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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $8.0M | 16790 | 4.68% |
| 2 | SCHWAB CHARLES CORP | $6.7M | 71681 | 3.92% |
| 3 | AST SPACEMOBILE INC | $6.4M | 76688 | 3.70% |
| 4 | ALPHABET INC | $6.1M | 21184 | 3.53% |
| 5 | GOLDMAN SACHS ETF TR | $5.2M | 52374 | 3.05% |
| 6 | APPLE INC | $5.2M | 20585 | 3.04% |
| 7 | PROGRESSIVE CORP | $4.8M | 24242 | 2.79% |
| 8 | INSTALLED BLDG PRODS INC | $4.6M | 17396 | 2.68% |
| 9 | ANALOG DEVICES INC | $4.3M | 13593 | 2.51% |
| 10 | SOMNIGROUP INTERNATIONAL INC | $4.3M | 58485 | 2.51% |
| 11 | NVIDIA CORPORATION | $4.3M | 24428 | 2.48% |
| 12 | THOR INDS INC | $4.2M | 52656 | 2.45% |
| 13 | BOOKING HOLDINGS INC | $4.0M | 939 | 2.30% |
| 14 | AMERICAN EXPRESS CO | $3.6M | 11958 | 2.10% |
| 15 | MICROSOFT CORP | $3.5M | 9382 | 2.02% |
| 16 | BROOKFIELD CORP | $3.0M | 74735 | 1.76% |
| 17 | APPLIED MATLS INC | $2.9M | 8531 | 1.70% |
| 18 | FLOOR & DECOR HLDGS INC | $2.8M | 54774 | 1.62% |
| 19 | MARKEL GROUP INC | $2.8M | 1440 | 1.60% |
| 20 | ASBURY AUTOMOTIVE GROUP INC | $2.7M | 13773 | 1.56% |
| 21 | ARISTA NETWORKS INC | $2.4M | 19864 | 1.42% |
| 22 | NVR INC | $2.2M | 336 | 1.29% |
| 23 | LAUDER ESTEE COS INC | $2.2M | 30671 | 1.28% |
| 24 | AON PLC | $2.2M | 6717 | 1.26% |
| 25 | JOHNSON & JOHNSON | $2.0M | 8089 | 1.15% |
| 26 | ARMSTRONG WORLD INDS INC NEW | $1.9M | 11487 | 1.10% |
| 27 | OREILLY AUTOMOTIVE INC | $1.9M | 20277 | 1.09% |
| 28 | KINSALE CAP GROUP INC | $1.9M | 5464 | 1.09% |
| 29 | ELI LILLY & CO | $1.8M | 1968 | 1.05% |
| 30 | NORFOLK SOUTHN CORP | $1.8M | 6223 | 1.04% |
| 31 | CHEVRON CORPORATION | $1.8M | 8580 | 1.03% |
| 32 | MOELIS & CO | $1.8M | 30948 | 1.03% |
| 33 | CORNING INC | $1.7M | 12298 | 0.97% |
| 34 | BLACKROCK INC | $1.6M | 1662 | 0.93% |
| 35 | AMAZON COM INC | $1.4M | 6874 | 0.83% |
| 36 | AMERICAN TOWER CORP | $1.4M | 7887 | 0.79% |
| 37 | AIR PRODUCTS AND CHEMICALS I | $1.4M | 4655 | 0.79% |
| 38 | SEAGATE TECHNOLOGY HLDNGS PL | $1.3M | 3414 | 0.78% |
| 39 | FRANCO NEV CORP | $1.3M | 5310 | 0.76% |
| 40 | DOMINION ENERGY INC | $1.3M | 20555 | 0.74% |
| 41 | VERIZON COMMUNICATIONS INC | $1.2M | 24132 | 0.70% |
| 42 | PHILIP MORRIS INTL INC | $1.2M | 7248 | 0.70% |
| 43 | LOEWS CORP | $1.2M | 11208 | 0.70% |
| 44 | CINCINNATI FINL CORP | $1.1M | 7100 | 0.65% |
| 45 | ALTRIA GROUP INC | $1.1M | 16716 | 0.64% |
| 46 | STARBUCKS CORP | $1.1M | 12240 | 0.64% |
| 47 | BROADCOM INC | $1.1M | 3458 | 0.62% |
| 48 | CUMMINS INC | $1.0M | 1912 | 0.60% |
| 49 | TE CONNECTIVITY PLC | $1.0M | 4873 | 0.59% |
| 50 | TEXAS INSTRS INC | $1.0M | 5235 | 0.59% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.