 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 26.34% | 27.82% | $10.34B | 13,803 | $10.03B | 13,969 | -166-1.19% | Reduce |
 MICROSOFT CORPMSFT |
| 4.13% | 4.49% | $1.62B | 4.3M | $1.62B | 4.4M | -25,803-0.59% | Reduce |
 ASML HLDG NVASML |
| 3.64% | 2.76% | $1.43B | 718,408 | $996.4M | 754,352 | -35,944-4.76% | Reduce |
 APPLE INCAAPL |
| 3.64% | 3.53% | $1.43B | 4.9M | $1.27B | 5.0M | -80,775-1.61% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.54% | 3.22% | $1.39B | 3.9M | $1.16B | 4.1M | -120,725-2.98% | Reduce |
 BROOKFIELD CORPBN |
| 2.46% | 2.61% | $964.4M | 22.6M | $940.0M | 23.3M | -654,619-2.81% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.29% | 1.43% | $896.8M | 1.2M | $514.5M | 1.5M | -264,971-17.60% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.27% | 2.4% | $889.6M | 1.8M | $864.3M | 1.8M | -25,831-1.43% | Reduce |
| KKKR & CO INC COMKKR |
| 2.2% | 2.41% | $864.2M | 9.4M | $869.0M | 9.4M | +21,903+0.23% | Add |
 AUTOZONE INCAZO |
| 2.14% | 2.45% | $837.8M | 262,141 | $884.4M | 261,815 | +326+0.12% | Add |
 BROADCOM INCAVGO |
| 2.07% | 1.87% | $812.3M | 2.2M | $675.7M | 2.2M | -32,886-1.51% | Reduce |
 AMAZON COM INCAMZN |
| 1.98% | 1.88% | $777.6M | 3.3M | $677.9M | 3.3M | +7,292+0.22% | Add |
 INTEL CORPINTC |
| 1.65% | 0.7% | $647.7M | 4.6M | $251.1M | 5.7M | -1.1M-18.49% | Reduce |
 VISA INCV |
| 1.47% | 1.3% | $577.3M | 1.7M | $468.1M | 1.5M | +133,732+8.63% | Add |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 1.43% | 1.35% | $561.2M | 7.1M | $487.3M | 7.1M | +25,617+0.36% | Add |
 ORACLE CORPORCL |
| 1.41% | 1.61% | $552.9M | 3.8M | $579.6M | 3.9M | -167,535-4.25% | Reduce |
 ALPHABET INCGOOGL |
| 1.35% | 1.21% | $528.6M | 1.5M | $436.1M | 1.5M | -37,626-2.48% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.29% | 1.23% | $506.6M | 2.5M | $443.5M | 2.5M | -11,056-0.43% | Reduce |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.19% | 1.4% | $466.0M | 1.1M | $504.3M | 1.1M | +1,972+0.19% | Add |
 DANAHER CORP DEL COMDHR |
| 1.09% | 1.23% | $429.1M | 2.2M | $444.2M | 2.3M | -90,118-3.85% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.08% | 1.05% | $422.4M | 841,894 | $377.4M | 767,160 | +74,734+9.74% | Add |
 S&P GLOBAL INCSPGI |
| 1.07% | 1.23% | $421.0M | 1.0M | $445.2M | 1.0M | -12,971-1.24% | Reduce |
 HONEYWELL INTL INCHON |
| 1.06% | 1.24% | $416.0M | 1.9M | $447.7M | 2.0M | -122,753-6.20% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 1.06% | — | $414.7M | 1.9M | $0 | 0 | +1.9M | New Buy |
 SYNOPSYS INCSNPS |
| 0.98% | 0.93% | $383.2M | 859,147 | $336.4M | 848,592 | +10,555+1.24% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.92% | 0.77% | $360.5M | 867,432 | $278.1M | 1.0M | -160,245-15.59% | Reduce |
 LINDE PLCLIN |
| 0.9% | 0.98% | $352.0M | 678,305 | $353.3M | 712,599 | -34,294-4.81% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.82% | 0.82% | $322.2M | 1.8M | $295.7M | 1.8M | -6,283-0.35% | Reduce |
 GE VERNOVA INCGEV |
| 0.81% | 0.66% | $318.0M | 270,578 | $238.7M | 273,360 | -2,782-1.02% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.75% | 0.7% | $295.4M | 430,074 | $252.6M | 422,673 | +7,401+1.75% | Add |
 LOWES COS INC COMLOW |
| 0.74% | 0.92% | $290.4M | 1.3M | $330.7M | 1.4M | -82,244-5.88% | Reduce |
 SALESFORCE INCCRM |
| 0.7% | 1.37% | $273.4M | 1.7M | $493.8M | 2.6M | -904,905-34.21% | Reduce |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.65% | 0.55% | $253.9M | 1.0M | $199.7M | 1.0M | +4,353+0.43% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.63% | 0.13% | $248.5M | 3.4M | $45.3M | 630,380 | +2.8M+446.20% | Add |
 ALLY FINL INCALLY |
| 0.52% | 0.5% | $205.8M | 4.5M | $179.8M | 4.6M | -104,891-2.29% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.52% | 0.58% | $203.8M | 2.2M | $209.4M | 2.3M | -54,723-2.41% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.5% | 0.49% | $195.8M | 528,442 | $175.8M | 537,617 | -9,175-1.71% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.49% | 0.48% | $194.1M | 1.1M | $173.3M | 41,171 | +1.0M+2,545.40% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.46% | 0.48% | $179.0M | 704,715 | $173.5M | 709,890 | -5,175-0.73% | Reduce |
 UNION PAC CORPUNP |
| 0.45% | 0.44% | $176.0M | 647,042 | $159.0M | 655,256 | -8,214-1.25% | Reduce |
 CARLISLE COS INCCSL |
| 0.43% | 0.41% | $170.2M | 469,174 | $148.2M | 444,266 | +24,908+5.61% | Add |
| AAMRIZE LTD SHSAMRZ |
| 0.43% | 0.61% | $167.6M | 3.1M | $220.6M | 3.9M | -793,091-20.14% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.39% | 0.39% | $153.4M | 453,549 | $139.0M | 459,690 | -6,141-1.34% | Reduce |
 ABBVIE INCABBV |
| 0.38% | 0.36% | $149.7M | 594,732 | $131.5M | 604,832 | -10,100-1.67% | Reduce |
 GE AEROSPACEGE |
| 0.37% | 0.15% | $144.2M | 385,836 | $54.8M | 192,751 | +193,085+100.17% | Add |
 MCDONALDS CORPMCD |
| 0.36% | 0.47% | $140.4M | 519,232 | $167.9M | 540,296 | -21,064-3.90% | Reduce |
 MATCH GROUP INC NEWMTCH |
| 0.36% | 0.31% | $139.6M | 3.7M | $113.2M | 3.7M | -18,056-0.49% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.33% | 0.38% | $129.0M | 385,343 | $138.3M | 552,093 | -166,750-30.20% | Reduce |
 BALL CORPBALL |
| 0.33% | 0.33% | $127.5M | 2.0M | $119.5M | 2.0M | +22,973+1.14% | Add |
 ASSURANT INCAIZ |
| 0.28% | 0.25% | $108.9M | 405,627 | $89.0M | 408,589 | -2,962-0.72% | Reduce |
