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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. COM | $170.5M | 529282 | 51.34% |
| 2 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $24.4M | 48458 | 7.33% |
| 3 | MARKEL GROUP INC COM | $16.7M | 7777 | 5.03% |
| 4 | ALPHABET INC CAP STK CL C | $14.8M | 47156 | 4.45% |
| 5 | BERKSHIRE HATHAWAY INC DEL CL A | $8.3M | 11 | 2.50% |
| 6 | GOLDMAN SACHS GROUP INC COM | $8.3M | 9405 | 2.49% |
| 7 | BLACKSTONE INC COM | $6.4M | 41248 | 1.91% |
| 8 | APPLE INC COM | $6.1M | 22377 | 1.83% |
| 9 | AMAZON COM INC COM | $5.8M | 25262 | 1.76% |
| 10 | SCHWAB CHARLES CORP COM | $5.7M | 57290 | 1.72% |
| 11 | HOME BANCSHARES INC COM | $4.7M | 167475 | 1.40% |
| 12 | MOODYS CORP COM | $4.6M | 9015 | 1.39% |
| 13 | AMERICAN EXPRESS CO COM | $3.9M | 10575 | 1.18% |
| 14 | ALPHABET INC CAP STK CL A | $3.6M | 11490 | 1.08% |
| 15 | JOHNSON & JOHNSON COM | $2.8M | 13434 | 0.84% |
| 16 | AMERICAN TOWER CORP NEW COM | $2.3M | 13020 | 0.69% |
| 17 | FIRST CTZNS BANCSHARES INC DEL CL A | $2.2M | 1010 | 0.65% |
| 18 | WYNN RESORTS LTD COM | $2.1M | 17700 | 0.64% |
| 19 | PNC FINL SVCS GROUP INC COM | $1.7M | 8359 | 0.53% |
| 20 | BROWN & BROWN INC COM | $1.7M | 21730 | 0.52% |
| 21 | CHEVRON CORP NEW COM | $1.5M | 9539 | 0.44% |
| 22 | METTLER TOLEDO INTERNATIONAL COM | $1.4M | 1030 | 0.43% |
| 23 | BROOKFIELD CORP CL A LTD VT SH | $1.3M | 28028 | 0.39% |
| 24 | VANGUARD SHORT-TERM BOND ETF | $1.2M | 15043 | 0.36% |
| 25 | SPDR S&P 500 ETF TRUST | $1.1M | 1677 | 0.34% |
| 26 | SPDR GOLD SHARES | $1.0M | 2638 | 0.31% |
| 27 | LAUDER ESTEE COS INC CL A | $1.0M | 9573 | 0.30% |
| 28 | NVIDIA CORPORATION COM | $991K | 5316 | 0.30% |
| 29 | VISA INC COM CL A | $929K | 2648 | 0.28% |
| 30 | UNITEDHEALTH GROUP INC COM | $918K | 2782 | 0.28% |
| 31 | WELLS FARGO CO NEW COM | $862K | 9250 | 0.26% |
| 32 | ABBVIE INC COM | $833K | 3644 | 0.25% |
| 33 | ACUITY INC COM | $799K | 2219 | 0.24% |
| 34 | RTX CORPORATION COM | $752K | 4100 | 0.23% |
| 35 | SEACOAST BKG CORP FLA COM NEW | $744K | 23685 | 0.22% |
| 36 | SALESFORCE INC COM | $723K | 2728 | 0.22% |
| 37 | META PLATFORMS INC CL A | $703K | 1066 | 0.21% |
| 38 | TAKE-TWO INTERACTIVE SOFTWARE COM | $698K | 2725 | 0.21% |
| 39 | NIKE INC CL B | $624K | 9787 | 0.19% |
| 40 | LOCKHEED MARTIN CORP COM | $624K | 1290 | 0.19% |
| 41 | EXXON MOBIL CORP COM | $581K | 4825 | 0.17% |
| 42 | DISNEY WALT CO COM | $577K | 5070 | 0.17% |
| 43 | MASTERCARD INCORPORATED CL A | $577K | 1010 | 0.17% |
| 44 | PEPSICO INC COM | $564K | 3929 | 0.17% |
| 45 | ADOBE INC COM | $513K | 1465 | 0.15% |
| 46 | AST SPACEMOBILE INC COM CL A | $478K | 6583 | 0.14% |
| 47 | MERCK & CO INC COM | $422K | 4005 | 0.13% |
| 48 | SCHWAB U.S. MID-CAP ETF | $396K | 13161 | 0.12% |
| 49 | VENTAS INC COM | $388K | 5020 | 0.12% |
| 50 | PROCTER AND GAMBLE CO COM | $369K | 2575 | 0.11% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.