 BERKSHIRE HATHAWAY INC DELBRK.B |
| 8.03% | 8.04% | $69.4M | 138,780 | $65.1M | 135,942 | +2,838+2.09% | Add |
 MICROSOFT CORPMSFT |
| 5.67% | 5.94% | $49.0M | 131,367 | $48.1M | 129,984 | +1,383+1.06% | Add |
| AAlphabet Inc Class CGOOG |
| 4.68% | 4.16% | $40.4M | 114,457 | $33.7M | 117,587 | -3,130-2.66% | Reduce |
 EXXON MOBIL CORPXOM |
| 4.3% | 5.72% | $37.2M | 271,874 | $46.3M | 273,020 | -1,146-0.42% | Reduce |
 ALPHABET INCGOOGL |
| 3.8% | 3.31% | $32.9M | 91,938 | $26.8M | 93,158 | -1,220-1.31% | Reduce |
 VISA INCV |
| 3.74% | 3.52% | $32.3M | 94,147 | $28.5M | 94,341 | -194-0.21% | Reduce |
 AMERICAN EXPRESS COAXP |
| 3.23% | 2.99% | $27.9M | 82,605 | $24.2M | 79,992 | +2,613+3.27% | Add |
 UNION PAC CORPUNP |
| 2.92% | 2.79% | $25.3M | 92,873 | $22.6M | 93,168 | -295-0.32% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.91% | 2.76% | $25.2M | 76,917 | $22.3M | 75,924 | +993+1.31% | Add |
 META PLATFORMS INCMETA |
| 2.52% | 2.68% | $21.7M | 38,604 | $21.7M | 37,968 | +636+1.68% | Add |
 MORGAN STANLEYMS |
| 2.23% | 1.89% | $19.3M | 92,381 | $15.3M | 93,208 | -827-0.89% | Reduce |
 AMAZON COM INCAMZN |
| 2.16% | 1.99% | $18.7M | 78,464 | $16.1M | 77,229 | +1,235+1.60% | Add |
| QQUALCOMM INCQCOM |
| 2.06% | 1.56% | $17.8M | 96,563 | $12.6M | 98,163 | -1,600-1.63% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.9% | 1.97% | $16.4M | 73,438 | $16.0M | 78,635 | -5,197-6.61% | Reduce |
 RTX CORPORATIONRTX |
| 1.87% | 2.04% | $16.1M | 85,081 | $16.6M | 85,846 | -765-0.89% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.86% | 1.93% | $16.1M | 31,319 | $15.6M | 31,307 | +12+0.04% | Add |
 GE AEROSPACEGE |
| 1.84% | 1.49% | $15.9M | 42,532 | $12.1M | 42,532 | 00.00% | Unchanged |
 SCHWAB CHARLES CORPSCHW |
| 1.8% | 1.75% | $15.5M | 168,229 | $14.2M | 150,771 | +17,458+11.58% | Add |
 INTUITINTU |
| 1.69% | 3.11% | $14.6M | 55,889 | $25.2M | 58,305 | -2,416-4.14% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.66% | 1.5% | $14.3M | 14,177 | $12.1M | 14,337 | -160-1.12% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.43% | 1.52% | $12.4M | 84,429 | $12.3M | 85,359 | -930-1.09% | Reduce |
 GE VERNOVA INCGEV |
| 1.41% | 1.12% | $12.2M | 10,385 | $9.1M | 10,385 | 00.00% | Unchanged |
| VVANGUARD WHITEHALL FDSVNQ |
| 1.4% | 1.16% | $12.1M | 129,664 | $9.4M | 106,612 | +23,052+21.62% | Add |
 CHEVRON CORPORATIONCVX |
| 1.23% | 1.66% | $10.6M | 64,215 | $13.5M | 65,110 | -895-1.37% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.19% | 1.23% | $10.2M | 40,350 | $10.0M | 40,809 | -459-1.12% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.09% | 1.13% | $9.4M | 18,827 | $9.1M | 18,545 | +282+1.52% | Add |
 NETFLIX INCNFLX |
| 1.06% | 1.54% | $9.1M | 128,040 | $12.5M | 129,985 | -1,945-1.50% | Reduce |
 PAYCHEX INC COMPAYX |
| 0.99% | 1.03% | $8.6M | 87,219 | $8.3M | 90,144 | -2,925-3.24% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.98% | 1.02% | $8.5M | 102,252 | $8.3M | 103,752 | -1,500-1.45% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.91% | 0.64% | $7.9M | 26,480 | $5.2M | 26,770 | -290-1.08% | Reduce |
 APPLE INCAAPL |
| 0.91% | 0.85% | $7.8M | 27,072 | $6.9M | 27,286 | -214-0.78% | Reduce |
 COCA COLA COKO |
| 0.86% | 0.86% | $7.4M | 91,308 | $7.0M | 91,833 | -525-0.57% | Reduce |
 BLACKSTONE INCBX |
| 0.84% | 0.68% | $7.3M | 61,650 | $5.5M | 47,715 | +13,935+29.20% | Add |
 HOME DEPOT INCHD |
| 0.8% | 0.76% | $7.0M | 19,707 | $6.1M | 18,666 | +1,041+5.58% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.77% | 0.78% | $6.7M | 19,352 | $6.3M | 19,692 | -340-1.73% | Reduce |
 CHUBB LIMITEDCB |
| 0.74% | 0.72% | $6.4M | 18,717 | $5.8M | 17,878 | +839+4.69% | Add |
 ELI LILLY & COLLY |
| 0.66% | 0.53% | $5.7M | 4,774 | $4.3M | 4,643 | +131+2.82% | Add |
 Markel Group Inc.MKL |
| 0.59% | 0.62% | $5.1M | 2,633 | $5.0M | 2,613 | +20+0.77% | Add |
 BERKLEY W R CORPWRB |
| 0.59% | 0.59% | $5.1M | 72,416 | $4.8M | 72,214 | +202+0.28% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.58% | 0.66% | $5.1M | 5,399 | $5.4M | 5,392 | +7+0.13% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.58% | 0.58% | $5.0M | 69,545 | $4.7M | 65,734 | +3,811+5.80% | Add |
 HONEYWELL INTL INCHON |
| 0.58% | 1.25% | $5.0M | 22,413 | $10.1M | 44,625 | -22,212-49.77% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.57% | — | $4.9M | 22,374 | $0 | 0 | +22,374 | New Buy |
 NORFOLK SOUTHN CORP COMNSC |
| 0.57% | 0.62% | $4.9M | 15,705 | $5.0M | 17,410 | -1,705-9.79% | Reduce |
 CSX CORPCSX |
| 0.54% | 0.5% | $4.7M | 98,301 | $4.0M | 98,296 | +5+0.01% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.5% | 0.44% | $4.3M | 29,980 | $3.6M | 29,980 | 00.00% | Unchanged |
 Tc Energy Corp COMMONTRP |
| 0.49% | 0.49% | $4.2M | 63,355 | $4.0M | 63,605 | -250-0.39% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.47% | 0.45% | $4.1M | 11,047 | $3.6M | 11,072 | -25-0.23% | Reduce |
 PHILLIPS 66PSX |
| 0.44% | 0.51% | $3.8M | 22,439 | $4.2M | 22,846 | -407-1.78% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.44% | 0.56% | $3.8M | 12,962 | $4.6M | 13,257 | -295-2.23% | Reduce |
