 伯克希尔哈撒韦BRK.B |
| 66.84% | 68.25% | $24.28亿 | 485.3万股 | $23.45亿 | 489.4万股 | -4.1万股-0.85% | 减仓 |
| AALPHABET INC CLASS CGOOG |
| 6.49% | 5.76% | $2.36亿 | 66.8万股 | $1.98亿 | 69.0万股 | -2.3万股-3.28% | 减仓 |
 布鲁克菲尔德BN |
| 5.16% | 5.16% | $1.88亿 | 440.3万股 | $1.77亿 | 438.0万股 | +2.3万股+0.53% | 加仓 |
 Markel Group Inc.MKL |
| 4.26% | 4.28% | $1.55亿 | 7.9万股 | $1.47亿 | 7.7万股 | +2,323股+3.02% | 加仓 |
 AERCAP SHSAER |
| 3.24% | 3.26% | $1.18亿 | 80.8万股 | $1.12亿 | 81.8万股 | -9,788股-1.20% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 2.54% | 2.42% | $9,228.9万 | 4.4万股 | $8,305.4万 | 4.4万股 | +285股+0.65% | 加仓 |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 2.38% | 1.98% | $8,648.7万 | 292.8万股 | $6,791.5万 | 294.3万股 | -1.5万股-0.50% | 减仓 |
 LKQLKQ |
| 1.37% | 1.64% | $4,966.9万 | 188.6万股 | $5,630.5万 | 191.7万股 | -3.1万股-1.60% | 减仓 |
 亚马逊AMZN |
| 1.35% | 1.24% | $4,911.2万 | 20.6万股 | $4,250.5万 | 20.4万股 | +1,970股+0.97% | 加仓 |
 CIMPRESSCMPR |
| 1.32% | 1% | $4,805.2万 | 47.2万股 | $3,441.7万 | 47.1万股 | +1,019股+0.22% | 加仓 |
 迪士尼DIS |
| 1.19% | 1.23% | $4,332.9万 | 45.0万股 | $4,226.6万 | 43.9万股 | +1.2万股+2.65% | 加仓 |
 HERSHEY COMHSY |
| 0.99% | 1.16% | $3,601.5万 | 20.5万股 | $3,997.9万 | 19.2万股 | +1.3万股+6.74% | 加仓 |
 JEFFERIES FINANCIAL INJEF |
| 0.94% | 0.82% | $3,428.2万 | 68.6万股 | $2,807.1万 | 68.0万股 | +5,739股+0.84% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.58% | 0.61% | $2,096.8万 | 28股 | $2,082.6万 | 29股 | -1股-3.45% | 减仓 |
 WAYFAIRW |
| 0.43% | 0.37% | $1,562.1万 | 16.9万股 | $1,263.1万 | 16.8万股 | +1,077股+0.64% | 加仓 |
 苹果AAPL |
| 0.19% | 0.17% | $678.2万 | 2.3万股 | $585.6万 | 2.3万股 | +366股+1.59% | 加仓 |
| FFAIRFAX FINL HLDGS LTD SUB VTG ISIN #CA3039011026 SEDOL #2566351FRFHF |
| 0.09% | 0.01% | $325.4万 | 1,979股 | $37.2万 | 219股 | +1,760股+803.65% | 加仓 |
 微软MSFT |
| 0.06% | 0.07% | $232.4万 | 6,229股 | $225.0万 | 6,079股 | +150股+2.47% | 加仓 |
 卡特彼勒CAT |
| 0.05% | 0.04% | $182.8万 | 1,717股 | $121.6万 | 1,717股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.04% | 0.04% | $140.7万 | 3,885股 | $136.7万 | 3,885股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.04% | 0.03% | $131.6万 | 3,683股 | $105.9万 | 3,683股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.04% | 0.02% | $129.0万 | 5,050股 | $68.7万 | 5,050股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.03% | 0.03% | $124.4万 | 1,230股 | $104.1万 | 1,230股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.03% | 0.02% | $111.7万 | 2,990股 | $84.8万 | 2,990股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.03% | 0.02% | $105.9万 | 901股 | $78.6万 | 901股 | 00.00% | 持仓不变 |
| TTRUPANIONTRUP |
| 0.03% | 0.03% | $99.3万 | 4.0万股 | $104.2万 | 4.1万股 | -620股-1.52% | 减仓 |
 特斯拉TSLA |
| 0.03% | 0.03% | $98.8万 | 2,350股 | $92.9万 | 2,500股 | -150股-6.00% | 减仓 |
| IiShares安硕信托XT |
| 0.02% | 0.02% | $72.7万 | 8,800股 | $60.0万 | 8,800股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.02% | 0.02% | $72.1万 | 965股 | $62.8万 | 965股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.02% | 0.02% | $68.6万 | 1.2万股 | $58.7万 | 1.2万股 | +6股+0.05% | 加仓 |
 雷神技术RTX |
| 0.02% | 0.02% | $66.2万 | 3,489股 | $67.3万 | 3,489股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.02% | 0.01% | $61.6万 | 3,077股 | $36.9万 | 2,117股 | +960股+45.35% | 加仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.02% | 0.02% | $58.9万 | 1.3万股 | $57.6万 | 1.3万股 | +175股+1.35% | 加仓 |
 联合健康UNH |
| 0.01% | 0.01% | $46.6万 | 1,122股 | $33.3万 | 1,232股 | -110股-8.93% | 减仓 |
| BBiglari Holdings |
| 0.01% | 0.01% | $41.2万 | 967股 | $31.9万 | 967股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.01% | 0.01% | $38.0万 | 7,920股 | $36.7万 | 7,920股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.01% | 0.01% | $37.0万 | 4,483股 | $35.1万 | 4,413股 | +70股+1.59% | 加仓 |
 优步UBER |
| 0.01% | 0.01% | $35.1万 | 4,865股 | $35.0万 | 4,860股 | +5股+0.10% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.01% | 0.01% | $33.2万 | 9,800股 | $28.5万 | 9,800股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.01% | 0.01% | $31.3万 | 957股 | $28.1万 | 956股 | +1股+0.10% | 加仓 |
 波音BA |
| 0.01% | 0.01% | $31.3万 | 1,445股 | $28.8万 | 1,445股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.01% | 0.01% | $30.1万 | 961股 | $35.4万 | 993股 | -32股-3.22% | 减仓 |
 ILLINOIS TOOLITW |
| 0.01% | 0.01% | $29.8万 | 1,100股 | $28.6万 | 1,100股 | 00.00% | 持仓不变 |
 奎斯特诊断DGX |
| 0.01% | 0.01% | $27.6万 | 1,300股 | $25.5万 | 1,300股 | 00.00% | 持仓不变 |
 Citizens金融CFG |
| 0.01% | 0.01% | $26.6万 | 3,800股 | $22.8万 | 3,800股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 0.01% | — | $24.4万 | 3,881股 | $0 | 0股 | +3,881股 | 新买入 |
| HHUDBAY MINERALSHBM |
| 0.01% | — | $23.5万 | 9,940股 | $0 | 0股 | +9,940股 | 新买入 |
 泛林集团LRCX |
| 0.01% | — | $21.7万 | 500股 | $0 | 0股 | +500股 | 新买入 |
| TTREKOR METALS LTDTGB |
| 0.01% | — | $21.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 雪佛龙CVX |
| 0.01% | 0.01% | $20.7万 | 1,250股 | $27.9万 | 1,350股 | -100股-7.41% | 减仓 |
