| AAlphabet Inc Class CGOOG |
| 8.03% | — | $4.66亿 | 131.8万股 | $0 | 0股 | +131.8万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 7.82% | 11.51% | $4.53亿 | 90.6万股 | $4.19亿 | 87.5万股 | +3.1万股+3.51% | 加仓 |
 亚马逊AMZN |
| 5.1% | 7.06% | $2.95亿 | 124.0万股 | $2.57亿 | 123.5万股 | +4,337股+0.35% | 加仓 |
 微软MSFT |
| 5.04% | 7.27% | $2.92亿 | 78.3万股 | $2.65亿 | 71.5万股 | +6.8万股+9.50% | 加仓 |
 苹果AAPL |
| 3.64% | 5.04% | $2.11亿 | 73.0万股 | $1.83亿 | 72.3万股 | +7,115股+0.98% | 加仓 |
 迪尔DE |
| 3.51% | 4.96% | $2.03亿 | 32.1万股 | $1.81亿 | 32.1万股 | -496股-0.15% | 减仓 |
 万事达MA |
| 3.45% | — | $2.00亿 | 39.0万股 | $0 | 0股 | +39.0万股 | 新买入 |
 好市多COST |
| 3.03% | — | $1.76亿 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
 优步UBER |
| 2.8% | — | $1.62亿 | 225.0万股 | $0 | 0股 | +225.0万股 | 新买入 |
 Markel Group Inc.MKL |
| 2.71% | 4.23% | $1.57亿 | 8.0万股 | $1.54亿 | 8.0万股 | -125股-0.16% | 减仓 |
 谷歌AGOOGL |
| 2.66% | 3.31% | $1.54亿 | 43.1万股 | $1.20亿 | 41.9万股 | +1.2万股+2.78% | 加仓 |
| FFASTENAL COMFAST |
| 2.58% | 3.97% | $1.49亿 | 311.0万股 | $1.45亿 | 311.6万股 | -6,629股-0.21% | 减仓 |
 TransDigmTDG |
| 2.42% | 3.27% | $1.40亿 | 10.5万股 | $1.19亿 | 10.3万股 | +2,503股+2.43% | 加仓 |
 AON SHS CL AAON |
| 2.29% | — | $1.33亿 | 40.1万股 | $0 | 0股 | +40.1万股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 2.17% | — | $1.26亿 | 130.6万股 | $0 | 0股 | +130.6万股 | 新买入 |
 马丁玛丽埃塔MLM |
| 2.16% | 3.54% | $1.25亿 | 21.7万股 | $1.29亿 | 21.9万股 | -2,000股-0.91% | 减仓 |
 宣伟SHW |
| 2.16% | 3.26% | $1.25亿 | 36.3万股 | $1.19亿 | 37.0万股 | -7,005股-1.89% | 减仓 |
| CCOMPAGNIE FINANCIERE A FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHSCFRUY |
| 2.06% | 2.54% | $1.20亿 | 517.5万股 | $9,240.2万 | 522.9万股 | -5.4万股-1.04% | 减仓 |
 标普全球SPGI |
| 2.01% | — | $1.17亿 | 28.6万股 | $0 | 0股 | +28.6万股 | 新买入 |
 林德LIN |
| 1.93% | 2.88% | $1.12亿 | 21.5万股 | $1.05亿 | 21.1万股 | +3,905股+1.85% | 加仓 |
 加拿大国家铁路CNI |
| 1.93% | 2.69% | $1.12亿 | 93.7万股 | $9,807.3万 | 95.4万股 | -1.7万股-1.82% | 减仓 |
 FERRARI COMRACE |
| 1.92% | — | $1.11亿 | 29.9万股 | $0 | 0股 | +29.9万股 | 新买入 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.84% | — | $1.07亿 | 24.3万股 | $0 | 0股 | +24.3万股 | 新买入 |
 NETFLIXNFLX |
| 1.81% | — | $1.05亿 | 147.3万股 | $0 | 0股 | +147.3万股 | 新买入 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 1.62% | 2.57% | $9,397.7万 | 209.5万股 | $9,349.0万 | 210.9万股 | -1.4万股-0.66% | 减仓 |
| LLONDON STK EXCHANGE GR FSPONSORED ADR 1 ADR REP 0.25 ORD SHSLSEGY |
| 1.56% | 2.58% | $9,067.3万 | 335.1万股 | $9,399.9万 | 315.1万股 | +20.0万股+6.34% | 加仓 |
 台积电TSM |
| 1.54% | 0.48% | $8,909.3万 | 18.7万股 | $1,758.8万 | 5.2万股 | +13.5万股+258.46% | 加仓 |
 梅特勒托利多MTD |
| 1.53% | 1.84% | $8,880.5万 | 7.0万股 | $6,714.0万 | 5.3万股 | +1.6万股+30.58% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.4% | 2.11% | $8,087.6万 | 108股 | $7,684.1万 | 107股 | +1股+0.93% | 加仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 0.87% | 2.32% | $5,058.4万 | 49.3万股 | $8,465.8万 | 85.4万股 | -36.2万股-42.34% | 减仓 |
 美国运通AXP |
| 0.75% | 1.07% | $4,372.5万 | 12.9万股 | $3,906.4万 | 12.9万股 | +121股+0.09% | 加仓 |
 宝洁PG |
| 0.67% | 1.01% | $3,864.5万 | 26.4万股 | $3,670.5万 | 25.4万股 | +9,422股+3.71% | 加仓 |
 默沙东MRK |
| 0.65% | — | $3,743.5万 | 29.1万股 | $0 | 0股 | +29.1万股 | 新买入 |
 COPART COMCPRT |
| 0.58% | 1.43% | $3,383.3万 | 120.0万股 | $5,194.6万 | 156.5万股 | -36.4万股-23.29% | 减仓 |
 特灵科技TT |
| 0.5% | 0.68% | $2,925.1万 | 6.0万股 | $2,491.2万 | 6.0万股 | -224股-0.37% | 减仓 |
 礼来LLY |
| 0.47% | 0.26% | $2,731.6万 | 2.3万股 | $929.1万 | 1.0万股 | +1.3万股+125.46% | 加仓 |
 强生JNJ |
| 0.46% | 0.7% | $2,654.7万 | 10.5万股 | $2,538.1万 | 10.4万股 | +692股+0.67% | 加仓 |
 英伟达NVDA |
| 0.43% | 0.58% | $2,517.3万 | 12.6万股 | $2,116.2万 | 12.1万股 | +4,468股+3.68% | 加仓 |
 摩根大通JPM |
| 0.41% | — | $2,367.4万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 阿斯麦ASML |
| 0.34% | 0.38% | $1,990.0万 | 1.0万股 | $1,388.5万 | 1.1万股 | -509股-4.84% | 减仓 |
 VisaV |
| 0.33% | 0.47% | $1,937.8万 | 5.6万股 | $1,716.0万 | 5.7万股 | -295股-0.52% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.33% | — | $1,919.9万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 多佛DOV |
| 0.3% | 0.44% | $1,731.8万 | 7.7万股 | $1,609.5万 | 7.7万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.27% | 0.53% | $1,581.5万 | 11.6万股 | $1,914.4万 | 11.3万股 | +2,837股+2.51% | 加仓 |
 艾伯维ABBV |
| 0.27% | — | $1,537.2万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.3% | $1,425.4万 | 1.9万股 | $1,099.5万 | 1.7万股 | +2,181股+12.90% | 加仓 |
| T赛默飞世尔TMO |
| 0.22% | 0.34% | $1,256.5万 | 2.5万股 | $1,221.1万 | 2.5万股 | +219股+0.88% | 加仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 0.2% | 0.28% | $1,181.6万 | 18.1万股 | $1,008.9万 | 18.5万股 | -4,067股-2.19% | 减仓 |
 可口可乐KO |
| 0.2% | 0.31% | $1,172.2万 | 14.4万股 | $1,113.4万 | 14.6万股 | -2,180股-1.49% | 减仓 |
 联合太平洋铁路UNP |
| 0.2% | 0.27% | $1,145.6万 | 4.2万股 | $992.5万 | 4.1万股 | +1,210股+2.96% | 加仓 |
