 Markel Group Inc.MKL |
| 12.07% | 12.07% | $18.7M | 9,588 | $18.0M | 9,389 | +199+2.12% | Add |
 AMAZON COM INCAMZN |
| 9.42% | 8.57% | $14.6M | 61,330 | $12.8M | 61,260 | +70+0.11% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 8.52% | 9.04% | $13.2M | 143,595 | $13.5M | 145,884 | -2,289-1.57% | Reduce |
 COPART INC COMCPRT |
| 8.41% | 6.15% | $13.0M | 462,711 | $9.2M | 275,992 | +186,719+67.65% | Add |
 AMERICAN TOWER CORP COMAMT |
| 8.31% | 9.62% | $12.9M | 78,863 | $14.3M | 83,010 | -4,147-5.00% | Reduce |
 MICROSOFT CORPMSFT |
| 7.41% | 7.67% | $11.5M | 30,805 | $11.4M | 30,849 | -44-0.14% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 7.33% | 7.36% | $11.4M | 22,730 | $11.0M | 22,860 | -130-0.57% | Reduce |
 APPLE INCAAPL |
| 6.26% | 5.76% | $9.7M | 33,578 | $8.6M | 33,788 | -210-0.62% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 5.29% | 5.55% | $8.2M | 15,992 | $8.3M | 16,548 | -556-3.36% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 5.17% | 6.47% | $8.0M | 15,739 | $9.6M | 15,933 | -194-1.22% | Reduce |
 VISA INCV |
| 4.84% | 5% | $7.5M | 21,876 | $7.4M | 24,620 | -2,744-11.15% | Reduce |
 ALPHABET INCGOOGL |
| 4.73% | 3.97% | $7.3M | 20,544 | $5.9M | 20,568 | -24-0.12% | Reduce |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 2.25% | 4.29% | $3.5M | 677,501 | $6.4M | 1.1M | -386,154-36.30% | Reduce |
 LENNAR CORPLEN |
| 2.09% | 1.82% | $3.2M | 36,192 | $2.7M | 32,909 | +3,283+9.98% | Add |
| KKINSALE CAP GROUP INCKNSL |
| 1.9% | 2.61% | $3.0M | 8,949 | $3.9M | 11,387 | -2,438-21.41% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.68% | 0.44% | $2.6M | 3,500 | $650,340 | 1,000 | +2,500+250.00% | Add |
| CCBRE GROUP INC CL ACBRE |
| 0.98% | 1.03% | $1.5M | 11,295 | $1.5M | 11,322 | -27-0.24% | Reduce |
 SBA COMMUNICATIONS CORPSBAC |
| 0.54% | 0.55% | $840,479 | 4,763 | $819,760 | 4,763 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.51% | 0.48% | $793,448 | 2,424 | $713,044 | 2,424 | 00.00% | Unchanged |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.37% | 0.24% | $569,612 | 10,709 | $353,408 | 6,687 | +4,022+60.15% | Add |
 CHEVRON CORPORATIONCVX |
| 0.29% | 0.37% | $446,723 | 2,695 | $557,595 | 2,695 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 0.22% | — | $340,932 | 1,130 | $0 | 0 | +1,130 | New Buy |
 GE AEROSPACEGE |
| 0.21% | 0.17% | $327,014 | 875 | $248,299 | 875 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.2% | — | $316,331 | 730 | $0 | 0 | +730 | New Buy |
| MMPLX LPFFUT |
| 0.2% | 0.21% | $303,112 | 5,381 | $307,094 | 5,381 | 00.00% | Unchanged |
 AMERICAN ELEC PWR CO INCAEP |
| 0.19% | 0.19% | $289,490 | 2,116 | $277,365 | 2,116 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.17% | 0.15% | $264,425 | 700 | $216,657 | 700 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.17% | — | $256,119 | 218 | $0 | 0 | +218 | New Buy |
 PROCTER & GAMBLE COPG |
| 0.16% | 0.17% | $252,367 | 1,721 | $248,581 | 1,721 | 00.00% | Unchanged |
 ISOENERGY LTDISOU |
| 0.06% | 0.07% | $99,700 | 10,000 | $105,400 | 10,000 | 00.00% | Unchanged |
 N-ABLE INCNABL |
| 0.03% | — | $53,876 | 14,680 | $0 | 0 | +14,680 | New Buy |
