MICROSOFT CORPMSFT |
| 16.48% | 11.05% | $14.4M | 38,531 | $14.3M | 38,531 | 00.00% | Unchanged |
AMAZON COM INCAMZN |
| 14.81% | 8.75% | $12.9M | 54,198 | $11.3M | 54,208 | -10-0.02% | Reduce |
APPLE INCAAPL |
| 8.44% | 5% | $7.4M | 25,429 | $6.5M | 25,429 | 00.00% | Unchanged |
COSTCO WHOLESALE CORPORATIONCOST |
| 7.04% | 5.07% | $6.1M | 6,564 | $6.5M | 6,564 | 00.00% | Unchanged |
MORGAN STANLEYMS |
| 6.07% | 3.23% | $5.3M | 25,328 | $4.2M | 25,328 | 00.00% | Unchanged |
Markel Group Inc.MKL |
| 4.56% | 3.02% | $4.0M | 2,036 | $3.9M | 2,036 | 00.00% | Unchanged |
JPMORGAN CHASE & COJPM |
| 4.13% | 2.51% | $3.6M | 11,007 | $3.2M | 11,007 | 00.00% | Unchanged |
EXXON MOBIL CORPXOM |
| 3.88% | 3.25% | $3.4M | 24,761 | $4.2M | 24,761 | 00.00% | Unchanged |
JOHNSON & JOHNSONJNJ |
| 3.44% | 2.23% | $3.0M | 11,798 | $2.9M | 11,798 | 00.00% | Unchanged |
PROCTER & GAMBLE COPG |
| 2.88% | 1.92% | $2.5M | 17,143 | $2.5M | 17,143 | 00.00% | Unchanged |
DISNEY WALT CODIS |
| 2.77% | 2.03% | $2.4M | 25,120 | $2.6M | 27,220 | -2,100-7.71% | Reduce |
PALO ALTOPANW |
| 2.69% | 1.01% | $2.3M | 6,874 | $1.3M | 8,138 | -1,264-15.53% | Reduce |
VISA INCV |
| 2.36% | 1.4% | $2.1M | 5,990 | $1.8M | 5,990 | 00.00% | Unchanged |
PEPSICO INCPEP |
| 2.03% | 1.58% | $1.8M | 13,103 | $2.0M | 13,103 | 00.00% | Unchanged |
AMERICAN EXPRESS COAXP |
| 1.97% | 1.19% | $1.7M | 5,074 | $1.5M | 5,074 | 00.00% | Unchanged |
EATON CORP PLCETN |
| 1.45% | 1.05% | $1.3M | 2,972 | $1.4M | 3,790 | -818-21.58% | Reduce |
META PLATFORMS INCMETA |
| 1.43% | 1.21% | $1.2M | 2,209 | $1.6M | 2,739 | -530-19.35% | Reduce |
NVIDIA CORPORATIONNVDA |
| 1.32% | 0.78% | $1.2M | 5,750 | $1.0M | 5,750 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 1.18% | 0.7% | $1.0M | 1,379 | $900,777 | 1,379 | 00.00% | Unchanged |
ARISTA NETWORKS INCANET |
| 1.16% | 0.72% | $1.0M | 5,956 | $929,199 | 7,568 | -1,612-21.30% | Reduce |
COCA COLA COKO |
| 1.08% | 0.68% | $943,951 | 11,615 | $883,321 | 11,615 | 00.00% | Unchanged |
LINDE PLCLIN |
| 1.06% | 0.68% | $922,675 | 1,778 | $881,461 | 1,778 | 00.00% | Unchanged |
NOVARTIS AGNVS |
| 1.05% | 0.69% | $915,402 | 5,841 | $892,213 | 5,841 | 00.00% | Unchanged |
UNITEDHEALTH GROUP INCUNH |
| 1% | 0.44% | $872,407 | 2,099 | $567,968 | 2,099 | 00.00% | Unchanged |
| MMORNINGSTAR INCMORN |
| 0.87% | 0.64% | $758,881 | 4,864 | $822,259 | 4,864 | 00.00% | Unchanged |
DIAGEO PLC SPON ADR NEWDEO |
| 0.85% | 0.58% | $742,711 | 9,240 | $751,201 | 10,090 | -850-8.42% | Reduce |
COLGATE PALMOLIVE COCL |
| 0.82% | 0.52% | $717,396 | 7,825 | $666,925 | 7,825 | 00.00% | Unchanged |
ECOLAB INCECL |
| 0.77% | 0.64% | $672,843 | 2,415 | $822,002 | 3,090 | -675-21.84% | Reduce |
LOWES COS INC COMLOW |
| 0.59% | 0.43% | $516,829 | 2,344 | $553,840 | 2,344 | 00.00% | Unchanged |
SERVICENOW INCNOW |
| 0.59% | 0.42% | $516,256 | 5,200 | $543,660 | 5,200 | 00.00% | Unchanged |
WELLS FARGO CO NEWWFC |
| 0.53% | 0.35% | $465,263 | 5,630 | $448,204 | 5,630 | 00.00% | Unchanged |
PAYCHEX INC COMPAYX |
| 0.36% | 0.29% | $310,723 | 3,160 | $378,613 | 4,110 | -950-23.11% | Reduce |
M & T BK CORPMTB |
| 0.32% | 0.19% | $279,662 | 1,175 | $242,896 | 1,175 | 00.00% | Unchanged |