 BERKSHIRE HATHAWAY INC DELBRK.B |
| 5.92% | 6.3% | $14.9M | 29,748 | $14.1M | 29,390 | +358+1.22% | Add |
| IISHARES GOLD TRIAU |
| 5.34% | 6.95% | $13.4M | 177,738 | $15.5M | 176,200 | +1,538+0.87% | Add |
 Markel Group Inc.MKL |
| 5.3% | 5.71% | $13.3M | 6,818 | $12.8M | 6,667 | +151+2.26% | Add |
 AMPHENOL CORPAPH |
| 5.18% | 4.13% | $13.0M | 73,801 | $9.2M | 73,029 | +772+1.06% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 5.15% | 6.11% | $12.9M | 13,828 | $13.7M | 13,699 | +129+0.94% | Add |
 CHUBB LIMITEDCB |
| 4.43% | 4.74% | $11.1M | 32,662 | $10.6M | 32,506 | +156+0.48% | Add |
 APPLE INCAAPL |
| 3.9% | 3.6% | $9.8M | 33,857 | $8.0M | 31,674 | +2,183+6.89% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.65% | 3.45% | $9.2M | 45,857 | $7.7M | 44,267 | +1,590+3.59% | Add |
 AMETEK INC COMAME |
| 3.3% | 3.3% | $8.3M | 34,264 | $7.4M | 34,392 | -128-0.37% | Reduce |
 HUBBELL INCHUBB |
| 3.29% | 3.2% | $8.3M | 15,801 | $7.2M | 14,596 | +1,205+8.26% | Add |
| VVANGUARD INTL EQUITY INDEX FVPL |
| 3.23% | 3.17% | $8.1M | 70,149 | $7.1M | 72,425 | -2,276-3.14% | Reduce |
 ASML HLDG NVASML |
| 3.19% | 2.4% | $8.0M | 4,033 | $5.4M | 4,069 | -36-0.88% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 3.16% | 2.76% | $7.9M | 56,503 | $6.2M | 42,489 | +14,014+32.98% | Add |
 GRACO INCGGG |
| 3.08% | — | $7.7M | 102,263 | $0 | 0 | +102,263 | New Buy |
| VVANGUARD FTSEVEA |
| 2.94% | 3.07% | $7.4M | 103,708 | $6.9M | 107,114 | -3,406-3.18% | Reduce |
 HOME DEPOT INCHD |
| 2.21% | 1.52% | $5.6M | 15,766 | $3.4M | 10,339 | +5,427+52.49% | Add |
 PALO ALTOPANW |
| 2.17% | 1.55% | $5.4M | 15,977 | $3.5M | 21,583 | -5,606-25.97% | Reduce |
 WESCO INTL INCWCC |
| 2.04% | 1.86% | $5.1M | 14,874 | $4.2M | 15,182 | -308-2.03% | Reduce |
 MICROSOFT CORPMSFT |
| 1.83% | 1.95% | $4.6M | 12,360 | $4.4M | 11,767 | +593+5.04% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.82% | — | $4.6M | 9,599 | $0 | 0 | +9,599 | New Buy |
 WHITE MTNS INS GROUP LTDWTM |
| 1.77% | 1.51% | $4.4M | 2,146 | $3.4M | 1,535 | +611+39.80% | Add |
| SSPROTT PHYSICAL SILVER ESLVR |
| 1.67% | 2.45% | $4.2M | 222,527 | $5.5M | 224,780 | -2,253-1.00% | Reduce |
 BROADCOM INCAVGO |
| 1.65% | — | $4.2M | 10,989 | $0 | 0 | +10,989 | New Buy |
| AAURA BIOSCIENCES INCAURA |
| 1.53% | 1.59% | $3.8M | 540,395 | $3.6M | 532,495 | +7,900+1.48% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 1.52% | 1.01% | $3.8M | 6,207 | $2.3M | 5,736 | +471+8.21% | Add |
 OTIS WORLDWIDEOTIS |
| 1.44% | — | $3.6M | 50,700 | $0 | 0 | +50,700 | New Buy |
 AMAZON COM INCAMZN |
| 1.41% | 1.62% | $3.6M | 14,912 | $3.6M | 17,363 | -2,451-14.12% | Reduce |
 ALPHABET INCGOOGL |
| 1.38% | 1.24% | $3.5M | 9,724 | $2.8M | 9,623 | +101+1.05% | Add |
| FFASTENAL CO COMFAST |
| 1.22% | 1.83% | $3.1M | 63,946 | $4.1M | 88,166 | -24,220-27.47% | Reduce |
 GE VERNOVA INCGEV |
| 1.21% | 0.12% | $3.0M | 2,593 | $261,870 | 300 | +2,293+764.33% | Add |
 EATON CORP PLCETN |
| 1.13% | — | $2.8M | 6,640 | $0 | 0 | +6,640 | New Buy |
| IISHARES TRITOT |
| 1.05% | 1.07% | $2.6M | 16,028 | $2.4M | 16,833 | -805-4.78% | Reduce |
 NUTRIEN LTDNTR |
| 1.01% | 0.94% | $2.5M | 40,471 | $2.1M | 27,791 | +12,680+45.63% | Add |
 DANAHER CORP DEL COMDHR |
| 0.91% | — | $2.3M | 11,979 | $0 | 0 | +11,979 | New Buy |
 VANECK ETF TRUSTSMH |
| 0.87% | 0.68% | $2.2M | 3,330 | $1.5M | 3,980 | -650-16.33% | Reduce |
| IISHARES TRGJS |
| 0.81% | 0.94% | $2.0M | 89,500 | $2.1M | 91,250 | -1,750-1.92% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.76% | 0.77% | $1.9M | 2,569 | $1.7M | 2,632 | -63-2.39% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.67% | 0.61% | $1.7M | 4,571 | $1.4M | 4,235 | +336+7.93% | Add |
 HOWARD HUGHES HOLDINGS INCHHH |
| 0.63% | — | $1.6M | 22,233 | $0 | 0 | +22,233 | New Buy |
| IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.59% | 0.93% | $1.5M | 14,460 | $2.1M | 26,332 | -11,872-45.09% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.52% | $1.4M | 4,020 | $1.2M | 4,020 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 0.5% | 0.49% | $1.3M | 1,692 | $1.1M | 1,692 | 00.00% | Unchanged |
 CELESTICA INCCLS |
| 0.46% | 0.45% | $1.2M | 3,189 | $1.0M | 3,565 | -376-10.55% | Reduce |
| NNVR INCNVR |
| 0.45% | 0.51% | $1.1M | 165 | $1.1M | 172 | -7-4.07% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.43% | — | $1.1M | 12,452 | $0 | 0 | +12,452 | New Buy |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.3% | 0.32% | $748,850 | 1 | $718,140 | 1 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.28% | 0.28% | $699,878 | 1,664 | $617,477 | 1,661 | +3+0.18% | Add |
 ADOBE INC COMADBE |
| 0.26% | 0.35% | $656,064 | 3,200 | $777,856 | 3,200 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLE |
| 0.24% | 4.1% | $603,701 | 11,367 | $9.2M | 149,652 | -138,285-92.40% | Reduce |
| MMATSON INC COM NPVMATX |
| 0.22% | 0.14% | $561,312 | 2,920 | $319,683 | 1,950 | +970+49.74% | Add |
