| MKL Markel Group Inc. | 10.55% | 11,290 | $24.3M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.39% | 42,980 | $21.6M | Reduce -1.9% |
| CI The Cigna Group | 7.19% | 60,074 | $16.5M | Reduce -0.1% |
| PH Parker Hannifin Corp. | 7.13% | 18,674 | $16.4M | Reduce -9.4% |
| PHIN Phinia Inc. | 7.08% | 259,902 | $16.3M | Reduce -0.4% |
| VNT Vontier Corp. | 6.94% | 429,346 | $16.0M | Reduce -0.4% |
| DG Dollar General Corp. | 6.81% | 118,003 | $15.7M | Reduce -0.4% |
| AAPL Apple Inc. | 5.16% | 43,698 | $11.9M | Reduce -1.9% |
| HSIC Henry Schein Inc. | 4.46% | 135,757 | $10.3M | Reduce -2.4% |
| HKHHF Heineken Holding NV | 4.38% | 137,553 | $10.1M | Reduce -0.4% |
| LH Labcorp Holdings Inc. | 4.37% | 40,097 | $10.1M | Reduce -0.7% |
| FISV Fiserv Inc. | 2.63% | 90,084 | $6.1M | New |
| KMX Carmax Inc. | 2.46% | 146,248 | $5.7M | Reduce -17.8% |
| ABNB Airbnb Inc. Class A | 2.30% | 38,919 | $5.3M | Add +0.1% |
| DHR Danaher Corp. | 2.24% | 22,558 | $5.2M | Reduce -1.6% |
| BF.B Brown-Forman Corp. Class B | 2.17% | 192,014 | $5.0M | Add +0.3% |
| CHTR Charter Communications Inc. Class A | 2.07% | 22,772 | $4.8M | Reduce -41.1% |
| AXP American Express Co. | 1.97% | 12,251 | $4.5M | Reduce -0.7% |
| LBRDK Liberty Broadband-C | 1.46% | 69,261 | $3.4M | New |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 1.16% | 40,813 | $2.7M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.54% | 4,216 | $1.2M | Reduce -1.4% |
| WMT Walmart Inc. | 0.46% | 9,427 | $1.1M | Reduce -7.0% |
| LLY Eli Lilly & Co. | 0.35% | 750 | $806K | No change |
| MCD McDonald's Corp. | 0.34% | 2,549 | $779K | No change |
| B Barrick Mining Corp. | 0.33% | 17,300 | $753K | No change |
| JNJ Johnson & Johnson | 0.33% | 3,628 | $751K | Reduce -5.8% |
| ABBV Abbvie Inc. | 0.31% | 3,119 | $713K | No change |
| NEM Newmont Corp. | 0.31% | 7,050 | $704K | No change |
| GWW WW Grainger Inc. | 0.30% | 686 | $692K | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.27% | 5,224 | $629K | No change |
| MRK Merck & Co. Inc. | 0.27% | 5,963 | $628K | Reduce -6.7% |
| JPM JPMorgan Chase & Co. | 0.27% | 1,920 | $619K | No change |
| CVX Chevron Corp. | 0.25% | 3,798 | $579K | Reduce -11.6% |
| KO The Coca-Cola Co. | 0.24% | 7,780 | $544K | Reduce -0.4% |
| EMR Emerson Electric Co. | 0.23% | 4,055 | $538K | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.23% | 3,751 | $538K | No change |
| CAT Caterpillar Inc. | 0.22% | 895 | $513K | No change |
| ALL Allstate Corp. | 0.22% | 2,454 | $511K | No change |
| WPM Wheaton Precious Metals Corp. | 0.22% | 4,325 | $508K | No change |
| GLD SPDR Gold Shares | 0.22% | 1,250 | $495K | No change |
| TXN Texas Instruments Inc. | 0.19% | 2,520 | $437K | No change |
| DFAC Dimensional US Core Equity 2 | 0.17% | 10,130 | $401K | Add +0.1% |
| RTX RTX Corp. | 0.17% | 2,165 | $397K | No change |
| SHEL Shell PLC-ADR | 0.16% | 5,100 | $375K | No change |
| MMM 3M Co. | 0.16% | 2,297 | $368K | No change |
| MET Metlife Inc. | 0.16% | 4,645 | $367K | Reduce -1.7% |
| SO The Southern Co. | 0.16% | 4,125 | $360K | Reduce -4.6% |
| PSX Phillips 66 | 0.14% | 2,495 | $322K | Reduce -3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 5,625 | $309K | No change |
| MSFT Microsoft Corp. | 0.13% | 625 | $302K | Reduce -15.0% |
| DUK Duke Energy Corp. | 0.13% | 2,493 | $292K | Reduce -4.8% |
| CSCO Cisco Systems Inc. | 0.13% | 3,780 | $291K | No change |
| VLTO Veralto Corp. | 0.12% | 2,758 | $275K | Reduce -1.9% |
| OKE Oneok Inc. | 0.11% | 3,500 | $257K | No change |
| KMI Kinder Morgan Inc. | 0.10% | 8,497 | $234K | No change |