 BERKSHIRE HATHAWAY INC DELBRK.B |
| 10.93% | 11.36% | $59.3M | 118,489 | $56.1M | 117,082 | +1,407+1.20% | Add |
 KLA CORPKLAC |
| 8.13% | 5.07% | $44.1M | 146,113 | $25.1M | 17,017 | +129,096+758.63% | Add |
 Markel Group Inc.MKL |
| 7.17% | 7.71% | $38.9M | 19,924 | $38.1M | 19,901 | +23+0.12% | Add |
| AAlphabet Inc Class CGOOG |
| 4.46% | 4.06% | $24.2M | 68,406 | $20.1M | 69,977 | -1,571-2.25% | Reduce |
 PROGRESSIVE CORPPGR |
| 3.57% | 3.53% | $19.4M | 88,602 | $17.4M | 88,022 | +580+0.66% | Add |
 META PLATFORMS INCMETA |
| 2.93% | 3.27% | $15.9M | 28,218 | $16.2M | 28,245 | -27-0.10% | Reduce |
 APPLE INCAAPL |
| 2.85% | 2.97% | $15.5M | 53,412 | $14.7M | 57,744 | -4,332-7.50% | Reduce |
 MICROSOFT CORPMSFT |
| 2.67% | 2.76% | $14.5M | 38,816 | $13.6M | 36,807 | +2,009+5.46% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.98% | 2.15% | $10.8M | 42,382 | $10.6M | 43,382 | -1,000-2.31% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 1.85% | 1.85% | $10.0M | 31,883 | $9.2M | 31,895 | -12-0.04% | Reduce |
 LOWES COS INC COMLOW |
| 1.79% | 2.1% | $9.7M | 44,135 | $10.4M | 43,928 | +207+0.47% | Add |
 PRICE T ROWE GROUP INC COMTROW |
| 1.77% | 1.57% | $9.6M | 84,377 | $7.7M | 85,810 | -1,433-1.67% | Reduce |
 PAYCHEX INC COMPAYX |
| 1.68% | 1.67% | $9.1M | 92,781 | $8.2M | 89,504 | +3,277+3.66% | Add |
| BBARRICK MNG CORPGOLD |
| 1.64% | 2.03% | $8.9M | 241,470 | $10.0M | 245,333 | -3,863-1.57% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.62% | 1.81% | $8.8M | 95,470 | $8.9M | 94,860 | +610+0.64% | Add |
 AUTOZONE INCAZO |
| 1.58% | 1.85% | $8.6M | 2,689 | $9.1M | 2,704 | -15-0.55% | Reduce |
 LOEWS CORPL |
| 1.49% | 1.55% | $8.1M | 71,544 | $7.7M | 71,880 | -336-0.47% | Reduce |
 JEFFERIES FINANCIAL GROUP INJEF |
| 1.27% | 1.15% | $6.9M | 137,730 | $5.7M | 137,608 | +122+0.09% | Add |
 LOCKHEED MARTIN CORPLMT |
| 1.26% | 1.66% | $6.8M | 13,371 | $8.2M | 13,528 | -157-1.16% | Reduce |
 PEPSICO INCPEP |
| 1.15% | 1.45% | $6.2M | 45,908 | $7.1M | 45,959 | -51-0.11% | Reduce |
| PPAYCOM SOFTWARE INCPAYC |
| 1.13% | 1.12% | $6.1M | 48,733 | $5.5M | 45,308 | +3,425+7.56% | Add |
 AMAZON COM INCAMZN |
| 1.09% | 0.99% | $5.9M | 24,747 | $4.9M | 23,527 | +1,220+5.19% | Add |
 EXXON MOBIL CORPXOM |
| 1.01% | 1.39% | $5.5M | 40,047 | $6.9M | 40,489 | -442-1.09% | Reduce |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.99% | 0.87% | $5.4M | 13,344 | $4.3M | 13,354 | -10-0.07% | Reduce |
 Genuine Parts Co ComGPC |
| 0.99% | 0.98% | $5.3M | 45,326 | $4.8M | 45,712 | -386-0.84% | Reduce |
 STARBUCKS CORPSBUX |
| 0.97% | 1.05% | $5.3M | 51,427 | $5.2M | 57,904 | -6,477-11.19% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.95% | 0.93% | $5.2M | 15,746 | $4.6M | 15,660 | +86+0.55% | Add |
 LENNOX INTL INCLII |
| 0.94% | 0.84% | $5.1M | 8,929 | $4.2M | 8,977 | -48-0.53% | Reduce |
 COCA COLA COKO |
| 0.94% | 0.97% | $5.1M | 62,738 | $4.8M | 63,091 | -353-0.56% | Reduce |
 PARKER-HANNIFIN CORPPH |
| 0.91% | 0.92% | $4.9M | 5,054 | $4.5M | 5,055 | -1-0.02% | Reduce |
 GRAHAM HLDGS COGHC |
| 0.89% | 0.91% | $4.8M | 4,244 | $4.5M | 4,250 | -6-0.14% | Reduce |
 ASML HLDG NVASML |
| 0.88% | 0.66% | $4.7M | 2,387 | $3.3M | 2,475 | -88-3.56% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.83% | 1.01% | $4.5M | 4,792 | $5.0M | 4,992 | -200-4.01% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.72% | 0.64% | $3.9M | 13,078 | $3.2M | 16,308 | -3,230-19.81% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.67% | 0.55% | $3.6M | 21,444 | $2.7M | 21,946 | -502-2.29% | Reduce |
 NOVO-NORDISK A SNVO |
| 0.65% | 0.54% | $3.5M | 73,499 | $2.7M | 72,455 | +1,044+1.44% | Add |
 CORNING INCGLW |
| 0.65% | 0.47% | $3.5M | 13,729 | $2.3M | 17,102 | -3,373-19.72% | Reduce |
 DISNEY WALT CODIS |
| 0.62% | 0.67% | $3.3M | 34,699 | $3.3M | 34,206 | +493+1.44% | Add |
| EESAB CORPORATIONESAB |
| 0.6% | 0.65% | $3.3M | 33,019 | $3.2M | 33,329 | -310-0.93% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.6% | 0.68% | $3.2M | 19,437 | $3.3M | 19,247 | +190+0.99% | Add |
| CCBRE GROUP INC CL ACBRE |
| 0.59% | 0.69% | $3.2M | 22,880 | $3.4M | 23,598 | -718-3.04% | Reduce |
 VISA INCV |
| 0.58% | 0.55% | $3.1M | 9,092 | $2.7M | 9,066 | +26+0.29% | Add |
 ZOETIS INC CL AZTS |
| 0.56% | 0.14% | $3.0M | 42,105 | $692,941 | 5,862 | +36,243+618.27% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.56% | 0.65% | $3.0M | 24,231 | $3.2M | 16,187 | +8,044+49.69% | Add |
 MOHAWK INDS INCMHK |
| 0.54% | 0.47% | $2.9M | 23,953 | $2.3M | 23,626 | +327+1.38% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 0.53% | 0.62% | $2.9M | 66,197 | $3.1M | 67,759 | -1,562-2.31% | Reduce |
 DIAGEO PLC SPON ADR NEWDEO |
| 0.52% | 0.55% | $2.8M | 35,256 | $2.7M | 36,681 | -1,425-3.88% | Reduce |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.52% | 0.62% | $2.8M | 21,303 | $3.1M | 21,408 | -105-0.49% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.52% | 0.49% | $2.8M | 49,030 | $2.4M | 50,130 | -1,100-2.19% | Reduce |
 ADOBE INC COMADBE |
| 0.51% | 0.66% | $2.7M | 13,365 | $3.3M | 13,472 | -107-0.79% | Reduce |
