Location: Charlottesville, VA
CIK: 0001224890 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Oct 24, 2025
Total Value: $707M (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 | 110,451 | $55.53M | 7.9% | $502.74 | $141.16 | +256.1% | CL B NEW | 084670702 |
| AAPL | APPLE INC | 178,420 | $45.43M | 6.4% | $254.63 | $82.27 | +209.2% | COM | 037833100 |
| MSFT | MICROSOFT CORP | 82,180 | $42.57M | 6.0% | $517.95 | $29.59 | +1647.3% | COM | 594918104 |
| JPM | JPMORGAN CHASE & CO. | 112,796 | $35.58M | 5.0% | $315.43 | $52.65 | +496.2% | COM | 46625H100 |
| GS | GOLDMAN SACHS GROUP INC | 27,260 | $21.71M | 3.1% | $796.36 | $153.79 | +415.3% | COM | 38141G104 |
| ORCL | ORACLE CORP | 75,751 | $21.3M | 3.0% | $281.24 | $32.89 | +753.6% | COM | 68389X105 |
| CAT | CATERPILLAR INC | 40,636 | $19.39M | 2.7% | $477.14 | $84.16 | +465.3% | COM | 149123101 |
| GOOG | ALPHABET INC | 68,243 | $16.62M | 2.4% | $243.55 | $107.44 | +126.5% | CAP STK CL C | 02079K107 |
| IWR | ISHARES TR | 169,888 | $16.4M | 2.3% | $96.55 | $47.80 | +102.0% | RUS MID CAP ETF | 464287499 |
| MCK | MCKESSON CORP | 20,913 | $16.16M | 2.3% | $772.54 | $130.44 | +491.7% | COM | 58155Q103 |
| ABBV | ABBVIE INC | 67,786 | $15.7M | 2.2% | $231.54 | $34.78 | +561.0% | COM | 00287Y109 |
| CMI | CUMMINS INC | 34,871 | $14.73M | 2.1% | $422.37 | $99.41 | +323.1% | COM | 231021106 |
| JNJ | JOHNSON & JOHNSON | 75,026 | $13.91M | 2.0% | $185.42 | $72.43 | +154.4% | COM | 478160104 |
| VTI | VANGUARD INDEX FDS | 39,395 | $12.93M | 1.8% | $328.17 | $155.16 | +111.5% | TOTAL STK MKT | 922908769 |
| ABT | ABBOTT LABS | 91,422 | $12.24M | 1.7% | $133.94 | $35.57 | +274.9% | COM | 002824100 |
| MCD | MCDONALDS CORP | 37,218 | $11.31M | 1.6% | $303.89 | $75.93 | +297.9% | COM | 580135101 |
| DE | DEERE & CO | 24,660 | $11.28M | 1.6% | $457.26 | $132.73 | +243.3% | COM | 244199105 |
| VB | VANGUARD INDEX FDS | 40,146 | $10.21M | 1.4% | $254.28 | $170.42 | +49.2% | SMALL CP ETF | 922908751 |
| CVX | CHEVRON CORP NEW | 65,438 | $10.16M | 1.4% | $155.29 | $94.67 | +62.2% | COM | 166764100 |
| PEP | PEPSICO INC | 69,787 | $9.801M | 1.4% | $140.44 | $70.83 | +96.4% | COM | 713448108 |
| IWM | ISHARES TR | 38,811 | $9.391M | 1.3% | $241.96 | $113.70 | +112.8% | RUSSELL 2000 ETF | 464287655 |
| PG | PROCTER AND GAMBLE CO | 60,440 | $9.287M | 1.3% | $153.65 | $62.56 | +143.9% | COM | 742718109 |
| VGT | VANGUARD WORLD FD | 11,843 | $8.842M | 1.3% | $746.63 * | $16.63 | +461.4% | INF TECH ETF | 92204A702 |
| GOOGL | ALPHABET INC | 35,945 | $8.738M | 1.2% | $243.10 | $115.91 | +109.6% | CAP STK CL A | 02079K305 |
| XOM | EXXON MOBIL CORP | 73,743 | $8.315M | 1.2% | $112.75 | $55.04 | +103.1% | COM | 30231G102 |
| BSV | VANGUARD BD INDEX FDS | 99,731 | $7.87M | 1.1% | $78.91 | $79.42 | -0.6% | SHORT TRM BOND | 921937827 |
| GLW | CORNING INC | 89,225 | $7.319M | 1.0% | $82.03 | $15.30 | +434.5% | COM | 219350105 |
| V | VISA INC | 21,319 | $7.278M | 1.0% | $341.38 | $161.76 | +110.6% | COM CL A | 92826C839 |
| ADP | AUTOMATIC DATA PROCESSING IN | 24,363 | $7.151M | 1.0% | $293.50 | $82.76 | +252.4% | COM | 053015103 |
| APD | AIR PRODS & CHEMS INC | 25,727 | $7.016M | 1.0% | $272.71 | $116.85 | +130.2% | COM | 009158106 |
| CSCO | CISCO SYS INC | 102,544 | $7.016M | 1.0% | $68.42 | $19.25 | +251.5% | COM | 17275R102 |
| VO | VANGUARD INDEX FDS | 23,452 | $6.889M | 1.0% | $293.74 * | $45.55 | +61.2% | MID CAP ETF | 922908629 |
| BN | BROOKFIELD CORP | 98,404 | $6.749M | 1.0% | $68.58 * | $24.88 | +83.5% | CL A LTD VT SH | 11271J107 |
| FDX | FEDEX CORP | 27,587 | $6.505M | 0.9% | $235.81 | $123.58 | +89.8% | COM | 31428X106 |
| WFC | WELLS FARGO CO NEW | 74,811 | $6.271M | 0.9% | $83.82 | $39.29 | +112.2% | COM | 949746101 |
| USB | US BANCORP DEL | 128,606 | $6.216M | 0.9% | $48.33 | $38.03 | +25.9% | COM NEW | 902973304 |
| VUG | VANGUARD INDEX FDS | 12,914 | $6.194M | 0.9% | $479.61 * | $25.91 | +208.5% | GROWTH ETF | 922908736 |
| AMZN | AMAZON COM INC | 28,032 | $6.155M | 0.9% | $219.57 | $123.94 | +77.2% | COM | 023135106 |
| OEF | ISHARES TR | 18,017 | $5.997M | 0.8% | $332.84 | $125.89 | +164.4% | S&P 100 ETF | 464287101 |
| TRV | TRAVELERS COMPANIES INC | 20,183 | $5.635M | 0.8% | $279.22 | $145.85 | +90.7% | COM | 89417E109 |
| MKL | MARKEL GROUP INC | 2,751 | $5.258M | 0.7% | $1911.36 | $1760.89 | +8.5% | COM | 570535104 |
| VGSH | VANGUARD SCOTTSDALE FDS | 82,171 | $4.836M | 0.7% | $58.85 | $59.18 | -0.6% | SHORT TERM TREAS | 92206C102 |
| MDLZ | MONDELEZ INTL INC | 74,382 | $4.647M | 0.7% | $62.47 | $28.97 | +113.6% | CL A | 609207105 |
| VTV | VANGUARD INDEX FDS | 24,089 | $4.492M | 0.6% | $186.49 | $118.54 | +57.3% | VALUE ETF | 922908744 |
| VBR | VANGUARD INDEX FDS | 20,944 | $4.371M | 0.6% | $208.71 | $148.48 | +40.6% | SM CP VAL ETF | 922908611 |
| C | CITIGROUP INC | 40,179 | $4.078M | 0.6% | $101.50 | $48.34 | +108.7% | COM NEW | 172967424 |
| BAC | BANK AMERICA CORP | 78,852 | $4.068M | 0.6% | $51.59 | $32.30 | +58.9% | COM | 060505104 |
| MS | MORGAN STANLEY | 25,223 | $4.009M | 0.6% | $158.96 | $51.25 | +208.3% | COM NEW | 617446448 |
| TXN | TEXAS INSTRS INC | 21,274 | $3.909M | 0.6% | $183.73 | $85.42 | +113.2% | COM | 882508104 |
| VYM | VANGUARD WHITEHALL FDS | 27,553 | $3.884M | 0.5% | $140.95 | $87.56 | +61.0% | HIGH DIV YLD | 921946406 |
| EOG | EOG RES INC | 33,833 | $3.793M | 0.5% | $112.12 | $82.67 | +34.3% | COM | 26875P101 |
| VCSH | VANGUARD SCOTTSDALE FDS | 44,762 | $3.578M | 0.5% | $79.93 | $79.29 | +0.8% | SHRT TRM CORP BD | 92206C409 |
| EES | WISDOMTREE TR | 62,461 | $3.49M | 0.5% | $55.87 | $33.12 | +68.7% | US SMALLCAP FUND | 97717W562 |
| IBM | INTERNATIONAL BUSINESS MACHS | 12,103 | $3.415M | 0.5% | $282.17 | $119.30 | +135.2% | COM | 459200101 |
| MTB | M & T BK CORP | 17,239 | $3.407M | 0.5% | $197.62 | $139.97 | +40.1% | COM | 55261F104 |
| EZM | WISDOMTREE TR | 46,360 | $3.056M | 0.4% | $65.91 | $35.50 | +85.7% | US MIDCAP FUND | 97717W570 |
| CVS | CVS HEALTH CORP | 40,214 | $3.032M | 0.4% | $75.39 | $47.06 | +58.9% | COM | 126650100 |
| VOE | VANGUARD INDEX FDS | 16,606 | $2.899M | 0.4% | $174.58 | $128.46 | +35.9% | MCAP VL IDXVIP | 922908512 |
| HSY | HERSHEY CO | 14,087 | $2.635M | 0.4% | $187.05 | $155.12 | +19.7% | COM | 427866108 |
| IJR | ISHARES TR | 21,930 | $2.606M | 0.4% | $118.83 | $97.13 | +22.3% | CORE S&P SCP ETF | 464287804 |
| VZ | VERIZON COMMUNICATIONS INC | 58,120 | $2.554M | 0.4% | $43.95 | $37.86 | +14.1% | COM | 92343V104 |
| MMM | 3M CO | 16,184 | $2.511M | 0.4% | $155.18 | $71.82 | +115.1% | COM | 88579Y101 |
| VOO | VANGUARD INDEX FDS | 4,047 | $2.478M | 0.4% | $612.38 | $315.18 | +94.3% | S&P 500 ETF SHS | 922908363 |
| COF | CAPITAL ONE FINL CORP | 11,365 | $2.416M | 0.3% | $212.58 | $89.76 | +135.9% | COM | 14040H105 |
| VXUS | VANGUARD STAR FDS | 32,875 | $2.415M | 0.3% | $73.46 | $60.25 | +21.9% | VG TL INTL STK F | 921909768 |
| BLK | BLACKROCK INC | 2,048 | $2.388M | 0.3% | $1165.87 | $1108.77 | +4.6% | COM | 09290D101 |
| T | AT&T INC | 78,600 | $2.22M | 0.3% | $28.24 | $14.89 | +87.7% | COM | 00206R102 |
| BIL | SPDR SERIES TRUST | 23,750 | $2.179M | 0.3% | $91.75 | $91.60 | +0.2% | BLOOMBERG 1-3 MO | 78468R663 |
| CB | CHUBB LIMITED | 7,186 | $2.028M | 0.3% | $282.25 | $275.21 | +2.6% | COM | H1467J104 |
| DLN | WISDOMTREE TR | 22,240 | $1.936M | 0.3% | $87.03 | $48.11 | +80.9% | US LARGECAP DIVD | 97717W307 |
| DIS | DISNEY WALT CO | 16,844 | $1.929M | 0.3% | $114.50 | $114.96 | -1.1% | COM | 254687106 |
| SPY | SPDR S&P 500 ETF TR | 2,868 | $1.911M | 0.3% | $666.18 | $288.75 | +130.7% | TR UNIT | 78462F103 |
| VTEB | VANGUARD MUN BD FDS | 37,400 | $1.873M | 0.3% | $50.07 | $50.17 | -0.2% | TAX EXEMPT BD | 922907746 |
| BND | VANGUARD BD INDEX FDS | 24,299 | $1.807M | 0.3% | $74.37 | $83.73 | -11.2% | TOTAL BND MRKT | 921937835 |
| AGG | ISHARES TR | 17,205 | $1.725M | 0.2% | $100.25 | $109.62 | -8.5% | CORE US AGGBD ET | 464287226 |
| HD | HOME DEPOT INC | 4,202 | $1.703M | 0.2% | $405.19 | $191.94 | +109.7% | COM | 437076102 |
| MA | MASTERCARD INCORPORATED | 2,715 | $1.544M | 0.2% | $568.81 | $294.43 | +92.9% | CL A | 57636Q104 |
| IJH | ISHARES TR | 23,244 | $1.517M | 0.2% | $65.26 | $55.02 | +18.6% | CORE S&P MCP ETF | 464287507 |
| DON | WISDOMTREE TR | 28,251 | $1.478M | 0.2% | $52.30 | $31.44 | +66.4% | US MIDCAP DIVID | 97717W505 |
| DVN | DEVON ENERGY CORP NEW | 41,479 | $1.454M | 0.2% | $35.06 | $39.27 | -11.3% | COM | 25179M103 |
| UPS | UNITED PARCEL SERVICE INC | 17,372 | $1.451M | 0.2% | $83.53 | $84.68 | -3.0% | CL B | 911312106 |
| GIS | GENERAL MLS INC | 28,462 | $1.435M | 0.2% | $50.42 | $38.69 | +28.7% | COM | 370334104 |
| JCI | JOHNSON CTLS INTL PLC | 12,917 | $1.42M | 0.2% | $109.95 | $63.64 | +72.8% | SHS | G51502105 |
| UNP | UNION PAC CORP | 5,980 | $1.413M | 0.2% | $236.37 | $202.59 | +16.0% | COM | 907818108 |
| AXP | AMERICAN EXPRESS CO | 3,913 | $1.3M | 0.2% | $332.16 | $123.84 | +166.9% | COM | 025816109 |
| KO | COCA COLA CO | 19,196 | $1.273M | 0.2% | $66.32 | $50.56 | +30.3% | COM | 191216100 |
| UNH | UNITEDHEALTH GROUP INC | 3,175 | $1.096M | 0.2% | $345.30 | $262.92 | +30.5% | COM | 91324P102 |
| SBUX | STARBUCKS CORP | 12,918 | $1.093M | 0.2% | $84.60 | $49.46 | +69.8% | COM | 855244109 |
| ERIE | ERIE INDTY CO | 3,352 | $1.066M | 0.2% | $318.16 | $76.43 | +314.5% | CL A | 29530P102 |
| PFF | ISHARES TR | 32,592 | $1.031M | 0.1% | $31.62 | $36.97 | -14.5% | PFD AND INCM SEC | 464288687 |
| RSP | INVESCO EXCHANGE TRADED FD T | 5,371 | $1.019M | 0.1% | $189.70 | $176.52 | +7.5% | S&P500 EQL WGT | 46137V357 |
| D | DOMINION ENERGY INC | 15,512 | $949K | 0.1% | $61.17 | $41.17 | +46.9% | COM | 25746U109 |
| IVV | ISHARES TR | 1,400 | $937K | 0.1% | $669.30 | $304.60 | +119.7% | CORE S&P500 ETF | 464287200 |
| STT | STATE STR CORP | 8,072 | $936K | 0.1% | $116.00 | $53.20 | +115.1% | COM | 857477103 |
| IWN | ISHARES TR | 5,211 | $921K | 0.1% | $176.81 | $99.31 | +78.0% | RUS 2000 VAL ETF | 464287630 |
| LOW | LOWES COS INC | 3,608 | $907K | 0.1% | $251.31 | $144.26 | +73.4% | COM | 548661107 |
| IVW | ISHARES TR | 7,372 | $890K | 0.1% | $120.72 | $54.84 | +120.1% | S&P 500 GRWT ETF | 464287309 |
| WMT | WALMART INC | 8,539 | $880K | 0.1% | $103.06 | $53.35 | +92.8% | COM | 931142103 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 13,463 | $767K | 0.1% | $56.94 | $27.10 | +108.4% | CL A LMT VTG SHS | 113004105 |
| SJM | SMUCKER J M CO | 6,386 | $694K | 0.1% | $108.60 | $87.20 | +23.3% | COM NEW | 832696405 |
| LLY | ELI LILLY & CO | 880 | $671K | 0.1% | $763.00 | $705.27 | +8.0% | COM | 532457108 |
| EFA | ISHARES TR | 6,858 | $640K | 0.1% | $93.37 | $61.53 | +51.7% | MSCI EAFE ETF | 464287465 |
| COST | COSTCO WHSL CORP NEW | 670 | $620K | 0.1% | $925.63 | $317.90 | +190.8% | COM | 22160K105 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 10,275 | $612K | 0.1% | $59.61 | $62.92 | -5.3% | SPONSORED ADR | 03524A108 |
| VIG | VANGUARD SPECIALIZED FUNDS | 2,767 | $597K | 0.1% | $215.79 | $120.54 | +79.0% | DIV APP ETF | 921908844 |
| ADBE | ADOBE INC | 1,673 | $590K | 0.1% | $352.75 | $431.54 | -18.3% | COM | 00724F101 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 5,963 | $587K | 0.1% | $98.50 | $95.21 | +3.2% | COM | 98956P102 |
| QQQ | INVESCO QQQ TR | 937 | $563K | 0.1% | $600.37 | $245.14 | +144.9% | UNIT SER 1 | 46090E103 |
| AMGN | AMGEN INC | 1,932 | $545K | 0.1% | $282.20 | $226.53 | +23.7% | COM | 031162100 |
| ITOT | ISHARES TR | 3,695 | $538K | 0.1% | $145.65 | $63.01 | +131.2% | CORE S&P TTL STK | 464287150 |
| TFC | TRUIST FINL CORP | 11,628 | $532K | 0.1% | $45.72 | $40.73 | +11.0% | COM | 89832Q109 |
| CLX | CLOROX CO DEL | 3,824 | $471K | 0.1% | $123.30 | $136.76 | -10.8% | COM | 189054109 |
| — | KELLANOVA | 5,607 | $460K | 0.1% | $82.02 | $41.05 | +98.4% | COM | 487836108 |
| VCIT | VANGUARD SCOTTSDALE FDS | 5,230 | $440K | 0.1% | $84.11 | $89.04 | -5.5% | INT-TERM CORP | 92206C870 |
| SLB | SCHLUMBERGER LTD | 11,849 | $407K | 0.1% | $34.37 | $34.91 | -2.3% | COM STK | 806857108 |
| SCHB | SCHWAB STRATEGIC TR | 15,000 | $386K | 0.1% | $25.71 | $21.68 | +18.6% | US BRD MKT ETF | 808524102 |
| META | META PLATFORMS INC | 516 | $379K | 0.1% | $734.38 | $616.61 | +19.0% | CL A | 30303M102 |
| PFE | PFIZER INC | 13,877 | $354K | 0.1% | $25.48 | $30.56 | -18.1% | COM | 717081103 |
| VUSB | VANGUARD BD INDEX FDS | 7,050 | $352K | 0.0% | $50.00 | $49.49 | +1.0% | VANGUARD ULTRA | 92203C303 |
| VOT | VANGUARD INDEX FDS | 1,180 | $347K | 0.0% | $293.79 | $232.88 | +26.2% | MCAP GR IDXVIP | 922908538 |
| BX | BLACKSTONE INC | 1,800 | $308K | 0.0% | $170.85 | $102.08 | +65.9% | COM | 09260D107 |
| MOAT | VANECK ETF TRUST | 2,701 | $268K | 0.0% | $99.11 | $95.64 | +3.6% | MRNGSTR WDE MOAT | 92189F643 |
| KVUE | KENVUE INC | 15,600 | $253K | 0.0% | $16.23 | $18.75 | -14.5% | COM | 49177J102 |
| DWM | WISDOMTREE TR | 3,695 | $245K | 0.0% | $66.22 | $56.30 | +17.6% | INTL EQUITY FD | 97717W703 |
| SPYM | SPDR SERIES TRUST | 2,874 | $225K | 0.0% | $78.34 | $67.24 | +16.5% | PORTFOLIO S&P500 | 78464A854 |
| LSTR | LANDSTAR SYS INC | 1,700 | $208K | 0.0% | $122.56 | $125.29 | — | COM | 515098101 |
| MKC/V | MCCORMICK & CO INC | 3,108 | $208K | 0.0% | $66.91 | $62.69 | +5.0% | COM VTG | 579780107 |
| — | LIBERTY MEDIA CORP DEL | 40,000 | $3,496 | 0.0% | $0.09 | $0.78 | — | DEB 4.000%11/1 | 530715AG6 |