AMAZON COM INC AMZN
2.25% 2.19% $458.8M 1.9M $403.0M 1.9M -23,579 -1.21% Reduce APPLE INC AAPL
2.11% 2.05% $429.7M 1.5M $377.5M 1.5M -2,703 -0.18% Reduce BROOKFIELD CORP BN
2.02% 2.31% $411.0M 9.7M $424.4M 10.5M -820,268 -7.82% Reduce Markel Group Inc. MKL
1.98% 2.15% $403.2M 206,399 $395.5M 207,172 -773 -0.37% Reduce NVIDIA CORPORATION NVDA
1.96% 1.9% $399.8M 2.0M $349.4M 2.0M +4,027 +0.20% Add MICROSOFT CORP MSFT
1.86% 2.04% $379.1M 1.0M $375.5M 1.0M -841 -0.08% Reduce S STATE STR SPDR S&P 500 ETF T SPY
1.81% 0.94% $368.5M 493,403 $171.9M 264,346 +229,057 +86.65% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.75% 1.89% $356.1M 712,934 $346.9M 725,245 -12,311 -1.70% Reduce ALPHABET INC GOOGL
1.36% 1.23% $276.9M 776,221 $225.5M 790,404 -14,183 -1.79% Reduce V VANGUARD INDEX FDS VOO
1.3% 1.13% $264.9M 385,756 $207.1M 346,582 +39,174 +11.30% Add V VANGUARD SPECIALIZED FUNDS VIG
1.15% 1% $234.9M 992,810 $183.6M 853,798 +139,012 +16.28% Add UNITEDHEALTH GROUP INC UNH
1.12% 1.18% $227.9M 546,871 $216.7M 807,710 -260,839 -32.29% Reduce JOHNSON & JOHNSON JNJ
1.09% 1.2% $221.7M 869,794 $220.8M 904,887 -35,093 -3.88% Reduce W WATSCO INC WSO
1.08% 1.08% $220.1M 530,366 $198.4M 545,278 -14,912 -2.73% Reduce UNION PAC CORP UNP
0.99% 0.99% $201.0M 738,361 $182.0M 753,020 -14,659 -1.95% Reduce ROCKWELL AUTOMATION INC ROK
0.96% 0.79% $195.2M 396,897 $144.7M 406,350 -9,453 -2.33% Reduce MARTIN MARIETTA MATLS INC MLM
0.96% 1.09% $194.7M 336,791 $199.6M 342,163 -5,372 -1.57% Reduce MARVELL TECHNOLOGY INC MRVL
0.94% 0.67% $192.2M 645,205 $123.6M 1.2M -602,844 -48.30% Reduce I INVESCO QQQ TR QQQ
0.92% 0.07% $187.2M 254,253 $12.1M 20,941 +233,312 +1,114.14% Add BROADCOM INC AVGO
0.9% 0.81% $182.8M 485,243 $149.5M 482,998 +2,245 +0.46% Add ANALOG DEVICES INC COM ADI
0.87% 0.79% $177.5M 448,231 $146.0M 458,850 -10,619 -2.31% Reduce K KINSALE CAP GROUP INC KNSL
0.87% 0.99% $176.4M 533,170 $182.2M 536,948 -3,778 -0.70% Reduce AMERICAN TOWER CORP COM AMT
0.84% 0.96% $171.7M 1.0M $176.5M 1.0M +22,764 +2.22% Add N NEXTERA ENERGY INC NEE
0.84% 0.99% $171.5M 1.9M $182.9M 2.0M -25,458 -1.29% Reduce ELEVANCE HEALTH INC FORMERLY ELV
0.84% 0.91% $171.1M 441,940 $166.8M 574,012 -132,072 -23.01% Reduce JPMORGAN CHASE & CO JPM
0.84% 0.84% $170.5M 520,419 $154.9M 529,575 -9,156 -1.73% Reduce ABBOTT LABORATORIES ABT
0.82% 0.53% $166.7M 1.8M $97.4M 950,059 +876,954 +92.31% Add PALO ALTO PANW
0.82% 0.46% $166.5M 491,241 $83.7M 526,158 -34,917 -6.64% Reduce VISA INC V
0.8% 0.79% $163.1M 475,629 $145.6M 482,673 -7,044 -1.46% Reduce SHERWIN WILLIAMS CO SHW
0.79% 0.83% $161.8M 470,007 $153.1M 479,997 -9,990 -2.08% Reduce LAMAR ADVERTISING CO LAMR
0.78% 0.74% $158.0M 1.0M $136.2M 1.1M -71,026 -6.56% Reduce MASTERCARD INCORPORATED MA
0.76% 0.83% $155.8M 303,897 $152.5M 306,025 -2,128 -0.70% Reduce B BROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2 MAGY
0.73% 0.82% $149.7M 3.4M $151.5M 3.4M -50,376 -1.48% Reduce NORFOLK SOUTHN CORP COM NSC
0.7% 0.72% $143.6M 455,688 $131.9M 461,292 -5,604 -1.21% Reduce META PLATFORMS INC META
0.68% 0.77% $138.1M 245,171 $141.6M 247,510 -2,339 -0.95% Reduce CHEVRON CORPORATION CVX
0.66% 1.06% $134.6M 809,513 $194.7M 937,624 -128,111 -13.66% Reduce TJX COS INC NEW TJX
0.66% 0.77% $133.9M 884,141 $141.9M 893,891 -9,750 -1.09% Reduce ANHEUSER BUSCH INBEV SA NV SPONSORED ADR BUD
0.64% 0.69% $130.4M 1.6M $126.1M 1.8M -252,421 -13.81% Reduce CISCO SYS INC CSCO
0.64% 0.55% $129.9M 1.1M $102.0M 1.3M -211,493 -16.06% Reduce DANAHER CORP DEL COM DHR
0.64% 0.71% $129.6M 678,343 $130.0M 690,154 -11,811 -1.71% Reduce EXXON MOBIL CORP XOM
0.63% 0.9% $127.6M 933,902 $165.9M 976,268 -42,366 -4.34% Reduce LIVE NATION ENTERTAINMENT IN LYV
0.61% 0.66% $124.2M 679,188 $121.6M 804,797 -125,609 -15.61% Reduce C CITIGROUP INC C
0.61% 0.56% $123.5M 878,896 $102.7M 905,597 -26,701 -2.95% Reduce PHILIP MORRIS INTL INC PM
0.59% 0.58% $120.1M 662,741 $106.9M 646,714 +16,027 +2.48% Add CONSTELLATION ENERGY CORP CEG
0.58% 0.53% $118.1M 471,346 $96.7M 346,194 +125,152 +36.15% Add COSTCO WHOLESALE CORPORATION COST
0.58% 0.69% $117.3M 125,086 $126.2M 126,630 -1,544 -1.22% Reduce ACCENTURE PLC IRELAND ACN
0.57% 0.84% $116.8M 938,214 $154.4M 779,549 +158,665 +20.35% Add TE CONNECTIVITY PLC ORD SHS TEL
0.57% 0.67% $116.6M 581,084 $123.0M 588,310 -7,226 -1.23% Reduce COMCAST CORP NEW CL A CMCSA
0.57% 0.86% $116.4M 4.8M $157.7M 5.5M -731,263 -13.33% Reduce LOWES COS INC COM LOW
0.57% 0.68% $115.6M 524,720 $124.8M 529,535 -4,815 -0.91% Reduce 
