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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc. | $56.9M | 197823 | 8.85% |
| 2 | Microsoft Corporation | $38.6M | 104314 | 6.01% |
| 3 | Allstate Corp | $32.5M | 156841 | 5.06% |
| 4 | Markel Group Inc | $32.4M | 16910 | 5.04% |
| 5 | CVS Health Corp | $32.1M | 447471 | 5.00% |
| 6 | VISA Inc. | $31.1M | 102964 | 4.84% |
| 7 | International Business Machines Corp | $30.4M | 125482 | 4.73% |
| 8 | CBRE Group Inc | $30.2M | 222730 | 4.70% |
| 9 | Berkshire Hathaway Inc | $28.7M | 40 | 4.47% |
| 10 | HP Inc | $27.6M | 1438355 | 4.30% |
| 11 | Zebra Technologies Corp | $27.0M | 129103 | 4.20% |
| 12 | Atkore Inc | $22.2M | 377000 | 3.46% |
| 13 | Danaher Corp | $17.6M | 93044 | 2.75% |
| 14 | Nvidia Corp | $13.5M | 77420 | 2.10% |
| 15 | Apple Inc. | $11.9M | 46879 | 1.85% |
| 16 | Amazon.com, Inc. | $6.0M | 28647 | 0.93% |
| 17 | Alphabet Inc. | $4.4M | 15282 | 0.68% |
| 18 | Broadcom Inc | $3.7M | 11891 | 0.57% |
| 19 | META PLATFORMS INC | $3.4M | 5875 | 0.52% |
| 20 | Exxon Mobil Corp | $3.0M | 17554 | 0.46% |
| 21 | JPMorgan Chase & Co | $2.9M | 10019 | 0.46% |
| 22 | Berkshire Hathaway Inc | $2.8M | 5813 | 0.43% |
| 23 | Eli Lilly & CO | $2.7M | 2971 | 0.43% |
| 24 | Tesla Inc | $2.7M | 7320 | 0.42% |
| 25 | Johnson & Johnson | $2.3M | 9210 | 0.35% |
| 26 | Walmart Inc | $2.0M | 15762 | 0.30% |
| 27 | Chevron Corp | $1.6M | 7975 | 0.26% |
| 28 | Micron Technology Inc | $1.6M | 4731 | 0.25% |
| 29 | Bank of America Corporation | $1.5M | 31718 | 0.24% |
| 30 | Costco Wholesale Corp | $1.5M | 1471 | 0.23% |
| 31 | MERCK & CO INC | $1.4M | 11647 | 0.22% |
| 32 | The Procter & Gamble Company | $1.4M | 9520 | 0.21% |
| 33 | Netflix, Inc. | $1.4M | 14249 | 0.21% |
| 34 | Advanced Micro Devices inc | $1.4M | 6726 | 0.21% |
| 35 | MASTERCARD INC | $1.4M | 2737 | 0.21% |
| 36 | AbbVie Inc. | $1.3M | 6115 | 0.21% |
| 37 | Cisco Systems Inc | $1.3M | 16702 | 0.20% |
| 38 | Home Depot Inc | $1.2M | 3722 | 0.19% |
| 39 | UnitedHealth Group Incorporated | $1.2M | 4394 | 0.19% |
| 40 | Citigroup Inc | $1.2M | 10391 | 0.18% |
| 41 | The Goldman Sachs Group Inc. | $1.1M | 1357 | 0.18% |
| 42 | Applied Materials Inc | $1.1M | 3308 | 0.18% |
| 43 | Lam Research Corp | $1.1M | 5234 | 0.17% |
| 44 | General Electric Company | $1.0M | 3603 | 0.16% |
| 45 | COCA-COLA CO/THE | $998K | 13127 | 0.16% |
| 46 | Oracle Corporation | $997K | 6776 | 0.16% |
| 47 | Wells Fargo & Company | $986K | 12386 | 0.15% |
| 48 | Pfizer Inc | $950K | 33840 | 0.15% |
| 49 | Intel Corporation | $938K | 21249 | 0.15% |
| 50 | Salesforce, Inc. | $934K | 5001 | 0.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.