Disclosed positions
| APPLE INC | AAPL | COM | $9,291,639 | 32,111 | SH | None |
| MICROSOFT CORP | MSFT | COM | $7,980,017 | 21,393 | SH | None |
| BERKLEY W R CORP | WRB | COM | $7,498,820 | 106,321 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $7,201,541 | 12,397 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $5,828,386 | 17,231 | SH | None |
| VANECK ETF TR SEMICONDUCTOR ETF | SMH | SHS BEN INT | $5,387,480 | 8,214 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $4,943,824 | 4,283 | SH | None |
| ALPHABET INC | GOOGL | COM | $4,826,639 | 13,506 | SH | None |
| SPDR SER TR SPDR S&P BIOTECH ETF | XBI | SHS BEN INT | $3,882,980 | 24,537 | SH | None |
| MASTERCARD INC | MA | COM | $3,767,256 | 7,335 | SH | None |
| BERKSHIRE HATHAWAY INC | BRK.A | CL A COM | $3,744,250 | 5 | SH | None |
| SPDR GOLD TRUST | GLD | SHS BEN INT | $3,670,170 | 9,963 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,597,266 | 15,093 | SH | None |
| INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEVERS ETF | PKW | SHS BEN INT | $3,541,500 | 25,000 | SH | None |
| BERKSHIRE HATHAWAY INC | BRK.B | CL B COM | $3,498,727 | 6,992 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $3,482,940 | 5,453 | SH | None |
| CISCO SYSTEMS INC | CSCO | COM | $2,936,500 | 25,000 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $2,627,628 | 5,241 | SH | None |
| NVIDIA CORP | NVDA | COM | $2,424,691 | 12,118 | SH | None |
| VANGUARD SCOTTSDALE FDS SHORT TERM CORP BD ETF | VCSH | SHS BEN INT | $2,370,900 | 30,000 | SH | None |
| TESLA INC | TSLA | COM | $2,187,120 | 5,200 | SH | None |
| VANGUARD INDEX FDS | VOO | SHS BEN INT | $2,060,430 | 3,000 | SH | None |
| SPROTT PHYSICAL GOLD & SILVER TR | CEF | COM | $2,011,500 | 50,000 | SH | None |
| META PLATFORMS INC | META | COM | $1,966,445 | 3,491 | SH | None |
| ISHARES TR 7-10 YR TREASURY BD ETF | IEF | SHS BEN INT | $1,894,615 | 20,034 | SH | None |
| UNION PACIFIC CORP | UNP | COM | $1,577,600 | 5,800 | SH | None |
| ISHARES SILVER TRUST | SLV | SHS BEN INT | $1,551,592 | 29,018 | SH | None |
| VISA INC | V | COM | $1,475,287 | 4,300 | SH | None |
| ISHARES TR US MEDICAL DEVICES ETF | IHI | SHS BEN INT | $1,139,543 | 23,063 | SH | None |
| VANGUARD INDEX FDS TOTAL STOCK MKT ETF | VTI | SHS BEN INT | $1,073,116 | 2,900 | SH | None |
| ABRDN PHYSICAL PLATINUM SHARES ETF | AMLP | SHS BEN INT | $954,764 | 67,570 | SH | None |
| ABRDN PHYSICAL PALLADIUM SHARES ETF | PALL | SHS BEN INT | $934,094 | 42,305 | SH | None |
| ISHARES TR 20 PLUS YR TREASURY BD ETF | TLT | SHS BEN INT | $897,645 | 10,387 | SH | None |
| ABBVIE INC | ABBV | COM | $830,412 | 3,300 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $634,925 | 2,500 | SH | None |
| ISHARES BITCOIN TRUST | Unresolved | SHS BEN INT | $632,510 | 19,000 | SH | None |
| ISHARES TR MSCI USA MIN VOL FACTOR ETF | USMV | SHS BEN INT | $347,738 | 3,605 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $217,300 | 1,000 | SH | Put |
| NUVEEN AMT-FREE QUALITY MUNI INCOME FD | NEA | COM | $181,090 | 15,425 | SH | None |
| WESTERN ASSET EMERGING MKTS DEBT FD | EMD | COM | $128,880 | 12,000 | 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. 1 positions lack a resolved ticker and 1 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.