 ALPHABET INCGOOGL |
| 28.19% | 30.35% | $37.9M | 105,950 | $34.3M | 119,450 | -13,500-11.30% | Reduce |
 VISA INCV |
| 16.9% | 17.4% | $22.7M | 66,150 | $19.7M | 65,150 | +1,000+1.53% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 15.44% | 17.55% | $20.7M | 41,450 | $19.9M | 41,450 | 00.00% | Unchanged |
| CCHAIN BRIDGE BANCORP INC CL ACBNA |
| 10.46% | 9.52% | $14.1M | 334,137 | $10.8M | 308,612 | +25,525+8.27% | Add |
 MASTERCARD INCORPORATEDMA |
| 7.3% | 7.99% | $9.8M | 19,100 | $9.0M | 18,100 | +1,000+5.52% | Add |
 HEICO CORP NEWHEI |
| 5.09% | 3.08% | $6.8M | 26,500 | $3.5M | 16,500 | +10,000+60.61% | Add |
 PROGRESSIVE CORPPGR |
| 4.15% | 1.14% | $5.6M | 25,500 | $1.3M | 6,500 | +19,000+292.31% | Add |
 S&P GLOBAL INCSPGI |
| 3.64% | 4.51% | $4.9M | 12,000 | $5.1M | 12,000 | 00.00% | Unchanged |
 INTL GNRL INSURANCE HLDNGS LIGIC |
| 1.57% | 1.19% | $2.1M | 80,400 | $1.3M | 55,400 | +25,000+45.13% | Add |
| RRLI CORPRLI |
| 1.54% | 1.76% | $2.1M | 35,000 | $2.0M | 35,000 | 00.00% | Unchanged |
 MOODYS CORPMCO |
| 1.52% | 1.73% | $2.0M | 4,500 | $2.0M | 4,500 | 00.00% | Unchanged |
 NORTHEAST BK PORTLAND MENBN |
| 1.18% | — | $1.6M | 12,000 | $0 | 0 | +12,000 | New Buy |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 1.12% | 1.27% | $1.5M | 2 | $1.4M | 2 | 00.00% | Unchanged |
| KKINSALE CAP GROUP INCKNSL |
| 0.98% | 1.21% | $1.3M | 4,000 | $1.4M | 4,000 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 0.92% | 0.78% | $1.2M | 7,000 | $884,450 | 7,000 | 00.00% | Unchanged |
