BERKSHIRE HATHAWAY INC DELBRK.B |
| 7.25% | 6.81% | $7.0M | 13,942 | $6.7M | 13,949 | -7-0.05% | Reduce |
Markel Group Inc.MKL |
| 5.21% | 5.01% | $5.0M | 2,567 | $4.9M | 2,571 | -4-0.16% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 5.2% | 4.6% | $5.0M | 23,510 | $4.5M | 23,525 | -15-0.06% | Reduce |
ALPHABET INCGOOGL |
| 4.76% | 6.3% | $4.6M | 12,820 | $6.2M | 21,519 | -8,699-40.42% | Reduce |
DOLLAR GEN CORP NEWDG |
| 4.69% | 4.74% | $4.5M | 39,163 | $4.7M | 39,168 | -5-0.01% | Reduce |
MASTERCARD INCORPORATEDMA |
| 4.03% | 3.85% | $3.9M | 7,548 | $3.8M | 7,560 | -12-0.16% | Reduce |
EXXON MOBIL CORPXOM |
| 4% | 4.88% | $3.9M | 28,170 | $4.8M | 28,270 | -100-0.35% | Reduce |
NORFOLK SOUTHN CORP COMNSC |
| 3.83% | 3.43% | $3.7M | 11,710 | $3.4M | 11,730 | -20-0.17% | Reduce |
PROGRESSIVE CORPPGR |
| 3.57% | 3.17% | $3.4M | 15,708 | $3.1M | 15,708 | 00.00% | Unchanged |
SCHWAB CHARLES CORPSCHW |
| 3.51% | 3.5% | $3.4M | 36,570 | $3.4M | 36,610 | -40-0.11% | Reduce |
AMAZON COM INCAMZN |
| 3.48% | 3.98% | $3.3M | 14,036 | $3.9M | 18,780 | -4,744-25.26% | Reduce |
RESTAURANT BRANDS INTL INCQSR |
| 3.48% | 3.47% | $3.3M | 46,104 | $3.4M | 46,119 | -15-0.03% | Reduce |
DISNEY WALT CODIS |
| 3.48% | 3.41% | $3.3M | 34,726 | $3.3M | 34,736 | -10-0.03% | Reduce |
HERSHEY CO COMHSY |
| 3.34% | 3.87% | $3.2M | 18,290 | $3.8M | 18,270 | +20+0.11% | Add |
APPLE INCAAPL |
| 3.25% | 3.47% | $3.1M | 10,809 | $3.4M | 13,417 | -2,608-19.44% | Reduce |
MOODYS CORPMCO |
| 3.11% | 2.94% | $3.0M | 6,608 | $2.9M | 6,611 | -3-0.05% | Reduce |
UNITEDHEALTH GROUP INCUNH |
| 2.94% | 1.87% | $2.8M | 6,808 | $1.8M | 6,804 | +4+0.06% | Add |
U HAUL HOLDING COMPANYSCL |
| 2.93% | 2.23% | $2.8M | 48,880 | $2.2M | 49,012 | -132-0.27% | Reduce |
HCA HEALTHCARE INCHCA |
| 2.79% | — | $2.7M | 6,889 | $0 | 0 | +6,889 | New Buy |
OCCIDENTAL PETE CORPOXY |
| 2.78% | 3.64% | $2.7M | 55,005 | $3.6M | 54,980 | +25+0.05% | Add |
META PLATFORMS INCMETA |
| 2.64% | 2.63% | $2.5M | 4,510 | $2.6M | 4,512 | -2-0.04% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 2.6% | 2.3% | $2.5M | 29,230 | $2.3M | 29,230 | 00.00% | Unchanged |
DOMINOS PIZZA INCDPZ |
| 2.51% | 2.97% | $2.4M | 8,144 | $2.9M | 8,142 | +2+0.02% | Add |
| IISHARES TRIEFA |
| 2.49% | 2.29% | $2.4M | 24,816 | $2.2M | 24,811 | +5+0.02% | Add |
AMERICAN EXPRESS COAXP |
| 2.27% | 1.98% | $2.2M | 6,444 | $1.9M | 6,444 | 00.00% | Unchanged |
STARBUCKS CORPSBUX |
| 2.12% | 3.38% | $2.0M | 19,977 | $3.3M | 37,057 | -17,080-46.09% | Reduce |
LENNAR CORPLEN |
| 2.11% | 1.9% | $2.0M | 22,630 | $1.9M | 22,620 | +10+0.04% | Add |
NIKE INCNKE |
| 2.04% | 2.57% | $2.0M | 47,729 | $2.5M | 47,699 | +30+0.06% | Add |
MICROSOFT CORPMSFT |
| 2.01% | 0.93% | $1.9M | 5,181 | $917,879 | 2,480 | +2,701+108.91% | Add |
ELEVANCE HEALTH INC FORMERLYELV |
| 1.31% | 0.97% | $1.3M | 3,265 | $949,096 | 3,242 | +23+0.71% | Add |
| WWELLS FARGO & COWFC |
| 0.26% | 0.22% | $253,383 | 219 | $215,985 | 187 | +32+17.11% | Add |