 伯克希尔哈撒韦BRK.B |
| 24.31% | 24.5% | $5,243.7万 | 10.5万股 | $5,028.2万 | 10.5万股 | -137股-0.13% | 减仓 |
 Markel Group Inc.MKL |
| 13.8% | 14.21% | $2,976.8万 | 1.5万股 | $2,917.4万 | 1.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 7.73% | 6.56% | $1,667.8万 | 4.7万股 | $1,347.0万 | 4.7万股 | -175股-0.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.49% | 3.88% | $969.2万 | 2.7万股 | $795.5万 | 2.8万股 | -300股-1.08% | 减仓 |
| IImperial Metals CorpIPMLF |
| 3.52% | 4.7% | $759.0万 | 173.3万股 | $964.3万 | 173.4万股 | -1,500股-0.09% | 减仓 |
 PHILIP MORRIS INTLPM |
| 3.27% | 3.14% | $706.1万 | 3.9万股 | $645.3万 | 3.9万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 2.71% | 2.75% | $585.5万 | 2.3万股 | $563.5万 | 2.3万股 | +1股+0.00% | 加仓 |
 微软MSFT |
| 2.52% | 2.63% | $543.4万 | 1.5万股 | $539.3万 | 1.5万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 2.46% | 2.63% | $530.2万 | 2.8万股 | $539.0万 | 2.8万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 2.2% | 1.99% | $474.5万 | 1.7万股 | $409.0万 | 1.7万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 2.08% | 1.89% | $449.1万 | 1.8万股 | $388.4万 | 1.8万股 | -10股-0.06% | 减仓 |
 高盛GS |
| 1.92% | 1.7% | $414.7万 | 4,100股 | $348.1万 | 4,115股 | -15股-0.36% | 减仓 |
 穆迪MCO |
| 1.56% | 1.58% | $336.4万 | 7,427股 | $324.0万 | 7,427股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.52% | 1.6% | $327.8万 | 2.2万股 | $329.0万 | 2.2万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.45% | 1.43% | $312.1万 | 3.8万股 | $292.8万 | 3.9万股 | -100股-0.26% | 减仓 |
 通用动力GD |
| 1.36% | 1.39% | $293.7万 | 8,291股 | $284.7万 | 8,295股 | -4股-0.05% | 减仓 |
 麦当劳MCD |
| 1.29% | 1.56% | $277.7万 | 1.0万股 | $319.3万 | 1.0万股 | +1股+0.01% | 加仓 |
 摩根大通JPM |
| 1.28% | 1.21% | $275.7万 | 8,422股 | $247.7万 | 8,422股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 1.18% | 1.18% | $255.3万 | 1.4万股 | $241.3万 | 573股 | +1.4万股+2,400.00% | 加仓 |
 AFFILIATED MANAGERSAMG |
| 1.01% | 0.87% | $218.3万 | 6,452股 | $178.5万 | 6,452股 | 00.00% | 持仓不变 |
 梅特勒托利多MTD |
| 1.01% | 1.04% | $217.2万 | 1,700股 | $214.4万 | 1,700股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 1% | 1.05% | $214.7万 | 2.2万股 | $216.0万 | 2.2万股 | -105股-0.47% | 减仓 |
 百事可乐PEP |
| 0.97% | 1.18% | $209.6万 | 1.5万股 | $241.5万 | 1.6万股 | -71股-0.46% | 减仓 |
 W.R.伯克利WRB |
| 0.96% | 0.95% | $207.8万 | 2.9万股 | $195.3万 | 2.9万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.91% | 0.86% | $197.3万 | 5,832股 | $176.4万 | 5,832股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 0.85% | 0.96% | $183.5万 | 3,486股 | $196.2万 | 3,491股 | -5股-0.14% | 减仓 |
 CSX铁路CSX |
| 0.83% | 0.75% | $178.6万 | 3.8万股 | $154.6万 | 3.8万股 | -75股-0.20% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.76% | 0.77% | $163.4万 | 2.0万股 | $157.4万 | 2.0万股 | 00.00% | 持仓不变 |
 CREDIT ACCEP MICHCACC |
| 0.75% | 0.52% | $160.8万 | 2,525股 | $106.9万 | 2,525股 | 00.00% | 持仓不变 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.63% | 0.55% | $135.0万 | 1.6万股 | $113.6万 | 1.6万股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 0.62% | 0.67% | $134.3万 | 5.0万股 | $138.3万 | 5.0万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.62% | 0.55% | $134.0万 | 3,144股 | $112.5万 | 3,144股 | 00.00% | 持仓不变 |
 MOHAWK INDSMHK |
| 0.55% | 0.47% | $119.5万 | 9,852股 | $97.0万 | 9,852股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.54% | 0.49% | $117.2万 | 2.1万股 | $101.1万 | 2.1万股 | -175股-0.84% | 减仓 |
 亚马逊AMZN |
| 0.51% | 0.47% | $109.9万 | 4,612股 | $96.1万 | 4,612股 | 00.00% | 持仓不变 |
 JEFFERIES FINANCIAL INJEF |
| 0.44% | 0.56% | $95.4万 | 1.9万股 | $114.5万 | 1.8万股 | +600股+3.25% | 加仓 |
 LOWES COS COMLOW |
| 0.41% | 0.46% | $88.8万 | 4,026股 | $95.1万 | 4,026股 | 00.00% | 持仓不变 |
 加拿大国家铁路CNI |
| 0.4% | 0.36% | $85.4万 | 7,161股 | $73.6万 | 7,161股 | 00.00% | 持仓不变 |
| HHOWARD HUGHES CORPHHC* |
| 0.39% | 0.36% | $83.6万 | 1.2万股 | $74.0万 | 1.2万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.38% | 0.4% | $82.8万 | 4,348股 | $82.4万 | 4,348股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.37% | 0.44% | $79.2万 | 8,730股 | $89.6万 | 8,730股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 0.36% | 0.33% | $78.6万 | 9,401股 | $67.1万 | 9,401股 | 00.00% | 持仓不变 |
 波音BA |
| 0.35% | 0.34% | $75.7万 | 3,495股 | $69.6万 | 3,495股 | 00.00% | 持仓不变 |
 Everest再保险EG |
| 0.32% | 0.31% | $70.0万 | 1,960股 | $64.1万 | 1,960股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.28% | 0.28% | $59.3万 | 1,155股 | $57.7万 | 1,155股 | 00.00% | 持仓不变 |
 永利度假村WYNN |
| 0.26% | 0.29% | $56.4万 | 5,811股 | $59.0万 | 5,811股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.23% | 0.24% | $49.2万 | 3,358股 | $48.5万 | 3,358股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.21% | 0.22% | $44.5万 | 790股 | $45.2万 | 790股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.2% | 0.19% | $43.4万 | 1,500股 | $38.1万 | 1,500股 | 00.00% | 持仓不变 |
 LEIDOS COMLDOS |
| 0.2% | 0.31% | $42.3万 | 4,110股 | $63.9万 | 4,110股 | 00.00% | 持仓不变 |
