 COSTCO WHOLESALE CORPORATIONCOST |
| 10.72% | 11.9% | $13.0M | 13,890 | $14.4M | 14,478 | -588-4.06% | Reduce |
 AMAZON COM INCAMZN |
| 9.01% | 8.21% | $10.9M | 45,825 | $10.0M | 47,794 | -1,969-4.12% | Reduce |
 MICROSOFT CORPMSFT |
| 8.83% | 9.17% | $10.7M | 28,705 | $11.1M | 30,028 | -1,323-4.41% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 8.47% | 8.58% | $10.3M | 19,985 | $10.4M | 20,802 | -817-3.93% | Reduce |
 VISA INCV |
| 7.88% | 7.17% | $9.6M | 27,859 | $8.7M | 28,752 | -893-3.11% | Reduce |
 Markel Group Inc.MKL |
| 7.48% | 7.52% | $9.1M | 4,644 | $9.1M | 4,760 | -116-2.44% | Reduce |
 APPLE INCAAPL |
| 7.16% | 6.35% | $8.7M | 30,003 | $7.7M | 30,334 | -331-1.09% | Reduce |
 AMERICAN EXPRESS COAXP |
| 5.84% | 5.38% | $7.1M | 20,941 | $6.5M | 21,573 | -632-2.93% | Reduce |
 WASTE MGMT INC DELWM |
| 5% | 5.36% | $6.1M | 27,173 | $6.5M | 28,275 | -1,102-3.90% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 4.74% | 5.68% | $5.7M | 3,387 | $6.9M | 3,978 | -591-14.86% | Reduce |
 CINTAS CORP COMCTAS |
| 3.82% | 3.89% | $4.6M | 27,220 | $4.7M | 27,906 | -686-2.46% | Reduce |
 ELI LILLY & COLLY |
| 3.37% | 2.62% | $4.1M | 3,403 | $3.2M | 3,457 | -54-1.56% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.57% | 2.31% | $3.1M | 9,521 | $2.8M | 9,521 | 00.00% | Unchanged |
 S&P GLOBAL INCSPGI |
| 2.57% | 3.2% | $3.1M | 7,646 | $3.9M | 9,119 | -1,473-16.15% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 2.49% | 2.35% | $3.0M | 18,537 | $2.8M | 19,888 | -1,351-6.79% | Reduce |
 ALPHABET INCGOOGL |
| 1.69% | — | $2.0M | 5,726 | $0 | 0 | +5,726 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 1.59% | 1.6% | $1.9M | 26,723 | $1.9M | 26,958 | -235-0.87% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.22% | 1.42% | $1.5M | 3,732 | $1.7M | 3,741 | -9-0.24% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 1.14% | 2.49% | $1.4M | 11,130 | $3.0M | 15,230 | -4,100-26.92% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.06% | 1.05% | $1.3M | 1,713 | $1.3M | 1,962 | -249-12.69% | Reduce |
 STARBUCKS CORPSBUX |
| 1.04% | 0.64% | $1.3M | 12,382 | $770,384 | 8,599 | +3,783+43.99% | Add |
 SALESFORCE INCCRM |
| 0.68% | 0.81% | $823,562 | 5,257 | $981,324 | 5,257 | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.6% | 0.6% | $729,353 | 7,920 | $731,095 | 7,920 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.43% | 0.43% | $519,405 | 1,038 | $522,328 | 1,090 | -52-4.77% | Reduce |
 WHITE MTNS INS GROUP LTDWTM |
| 0.24% | 0.26% | $296,495 | 143 | $314,165 | 143 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.19% | — | $231,460 | 4,062 | $0 | 0 | +4,062 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.17% | 0.29% | $201,730 | 1,217 | $356,282 | 1,722 | -505-29.33% | Reduce |
