Location: Charlottesville, VA
CIK: 0001224890 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Jan 21, 2026
Total Value: $729M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 116,425 | $58.52M | 8.0% | $159.45 | +212.0% | CL B NEW | 084670702 |
| AAPL | APPLE INC | 173,040 | $47.04M | 6.5% | $82.27 | +226.2% | COM | 037833100 |
| MSFT | MICROSOFT CORP | 81,982 | $39.65M | 5.4% | $29.59 | +1591.8% | COM | 594918104 |
| JPM | JPMORGAN CHASE & CO. | 113,567 | $36.59M | 5.0% | $52.65 | +487.9% | COM | 46625H100 |
| GS | GOLDMAN SACHS GROUP INC | 27,176 | $23.89M | 3.3% | $153.79 | +428.9% | COM | 38141G104 |
| CAT | CATERPILLAR INC | 40,895 | $23.43M | 3.2% | $84.16 | +560.1% | COM | 149123101 |
| GOOG | ALPHABET INC | 67,749 | $21.26M | 2.9% | $107.44 | +166.5% | CAP STK CL C | 02079K107 |
| CMI | CUMMINS INC | 34,741 | $17.73M | 2.4% | $99.41 | +369.1% | COM | 231021106 |
| MCK | MCKESSON CORP | 20,684 | $16.97M | 2.3% | $130.44 | +525.3% | COM | 58155Q103 |
| IWR | ISHARES TR | 167,938 | $16.17M | 2.2% | $69.50 | — | RUS MID CAP ETF | 464287499 |
| JNJ | JOHNSON & JOHNSON | 74,751 | $15.47M | 2.1% | $72.43 | +172.0% | COM | 478160104 |
| ABBV | ABBVIE INC | 67,137 | $15.34M | 2.1% | $34.78 | +554.3% | COM | 00287Y109 |
| ORCL | ORACLE CORP | 72,150 | $14.06M | 1.9% | $32.89 | +623.8% | COM | 68389X105 |
| VTI | VANGUARD INDEX FDS | 38,671 | $12.97M | 1.8% | $155.68 | — | TOTAL STK MKT | 922908769 |
| DE | DEERE & CO | 25,232 | $11.75M | 1.6% | $140.33 | +233.3% | COM | 244199105 |
| GOOGL | ALPHABET INC | 36,666 | $11.48M | 1.6% | $119.25 | +139.5% | CAP STK CL A | 02079K305 |
| ABT | ABBOTT LABS | 90,577 | $11.35M | 1.6% | $35.57 | +257.9% | COM | 002824100 |
| MCD | MCDONALDS CORP | 36,903 | $11.28M | 1.5% | $75.93 | +301.8% | COM | 580135101 |
| CVX | CHEVRON CORP NEW | 68,053 | $10.37M | 1.4% | $96.85 | +56.3% | COM | 166764100 |
| VB | VANGUARD INDEX FDS | 39,626 | $10.22M | 1.4% | $171.67 | — | SMALL CP ETF | 922908751 |
| PEP | PEPSICO INC | 68,310 | $9.804M | 1.3% | $70.83 | +106.0% | COM | 713448108 |
| IWM | ISHARES TR | 38,186 | $9.4M | 1.3% | $115.04 | — | RUSSELL 2000 ETF | 464287655 |
| XOM | EXXON MOBIL CORP | 73,269 | $8.817M | 1.2% | $55.04 | +109.8% | COM | 30231G102 |
| PG | PROCTER AND GAMBLE CO | 59,556 | $8.535M | 1.2% | $62.56 | +135.2% | COM | 742718109 |
| VGT | VANGUARD WORLD FD | 11,224 | $8.46M | 1.2% | $131.19 | — | INF TECH ETF | 92204A702 |
| WFC | WELLS FARGO CO NEW | 85,611 | $7.979M | 1.1% | $45.26 | +91.4% | COM | 949746101 |
| CSCO | CISCO SYS INC | 101,592 | $7.826M | 1.1% | $19.25 | +283.4% | COM | 17275R102 |
| GLW | CORNING INC | 88,265 | $7.728M | 1.1% | $15.30 | +462.1% | COM | 219350105 |
| FDX | FEDEX CORP | 26,504 | $7.656M | 1.1% | $123.58 | +111.7% | COM | 31428X106 |
| USB | US BANCORP DEL | 143,254 | $7.644M | 1.0% | $39.12 | +24.5% | COM NEW | 902973304 |
| BSV | VANGUARD BD INDEX FDS | 95,558 | $7.531M | 1.0% | $79.20 | — | SHORT TRM BOND | 921937827 |
| BN | BROOKFIELD CORP | 162,492 | $7.457M | 1.0% | $33.03 | +37.9% | CL A LTD VT SH | 11271J107 |
| V | VISA INC | 21,199 | $7.435M | 1.0% | $161.76 | +110.4% | COM CL A | 92826C839 |
| AMZN | AMAZON COM INC | 30,444 | $7.027M | 1.0% | $132.25 | +73.0% | COM | 023135106 |
| VO | VANGUARD INDEX FDS | 23,400 | $6.791M | 0.9% | $182.62 | — | MID CAP ETF | 922908629 |
| MKL | MARKEL GROUP INC | 3,012 | $6.475M | 0.9% | $1783.86 | +13.6% | COM | 570535104 |
| VUG | VANGUARD INDEX FDS | 12,953 | $6.319M | 0.9% | $155.59 | — | GROWTH ETF | 922908736 |
| APD | AIR PRODS & CHEMS INC | 25,426 | $6.281M | 0.9% | $116.85 | +115.4% | COM | 009158106 |
| ADP | AUTOMATIC DATA PROCESSING IN | 23,973 | $6.167M | 0.8% | $82.76 | +220.0% | COM | 053015103 |
| OEF | ISHARES TR | 17,712 | $6.075M | 0.8% | $117.91 | — | S&P 100 ETF | 464287101 |
| TRV | TRAVELERS COMPANIES INC | 20,123 | $5.837M | 0.8% | $145.85 | +92.4% | COM | 89417E109 |
| VGSH | VANGUARD SCOTTSDALE FDS | 81,531 | $4.788M | 0.7% | $59.20 | — | SHORT TERM TREAS | 92206C102 |
| VBR | VANGUARD INDEX FDS | 22,229 | $4.708M | 0.6% | $153.00 | — | SM CP VAL ETF | 922908611 |
| C | CITIGROUP INC | 40,004 | $4.668M | 0.6% | $48.34 | +114.4% | COM NEW | 172967424 |
| VTV | VANGUARD INDEX FDS | 24,034 | $4.59M | 0.6% | $117.53 | — | VALUE ETF | 922908744 |
| BAC | BANK AMERICA CORP | 83,032 | $4.567M | 0.6% | $33.32 | +58.0% | COM | 060505104 |
| MS | MORGAN STANLEY | 25,383 | $4.506M | 0.6% | $51.25 | +224.8% | COM NEW | 617446448 |
| VYM | VANGUARD WHITEHALL FDS | 27,553 | $3.954M | 0.5% | $82.15 | — | HIGH DIV YLD | 921946406 |
| MDLZ | MONDELEZ INTL INC | 67,594 | $3.639M | 0.5% | $28.97 | +96.9% | CL A | 609207105 |
| VCSH | VANGUARD SCOTTSDALE FDS | 45,158 | $3.6M | 0.5% | $79.48 | — | SHRT TRM CORP BD | 92206C409 |
| EOG | EOG RES INC | 34,151 | $3.586M | 0.5% | $82.67 | +29.7% | COM | 26875P101 |
| TXN | TEXAS INSTRS INC | 20,483 | $3.554M | 0.5% | $85.42 | +99.9% | COM | 882508104 |
| MTB | M & T BK CORP | 17,484 | $3.523M | 0.5% | $140.67 | +35.1% | COM | 55261F104 |
| EES | WISDOMTREE TR | 61,811 | $3.519M | 0.5% | $41.20 | — | US SMALLCAP FUND | 97717W562 |
| IBM | INTERNATIONAL BUSINESS MACHS | 11,843 | $3.508M | 0.5% | $119.30 | +150.4% | COM | 459200101 |
| BIL | SPDR SERIES TRUST | 37,057 | $3.386M | 0.5% | $91.59 | — | STATE STREET SPD | 78468R663 |
| VOE | VANGUARD INDEX FDS | 18,416 | $3.266M | 0.4% | $135.00 | — | MCAP VL IDXVIP | 922908512 |
| CVS | CVS HEALTH CORP | 38,634 | $3.066M | 0.4% | $47.06 | +67.2% | COM | 126650100 |
| EZM | WISDOMTREE TR | 45,710 | $3.053M | 0.4% | $46.09 | — | US MIDCAP FUND | 97717W570 |
| COF | CAPITAL ONE FINL CORP | 11,190 | $2.712M | 0.4% | $89.76 | +147.6% | COM | 14040H105 |
| IJR | ISHARES TR | 21,821 | $2.622M | 0.4% | $97.67 | — | CORE S&P SCP ETF | 464287804 |
| CB | CHUBB LIMITED | 8,338 | $2.602M | 0.4% | $277.59 | +5.3% | COM | H1467J104 |
| MMM | 3M CO | 15,994 | $2.561M | 0.4% | $71.82 | +127.2% | COM | 88579Y101 |
| VZ | VERIZON COMMUNICATIONS INC | 61,022 | $2.485M | 0.3% | $37.98 | +6.6% | COM | 92343V104 |
| VXUS | VANGUARD STAR FDS | 32,875 | $2.48M | 0.3% | $58.97 | — | VG TL INTL STK F | 921909768 |
| VOO | VANGUARD INDEX FDS | 3,846 | $2.412M | 0.3% | $318.45 | — | S&P 500 ETF SHS | 922908363 |
| HSY | HERSHEY CO | 13,159 | $2.395M | 0.3% | $155.12 | +17.4% | COM | 427866108 |
| BLK | BLACKROCK INC | 1,993 | $2.133M | 0.3% | $1108.77 | -1.7% | COM | 09290D101 |
| T | AT&T INC | 79,007 | $1.963M | 0.3% | $14.89 | +69.8% | COM | 00206R102 |
| DLN | WISDOMTREE TR | 22,240 | $1.959M | 0.3% | $64.49 | — | US LARGECAP DIVD | 97717W307 |
| SPY | SPDR S&P 500 ETF TR | 2,849 | $1.943M | 0.3% | $280.00 | — | TR UNIT | 78462F103 |
| VTEB | VANGUARD MUN BD FDS | 38,200 | $1.921M | 0.3% | $50.38 | — | TAX EXEMPT BD | 922907746 |
| D | DOMINION ENERGY INC | 32,005 | $1.875M | 0.3% | $50.75 | +17.8% | COM | 25746U109 |
| BND | VANGUARD BD INDEX FDS | 24,189 | $1.792M | 0.2% | $83.62 | — | TOTAL BND MRKT | 921937835 |
| DIS | DISNEY WALT CO | 15,711 | $1.787M | 0.2% | $114.96 | -4.7% | COM | 254687106 |
| AGG | ISHARES TR | 16,262 | $1.624M | 0.2% | $110.05 | — | CORE US AGGBD ET | 464287226 |
| UPS | UNITED PARCEL SERVICE INC | 15,772 | $1.564M | 0.2% | $84.68 | +9.5% | CL B | 911312106 |
| MA | MASTERCARD INCORPORATED | 2,675 | $1.527M | 0.2% | $294.43 | +89.8% | CL A | 57636Q104 |
| IJH | ISHARES TR | 23,119 | $1.526M | 0.2% | $80.41 | — | CORE S&P MCP ETF | 464287507 |
| JCI | JOHNSON CTLS INTL PLC | 12,645 | $1.514M | 0.2% | $63.64 | +80.4% | SHS | G51502105 |
| DON | WISDOMTREE TR | 28,251 | $1.458M | 0.2% | $46.69 | — | US MIDCAP DIVID | 97717W505 |
| AXP | AMERICAN EXPRESS CO | 3,913 | $1.448M | 0.2% | $123.84 | +188.2% | COM | 025816109 |
| HD | HOME DEPOT INC | 4,143 | $1.426M | 0.2% | $191.94 | +89.9% | COM | 437076102 |
| UNP | UNION PAC CORP | 5,960 | $1.379M | 0.2% | $202.59 | +12.2% | COM | 907818108 |
| DVN | DEVON ENERGY CORP NEW | 36,820 | $1.349M | 0.2% | $39.27 | -11.6% | COM | 25179M103 |
| KO | COCA COLA CO | 19,202 | $1.342M | 0.2% | $50.56 | +37.2% | COM | 191216100 |
| SBUX | STARBUCKS CORP | 12,868 | $1.084M | 0.1% | $49.46 | +70.0% | COM | 855244109 |
| RSP | INVESCO EXCHANGE TRADED FD T | 5,371 | $1.029M | 0.1% | $176.41 | — | S&P500 EQL WGT | 46137V357 |
| STT | STATE STR CORP | 7,972 | $1.028M | 0.1% | $53.20 | +123.6% | COM | 857477103 |
| PFF | ISHARES TR | 32,292 | $1M | 0.1% | $36.88 | — | PFD AND INCM SEC | 464288687 |
| UNH | UNITEDHEALTH GROUP INC | 2,885 | $952K | 0.1% | $262.92 | +28.3% | COM | 91324P102 |
| IVV | ISHARES TR | 1,390 | $952K | 0.1% | $306.51 | — | CORE S&P500 ETF | 464287200 |
| WMT | WALMART INC | 8,539 | $951K | 0.1% | $53.35 | +100.9% | COM | 931142103 |
| LLY | ELI LILLY & CO | 880 | $946K | 0.1% | $705.27 | +35.5% | COM | 532457108 |
| ERIE | ERIE INDTY CO | 3,269 | $937K | 0.1% | $76.43 | +290.4% | CL A | 29530P102 |
| IWN | ISHARES TR | 5,151 | $933K | 0.1% | $98.57 | — | RUS 2000 VAL ETF | 464287630 |
| GIS | GENERAL MLS INC | 19,346 | $900K | 0.1% | $38.69 | +22.7% | COM | 370334104 |
| IVW | ISHARES TR | 7,297 | $899K | 0.1% | $86.08 | — | S&P 500 GRWT ETF | 464287309 |
| LOW | LOWES COS INC | 3,318 | $800K | 0.1% | $144.26 | +66.2% | COM | 548661107 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 11,725 | $751K | 0.1% | $60.16 | — | SPONSORED ADR | 03524A108 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 13,295 | $697K | 0.1% | $27.10 | +97.3% | CL A LMT VTG SHS | 113004105 |
| EFA | ISHARES TR | 6,858 | $659K | 0.1% | $59.68 | — | MSCI EAFE ETF | 464287465 |
| AMGN | AMGEN INC | 1,932 | $632K | 0.1% | $226.53 | +39.5% | COM | 031162100 |
| VIG | VANGUARD SPECIALIZED FUNDS | 2,767 | $608K | 0.1% | $119.19 | — | DIV APP ETF | 921908844 |
| COST | COSTCO WHSL CORP NEW | 670 | $578K | 0.1% | $317.90 | +184.9% | COM | 22160K105 |
| QQQ | INVESCO QQQ TR | 937 | $576K | 0.1% | $264.34 | — | UNIT SER 1 | 46090E103 |
| TFC | TRUIST FINL CORP | 11,293 | $556K | 0.1% | $40.73 | +12.4% | COM | 89832Q109 |
| ITOT | ISHARES TR | 3,695 | $549K | 0.1% | $56.85 | — | CORE S&P TTL STK | 464287150 |
| META | META PLATFORMS INC | 716 | $473K | 0.1% | $630.78 | +5.8% | CL A | 30303M102 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 5,248 | $472K | 0.1% | $95.21 | -0.7% | COM | 98956P102 |
| SLB | SLB LIMITED | 12,018 | $461K | 0.1% | $34.93 | +3.2% | COM STK | 806857108 |
| ADBE | ADOBE INC | 1,268 | $444K | 0.1% | $431.54 | -21.2% | COM | 00724F101 |
| VCIT | VANGUARD SCOTTSDALE FDS | 5,230 | $438K | 0.1% | $88.73 | — | INT-TERM CORP | 92206C870 |
| BX | BLACKSTONE INC | 2,655 | $409K | 0.1% | $117.98 | +28.4% | COM | 09260D107 |
| SJM | SMUCKER J M CO | 4,156 | $406K | 0.1% | $87.20 | +17.9% | COM NEW | 832696405 |
| SCHB | SCHWAB STRATEGIC TR | 15,000 | $393K | 0.1% | $35.48 | — | US BRD MKT ETF | 808524102 |
| CLX | CLOROX CO DEL | 3,674 | $370K | 0.1% | $136.76 | -20.8% | COM | 189054109 |
| VUSB | VANGUARD BD INDEX FDS | 7,050 | $351K | 0.0% | $49.61 | — | VANGUARD ULTRA | 92203C303 |
| VOT | VANGUARD INDEX FDS | 1,175 | $328K | 0.0% | $243.47 | — | MCAP GR IDXVIP | 922908538 |
| STZ | CONSTELLATION BRANDS INC | 2,268 | $313K | 0.0% | $136.84 | 0.0% | CL A | 21036P108 |
| MOAT | VANECK ETF TRUST | 2,701 | $280K | 0.0% | $91.97 | — | MRNGSTR WDE MOAT | 92189F643 |
| PFE | PFIZER INC | 11,157 | $278K | 0.0% | $30.56 | -18.1% | COM | 717081103 |
| KVUE | KENVUE INC | 16,100 | $278K | 0.0% | $18.67 | -12.9% | COM | 49177J102 |
| DWM | WISDOMTREE TR | 3,695 | $254K | 0.0% | $58.15 | — | INTL EQUITY FD | 97717W703 |
| OBT | ORANGE CNTY BANCORP INC | 8,300 | $237K | 0.0% | $26.27 | 0.0% | COM | 68417L107 |
| LSTR | LANDSTAR SYS INC | 1,500 | $216K | 0.0% | $125.29 | — | COM | 515098101 |
| MKC/V | MCCORMICK & CO INC | 3,108 | $212K | 0.0% | $62.69 | +4.8% | COM VTG | 579780107 |
| SPYM | SPDR SERIES TRUST | 2,624 | $210K | 0.0% | $72.69 | — | STATE STREET SPD | 78464A854 |