 10 | QXO Inc | $7.6M | 389737 | 1.53% |
| 11 | Amazon Com Inc | $6.9M | 33130 | 1.39% |
| 12 | NVIDIA Corp | $6.5M | 37439 | 1.32% |
| 13 | Industrial Select SPDR ETF | $6.5M | 40279 | 1.31% |
| 14 | Apple Inc | $6.2M | 24607 | 1.26% |
| 15 | iShares Russell 2000 | $6.1M | 24411 | 1.22% |
| 16 | Select Sector Spdr Trust Shs Ben Int Energy | $6.0M | 97945 | 1.21% |
| 17 | Technology Select Sector SPDR ETF | $5.6M | 42189 | 1.13% |
| 18 | Jpmorgan Chase & Co | $5.5M | 18689 | 1.11% |
| 19 | Visa Inc Com Cl A | $5.1M | 16776 | 1.02% |
| 20 | Broadcom Inc | $5.0M | 16210 | 1.01% |
| 21 | iShares Core US Aggregate Bond | $4.8M | 48700 | 0.98% |
| 22 | Alphabet Inc | $4.0M | 13838 | 0.80% |
| 23 | Utilities Select Sector SPDR ETF | $3.7M | 80000 | 0.74% |
| 24 | Communication Services Sel Sect SPDR ETF | $3.6M | 32388 | 0.72% |
| 25 | Select Sector Spdr Fund Shs Ben Consumer Discretio | $3.3M | 30568 | 0.67% |
| 26 | Danaher Corp | $3.1M | 16150 | 0.62% |
| 27 | Select Sector Spdr Trust The Health Care Select Se | $2.8M | 19153 | 0.57% |
| 28 | Materials Select Sector SPDR ETF | $2.7M | 54904 | 0.55% |
| 29 | Rocket Cos Inc Class A | $2.4M | 165880 | 0.48% |
| 30 | Waste Management Inc | $2.2M | 9694 | 0.45% |
| 31 | CONSTELLATION ENERGY | $2.1M | 7530 | 0.42% |
| 32 | Eli Lilly and Co | $2.1M | 2273 | 0.42% |
| 33 | iShares US Real Estate ETF | $2.1M | 21884 | 0.42% |
| 34 | Blackstone Group Lp | $2.0M | 17152 | 0.40% |
| 35 | Ishares Msci Emerging Markets Etf | $2.0M | 34485 | 0.40% |
| 36 | Advanced Micro Devices Inc | $1.9M | 9509 | 0.39% |
| 37 | Quanta Services Inc | $1.9M | 3500 | 0.39% |
| 38 | Uber Technologies Inc | $1.9M | 26700 | 0.39% |
| 39 | Eaton Corp PLC | $1.8M | 5150 | 0.37% |
| 40 | Dorchester Minerals LP | $1.8M | 66715 | 0.36% |
| 41 | Johnson & Johnson | $1.7M | 7075 | 0.35% |
| 42 | NextEra Energy Inc | $1.7M | 18363 | 0.34% |
| 43 | Lowe s Companies Inc | $1.7M | 7185 | 0.34% |
| 44 | iShares Nasdaq Biotechnology | $1.7M | 9961 | 0.34% |
| 45 | Trinity Capital Inc | $1.5M | 98715 | 0.29% |
| 46 | Fastenal Co | $1.4M | 31150 | 0.29% |
| 47 | Grayscale Bitcoin Trust (BTC) | $1.4M | 27200 | 0.29% |
| 48 | Tesla Motors Inc | $1.3M | 3516 | 0.26% |
| 49 | Fidelity Technology ETF | $1.3M | 6145 | 0.26% |
| 50 | Iberdrola SA | $1.2M | 53023 | 0.24% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.