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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | OREILLY AUTOMOTIVE INC | $18.3M | 197979 | 15.32% |
| 2 | FERGUSON ENTERPRISES INC | $11.6M | 49789 | 9.73% |
| 3 | PALVELLA THERAPEUTICS INC NE | $11.3M | 90757 | 9.48% |
| 4 | BERKSHIRE HATHAWAY INC DEL | $10.5M | 21961 | 8.82% |
| 5 | HILTON WORLDWIDE HLDGS INC | $10.2M | 33511 | 8.54% |
| 6 | AUTOZONE INC | $9.0M | 2658 | 7.52% |
| 7 | VISA INC | $8.9M | 29558 | 7.49% |
| 8 | LINDE PLC | $6.4M | 12868 | 5.35% |
| 9 | SHERWIN WILLIAMS CO | $5.5M | 17202 | 4.62% |
| 10 | SERVICENOW INC | $5.5M | 52731 | 4.62% |
| 11 | VERISK ANALYTICS INC | $4.1M | 21676 | 3.45% |
| 12 | MEDLINE INC | $4.1M | 91159 | 3.40% |
| 13 | S&P GLOBAL INC | $4.0M | 9517 | 3.39% |
| 14 | ALPHABET INC | $3.8M | 13074 | 3.15% |
| 15 | COPART INC | $3.5M | 105619 | 2.94% |
| 16 | SPDR SERIES TRUST | $2.6M | 28426 | 2.18% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.