 AMAZON COM INCAMZN |
| 2.25% | 2.19% | $458.8M | 1.9M | $403.0M | 1.9M | -23,579-1.21% | Reduce |
 APPLE INCAAPL |
| 2.11% | 2.05% | $429.7M | 1.5M | $377.5M | 1.5M | -2,703-0.18% | Reduce |
 BROOKFIELD CORPBN |
| 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 CORPORATIONNVDA |
| 1.96% | 1.9% | $399.8M | 2.0M | $349.4M | 2.0M | +4,027+0.20% | Add |
 MICROSOFT CORPMSFT |
| 1.86% | 2.04% | $379.1M | 1.0M | $375.5M | 1.0M | -841-0.08% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.81% | 0.94% | $368.5M | 493,403 | $171.9M | 264,346 | +229,057+86.65% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.75% | 1.89% | $356.1M | 712,934 | $346.9M | 725,245 | -12,311-1.70% | Reduce |
 ALPHABET INCGOOGL |
| 1.36% | 1.23% | $276.9M | 776,221 | $225.5M | 790,404 | -14,183-1.79% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.3% | 1.13% | $264.9M | 385,756 | $207.1M | 346,582 | +39,174+11.30% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 1.15% | 1% | $234.9M | 992,810 | $183.6M | 853,798 | +139,012+16.28% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.12% | 1.18% | $227.9M | 546,871 | $216.7M | 807,710 | -260,839-32.29% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.09% | 1.2% | $221.7M | 869,794 | $220.8M | 904,887 | -35,093-3.88% | Reduce |
| WWATSCO INCWSO |
| 1.08% | 1.08% | $220.1M | 530,366 | $198.4M | 545,278 | -14,912-2.73% | Reduce |
 UNION PAC CORPUNP |
| 0.99% | 0.99% | $201.0M | 738,361 | $182.0M | 753,020 | -14,659-1.95% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 0.96% | 0.79% | $195.2M | 396,897 | $144.7M | 406,350 | -9,453-2.33% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 0.96% | 1.09% | $194.7M | 336,791 | $199.6M | 342,163 | -5,372-1.57% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.94% | 0.67% | $192.2M | 645,205 | $123.6M | 1.2M | -602,844-48.30% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.92% | 0.07% | $187.2M | 254,253 | $12.1M | 20,941 | +233,312+1,114.14% | Add |
 BROADCOM INCAVGO |
| 0.9% | 0.81% | $182.8M | 485,243 | $149.5M | 482,998 | +2,245+0.46% | Add |
 ANALOG DEVICES INC COMADI |
| 0.87% | 0.79% | $177.5M | 448,231 | $146.0M | 458,850 | -10,619-2.31% | Reduce |
| KKINSALE CAP GROUP INCKNSL |
| 0.87% | 0.99% | $176.4M | 533,170 | $182.2M | 536,948 | -3,778-0.70% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.84% | 0.96% | $171.7M | 1.0M | $176.5M | 1.0M | +22,764+2.22% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.84% | 0.99% | $171.5M | 1.9M | $182.9M | 2.0M | -25,458-1.29% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.84% | 0.91% | $171.1M | 441,940 | $166.8M | 574,012 | -132,072-23.01% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.84% | 0.84% | $170.5M | 520,419 | $154.9M | 529,575 | -9,156-1.73% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.82% | 0.53% | $166.7M | 1.8M | $97.4M | 950,059 | +876,954+92.31% | Add |
 PALO ALTOPANW |
| 0.82% | 0.46% | $166.5M | 491,241 | $83.7M | 526,158 | -34,917-6.64% | Reduce |
 VISA INCV |
| 0.8% | 0.79% | $163.1M | 475,629 | $145.6M | 482,673 | -7,044-1.46% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.79% | 0.83% | $161.8M | 470,007 | $153.1M | 479,997 | -9,990-2.08% | Reduce |
 LAMAR ADVERTISING COLAMR |
| 0.78% | 0.74% | $158.0M | 1.0M | $136.2M | 1.1M | -71,026-6.56% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.76% | 0.83% | $155.8M | 303,897 | $152.5M | 306,025 | -2,128-0.70% | Reduce |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.73% | 0.82% | $149.7M | 3.4M | $151.5M | 3.4M | -50,376-1.48% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.7% | 0.72% | $143.6M | 455,688 | $131.9M | 461,292 | -5,604-1.21% | Reduce |
 META PLATFORMS INCMETA |
| 0.68% | 0.77% | $138.1M | 245,171 | $141.6M | 247,510 | -2,339-0.95% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.66% | 1.06% | $134.6M | 809,513 | $194.7M | 937,624 | -128,111-13.66% | Reduce |
 TJX COS INC NEWTJX |
| 0.66% | 0.77% | $133.9M | 884,141 | $141.9M | 893,891 | -9,750-1.09% | Reduce |
 ANHEUSER BUSCH INBEV SA NV SPONSORED ADRBUD |
| 0.64% | 0.69% | $130.4M | 1.6M | $126.1M | 1.8M | -252,421-13.81% | Reduce |
 CISCO SYS INCCSCO |
| 0.64% | 0.55% | $129.9M | 1.1M | $102.0M | 1.3M | -211,493-16.06% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.64% | 0.71% | $129.6M | 678,343 | $130.0M | 690,154 | -11,811-1.71% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.63% | 0.9% | $127.6M | 933,902 | $165.9M | 976,268 | -42,366-4.34% | Reduce |
 LIVE NATION ENTERTAINMENT INLYV |
| 0.61% | 0.66% | $124.2M | 679,188 | $121.6M | 804,797 | -125,609-15.61% | Reduce |
| CCITIGROUP INCC |
| 0.61% | 0.56% | $123.5M | 878,896 | $102.7M | 905,597 | -26,701-2.95% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.59% | 0.58% | $120.1M | 662,741 | $106.9M | 646,714 | +16,027+2.48% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.58% | 0.53% | $118.1M | 471,346 | $96.7M | 346,194 | +125,152+36.15% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.58% | 0.69% | $117.3M | 125,086 | $126.2M | 126,630 | -1,544-1.22% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.57% | 0.84% | $116.8M | 938,214 | $154.4M | 779,549 | +158,665+20.35% | Add |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.57% | 0.67% | $116.6M | 581,084 | $123.0M | 588,310 | -7,226-1.23% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.57% | 0.86% | $116.4M | 4.8M | $157.7M | 5.5M | -731,263-13.33% | Reduce |
 LOWES COS INC COMLOW |
| 0.57% | 0.68% | $115.6M | 524,720 | $124.8M | 529,535 | -4,815-0.91% | Reduce |
