BERKSHIRE HATHAWAY INC DEL BRK.B
23.76% 24.52% $80.1M 160,087 $79.3M 165,562 -5,475 -3.31% Reduce HCA HEALTHCARE INC HCA
10.58% 13.38% $35.7M 91,506 $43.3M 91,506 0 0.00% Unchanged G GENERAL DYNAMICS CORP GD
4.34% 3.95% $14.6M 39,568 $12.8M 39,883 -315 -0.79% Reduce AMERICAN EXPRESS CO AXP
4.13% 3.85% $13.9M 41,139 $12.5M 41,214 -75 -0.18% Reduce SYSCO CORP COM SYY
3.95% 3.62% $13.3M 159,465 $11.7M 164,306 -4,841 -2.95% Reduce BERKSHIRE HATHAWAY INC CL A BRK.A
3.33% 4.44% $11.2M 15 $14.4M 20 -5 -25.00% Reduce APPLIED MATLS INC AMAT
3.3% 2.16% $11.1M 15,409 $7.0M 20,424 -5,015 -24.55% Reduce TECHNIPFMC PLC COM FTI
2.96% 3.28% $10.0M 150,755 $10.6M 153,635 -2,880 -1.87% Reduce ALPHABET INC GOOGL
2.72% 2.31% $9.2M 25,653 $7.5M 25,963 -310 -1.19% Reduce GOLDMAN SACHS GROUP INC GS
2.19% 2.08% $7.4M 7,314 $6.7M 7,944 -630 -7.93% Reduce B BANK NEW YORK MELLON CORP BNY
1.96% 2.14% $6.6M 45,734 $6.9M 58,347 -12,613 -21.62% Reduce MICROSOFT CORP MSFT
1.93% 1.99% $6.5M 17,405 $6.4M 17,405 0 0.00% Unchanged R ROBERT HALF INC. RHI
1.4% 1.2% $4.7M 153,375 $3.9M 153,425 -50 -0.03% Reduce WALMART INC WMT
1.38% 1.59% $4.6M 40,951 $5.1M 41,367 -416 -1.01% Reduce C CBRE GROUP INC CL A CBRE
1.37% 1.45% $4.6M 34,366 $4.7M 34,626 -260 -0.75% Reduce DISNEY WALT CO DIS
1.3% 1.29% $4.4M 45,681 $4.2M 43,150 +2,531 +5.87% Add PULTE GROUP INC PHM
1.3% 1.17% $4.4M 31,942 $3.8M 32,192 -250 -0.78% Reduce A APTIV PLC APTV
1.14% 1.17% $3.8M 62,480 $3.8M 54,750 +7,730 +14.12% Add WELLS FARGO CO NEW WFC
1.1% 1.1% $3.7M 44,705 $3.6M 44,705 0 0.00% Unchanged CDW CORP CDW
1.08% 0.99% $3.6M 25,800 $3.2M 26,530 -730 -2.75% Reduce APPLE INC AAPL
1.04% 0.95% $3.5M 12,066 $3.1M 12,065 +1 +0.01% Add UNITEDHEALTH GROUP INC UNH
0.92% 0.63% $3.1M 7,455 $2.0M 7,515 -60 -0.80% Reduce O OMNICOM GROUP INC OMC
0.88% 0.9% $3.0M 40,901 $2.9M 38,701 +2,200 +5.68% Add V VANGUARD SCOTTSDALE FDS VGIT
0.8% 0.71% $2.7M 45,950 $2.3M 38,480 +7,470 +19.41% Add THOR INDS INC THO
0.79% 0.54% $2.7M 35,491 $1.7M 21,751 +13,740 +63.17% Add PHILIP MORRIS INTL INC PM
0.79% 0.75% $2.6M 14,631 $2.4M 14,641 -10 -0.07% Reduce V VANGUARD SMALL VBR
0.78% 0.73% $2.6M 10,892 $2.4M 10,942 -50 -0.46% Reduce A AGCO CORP AGCO
0.78% 0.78% $2.6M 21,840 $2.5M 21,760 +80 +0.37% Add RTX CORPORATION RTX
0.77% 0.82% $2.6M 13,742 $2.7M 13,742 0 0.00% Unchanged ECOLAB INC ECL
0.75% 0.75% $2.5M 9,060 $2.4M 9,110 -50 -0.55% Reduce CARLISLE COS INC CSL
0.69% 0.59% $2.3M 6,420 $1.9M 5,755 +665 +11.56% Add TE CONNECTIVITY PLC ORD SHS TEL
0.66% 0.72% $2.2M 11,104 $2.3M 11,204 -100 -0.89% Reduce BRISTOL-MYERS SQUIBB CO BMY
0.64% 0.7% $2.2M 37,615 $2.3M 37,526 +89 +0.24% Add V VANGUARD SCOTTSDALE FDS VGSH
0.6% 0.65% $2.0M 34,835 $2.1M 35,855 -1,020 -2.84% Reduce C CRAWFORD & CO CRD/B
0.54% 0.55% $1.8M 176,042 $1.8M 176,042 0 0.00% Unchanged GALLAGHER ARTHUR J & CO COM AJG
0.54% — $1.8M 7,960 $0 0 +7,960 New Buy CHUBB LIMITED CB
0.54% 0.54% $1.8M 5,310 $1.8M 5,370 -60 -1.12% Reduce M MARRIOTT VACATIONS WORLDWIDE VAC
0.52% 0.35% $1.8M 17,260 $1.1M 17,360 -100 -0.58% Reduce V VANGUARD INSTL INDEX FD VBIL
0.51% — $1.7M 22,510 $0 0 +22,510 New Buy AMERICAN INTL GROUP INC COM NEW AIG
0.5% 0.53% $1.7M 22,560 $1.7M 22,780 -220 -0.97% Reduce ENVISTA HOLDINGS CORPORATION NVST
0.46% 0.46% $1.5M 58,680 $1.5M 58,680 0 0.00% Unchanged P PIMCO ETF TR MINT
0.41% 0.44% $1.4M 13,658 $1.4M 14,218 -560 -3.94% Reduce C CRAWFORD & CO CL A CRD/A
0.4% 0.37% $1.3M 119,218 $1.2M 121,018 -1,800 -1.49% Reduce B BANK OF AMER CORP BAC
0.4% 0.35% $1.3M 23,539 $1.1M 23,539 0 0.00% Unchanged CANNAE HLDGS INC CNNE
0.36% 0.3% $1.2M 84,163 $962,846 84,683 -520 -0.61% Reduce A AMCOR PLC AMCR
0.33% 0.32% $1.1M 25,813 $1.0M 25,813 0 0.00% Unchanged NORFOLK SOUTHN CORP COM NSC
0.33% 0.31% $1.1M 3,546 $1.0M 3,546 0 0.00% Unchanged V VANGUARD INDEX FDS VUG
0.32% 0.28% $1.1M 12,600 $917,259 2,100 +10,500 +500.00% Add I ISHARES TR IEFA
0.32% 0.31% $1.1M 11,169 $989,764 10,933 +236 +2.16% Add V VANGUARD INDEX FDS VB
0.32% 0.29% $1.1M 3,556 $934,007 3,566 -10 -0.28% Reduce 
