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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | $15.5M | 176200 | 6.95% |
| 2 | BERKSHIRE HATHAWAY INC DEL | $14.1M | 29390 | 6.30% |
| 3 | COSTCO WHOLESALE CORPORATION | $13.7M | 13699 | 6.11% |
| 4 | MARKEL GROUP INC | $12.8M | 6667 | 5.71% |
| 5 | CHUBB LTD SWITZ | $10.6M | 32506 | 4.74% |
| 6 | AMPHENOL CORP | $9.2M | 73029 | 4.13% |
| 7 | SELECT SECTOR SPDR TR | $9.2M | 149652 | 4.10% |
| 8 | APPLE INC | $8.0M | 31674 | 3.60% |
| 9 | NVIDIA CORPORATION | $7.7M | 44267 | 3.45% |
| 10 | AMETEK INC | $7.4M | 34392 | 3.30% |
| 11 | HUBBELL INC | $7.2M | 14596 | 3.20% |
| 12 | VANGUARD INTL EQUITY INDEX F | $7.1M | 72425 | 3.17% |
| 13 | VANGUARD TAX-MANAGED FDS | $6.9M | 107114 | 3.07% |
| 14 | ALLEGION PLC | $6.2M | 42489 | 2.76% |
| 15 | SPROTT ASSET MANAGEMENT LP | $5.5M | 224780 | 2.45% |
| 16 | ASML HLDG NV | $5.4M | 4069 | 2.40% |
| 17 | MICROSOFT CORP | $4.4M | 11767 | 1.95% |
| 18 | WESCO INTL INC | $4.2M | 15182 | 1.86% |
| 19 | FASTENAL CO | $4.1M | 88166 | 1.83% |
| 20 | AMAZON COM INC | $3.6M | 17363 | 1.62% |
| 21 | AURA BIOSCIENCES INC | $3.6M | 532495 | 1.59% |
| 22 | PALO ALTO NETWORKS INC | $3.5M | 21583 | 1.55% |
| 23 | HOME DEPOT INC | $3.4M | 10339 | 1.52% |
| 24 | WHITE MTNS INS GROUP LTD | $3.4M | 1535 | 1.51% |
| 25 | EOG RES INC | $3.3M | 22682 | 1.47% |
| 26 | BADGER METER INC | $3.0M | 19818 | 1.35% |
| 27 | ALPHABET INC | $2.8M | 9623 | 1.24% |
| 28 | TYLER TECHNOLOGIES INC | $2.8M | 8041 | 1.23% |
| 29 | CHENIERE ENERGY INC | $2.7M | 9658 | 1.23% |
| 30 | ISHARES TR | $2.4M | 16833 | 1.07% |
| 31 | SPROTT FDS TR | $2.3M | 65598 | 1.05% |
| 32 | CARPENTER TECHNOLOGY CORP | $2.3M | 5736 | 1.01% |
| 33 | TRANSMEDICS GROUP INC | $2.2M | 21846 | 0.97% |
| 34 | NUTRIEN LTD | $2.1M | 27791 | 0.94% |
| 35 | ISHARES TR | $2.1M | 91250 | 0.94% |
| 36 | ISHARES INC | $2.1M | 26332 | 0.93% |
| 37 | STATE STR SPDR S&P 500 ETF T | $1.7M | 2632 | 0.77% |
| 38 | VANECK ETF TRUST | $1.5M | 3980 | 0.68% |
| 39 | VANGUARD INDEX FDS | $1.4M | 4235 | 0.61% |
| 40 | GLOBAL X FDS | $1.2M | 15830 | 0.54% |
| 41 | ALPHABET INC | $1.2M | 4020 | 0.52% |
| 42 | NVR INC | $1.1M | 172 | 0.51% |
| 43 | ISHARES TR | $1.1M | 1692 | 0.49% |
| 44 | CELESTICA INC | $1.0M | 3565 | 0.45% |
| 45 | ADOBE INC | $778K | 3200 | 0.35% |
| 46 | BERKSHIRE HATHAWAY INC DEL | $718K | 1 | 0.32% |
| 47 | TESLA INC | $617K | 1661 | 0.28% |
| 48 | ISHARES TR | $603K | 5990 | 0.27% |
| 49 | EQUINOR ASA | $597K | 14140 | 0.27% |
| 50 | COPART INC | $585K | 17610 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.