 BERKSHIRE HATHAWAY INC DELBRK.B |
| 32.32% | 35.12% | $56.2M | 112,220 | $53.6M | 111,878 | +342+0.31% | Add |
 MICRON TECHNOLOGY INCMU |
| 11.77% | 4.51% | $20.5M | 17,717 | $6.9M | 20,387 | -2,670-13.10% | Reduce |
 BROOKFIELD CORPBN |
| 8.47% | 9.05% | $14.7M | 345,500 | $13.8M | 341,575 | +3,925+1.15% | Add |
 WILLIAMS COS INCWMB |
| 7.4% | 8.28% | $12.9M | 172,871 | $12.6M | 173,616 | -745-0.43% | Reduce |
 ALPHABET INCGOOGL |
| 6.83% | 6.25% | $11.9M | 33,219 | $9.5M | 33,191 | +28+0.08% | Add |
| NNEXTERA ENERGY INCNEE |
| 5.83% | 7.03% | $10.1M | 115,311 | $10.7M | 115,491 | -180-0.16% | Reduce |
 APPLE INCAAPL |
| 5.72% | 5.58% | $9.9M | 34,343 | $8.5M | 33,583 | +760+2.26% | Add |
 ALLY FINL INCALLY |
| 4.23% | 4.27% | $7.3M | 159,750 | $6.5M | 166,030 | -6,280-3.78% | Reduce |
 LENNAR CORPLEN |
| 3.75% | 4.08% | $6.5M | 72,007 | $6.2M | 71,692 | +315+0.44% | Add |
 OCCIDENTAL PETE CORPOXY |
| 3.26% | 5.21% | $5.7M | 116,545 | $7.9M | 122,265 | -5,720-4.68% | Reduce |
 VERISIGN INCVRSN |
| 2.95% | — | $5.1M | 20,405 | $0 | 0 | +20,405 | New Buy |
 VERIZON COMMUNICATIONS INCVZ |
| 2.84% | 3.96% | $4.9M | 116,572 | $6.0M | 120,372 | -3,800-3.16% | Reduce |
| CCARMAX INCKMX |
| 2.42% | 2.24% | $4.2M | 79,419 | $3.4M | 82,179 | -2,760-3.36% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 1.88% | 3.43% | $3.3M | 26,295 | $5.2M | 26,380 | -85-0.32% | Reduce |
 SOUTHERN COSO |
| 0.17% | 0.19% | $287,130 | 3,000 | $289,560 | 3,000 | 00.00% | Unchanged |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.16% | 0.17% | $274,670 | 1,253 | $260,444 | 1,278 | -25-1.96% | Reduce |
| BBROOKFIELD RENEWABLE CORP |
| <0.01% | — | $7,087 | 190,935 | $0 | 0 | +190,935 | New Buy |
