Location: Charlottesville, VA
CIK: 0001224890 · Show all filings
Period: Q2 2025 (← Previous) (Next →)
Filing Date: Aug 11, 2025
Total Value: $651M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 110,148 | $53.51M | 8.2% | $485.77 | $141.16 | +244.1% | CL B NEW | 084670702 |
| MSFT | MICROSOFT CORP | 84,292 | $41.93M | 6.4% | $497.41 | $29.59 | +1575.2% | COM | 594918104 |
| AAPL | APPLE INC | 182,066 | $37.35M | 5.7% | $205.17 | $82.27 | +148.9% | COM | 037833100 |
| JPM | JPMORGAN CHASE & CO. | 115,887 | $33.6M | 5.2% | $289.91 | $52.65 | +445.4% | COM | 46625H100 |
| GS | GOLDMAN SACHS GROUP INC | 27,429 | $19.41M | 3.0% | $707.76 | $153.79 | +355.5% | COM | 38141G104 |
| ORCL | ORACLE CORP | 77,697 | $16.99M | 2.6% | $218.63 | $32.89 | +562.2% | COM | 68389X105 |
| CAT | CATERPILLAR INC | 41,121 | $15.96M | 2.5% | $388.21 | $84.16 | +358.3% | COM | 149123101 |
| IWR | ISHARES TR | 169,916 | $15.63M | 2.4% | $91.97 | $47.80 | +92.4% | RUS MID CAP ETF | 464287499 |
| MCK | MCKESSON CORP | 21,015 | $15.4M | 2.4% | $732.78 | $130.44 | +460.6% | COM | 58155Q103 |
| ABBV | ABBVIE INC | 68,356 | $12.69M | 1.9% | $185.62 | $34.78 | +425.4% | COM | 00287Y109 |
| ABT | ABBOTT LABS | 92,033 | $12.52M | 1.9% | $136.01 | $35.57 | +279.0% | COM | 002824100 |
| DE | DEERE & CO | 24,025 | $12.22M | 1.9% | $508.49 | $123.30 | +309.5% | COM | 244199105 |
| GOOG | ALPHABET INC | 68,463 | $12.14M | 1.9% | $177.39 | $107.44 | +64.9% | CAP STK CL C | 02079K107 |
| VTI | VANGUARD INDEX FDS | 39,776 | $12.09M | 1.9% | $303.93 | $155.16 | +95.9% | TOTAL STK MKT | 922908769 |
| CMI | CUMMINS INC | 35,253 | $11.55M | 1.8% | $327.50 | $99.41 | +226.4% | COM | 231021106 |
| JNJ | JOHNSON & JOHNSON | 75,002 | $11.46M | 1.8% | $152.75 | $72.43 | +108.0% | COM | 478160104 |
| MCD | MCDONALDS CORP | 37,368 | $10.92M | 1.7% | $292.17 | $75.93 | +280.4% | COM | 580135101 |
| PG | PROCTER AND GAMBLE CO | 60,930 | $9.707M | 1.5% | $159.32 | $62.56 | +151.2% | COM | 742718109 |
| CVX | CHEVRON CORP NEW | 64,502 | $9.236M | 1.4% | $143.19 * | $93.84 | +49.2% | COM | 166764100 |
| VB | VANGUARD INDEX FDS | 38,918 | $9.223M | 1.4% | $236.98 | $167.97 | +41.1% | SMALL CP ETF | 922908751 |
| PEP | PEPSICO INC | 68,627 | $9.062M | 1.4% | $132.04 | $69.65 | +85.9% | COM | 713448108 |
| IWM | ISHARES TR | 38,755 | $8.363M | 1.3% | $215.79 | $113.70 | +89.8% | RUSSELL 2000 ETF | 464287655 |
| XOM | EXXON MOBIL CORP | 73,032 | $7.873M | 1.2% | $107.80 | $55.04 | +92.4% | COM | 30231G102 |
| VGT | VANGUARD WORLD FD | 11,854 | $7.863M | 1.2% | $663.28 * | $16.63 | +398.7% | INF TECH ETF | 92204A702 |
| BSV | VANGUARD BD INDEX FDS | 99,731 | $7.849M | 1.2% | $78.70 | $79.42 | -0.9% | SHORT TRM BOND | 921937827 |
| ADP | AUTOMATIC DATA PROCESSING IN | 24,503 | $7.557M | 1.2% | $308.40 | $82.76 | +268.3% | COM | 053015103 |
| V | VISA INC | 21,099 | $7.491M | 1.2% | $355.05 | $159.85 | +121.3% | COM CL A | 92826C839 |
| APD | AIR PRODS & CHEMS INC | 25,940 | $7.316M | 1.1% | $282.05 * | $116.85 | +136.5% | COM | 009158106 |
| CSCO | CISCO SYS INC | 103,621 | $7.189M | 1.1% | $69.38 | $19.25 | +254.3% | COM | 17275R102 |
| FDX | FEDEX CORP | 31,012 | $7.049M | 1.1% | $227.31 | $123.58 | +81.8% | COM | 31428X106 |
| VO | VANGUARD INDEX FDS | 23,482 | $6.571M | 1.0% | $279.83 * | $45.55 | +53.6% | MID CAP ETF | 922908629 |
| GOOGL | ALPHABET INC | 35,810 | $6.311M | 1.0% | $176.23 | $115.91 | +51.8% | CAP STK CL A | 02079K305 |
| AMZN | AMAZON COM INC | 27,957 | $6.133M | 0.9% | $219.39 | $123.94 | +77.0% | COM | 023135106 |
| WFC | WELLS FARGO CO NEW | 75,096 | $6.017M | 0.9% | $80.12 | $39.29 | +101.7% | COM | 949746101 |
| BN | BROOKFIELD CORP | 96,186 | $5.949M | 0.9% | $61.85 * | $24.43 | +68.3% | CL A LTD VT SH | 11271J107 |
| VUG | VANGUARD INDEX FDS | 12,914 | $5.661M | 0.9% | $438.40 * | $25.91 | +182.0% | GROWTH ETF | 922908736 |
| OEF | ISHARES TR | 18,117 | $5.514M | 0.8% | $304.35 | $125.89 | +141.8% | S&P 100 ETF | 464287101 |
| USB | US BANCORP DEL | 120,441 | $5.45M | 0.8% | $45.25 * | $37.46 | +18.4% | COM NEW | 902973304 |
| TRV | TRAVELERS COMPANIES INC | 20,193 | $5.402M | 0.8% | $267.54 | $145.85 | +82.0% | COM | 89417E109 |
| TXN | TEXAS INSTRS INC | 25,924 | $5.382M | 0.8% | $207.62 | $85.42 | +139.2% | COM | 882508104 |
| MDLZ | MONDELEZ INTL INC | 77,809 | $5.247M | 0.8% | $67.44 | $28.97 | +128.8% | CL A | 609207105 |
| MKL | MARKEL GROUP INC | 2,519 | $5.031M | 0.8% | $1997.36 | $1742.52 | +14.6% | COM | 570535104 |
| VGSH | VANGUARD SCOTTSDALE FDS | 82,071 | $4.824M | 0.7% | $58.78 | $59.18 | -0.7% | SHORT TERM TREAS | 92206C102 |
| GLW | CORNING INC | 90,141 | $4.741M | 0.7% | $52.59 | $15.30 | +241.3% | COM | 219350105 |
| VTV | VANGUARD INDEX FDS | 23,954 | $4.234M | 0.7% | $176.74 | $118.54 | +49.1% | VALUE ETF | 922908744 |
| VBR | VANGUARD INDEX FDS | 20,869 | $4.07M | 0.6% | $195.01 | $148.48 | +31.3% | SM CP VAL ETF | 922908611 |
| EOG | EOG RES INC | 32,461 | $3.883M | 0.6% | $119.61 | $81.18 | +44.7% | COM | 26875P101 |
| BAC | BANK AMERICA CORP | 79,552 | $3.764M | 0.6% | $47.32 | $32.30 | +44.9% | COM | 060505104 |
| VYM | VANGUARD WHITEHALL FDS | 27,903 | $3.72M | 0.6% | $133.31 | $87.56 | +52.2% | HIGH DIV YLD | 921946406 |
| IBM | INTERNATIONAL BUSINESS MACHS | 12,105 | $3.568M | 0.5% | $294.79 | $119.30 | +144.1% | COM | 459200101 |
| MS | MORGAN STANLEY | 25,123 | $3.539M | 0.5% | $140.86 | $51.25 | +171.3% | COM NEW | 617446448 |
| VCSH | VANGUARD SCOTTSDALE FDS | 43,847 | $3.486M | 0.5% | $79.50 | $79.29 | +0.3% | SHRT TRM CORP BD | 92206C409 |
| C | CITIGROUP INC | 40,269 | $3.428M | 0.5% | $85.12 | $48.34 | +73.9% | COM NEW | 172967424 |
| MTB | M & T BK CORP | 17,169 | $3.331M | 0.5% | $193.99 | $139.97 | +36.5% | COM | 55261F104 |
| EES | WISDOMTREE TR | 62,454 | $3.183M | 0.5% | $50.96 | $33.12 | +53.9% | US SMALLCAP FUND | 97717W562 |
| EZM | WISDOMTREE TR | 46,413 | $2.867M | 0.4% | $61.77 | $35.50 | +74.0% | US MIDCAP FUND | 97717W570 |
| VOE | VANGUARD INDEX FDS | 16,208 | $2.666M | 0.4% | $164.46 | $127.43 | +29.1% | MCAP VL IDXVIP | 922908512 |
| HSY | HERSHEY CO | 15,277 | $2.535M | 0.4% | $165.95 | $155.12 | +5.4% | COM | 427866108 |
| VZ | VERIZON COMMUNICATIONS INC | 58,540 | $2.533M | 0.4% | $43.27 * | $37.86 | +10.6% | COM | 92343V104 |
| MMM | 3M CO | 16,232 | $2.471M | 0.4% | $152.24 | $71.82 | +110.1% | COM | 88579Y101 |
| IJR | ISHARES TR | 22,435 | $2.452M | 0.4% | $109.29 | $97.13 | +12.5% | CORE S&P SCP ETF | 464287804 |
| COF | CAPITAL ONE FINL CORP | 11,365 | $2.418M | 0.4% | $212.76 | $89.76 | +135.5% | COM | 14040H105 |
| CVS | CVS HEALTH CORP | 34,991 | $2.414M | 0.4% | $68.98 | $43.96 | +54.0% | COM | 126650100 |
| VOO | VANGUARD INDEX FDS | 4,164 | $2.365M | 0.4% | $568.03 | $315.18 | +80.2% | S&P 500 ETF SHS | 922908363 |
| VXUS | VANGUARD STAR FDS | 32,360 | $2.236M | 0.3% | $69.09 | $60.08 | +15.0% | VG TL INTL STK F | 921909768 |
| T | AT&T INC | 76,648 | $2.218M | 0.3% | $28.94 * | $14.55 | +94.8% | COM | 00206R102 |
| UNH | UNITEDHEALTH GROUP INC | 6,498 | $2.027M | 0.3% | $311.97 | $262.92 | +17.1% | COM | 91324P102 |
| DIS | DISNEY WALT CO | 15,219 | $1.887M | 0.3% | $124.01 | $114.75 | +7.3% | COM | 254687106 |
| SPY | SPDR S&P 500 ETF TR | 2,967 | $1.833M | 0.3% | $617.85 | $288.75 | +114.0% | TR UNIT | 78462F103 |
| DLN | WISDOMTREE TR | 22,260 | $1.828M | 0.3% | $82.14 | $48.11 | +70.7% | US LARGECAP DIVD | 97717W307 |
| VTEB | VANGUARD MUN BD FDS | 36,500 | $1.79M | 0.3% | $49.03 | $50.19 | -2.3% | TAX EXEMPT BD | 922907746 |
| BND | VANGUARD BD INDEX FDS | 24,299 | $1.789M | 0.3% | $73.63 | $83.73 | -12.1% | TOTAL BND MRKT | 921937835 |
| CLX | CLOROX CO DEL | 14,867 | $1.785M | 0.3% | $120.07 * | $136.76 | -14.0% | COM | 189054109 |
| AGG | ISHARES TR | 17,870 | $1.773M | 0.3% | $99.20 | $109.62 | -9.5% | CORE US AGGBD ET | 464287226 |
| SBUX | STARBUCKS CORP | 18,898 | $1.732M | 0.3% | $91.63 | $49.46 | +82.7% | COM | 855244109 |
| GIS | GENERAL MLS INC | 31,742 | $1.645M | 0.3% | $51.81 * | $38.69 | +30.7% | COM | 370334104 |
| HD | HOME DEPOT INC | 4,202 | $1.541M | 0.2% | $366.64 | $191.94 | +88.7% | COM | 437076102 |
| MA | MASTERCARD INCORPORATED | 2,715 | $1.526M | 0.2% | $561.94 | $294.43 | +90.4% | CL A | 57636Q104 |
| UPS | UNITED PARCEL SERVICE INC | 14,993 | $1.513M | 0.2% | $100.94 * | $84.13 | +15.7% | CL B | 911312106 |
| IJH | ISHARES TR | 23,244 | $1.442M | 0.2% | $62.02 | $55.02 | +12.7% | CORE S&P MCP ETF | 464287507 |
| DON | WISDOMTREE TR | 28,251 | $1.416M | 0.2% | $50.12 | $31.44 | +59.4% | US MIDCAP DIVID | 97717W505 |
| JCI | JOHNSON CTLS INTL PLC | 13,113 | $1.385M | 0.2% | $105.62 | $63.64 | +66.0% | SHS | G51502105 |
| ERIE | ERIE INDTY CO | 3,762 | $1.305M | 0.2% | $346.79 | $76.43 | +350.0% | CL A | 29530P102 |
| UNP | UNION PAC CORP | 5,620 | $1.293M | 0.2% | $230.08 | $201.27 | +12.9% | COM | 907818108 |
| DVN | DEVON ENERGY CORP NEW | 39,456 | $1.255M | 0.2% | $31.81 | $39.55 | -20.6% | COM | 25179M103 |
| AXP | AMERICAN EXPRESS CO | 3,913 | $1.248M | 0.2% | $318.98 | $123.84 | +155.7% | COM | 025816109 |
| KO | COCA COLA CO | 17,446 | $1.234M | 0.2% | $70.75 | $48.82 | +42.8% | COM | 191216100 |
| PFF | ISHARES TR | 33,730 | $1.035M | 0.2% | $30.68 | $36.97 | -17.0% | PFD AND INCM SEC | 464288687 |
| RSP | INVESCO EXCHANGE TRADED FD T | 5,381 | $978K | 0.2% | $181.74 | $176.52 | +3.0% | S&P500 EQL WGT | 46137V357 |
| WMT | WALMART INC | 9,039 | $884K | 0.1% | $97.78 | $53.35 | +82.5% | COM | 931142103 |
| IVV | ISHARES TR | 1,420 | $882K | 0.1% | $620.90 | $304.60 | +103.8% | CORE S&P500 ETF | 464287200 |
| STT | STATE STR CORP | 8,122 | $864K | 0.1% | $106.33 * | $53.20 | +95.8% | COM | 857477103 |
| D | DOMINION ENERGY INC | 15,167 | $857K | 0.1% | $56.52 * | $40.78 | +35.5% | COM | 25746U109 |
| LOW | LOWES COS INC | 3,708 | $823K | 0.1% | $221.87 | $144.26 | +52.2% | COM | 548661107 |
| IWN | ISHARES TR | 5,211 | $822K | 0.1% | $157.76 | $99.31 | +58.9% | RUS 2000 VAL ETF | 464287630 |
| BIL | SPDR SERIES TRUST | 8,865 | $813K | 0.1% | $91.73 | $91.58 | +0.2% | BLOOMBERG 1-3 MO | 78468R663 |
| IVW | ISHARES TR | 7,372 | $812K | 0.1% | $110.10 | $54.84 | +100.8% | S&P 500 GRWT ETF | 464287309 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 13,708 | $758K | 0.1% | $55.28 | $27.10 | +100.8% | CL A LMT VTG SHS | 113004105 |
| SJM | SMUCKER J M CO | 7,542 | $741K | 0.1% | $98.20 | $87.20 | +10.4% | COM NEW | 832696405 |
| COST | COSTCO WHSL CORP NEW | 690 | $683K | 0.1% | $989.94 | $317.90 | +210.5% | COM | 22160K105 |
| LLY | ELI LILLY & CO | 876 | $683K | 0.1% | $779.53 | $705.27 | +10.1% | COM | 532457108 |
| ADBE | ADOBE INC | 1,733 | $670K | 0.1% | $386.88 | $431.54 | -10.3% | COM | 00724F101 |
| EFA | ISHARES TR | 6,858 | $613K | 0.1% | $89.39 | $61.53 | +45.3% | MSCI EAFE ETF | 464287465 |
| VIG | VANGUARD SPECIALIZED FUNDS | 2,767 | $566K | 0.1% | $204.67 | $120.54 | +69.8% | DIV APP ETF | 921908844 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 5,998 | $547K | 0.1% | $91.21 | $95.21 | -4.7% | COM | 98956P102 |
| QQQ | INVESCO QQQ TR | 937 | $517K | 0.1% | $551.64 | $245.14 | +125.0% | UNIT SER 1 | 46090E103 |
| TFC | TRUIST FINL CORP | 11,728 | $504K | 0.1% | $42.99 * | $40.73 | +3.1% | COM | 89832Q109 |
| ITOT | ISHARES TR | 3,695 | $499K | 0.1% | $135.04 | $63.01 | +114.3% | CORE S&P TTL STK | 464287150 |
| AMGN | AMGEN INC | 1,732 | $484K | 0.1% | $279.21 | $219.59 | +25.2% | COM | 031162100 |
| — | KELLANOVA | 5,907 | $470K | 0.1% | $79.53 | $41.05 | +91.0% | COM | 487836108 |
| VCIT | VANGUARD SCOTTSDALE FDS | 5,230 | $434K | 0.1% | $82.92 | $89.04 | -6.9% | INT-TERM CORP | 92206C870 |
| SLB | SCHLUMBERGER LTD | 11,959 | $404K | 0.1% | $33.80 | $34.91 | -4.7% | COM STK | 806857108 |
| PFE | PFIZER INC | 16,177 | $392K | 0.1% | $24.24 * | $30.56 | -23.4% | COM | 717081103 |
| META | META PLATFORMS INC | 516 | $381K | 0.1% | $738.09 | $616.61 | +19.5% | CL A | 30303M102 |
| VUSB | VANGUARD BD INDEX FDS | 7,195 | $359K | 0.1% | $49.87 | $49.49 | +0.8% | VANGUARD ULTRA | 92203C303 |
| SCHB | SCHWAB STRATEGIC TR | 15,000 | $357K | 0.1% | $23.83 | $21.68 | +9.9% | US BRD MKT ETF | 808524102 |
| VOT | VANGUARD INDEX FDS | 1,190 | $338K | 0.1% | $284.39 | $232.88 | +22.1% | MCAP GR IDXVIP | 922908538 |
| KVUE | KENVUE INC | 14,400 | $301K | 0.0% | $20.93 * | $18.64 | +9.8% | COM | 49177J102 |
| BX | BLACKSTONE INC | 1,800 | $269K | 0.0% | $149.58 | $102.08 | +44.4% | COM | 09260D107 |
| MOAT | VANECK ETF TRUST | 2,701 | $253K | 0.0% | $93.79 | $95.64 | -1.9% | MRNGSTR WDE MOAT | 92189F643 |
| MKC/V | MCCORMICK & CO INC | 3,185 | $241K | 0.0% | $75.82 * | $62.69 | +18.1% | COM VTG | 579780107 |
| LSTR | LANDSTAR SYS INC | 1,700 | $236K | 0.0% | $139.02 | $125.29 | — | COM | 515098101 |
| DWM | WISDOMTREE TR | 3,695 | $235K | 0.0% | $63.56 | $56.30 | +12.9% | INTL EQUITY FD | 97717W703 |
| SPYM | SPDR SERIES TRUST | 2,874 | $209K | 0.0% | $72.69 | $67.24 | +8.1% | PORTFOLIO S&P500 | 78464A854 |
| OBT | ORANGE CNTY BANCORP INC | 7,800 | $202K | 0.0% | $25.84 | $24.41 | +5.9% | COM | 68417L107 |
| NKE | NIKE INC | 2,829 | $201K | 0.0% | $71.04 | $59.08 | +18.9% | CL B | 654106103 |
| — | LIBERTY MEDIA CORP DEL | 40,000 | $3,288 | 0.0% | $0.08 | $0.78 | — | DEB 4.000%11/1 | 530715AG6 |