Disclosed positions
| Alphabet Inc. | GOOGL | COM | $71,212,047 | 199,267 | SH | None |
| CVS Health Corporation | CVS | COM | $46,199,425 | 446,587 | SH | None |
| VISA Inc. | V | COM | $43,903,168 | 127,964 | SH | None |
| AstraZeneca Plc | AZN | COM | $41,520,316 | 220,900 | SH | None |
| Berkshire Hathaway Inc | BRK.A | COM | $40,437,900 | 54 | SH | None |
| Microsoft Corporation | MSFT | COM | $39,555,786 | 106,042 | SH | None |
| Markel Group Inc | MKL | COM | $38,884,429 | 19,910 | SH | None |
| Smurfit Westrock Plc | SW | COM | $38,815,702 | 839,077 | SH | None |
| Danaher Corp | DHR | COM | $38,749,917 | 203,433 | SH | None |
| Allstate Corp | ALL | COM | $37,318,747 | 156,841 | SH | None |
| International Business Machines Corp | IBM | COM | $35,155,186 | 125,014 | SH | None |
| Logitech International SA | LOGI | COM | $33,895,424 | 360,437 | SH | None |
| Zebra Technologies Corp | ZBRA | COM | $33,784,682 | 128,332 | SH | None |
| HP Inc. | HPQ | COM | $31,507,814 | 1,436,090 | SH | None |
| CBRE Group Inc | CBRE | COM | $29,999,503 | 222,730 | SH | None |
| Atkore Inc | ATKR | COM | $28,667,080 | 377,000 | SH | None |
| Nvidia Corp | NVDA | COM | $15,808,710 | 79,008 | SH | None |
| Apple Inc. | AAPL | COM | $14,398,842 | 49,761 | SH | None |
| Amazon.com, Inc. | AMZN | COM | $7,453,368 | 31,272 | SH | None |
| Alphabet Inc. | GOOG | COM | $5,399,589 | 15,282 | SH | None |
| Broadcom Inc | AVGO | COM | $5,192,551 | 13,746 | SH | None |
| Micron Technology Inc | MU | COM | $4,146,209 | 3,592 | SH | None |
| Advanced Micro Devices inc | AMD | COM | $3,907,200 | 6,726 | SH | None |
| Meta Platforms Inc. | META | COM | $3,661,385 | 6,500 | SH | None |
| Eli Lilly and Company | LLY | COM | $3,628,275 | 3,025 | SH | None |
| Tesla Inc | TSLA | COM | $3,390,456 | 8,061 | SH | None |
| JPMorgan Chase & Co | JPM | COM | $3,279,519 | 10,019 | SH | None |
| Berkshire Hathaway Inc | BRK.B | COM | $3,024,357 | 6,044 | SH | None |
| Intel Corporation | INTC | COM | $2,654,645 | 19,012 | SH | None |
| Applied Materials Inc | AMAT | COM | $2,547,129 | 3,523 | SH | None |
| Johnson & Johnson | JNJ | COM | $2,492,207 | 9,813 | SH | None |
| Exxon Mobil Corp | XOM | COM | $2,399,982 | 17,554 | SH | None |
| Lam Research Corp | LRCX | COM | $2,268,049 | 5,234 | SH | None |
| Cisco Systems Inc | CSCO | COM | $1,961,816 | 16,702 | SH | None |
| Walmart Inc | WMT | COM | $1,865,731 | 16,473 | SH | None |
| Bank of America Corporation | BAC | COM | $1,687,462 | 29,615 | SH | None |
| AbbVie Inc. | ABBV | COM | $1,604,456 | 6,376 | SH | None |
| UnitedHealth Group Incorporated | UNH | COM | $1,566,509 | 3,769 | SH | None |
| The Home Depot, Inc. | HD | COM | $1,500,653 | 4,255 | SH | None |
| MASTERCARD INC | MA | COM | $1,405,723 | 2,737 | SH | None |
| Costco Wholesale Corp | COST | COM | $1,376,076 | 1,471 | SH | None |
| KLA Corp | KLAC | COM | $1,360,712 | 4,510 | SH | None |
| The Procter & Gamble Company | PG | COM | $1,356,420 | 9,250 | SH | None |
| General Electric Company | GE | COM | $1,346,549 | 3,603 | SH | None |
| The Goldman Sachs Group Inc. | GS | COM | $1,322,871 | 1,308 | SH | None |
| Chevron Corp | CVX | COM | $1,321,936 | 7,975 | SH | None |
| Merck & Co., Inc. | MRK | COM | $1,319,566 | 10,269 | SH | None |
| Wells Fargo & Company | WFC | COM | $1,208,196 | 14,620 | SH | None |
| Citigroup Inc | C | COM | $1,207,714 | 8,629 | SH | None |
| Texas Instruments Inc | TXN | COM | $1,161,876 | 3,898 | 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.