Disclosed positions
| Apple Inc | AAPL | Com | $34,796,408 | 120,253 | SH | None |
| Microsoft Corp Com | MSFT | Com | $26,012,549 | 69,735 | SH | None |
| Berkshire Hathaway Inc Com Cl B | BRK.B | Com | $25,867,161 | 51,694 | SH | None |
| Valmont Inds Inc Com | VMI | Com | $24,216,457 | 41,926 | SH | None |
| Alphabet Inc Cl C | GOOG | Com | $23,567,817 | 66,702 | SH | None |
| State Street SPDR S&P 500 ETF | SPY | Com | $23,555,366 | 31,543 | SH | None |
| Cisco Sys Inc Com | CSCO | Com | $15,725,075 | 133,876 | SH | None |
| JP Morgan Chase & Co Com | JPM | Com | $15,148,505 | 46,279 | SH | None |
| NVIDIA Corp Com | NVDA | Com | $14,551,145 | 72,723 | SH | None |
| Amazon Inc Com | AMZN | Com | $14,257,261 | 59,819 | SH | None |
| Lilly (Eli) & Co Com | LLY | Com | $11,530,121 | 9,613 | SH | None |
| Oracle Corp Com | ORCL | Com | $10,978,354 | 74,912 | SH | None |
| Johnson & Johnson Com | JNJ | Com | $10,354,611 | 40,771 | SH | None |
| Visa Inc Com | V | Com | $9,985,634 | 29,105 | SH | None |
| UnitedHealth Group Com | UNH | Com | $9,914,438 | 23,854 | SH | None |
| BlackRock Inc New Com | BLK | Com | $9,408,865 | 9,785 | SH | None |
| RTX Corporation | RTX | Com | $7,925,212 | 41,771 | SH | None |
| Illinois Tool Wks Inc Com | ITW | Com | $7,895,290 | 29,191 | SH | None |
| ExxonMobil Corp Com | XOM | Com | $7,482,549 | 54,729 | SH | None |
| NextEra Energy Inc Com | NEE | Com | $7,480,901 | 85,233 | SH | None |
| Chevron Corp Com | CVX | Com | $7,326,924 | 44,202 | SH | None |
| PepsiCo Inc Com | PEP | Com | $7,061,245 | 52,151 | SH | None |
| Procter & Gamble Co Com | PG | Com | $6,626,955 | 45,192 | SH | None |
| TJX Cos Inc Com New | TJX | Com | $6,416,026 | 42,350 | SH | None |
| Lowes Cos Inc Com | LOW | Com | $6,392,667 | 28,993 | SH | None |
| Alphabet Inc Cl A | GOOGL | Com | $6,117,817 | 17,119 | SH | None |
| Danaher Corp Com | DHR | Com | $5,600,874 | 29,404 | SH | None |
| Abbott Labs Com | ABT | Com | $5,512,727 | 60,753 | SH | None |
| Accenture PLC Com | ACN | Com | $5,484,071 | 44,070 | SH | None |
| Amphenol Corp New Cl A | APH | Com | $5,402,445 | 30,640 | SH | None |
| Disney Walt Co Hldg Co Com | DIS | Com | $5,021,844 | 52,175 | SH | None |
| Eaton Corp PLC Com | ETN | Com | $4,981,769 | 11,691 | SH | None |
| McDonalds Corp Com | MCD | Com | $4,668,524 | 17,271 | SH | None |
| Salesforce Inc Com | CRM | Com | $3,908,510 | 24,949 | SH | None |
| Honeywell Intl Inc Com New | HON | Com | $3,240,953 | 14,476 | SH | None |
| Honeywell Aerospace Inc Com | HONA | Com | $3,200,133 | 14,476 | SH | None |
| AT&T Inc Com | T | Com | $3,151,369 | 152,240 | SH | None |
| Nike Inc Cl B Com | NKE | Com | $3,037,495 | 73,995 | SH | None |
| Adobe Inc Com | ADBE | Com | $2,573,616 | 12,553 | SH | None |
| Walmart Inc Com | WMT | Com | $2,124,191 | 18,755 | SH | None |
| IShares Core S&P Total U S Stock Market ETF | ITOT | Com | $1,930,173 | 11,750 | SH | None |
| Amgen Inc Com | AMGN | Com | $1,884,834 | 5,205 | SH | None |
| Netflix Inc Com | NFLX | Com | $1,686,111 | 23,615 | SH | None |
| Costco Whsl Corp New Com | COST | Com | $1,579,073 | 1,688 | SH | None |
| US Bancorp Del Com New | USB | Com | $1,522,624 | 25,209 | SH | None |
| IShares Core S&P Mid-Cap ETF | IJH | Com | $1,441,957 | 18,700 | SH | None |
| CSX Corp Com | CSX | Com | $1,111,489 | 23,385 | SH | None |
| Starbucks Corp Com | SBUX | Com | $1,065,535 | 10,427 | SH | None |
| Coca Cola Co Com | KO | Com | $1,027,172 | 12,639 | SH | None |
| Lockheed Martin Corp Com | LMT | Com | $1,008,221 | 1,979 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.