 ALPHABET INCGOOGL |
| 6.45% | 6.34% | $25.7M | 71,952 | $21.3M | 73,922 | -1,970-2.66% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 5.9% | 6.56% | $23.5M | 46,971 | $22.0M | 45,873 | +1,098+2.39% | Add |
 CORNING INCGLW |
| 5.04% | 3.57% | $20.1M | 78,634 | $12.0M | 87,965 | -9,331-10.61% | Reduce |
 APPLE INCAAPL |
| 4.49% | 4.8% | $17.9M | 61,779 | $16.1M | 63,367 | -1,588-2.51% | Reduce |
 MICROSOFT CORPMSFT |
| 3.58% | 3.92% | $14.3M | 38,209 | $13.1M | 35,487 | +2,722+7.67% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.26% | 2.19% | $13.0M | 30,104 | $7.3M | 44,709 | -14,605-32.67% | Reduce |
 ASML HLDG NVASML |
| 3.18% | 2.67% | $12.7M | 6,367 | $8.9M | 6,765 | -398-5.88% | Reduce |
| EEVERUS CONSTR GROUPECG |
| 3.1% | 2.71% | $12.4M | 74,538 | $9.1M | 76,815 | -2,277-2.96% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 2.52% | 2.18% | $10.0M | 27,116 | $7.3M | 22,742 | +4,374+19.23% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.47% | 2.6% | $9.8M | 38,698 | $8.7M | 35,653 | +3,045+8.54% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.46% | 2.31% | $9.8M | 49,009 | $7.7M | 44,430 | +4,579+10.31% | Add |
| AAlphabet Inc Class CGOOG |
| 2.26% | 2.29% | $9.0M | 25,451 | $7.7M | 26,768 | -1,317-4.92% | Reduce |
 VISA INCV |
| 2.14% | 2.15% | $8.5M | 24,902 | $7.2M | 23,821 | +1,081+4.54% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.1% | 1.96% | $8.3M | 16,653 | $6.6M | 13,336 | +3,317+24.87% | Add |
 Markel Group Inc.MKL |
| 1.93% | 2.03% | $7.7M | 3,940 | $6.8M | 3,562 | +378+10.61% | Add |
 AMGEN INC COMAMGN |
| 1.92% | 2.13% | $7.7M | 21,171 | $7.2M | 20,322 | +849+4.18% | Add |
 MDU RES GROUP INCMDU |
| 1.85% | 2.17% | $7.4M | 348,073 | $7.3M | 350,713 | -2,640-0.75% | Reduce |
 MERCK & CO INCMRK |
| 1.85% | 2.13% | $7.4M | 57,439 | $7.1M | 59,197 | -1,758-2.97% | Reduce |
 FRANCO NEV CORPFNV |
| 1.76% | 2.5% | $7.0M | 33,589 | $8.4M | 33,878 | -289-0.85% | Reduce |
| EESAB CORPORATIONESAB |
| 1.63% | 1.58% | $6.5M | 65,729 | $5.3M | 54,814 | +10,915+19.91% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.61% | 2.07% | $6.4M | 6,866 | $7.0M | 6,978 | -112-1.61% | Reduce |
| QQUALCOMM INCQCOM |
| 1.6% | 1.25% | $6.4M | 34,418 | $4.2M | 32,554 | +1,864+5.73% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.54% | 0.93% | $6.2M | 10,591 | $3.1M | 15,393 | -4,802-31.20% | Reduce |
 ONEOK INC NEWOKE |
| 1.48% | 1.74% | $5.9M | 67,843 | $5.8M | 64,551 | +3,292+5.10% | Add |
 DEERE & CODE |
| 1.45% | 1.4% | $5.8M | 9,130 | $4.7M | 8,357 | +773+9.25% | Add |
 JPMORGAN CHASE & COJPM |
| 1.44% | 1.41% | $5.7M | 17,496 | $4.7M | 16,083 | +1,413+8.79% | Add |
 BUILDERS FIRSTSOURCE INCLEN |
| 1.37% | — | $5.4M | 60,904 | $0 | 0 | +60,904 | New Buy |
 ATLANTA BRAVES HLDGS INC COM SER ABATRA |
| 1.37% | 1.27% | $5.4M | 96,702 | $4.3M | 90,177 | +6,525+7.24% | Add |
| AAmentum Holdings Inc. Ordinary SharesAMTM |
| 1.3% | 1.59% | $5.2M | 250,185 | $5.3M | 203,910 | +46,275+22.69% | Add |
 FIDELITY NATL FINL INCFNF |
| 1.19% | 1.43% | $4.7M | 100,489 | $4.8M | 103,338 | -2,849-2.76% | Reduce |
| KKNIFE RIVER CORPKNF |
| 1.17% | 1.35% | $4.7M | 55,618 | $4.5M | 55,524 | +94+0.17% | Add |
| GGOLDMAN SACHS ETF TRUST HEDGE IND VIP ETFGVIP |
| 1.14% | 0.7% | $4.6M | 24,163 | $2.4M | 16,151 | +8,012+49.61% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.12% | 0.93% | $4.5M | 23,460 | $3.1M | 23,350 | +110+0.47% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 1.09% | 1.13% | $4.3M | 50,029 | $3.8M | 48,390 | +1,639+3.39% | Add |
 MCDONALDS CORPMCD |
| 1.07% | 1.2% | $4.3M | 15,790 | $4.0M | 12,928 | +2,862+22.14% | Add |
 AMAZON COM INCAMZN |
| 1% | 1.09% | $4.0M | 16,722 | $3.7M | 17,608 | -886-5.03% | Reduce |
 META PLATFORMS INCMETA |
| 0.97% | 1.19% | $3.8M | 6,829 | $4.0M | 6,987 | -158-2.26% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.96% | 0.58% | $3.8M | 5,000 | $2.0M | 5,020 | -20-0.40% | Reduce |
| QQXO INCQXO |
| 0.94% | 0.67% | $3.7M | 215,998 | $2.2M | 115,142 | +100,856+87.59% | Add |
 WALMART INCWMT |
| 0.9% | 1.19% | $3.6M | 31,745 | $4.0M | 31,970 | -225-0.70% | Reduce |
 ELI LILLY & COLLY |
| 0.78% | 0.71% | $3.1M | 2,587 | $2.4M | 2,601 | -14-0.54% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.71% | 0.88% | $2.8M | 29,344 | $3.0M | 23,613 | +5,731+24.27% | Add |
| DDIMENSIONAL ETF TRUSTDFSV |
| 0.66% | 0.7% | $2.6M | 67,407 | $2.3M | 66,770 | +637+0.95% | Add |
 UNITED RENTALS INCURI |
| 0.55% | 0.42% | $2.2M | 1,933 | $1.4M | 1,943 | -10-0.51% | Reduce |
| GGOLDMAN SACHS ETF TRGBIL |
| 0.5% | — | $2.0M | 20,023 | $0 | 0 | +20,023 | New Buy |
| VVANGUARD INSTL INDEX FDVBIL |
| 0.47% | 0.08% | $1.9M | 24,783 | $253,966 | 3,357 | +21,426+638.25% | Add |
 FEDEX CORPFDX |
| 0.45% | 0.46% | $1.8M | 5,776 | $1.6M | 4,354 | +1,422+32.66% | Add |
 NVENT ELECTRIC PLCNVT |
| 0.43% | 0.41% | $1.7M | 10,070 | $1.4M | 11,575 | -1,505-13.00% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.42% | 0.43% | $1.7M | 2,239 | $1.4M | 2,224 | +15+0.67% | Add |
 SERVICENOW INCNOW |
| 0.41% | 0.51% | $1.6M | 16,420 | $1.7M | 16,420 | 00.00% | Unchanged |
