| AAlphabet Inc Class CGOOG |
| 36.56% | 32.43% | $2.44亿 | 68.9万股 | $1.96亿 | 68.4万股 | +5,178股+0.76% | 加仓 |
 好市多COST |
| 18.99% | 22.3% | $1.27亿 | 13.5万股 | $1.35亿 | 13.5万股 | -160股-0.12% | 减仓 |
 Markel Group Inc.MKL |
| 13.31% | 13.56% | $8,867.8万 | 4.5万股 | $8,204.5万 | 4.3万股 | +2,542股+5.93% | 加仓 |
| FFASTENAL COMFAST |
| 12.39% | 12.57% | $8,257.4万 | 171.9万股 | $7,603.8万 | 163.9万股 | +8.0万股+4.91% | 加仓 |
 马丁玛丽埃塔MLM |
| 11.99% | 12.49% | $7,990.1万 | 13.9万股 | $7,555.7万 | 12.8万股 | +1.0万股+7.95% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 5.59% | 5.91% | $3,724.4万 | 7.4万股 | $3,574.9万 | 7.5万股 | -172股-0.23% | 减仓 |
 谷歌AGOOGL |
| 0.71% | 0.62% | $476.3万 | 1.3万股 | $376.5万 | 1.3万股 | +236股+1.80% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.45% | 0.12% | $299.5万 | 4股 | $71.8万 | 1股 | +3股+300.00% | 加仓 |
