 BERKSHIRE HATHAWAY INC DELBRK.B |
| 9.81% | 10.57% | $41.3M | 82,464 | $38.1M | 79,582 | +2,882+3.62% | Add |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 8.51% | 8.22% | $35.8M | 870,538 | $29.6M | 832,739 | +37,799+4.54% | Add |
 POST HLDGS INCPOST |
| 7.13% | 9.02% | $30.0M | 339,643 | $32.5M | 329,210 | +10,433+3.17% | Add |
 AMAZON COM INCAMZN |
| 6.51% | 5.73% | $27.4M | 114,869 | $20.7M | 99,203 | +15,666+15.79% | Add |
 ALPHABET INCGOOGL |
| 6.06% | 5.95% | $25.5M | 71,337 | $21.5M | 74,670 | -3,333-4.46% | Reduce |
 Markel Group Inc.MKL |
| 5.48% | 6.05% | $23.0M | 11,797 | $21.8M | 11,398 | +399+3.50% | Add |
 HEICO CORP NEWHEI |
| 4.28% | 3.65% | $18.0M | 69,745 | $13.2M | 62,436 | +7,309+11.71% | Add |
 DANAHER CORP DEL COMDHR |
| 3.9% | 4.05% | $16.4M | 86,039 | $14.6M | 77,094 | +8,945+11.60% | Add |
 TRANSDIGM GROUP INCTDG |
| 3.8% | 4.23% | $16.0M | 11,996 | $15.2M | 13,155 | -1,159-8.81% | Reduce |
 S&P GLOBAL INCSPGI |
| 3.21% | 3.53% | $13.5M | 33,172 | $12.7M | 29,969 | +3,203+10.69% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.72% | 2.81% | $11.4M | 45,046 | $10.1M | 41,430 | +3,616+8.73% | Add |
 ROPER TECHNOLOGIES INCROP |
| 2.51% | 3.17% | $10.6M | 31,188 | $11.4M | 32,279 | -1,091-3.38% | Reduce |
| SSPROTT ASSET MANAGEMENT LPCEF |
| 1.96% | 2.53% | $8.2M | 204,820 | $9.1M | 191,270 | +13,550+7.08% | Add |
 TEXAS INSTRS INCTXN |
| 1.9% | 1.26% | $8.0M | 26,794 | $4.5M | 23,386 | +3,408+14.57% | Add |
 ABBVIE INCABBV |
| 1.73% | 1.28% | $7.3M | 28,844 | $4.6M | 21,203 | +7,641+36.04% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 1.65% | 1.75% | $6.9M | 117,824 | $6.3M | 105,748 | +12,076+11.42% | Add |
 UNITED PARCEL SVCS INCUPS |
| 1.6% | 1.21% | $6.7M | 62,676 | $4.4M | 44,431 | +18,245+41.06% | Add |
 AMGEN INC COMAMGN |
| 1.53% | 1.34% | $6.4M | 17,735 | $4.8M | 13,752 | +3,983+28.96% | Add |
 PROCTER & GAMBLE COPG |
| 1.44% | 1.22% | $6.1M | 41,401 | $4.4M | 30,533 | +10,868+35.59% | Add |
 HOME DEPOT INCHD |
| 1.41% | 1.05% | $5.9M | 16,810 | $3.8M | 11,569 | +5,241+45.30% | Add |
 PEPSICO INCPEP |
| 1.27% | 1.33% | $5.4M | 39,563 | $4.8M | 30,881 | +8,682+28.11% | Add |
 BROADCOM INCAVGO |
| 1.26% | 0.99% | $5.3M | 14,024 | $3.6M | 11,586 | +2,438+21.04% | Add |
 ETSY INC COMETSY |
| 1.22% | 0.91% | $5.1M | 68,185 | $3.3M | 65,773 | +2,412+3.67% | Add |
 ALLSTATE CORPALL |
| 1.09% | 0.82% | $4.6M | 19,318 | $3.0M | 14,306 | +5,012+35.03% | Add |
 JPMORGAN CHASE & COJPM |
| 1.03% | 0.77% | $4.3M | 13,235 | $2.8M | 9,479 | +3,756+39.62% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.98% | 0.88% | $4.1M | 11,650 | $3.2M | 9,213 | +2,437+26.45% | Add |
 PRICE T ROWE GROUP INC COMTROW |
| 0.96% | 0.48% | $4.0M | 35,516 | $1.7M | 19,156 | +16,360+85.40% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.93% | 0.89% | $3.9M | 7,654 | $3.2M | 5,301 | +2,353+44.39% | Add |
 CHEVRON CORPORATIONCVX |
| 0.93% | 1.01% | $3.9M | 23,470 | $3.7M | 17,669 | +5,801+32.83% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.91% | 0.34% | $3.8M | 5,203 | $1.2M | 2,100 | +3,103+147.76% | Add |
 VAIL RESORTS INCMTN |
| 0.9% | 0.96% | $3.8M | 27,733 | $3.5M | 26,917 | +816+3.03% | Add |
| TTOPBUILD CORBLD |
| 0.9% | 1.01% | $3.8M | 10,634 | $3.6M | 10,334 | +300+2.90% | Add |
| NNVR INCNVR |
| 0.84% | 0.96% | $3.5M | 517 | $3.4M | 523 | -6-1.15% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.82% | — | $3.4M | 15,405 | $0 | 0 | +15,405 | New Buy |
| FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC |
| 0.79% | 1.07% | $3.3M | 64,923 | $3.9M | 65,238 | -315-0.48% | Reduce |
 APPLE INCAAPL |
| 0.68% | 0.7% | $2.9M | 9,941 | $2.5M | 9,920 | +21+0.21% | Add |
 CME GROUP INCCME |
| 0.61% | — | $2.6M | 11,645 | $0 | 0 | +11,645 | New Buy |
 TRAVELERS COSTRV |
| 0.6% | 0.5% | $2.5M | 7,598 | $1.8M | 6,142 | +1,456+23.71% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.51% | 0.65% | $2.1M | 36,871 | $2.3M | 39,954 | -3,083-7.72% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.45% | 0.42% | $1.9M | 21,495 | $1.5M | 16,127 | +5,368+33.29% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.44% | 0.26% | $1.9M | 6,326 | $925,380 | 3,186 | +3,140+98.56% | Add |
 MCDONALDS CORPMCD |
| 0.44% | 0.39% | $1.9M | 6,860 | $1.4M | 4,514 | +2,346+51.97% | Add |
 Genuine Parts Co ComGPC |
| 0.44% | 0.17% | $1.8M | 15,587 | $611,600 | 5,783 | +9,804+169.53% | Add |
| DDICKS SPORTING GOODS INCDKS |
| 0.38% | — | $1.6M | 6,992 | $0 | 0 | +6,992 | New Buy |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.34% | 0.47% | $1.5M | 31,864 | $1.7M | 31,882 | -18-0.06% | Reduce |
 MICROSOFT CORPMSFT |
| 0.33% | 0.38% | $1.4M | 3,732 | $1.4M | 3,655 | +77+2.11% | Add |
| FFIDELITY ETHEREUM FDFETH |
| 0.31% | 0.46% | $1.3M | 83,723 | $1.7M | 80,132 | +3,591+4.48% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.3% | 0.3% | $1.2M | 3,363 | $1.1M | 3,363 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.25% | 0.21% | $1.0M | 2,757 | $774,692 | 2,730 | +27+0.99% | Add |
| SSPDR GOLD TRGLD |
| 0.23% | 0.32% | $983,440 | 2,670 | $1.1M | 2,670 | 00.00% | Unchanged |
