 APPLE INCAAPL |
| 21.6% | 23.08% | $288.3M | 996,183 | $299.6M | 1.2M | -184,479-15.63% | Reduce |
 META PLATFORMS INCMETA |
| 15.55% | 17.41% | $207.6M | 368,492 | $226.0M | 395,100 | -26,608-6.73% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 15.54% | 17.07% | $207.4M | 221,730 | $221.7M | 222,472 | -742-0.33% | Reduce |
 AMAZON COM INCAMZN |
| 11.06% | 9.96% | $147.6M | 619,148 | $129.4M | 621,219 | -2,071-0.33% | Reduce |
| AAlphabet Inc Class CGOOG |
| 10.89% | 10.22% | $145.4M | 411,372 | $132.7M | 462,748 | -51,376-11.10% | Reduce |
 ALPHABET INCGOOGL |
| 10.58% | 9.91% | $141.3M | 395,307 | $128.6M | 447,364 | -52,057-11.64% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 3.78% | 1.32% | $50.5M | 110,039 | $17.1M | 35,324 | +74,715+211.51% | Add |
 Markel Group Inc.MKL |
| 3.74% | 3.78% | $49.9M | 25,531 | $49.0M | 25,616 | -85-0.33% | Reduce |
 MICROSOFT CORPMSFT |
| 3.31% | 3.39% | $44.2M | 118,442 | $44.0M | 118,838 | -396-0.33% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.02% | 2.98% | $40.2M | 80,435 | $38.7M | 80,704 | -269-0.33% | Reduce |
 COPART INC COMCPRT |
| 0.94% | 0.89% | $12.6M | 445,909 | $11.5M | 347,066 | +98,843+28.48% | Add |
