A Alphabet Inc Class C GOOG
15% 13.25% $147.7M 417,976 $120.9M 421,415 -3,439 -0.82% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
14.07% 14.53% $138.5M 276,864 $132.6M 276,700 +164 +0.06% Add CNX RES CORP CNX
8.31% 10.19% $81.8M 2.4M $93.0M 2.4M -2,000 -0.08% Reduce APPLE INC AAPL
6.67% 6.4% $65.7M 226,893 $58.4M 230,071 -3,178 -1.38% Reduce I INVESCO EXCHANGE TRADED FD T RSP
3.56% 3.42% $35.0M 164,498 $31.2M 162,729 +1,769 +1.09% Add V VANGUARD INDEX FDS VOO
3.1% 2.91% $30.6M 44,484 $26.6M 44,467 +17 +0.04% Add COCA COLA CO KO
2.67% 2.7% $26.3M 323,798 $24.6M 323,789 +9 +0.00% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
2.18% 1.66% $21.5M 45,010 $15.2M 44,909 +101 +0.22% Add I ISHARES CORE IJH
1.96% 1.72% $19.3M 250,718 $15.7M 232,902 +17,816 +7.65% Add AFLAC INC COM AFL
1.6% 1.62% $15.8M 134,744 $14.8M 134,742 +2 +0.00% Add CHEVRON CORPORATION CVX
1.53% 2.06% $15.1M 91,032 $18.8M 90,994 +38 +0.04% Add MICROSOFT CORP MSFT
1.35% 1.41% $13.3M 35,657 $12.9M 34,806 +851 +2.44% Add VERTIV HOLDINGS CO VRT
1.21% 1% $11.9M 35,574 $9.1M 36,435 -861 -2.36% Reduce FLOWERS FOODS INC FLO
1.21% 1.24% $11.9M 1.5M $11.4M 1.4M +113,307 +8.13% Add EXXON MOBIL CORP XOM
1.19% 1.59% $11.7M 85,332 $14.5M 85,331 +1 +0.00% Add JOHNSON & JOHNSON JNJ
1.18% 1.24% $11.6M 45,781 $11.3M 46,126 -345 -0.75% Reduce AMAZON COM INC AMZN
0.94% 0.87% $9.2M 38,761 $7.9M 37,923 +838 +2.21% Add I ISHARES GOLD TR IAU
0.89% 1.12% $8.7M 115,740 $10.2M 115,740 0 0.00% Unchanged ALPHABET INC GOOGL
0.87% 0.75% $8.5M 23,908 $6.9M 23,940 -32 -0.13% Reduce SCHWAB CHARLES CORP SCHW
0.85% 0.8% $8.3M 90,283 $7.3M 77,338 +12,945 +16.74% Add J J P MORGAN EXCHANGE TRADED F JMST
0.74% 0.8% $7.3M 143,600 $7.3M 143,242 +358 +0.25% Add CATERPILLAR INC CAT
0.68% 0.49% $6.7M 6,269 $4.4M 6,268 +1 +0.02% Add J J P MORGAN EXCHANGE TRADED F JEPI
0.61% 0.68% $6.0M 106,013 $6.2M 109,730 -3,717 -3.39% Reduce ABBVIE INC ABBV
0.55% 0.51% $5.4M 21,450 $4.7M 21,450 0 0.00% Unchanged VISA INC V
0.55% 0.52% $5.4M 15,663 $4.7M 15,663 0 0.00% Unchanged Markel Group Inc. MKL
0.53% 0.53% $5.2M 2,685 $4.8M 2,520 +165 +6.55% Add BERKSHIRE HATHAWAY INC CL A BRK.A
0.53% 0.55% $5.2M 7 $5.0M 7 0 0.00% Unchanged I ISHARES CORE IJR
0.53% 0.35% $5.2M 34,949 $3.2M 26,021 +8,928 +34.31% Add S SOMNIGROUP INTERNATIONAL INC COM SGI
0.52% 0.54% $5.1M 65,634 $5.0M 67,131 -1,497 -2.23% Reduce VIKING HOLDINGS LTD ORD SHS VIK
0.52% 0.54% $5.1M 48,448 $4.9M 66,834 -18,386 -27.51% Reduce LIVE NATION ENTERTAINMENT IN LYV
0.51% 0.54% $5.1M 27,682 $4.9M 32,147 -4,465 -13.89% Reduce ITT INC ITT
0.49% 0.56% $4.9M 24,531 $5.1M 26,998 -2,467 -9.14% Reduce I ISHARES SILVER TR SLV
0.48% 0.66% $4.7M 88,235 $6.0M 88,165 +70 +0.08% Add ECOLAB INC ECL
0.44% 0.47% $4.3M 15,519 $4.3M 16,015 -496 -3.10% Reduce NVIDIA CORPORATION NVDA
0.44% 0.4% $4.3M 21,678 $3.7M 21,145 +533 +2.52% Add MARTIN MARIETTA MATLS INC MLM
0.44% 0.48% $4.3M 7,474 $4.4M 7,487 -13 -0.17% Reduce J JPMORGAN ULTRA-SHORT INCOME ETF JPST
0.42% 0.41% $4.2M 82,145 $3.8M 74,161 +7,984 +10.77% Add V VANGUARD MALVERN FDS VTIP
0.4% 0.43% $4.0M 79,325 $4.0M 79,325 0 0.00% Unchanged WABTEC WAB
0.4% 0.51% $3.9M 14,649 $4.7M 18,719 -4,070 -21.74% Reduce EMCOR GROUP INC EME
0.37% 0.37% $3.7M 4,411 $3.3M 4,530 -119 -2.63% Reduce N NASDAQ INC NDAQ
0.36% 0.4% $3.6M 45,530 $3.6M 42,589 +2,941 +6.91% Add E ENTEGRIS INC ENTG
0.36% 0.09% $3.6M 19,895 $777,653 6,633 +13,262 +199.94% Add COSTCO WHOLESALE CORPORATION COST
0.36% 0.41% $3.5M 3,790 $3.8M 3,794 -4 -0.11% Reduce MICRON TECHNOLOGY INC MU
0.36% 0.14% $3.5M 3,037 $1.3M 3,883 -846 -21.79% Reduce TRANSDIGM GROUP INC TDG
0.35% — $3.5M 2,607 $0 0 +2,607 New Buy ELI LILLY & CO LLY
0.35% 0.29% $3.4M 2,848 $2.6M 2,848 0 0.00% Unchanged V VANGUARD SPECIALIZED FUNDS VIG
0.34% 0.32% $3.4M 14,284 $2.9M 13,683 +601 +4.39% Add OCCIDENTAL PETE CORP OXY
0.34% 0.49% $3.3M 68,743 $4.5M 68,740 +3 +0.00% Add DEERE & CO DE
0.34% 0.32% $3.3M 5,210 $2.9M 5,208 +2 +0.04% Add STERIS PLC STE
0.33% 0.38% $3.2M 15,256 $3.5M 15,761 -505 -3.20% Reduce 
