Location: Pittsburgh, PA
CIK: 0001056827 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 7, 2026
Total Value: $981M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 628,422 | $233M | 23.7% | $370.17 | $28.04 | +1220.3% | COM | 594918104 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 274 | $197M | 20.1% | $718140.00 | $608601.20 | +18.0% | CL A | 084670108 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 368,685 | $177M | 18.0% | $479.20 | $159.47 | +200.5% | CL B NEW | 084670702 |
| JNJ | JOHNSON & JOHNSON | 320,096 | $78.24M | 8.0% | $244.44 | $61.71 | +296.1% | COM | 478160104 |
| MCO | MOODYS CORP | 144,120 | $62.87M | 6.4% | $436.25 | $55.96 | +679.6% | COM | 615369105 |
| PG | PROCTER & GAMBLE CO | 353,180 | $51.01M | 5.2% | $144.44 | $58.90 | +145.2% | COM | 742718109 |
| GOOG | ALPHABET INC | 92,935 | $26.66M | 2.7% | $286.86 | $109.24 | +162.6% | CAP STK CL C | 02079K107 |
| UNP | UNION PAC CORP | 66,792 | $16.21M | 1.7% | $242.62 | $135.94 | +78.5% | COM | 907818108 |
| AAPL | APPLE INC | 58,401 | $14.82M | 1.5% | $253.79 | $92.69 | +173.8% | COM | 037833100 |
| APD | AIR PRODUCTS AND CHEMICALS I | 50,604 | $14.7M | 1.5% | $290.49 | $194.14 | +49.6% | COM | 009158106 |
| FAST | FASTENAL CO | 263,274 | $12.22M | 1.2% | $46.40 | $39.71 | +16.9% | COM | 311900104 |
| ASML | ASML HLDG NV | 7,797 | $10.3M | 1.0% | $1320.85 | $943.48 | +40.0% | N Y REGISTRY SHS | N07059210 |
| KO | COCA COLA CO | 129,057 | $9.815M | 1.0% | $76.05 | $29.79 | +155.3% | COM | 191216100 |
| MDT | MEDTRONIC PLC | 99,609 | $8.631M | 0.9% | $86.65 | $68.80 | +25.9% | SHS | G5960L103 |
| GOOGL | ALPHABET INC | 24,492 | $7.043M | 0.7% | $287.56 | $107.78 | +166.8% | CAP STK CL A | 02079K305 |
| MA | MASTERCARD INCORPORATED | 13,050 | $6.521M | 0.7% | $499.66 | $155.38 | +221.6% | CL A | 57636Q104 |
| ABBV | ABBVIE INC | 17,723 | $3.855M | 0.4% | $217.49 | $29.61 | +634.6% | COM | 00287Y109 |
| HD | HOME DEPOT INC | 10,816 | $3.557M | 0.4% | $328.89 | $198.04 | +66.1% | COM | 437076102 |
| GE | GE AEROSPACE | 12,043 | $3.417M | 0.3% | $283.77 | $63.82 | +344.7% | COM NEW | 369604301 |
| SPY | STATE STR SPDR S&P 500 ETF T | 4,742 | $3.084M | 0.3% | $650.33 | $384.61 | +69.1% | TR UNIT | 78462F103 |
| ADP | AUTOMATIC DATA PROCESSING IN | 13,865 | $2.817M | 0.3% | $203.18 | $47.22 | +330.3% | COM | 053015103 |
| NVDA | NVIDIA CORPORATION | 15,372 | $2.681M | 0.3% | $174.40 | $108.37 | +60.9% | COM | 67066G104 |
| RBA | RB GLOBAL INC | 27,034 | $2.591M | 0.3% | $95.85 | $92.98 | +3.1% | COM | 74935Q107 |
| UBER | UBER TECHNOLOGIES INC | 35,740 | $2.571M | 0.3% | $71.93 | $91.53 | -21.4% | COM | 90353T100 |
| PEP | PEPSICO INC | 16,136 | $2.506M | 0.3% | $155.29 | $60.82 | +155.3% | COM | 713448108 |
| AMZN | AMAZON COM INC | 11,732 | $2.443M | 0.2% | $208.27 | $123.55 | +68.6% | COM | 023135106 |
| GEV | GE VERNOVA INC | 2,600 | $2.27M | 0.2% | $872.90 | $158.10 | +452.1% | COM | 36828A101 |
| J | JACOBS SOLUTIONS INC | 17,081 | $2.174M | 0.2% | $127.28 | $115.29 | +10.4% | COM | 46982L108 |
| V | VISA INC | 6,267 | $1.894M | 0.2% | $302.24 | $272.36 | +11.0% | COM CL A | 92826C839 |
| ABT | ABBOTT LABORATORIES | 18,393 | $1.888M | 0.2% | $102.67 | $31.52 | +225.7% | COM | 002824100 |
| MMM | 3M CO | 11,500 | $1.67M | 0.2% | $145.23 | $62.65 | +131.8% | COM | 88579Y101 |
| VTI | VANGUARD INDEX FDS | 4,449 | $1.427M | 0.1% | $320.81 | $171.72 | +86.8% | TOTAL STK MKT | 922908769 |
| XOM | EXXON MOBIL CORP | 7,657 | $1.299M | 0.1% | $169.66 | $61.00 | +178.2% | COM | 30231G102 |
| TJX | TJX COS INC NEW | 7,672 | $1.225M | 0.1% | $159.70 | $40.76 | +291.8% | COM | 872540109 |
| WAT | WATERS CORP | 3,952 | $1.177M | 0.1% | $297.80 | $207.35 | +43.6% | COM | 941848103 |
| COST | COSTCO WHOLESALE CORPORATION | 1,071 | $1.067M | 0.1% | $996.43 | $224.77 | +343.3% | COM | 22160K105 |
| DIS | DISNEY WALT CO | 9,059 | $873K | 0.1% | $96.38 | $58.53 | +64.7% | COM | 254687106 |
| ADSK | AUTODESK INC | 3,473 | $831K | 0.1% | $239.40 | $281.26 | -14.9% | COM | 052769106 |
| WMT | WALMART INC | 6,364 | $791K | 0.1% | $124.28 | $50.44 | +146.4% | COM | 931142103 |
| VO | VANGUARD INDEX FDS | 2,248 | $646K | 0.1% | $287.18 * | $67.11 | +7.0% | MID CAP ETF | 922908629 |
| MU | MICRON TECHNOLOGY INC | 1,800 | $608K | 0.1% | $337.84 | $93.22 | +262.4% | COM | 595112103 |
| GLW | CORNING INC | 4,450 | $605K | 0.1% | $135.97 | $40.86 | +232.8% | COM | 219350105 |
| MKC | MCCORMICK & CO INC | 11,663 | $588K | 0.1% | $50.44 | $69.53 | -27.5% | COM NON VTG | 579780206 |
| SCHW | SCHWAB CHARLES CORP | 6,091 | $572K | 0.1% | $93.98 | $40.49 | +132.1% | COM | 808513105 |
| IBM | INTERNATIONAL BUSINESS MACHS | 2,238 | $542K | 0.1% | $242.39 | $117.57 | +106.2% | COM | 459200101 |
| EMR | EMERSON ELEC CO | 4,034 | $529K | 0.1% | $131.02 | $46.94 | +179.1% | COM | 291011104 |
| VB | VANGUARD INDEX FDS | 1,745 | $457K | 0.0% | $261.92 | $238.81 | +9.7% | SMALL CP ETF | 922908751 |
| PFE | PFIZER INC | 15,394 | $432K | 0.0% | $28.08 | $23.60 | +19.0% | COM | 717081103 |
| SHW | SHERWIN WILLIAMS CO | 1,200 | $385K | 0.0% | $320.55 | $246.25 | +30.2% | COM | 824348106 |
| CVX | CHEVRON CORPORATION | 1,578 | $326K | 0.0% | $206.90 | $151.24 | +36.8% | COM | 166764100 |
| RTX | RTX CORPORATION | 1,598 | $308K | 0.0% | $192.90 | $76.14 | +153.4% | COM | 75513E101 |
| CDNA | CAREDX INC | 16,036 | $278K | 0.0% | $17.36 | $28.46 | -39.0% | COM | 14167L103 |
| IVV | ISHARES TR | 417 | $272K | 0.0% | $653.21 | $404.57 | +61.5% | CORE S&P500 ETF | 464287200 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3,489 | $248K | 0.0% | $71.18 | $71.13 | +0.1% | COMMON STOCK | 36266G107 |
| NVO | NOVO-NORDISK A S | 6,664 | $245K | 0.0% | $36.75 | $53.57 | -31.4% | ADR | 670100205 |
| BHC | BAUSCH HEALTH COS INC | 44,215 | $239K | 0.0% | $5.40 | $22.90 | -76.4% | COM | 071734107 |
| DCI | DONALDSON INC | 2,800 | $238K | 0.0% | $84.87 | $74.82 | +13.4% | COM | 257651109 |
| MRK | MERCK & CO INC | 1,843 | $222K | 0.0% | $120.29 | $93.24 | +29.0% | COM | 58933Y105 |
| SOLV | SOLVENTUM CORP | 3,175 | $207K | 0.0% | $65.30 | $60.14 | +8.6% | COM SHS | 83444M101 |
| VOO | VANGUARD INDEX FDS | 339 | $203K | 0.0% | $597.55 | $589.44 | +1.4% | S&P 500 ETF SHS | 922908363 |
| NXDR | NEXTDOOR HOLDINGS INC | 10,209 | $14,293 | 0.0% | $1.40 | $2.34 | -40.2% | COM CL A | 65345M108 |