 BERKSHIRE HATHAWAY INC DELBRK.B |
| 9.25% | 9.07% | $40.9M | 81,754 | $29.0M | 60,442 | +21,312+35.26% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.57% | 3.7% | $15.8M | 78,921 | $11.8M | 67,661 | +11,260+16.64% | Add |
 APPLE INCAAPL |
| 3.52% | 3.78% | $15.6M | 53,792 | $12.1M | 47,579 | +6,213+13.06% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 3.22% | 4.27% | $14.2M | 19 | $13.6M | 19 | 00.00% | Unchanged |
| MMEDLINE INC COM CL AMDLN |
| 3.02% | — | $13.3M | 338,196 | $0 | 0 | +338,196 | New Buy |
 MICROSOFT CORPMSFT |
| 2.31% | 3.11% | $10.2M | 27,333 | $9.9M | 26,804 | +529+1.97% | Add |
 ALPHABET INCGOOGL |
| 2.27% | 2.5% | $10.1M | 28,132 | $8.0M | 27,778 | +354+1.27% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 2.14% | 2.6% | $9.4M | 9,339 | $8.3M | 9,801 | -462-4.71% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.92% | 2.17% | $8.5M | 25,880 | $6.9M | 23,596 | +2,284+9.68% | Add |
 AMAZON COM INCAMZN |
| 1.64% | 1.77% | $7.2M | 30,369 | $5.7M | 27,148 | +3,221+11.86% | Add |
 ILLINOIS TOOLITW |
| 1.51% | 1.95% | $6.7M | 24,689 | $6.2M | 23,867 | +822+3.44% | Add |
 AMERICAN EXPRESS COAXP |
| 1.35% | 1.7% | $6.0M | 17,705 | $5.4M | 17,918 | -213-1.19% | Reduce |
 KLA CORPKLAC |
| 1.33% | 1.01% | $5.9M | 19,557 | $3.2M | 2,194 | +17,363+791.39% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.33% | 2.01% | $5.9M | 6,279 | $6.4M | 6,454 | -175-2.71% | Reduce |
 BROADCOM INCAVGO |
| 1.26% | 1.18% | $5.6M | 14,700 | $3.8M | 12,206 | +2,494+20.43% | Add |
 PEPSICO INCPEP |
| 1.25% | 2.09% | $5.5M | 40,722 | $6.7M | 42,882 | -2,160-5.04% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.15% | 0.85% | $5.1M | 14,391 | $2.7M | 9,498 | +4,893+51.52% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.9% | 0.26% | $4.0M | 3,438 | $816,559 | 2,417 | +1,021+42.24% | Add |
 ELI LILLY & COLLY |
| 0.8% | 0.76% | $3.6M | 2,963 | $2.4M | 2,635 | +328+12.45% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.78% | 0.33% | $3.4M | 5,920 | $1.0M | 5,122 | +798+15.58% | Add |
 ARISTA NETWORKS INCANET |
| 0.77% | 0.72% | $3.4M | 19,985 | $2.3M | 18,655 | +1,330+7.13% | Add |
 TESLA INCTSLA |
| 0.71% | 0.74% | $3.1M | 7,413 | $2.4M | 6,323 | +1,090+17.24% | Add |
 HERSHEY CO COMHSY |
| 0.69% | 1.17% | $3.0M | 17,281 | $3.8M | 18,042 | -761-4.22% | Reduce |
 META PLATFORMS INCMETA |
| 0.67% | 0.75% | $3.0M | 5,245 | $2.4M | 4,190 | +1,055+25.18% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.65% | 0.43% | $2.9M | 4,483 | $1.4M | 5,103 | -620-12.15% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.61% | 0.88% | $2.7M | 10,651 | $2.8M | 11,477 | -826-7.20% | Reduce |
 CARDINAL HEALTH INCCAH |
| 0.59% | 0.35% | $2.6M | 10,905 | $1.1M | 5,219 | +5,686+108.95% | Add |
 ANTERO RESOURCES CORPAR |
| 0.58% | 0.96% | $2.6M | 73,265 | $3.1M | 71,967 | +1,298+1.80% | Add |
 MORGAN STANLEYMS |
| 0.55% | 0.58% | $2.4M | 11,528 | $1.8M | 11,184 | +344+3.08% | Add |
 COLGATE PALMOLIVE COCL |
| 0.54% | 0.58% | $2.4M | 25,887 | $1.8M | 21,582 | +4,305+19.95% | Add |
 AVNET INCAVT |
| 0.49% | 0.44% | $2.1M | 24,169 | $1.4M | 22,892 | +1,277+5.58% | Add |
 EXXON MOBIL CORPXOM |
| 0.46% | 0.77% | $2.0M | 14,825 | $2.5M | 14,515 | +310+2.14% | Add |
| QQUALCOMM INCQCOM |
| 0.44% | 0.42% | $2.0M | 10,615 | $1.3M | 10,358 | +257+2.48% | Add |
 ABBVIE INCABBV |
| 0.44% | 0.41% | $1.9M | 7,717 | $1.3M | 5,965 | +1,752+29.37% | Add |
 GE AEROSPACEGE |
| 0.44% | 0.4% | $1.9M | 5,148 | $1.3M | 4,472 | +676+15.12% | Add |
 INTEL CORPINTC |
| 0.42% | 0.12% | $1.8M | 13,202 | $386,799 | 8,765 | +4,437+50.62% | Add |
 STATE STR CORP COMSTT |
| 0.41% | 0.41% | $1.8M | 10,709 | $1.3M | 10,330 | +379+3.67% | Add |
 THE CAMPBELLS COMPANYCPB |
| 0.41% | 0.51% | $1.8M | 81,125 | $1.6M | 73,072 | +8,053+11.02% | Add |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.41% | 0.3% | $1.8M | 20,770 | $953,555 | 21,176 | -406-1.92% | Reduce |
 CHENIERE ENERGY INCLNG |
| 0.4% | 0.7% | $1.8M | 7,420 | $2.2M | 7,909 | -489-6.18% | Reduce |
| MMANPOWERGROUP INC WISMAN |
| 0.4% | 0.16% | $1.7M | 51,739 | $525,832 | 17,849 | +33,890+189.87% | Add |
 CUMMINS INCCMI |
| 0.38% | 0.37% | $1.7M | 2,348 | $1.2M | 2,206 | +142+6.44% | Add |
 VISA INCV |
| 0.37% | 0.24% | $1.7M | 4,821 | $780,702 | 2,583 | +2,238+86.64% | Add |
 ANALOG DEVICES INC COMADI |
| 0.37% | 0.39% | $1.6M | 4,083 | $1.2M | 3,871 | +212+5.48% | Add |
 ALTRIA GROUP INCMO |
| 0.36% | 0.39% | $1.6M | 22,355 | $1.2M | 18,713 | +3,642+19.46% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.36% | 0.45% | $1.6M | 5,693 | $1.4M | 5,869 | -176-3.00% | Reduce |
 GENTEX CORPGNTX |
| 0.35% | 0.45% | $1.6M | 61,905 | $1.4M | 65,937 | -4,032-6.11% | Reduce |
 RANGE RES CORPRRC |
| 0.35% | 0.6% | $1.5M | 41,651 | $1.9M | 42,340 | -689-1.63% | Reduce |
 DEXCOM INCDXCM |
| 0.35% | 0.45% | $1.5M | 22,739 | $1.4M | 22,661 | +78+0.34% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.34% | 0.37% | $1.5M | 8,381 | $1.2M | 7,221 | +1,160+16.06% | Add |
