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 | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 116,425 | $58.52M | 8.0% | $502.65 | $159.45 | +215.2% | CL B NEW | 084670702 |
| AAPL | APPLE INC | 173,040 | $47.04M | 6.5% | $271.86 | $82.27 | +230.5% | COM | 037833100 |
| MSFT | MICROSOFT CORP | 81,982 | $39.65M | 5.4% | $483.62 | $29.59 | +1534.5% | COM | 594918104 |
| JPM | JPMORGAN CHASE & CO. | 113,567 | $36.59M | 5.0% | $322.22 | $52.65 | +512.0% | COM | 46625H100 |
| GS | GOLDMAN SACHS GROUP INC | 27,176 | $23.89M | 3.3% | $879.01 | $153.79 | +471.6% | COM | 38141G104 |
| CAT | CATERPILLAR INC | 40,895 | $23.43M | 3.2% | $572.86 | $84.16 | +580.7% | COM | 149123101 |
| GOOG | ALPHABET INC | 67,749 | $21.26M | 2.9% | $313.80 | $107.44 | +192.1% | CAP STK CL C | 02079K107 |
| CMI | CUMMINS INC | 34,741 | $17.73M | 2.4% | $510.45 | $99.41 | +413.5% | COM | 231021106 |
| MCK | MCKESSON CORP | 20,684 | $16.97M | 2.3% | $820.29 | $130.44 | +528.9% | COM | 58155Q103 |
| IWR | ISHARES TR | 167,938 | $16.17M | 2.2% | $96.27 | $47.80 | +101.4% | RUS MID CAP ETF | 464287499 |
| JNJ | JOHNSON & JOHNSON | 74,751 | $15.47M | 2.1% | $206.95 | $72.43 | +185.7% | COM | 478160104 |
| ABBV | ABBVIE INC | 67,137 | $15.34M | 2.1% | $228.49 | $34.78 | +557.0% | COM | 00287Y109 |
| ORCL | ORACLE CORP | 72,150 | $14.06M | 1.9% | $194.91 | $32.89 | +492.6% | COM | 68389X105 |
| VTI | VANGUARD INDEX FDS | 38,671 | $12.97M | 1.8% | $335.27 | $155.16 | +116.1% | TOTAL STK MKT | 922908769 |
| DE | DEERE & CO | 25,232 | $11.75M | 1.6% | $465.57 | $140.33 | +231.8% | COM | 244199105 |
| GOOGL | ALPHABET INC | 36,666 | $11.48M | 1.6% | $313.00 | $119.25 | +162.5% | CAP STK CL A | 02079K305 |
| ABT | ABBOTT LABS | 90,577 | $11.35M | 1.6% | $125.29 | $35.57 | +252.2% | COM | 002824100 |
| MCD | MCDONALDS CORP | 36,903 | $11.28M | 1.5% | $305.63 | $75.93 | +302.5% | COM | 580135101 |
| CVX | CHEVRON CORP NEW | 68,053 | $10.37M | 1.4% | $152.41 | $96.85 | +57.4% | COM | 166764100 |
| VB | VANGUARD INDEX FDS | 39,626 | $10.22M | 1.4% | $257.95 | $170.42 | +51.4% | SMALL CP ETF | 922908751 |
| PEP | PEPSICO INC | 68,310 | $9.804M | 1.3% | $143.52 | $70.83 | +102.6% | COM | 713448108 |
| IWM | ISHARES TR | 38,186 | $9.4M | 1.3% | $246.16 | $113.70 | +116.5% | RUSSELL 2000 ETF | 464287655 |
| XOM | EXXON MOBIL CORP | 73,269 | $8.817M | 1.2% | $120.34 | $55.04 | +118.6% | COM | 30231G102 |
| PG | PROCTER AND GAMBLE CO | 59,556 | $8.535M | 1.2% | $143.31 | $62.56 | +129.1% | COM | 742718109 |
| VGT | VANGUARD WORLD FD | 11,224 | $8.46M | 1.2% | $753.78 * | $16.63 | +466.7% | INF TECH ETF | 92204A702 |
| WFC | WELLS FARGO CO NEW | 85,611 | $7.979M | 1.1% | $93.20 | $45.26 | +105.9% | COM | 949746101 |
| CSCO | CISCO SYS INC | 101,592 | $7.826M | 1.1% | $77.03 | $19.25 | +298.1% | COM | 17275R102 |
| GLW | CORNING INC | 88,265 | $7.728M | 1.1% | $87.56 | $15.30 | +472.5% | COM | 219350105 |
| FDX | FEDEX CORP | 26,504 | $7.656M | 1.1% | $288.86 | $123.58 | +133.7% | COM | 31428X106 |
| USB | US BANCORP DEL | 143,254 | $7.644M | 1.0% | $53.36 | $39.12 | +36.4% | COM NEW | 902973304 |
| BSV | VANGUARD BD INDEX FDS | 95,558 | $7.531M | 1.0% | $78.81 | $79.42 | -0.8% | SHORT TRM BOND | 921937827 |
| BN | BROOKFIELD CORP | 162,492 | $7.457M | 1.0% | $45.89 | $33.03 | +38.9% | CL A LTD VT SH | 11271J107 |
| V | VISA INC | 21,199 | $7.435M | 1.0% | $350.71 | $161.76 | +116.8% | COM CL A | 92826C839 |
| AMZN | AMAZON COM INC | 30,444 | $7.027M | 1.0% | $230.82 | $132.25 | +74.5% | COM | 023135106 |
| VO | VANGUARD INDEX FDS | 23,400 | $6.791M | 0.9% | $290.22 * | $45.55 | +59.3% | MID CAP ETF | 922908629 |
| MKL | MARKEL GROUP INC | 3,012 | $6.475M | 0.9% | $2149.65 | $1783.86 | +20.5% | COM | 570535104 |
| VUG | VANGUARD INDEX FDS | 12,953 | $6.319M | 0.9% | $487.86 * | $25.91 | +213.8% | GROWTH ETF | 922908736 |
| APD | AIR PRODS & CHEMS INC | 25,426 | $6.281M | 0.9% | $247.02 | $116.85 | +109.9% | COM | 009158106 |
| ADP | AUTOMATIC DATA PROCESSING IN | 23,973 | $6.167M | 0.8% | $257.23 | $82.76 | +210.8% | COM | 053015103 |
| OEF | ISHARES TR | 17,712 | $6.075M | 0.8% | $342.97 | $125.89 | +172.4% | S&P 100 ETF | 464287101 |
| TRV | TRAVELERS COMPANIES INC | 20,123 | $5.837M | 0.8% | $290.06 | $145.85 | +98.9% | COM | 89417E109 |
| VGSH | VANGUARD SCOTTSDALE FDS | 81,531 | $4.788M | 0.7% | $58.73 | $59.18 | -0.8% | SHORT TERM TREAS | 92206C102 |
| VBR | VANGUARD INDEX FDS | 22,229 | $4.708M | 0.6% | $211.79 | $152.00 | +39.3% | SM CP VAL ETF | 922908611 |
| C | CITIGROUP INC | 40,004 | $4.668M | 0.6% | $116.69 | $48.34 | +141.4% | COM NEW | 172967424 |
| VTV | VANGUARD INDEX FDS | 24,034 | $4.59M | 0.6% | $190.99 | $118.54 | +61.1% | VALUE ETF | 922908744 |
| BAC | BANK AMERICA CORP | 83,032 | $4.567M | 0.6% | $55.00 | $33.32 | +65.0% | COM | 060505104 |
| MS | MORGAN STANLEY | 25,383 | $4.506M | 0.6% | $177.53 | $51.25 | +246.4% | COM NEW | 617446448 |
| VYM | VANGUARD WHITEHALL FDS | 27,553 | $3.954M | 0.5% | $143.52 | $87.56 | +63.9% | HIGH DIV YLD | 921946406 |
| MDLZ | MONDELEZ INTL INC | 67,594 | $3.639M | 0.5% | $53.83 | $28.97 | +85.8% | CL A | 609207105 |
| VCSH | VANGUARD SCOTTSDALE FDS | 45,158 | $3.6M | 0.5% | $79.73 | $79.29 | +0.6% | SHRT TRM CORP BD | 92206C409 |
| EOG | EOG RES INC | 34,151 | $3.586M | 0.5% | $105.01 | $82.67 | +27.0% | COM | 26875P101 |
| TXN | TEXAS INSTRS INC | 20,483 | $3.554M | 0.5% | $173.49 | $85.42 | +103.1% | COM | 882508104 |
| MTB | M & T BK CORP | 17,484 | $3.523M | 0.5% | $201.48 | $140.67 | +43.2% | COM | 55261F104 |
| EES | WISDOMTREE TR | 61,811 | $3.519M | 0.5% | $56.93 | $33.12 | +71.9% | US SMALLCAP FUND | 97717W562 |
| IBM | INTERNATIONAL BUSINESS MACHS | 11,843 | $3.508M | 0.5% | $296.22 | $119.30 | +148.3% | COM | 459200101 |
| BIL | SPDR SERIES TRUST | 37,057 | $3.386M | 0.5% | $91.38 | $91.58 | -0.2% | STATE STREET SPD | 78468R663 |
| VOE | VANGUARD INDEX FDS | 18,416 | $3.266M | 0.4% | $177.37 | $133.03 | +33.3% | MCAP VL IDXVIP | 922908512 |
| CVS | CVS HEALTH CORP | 38,634 | $3.066M | 0.4% | $79.36 | $47.06 | +68.6% | COM | 126650100 |
| EZM | WISDOMTREE TR | 45,710 | $3.053M | 0.4% | $66.80 | $35.50 | +88.2% | US MIDCAP FUND | 97717W570 |
| COF | CAPITAL ONE FINL CORP | 11,190 | $2.712M | 0.4% | $242.36 | $89.76 | +170.0% | COM | 14040H105 |
| IJR | ISHARES TR | 21,821 | $2.622M | 0.4% | $120.18 | $97.13 | +23.7% | CORE S&P SCP ETF | 464287804 |
| CB | CHUBB LIMITED | 8,338 | $2.602M | 0.4% | $312.12 | $277.59 | +12.4% | COM | H1467J104 |
| MMM | 3M CO | 15,994 | $2.561M | 0.4% | $160.10 | $71.82 | +122.9% | COM | 88579Y101 |
| VZ | VERIZON COMMUNICATIONS INC | 61,022 | $2.485M | 0.3% | $40.73 | $37.98 | +7.2% | COM | 92343V104 |
| VXUS | VANGUARD STAR FDS | 32,875 | $2.48M | 0.3% | $75.44 | $60.25 | +25.2% | VG TL INTL STK F | 921909768 |
| VOO | VANGUARD INDEX FDS | 3,846 | $2.412M | 0.3% | $627.13 | $315.18 | +99.0% | S&P 500 ETF SHS | 922908363 |
| HSY | HERSHEY CO | 13,159 | $2.395M | 0.3% | $181.98 | $155.12 | +17.3% | COM | 427866108 |
| BLK | BLACKROCK INC | 1,993 | $2.133M | 0.3% | $1070.34 | $1108.77 | -3.5% | COM | 09290D101 |
| T | AT&T INC | 79,007 | $1.963M | 0.3% | $24.84 | $14.89 | +66.8% | COM | 00206R102 |
| DLN | WISDOMTREE TR | 22,240 | $1.959M | 0.3% | $88.08 | $48.11 | +83.1% | US LARGECAP DIVD | 97717W307 |
| SPY | SPDR S&P 500 ETF TR | 2,849 | $1.943M | 0.3% | $681.92 | $288.75 | +136.2% | TR UNIT | 78462F103 |
| VTEB | VANGUARD MUN BD FDS | 38,200 | $1.921M | 0.3% | $50.29 | $50.17 | +0.2% | TAX EXEMPT BD | 922907746 |
| D | DOMINION ENERGY INC | 32,005 | $1.875M | 0.3% | $58.59 | $50.75 | +15.5% | COM | 25746U109 |
| BND | VANGUARD BD INDEX FDS | 24,189 | $1.792M | 0.2% | $74.07 | $83.73 | -11.5% | TOTAL BND MRKT | 921937835 |
| DIS | DISNEY WALT CO | 15,711 | $1.787M | 0.2% | $113.77 | $114.96 | -1.0% | COM | 254687106 |
| AGG | ISHARES TR | 16,262 | $1.624M | 0.2% | $99.88 | $109.62 | -8.9% | CORE US AGGBD ET | 464287226 |
| UPS | UNITED PARCEL SERVICE INC | 15,772 | $1.564M | 0.2% | $99.19 | $84.68 | +17.1% | CL B | 911312106 |
| MA | MASTERCARD INCORPORATED | 2,675 | $1.527M | 0.2% | $570.88 | $294.43 | +93.9% | CL A | 57636Q104 |
| IJH | ISHARES TR | 23,119 | $1.526M | 0.2% | $66.00 | $55.02 | +19.9% | CORE S&P MCP ETF | 464287507 |
| JCI | JOHNSON CTLS INTL PLC | 12,645 | $1.514M | 0.2% | $119.75 | $63.64 | +88.2% | SHS | G51502105 |
| DON | WISDOMTREE TR | 28,251 | $1.458M | 0.2% | $51.60 | $31.44 | +64.1% | US MIDCAP DIVID | 97717W505 |
| AXP | AMERICAN EXPRESS CO | 3,913 | $1.448M | 0.2% | $369.95 | $123.84 | +198.1% | COM | 025816109 |
| HD | HOME DEPOT INC | 4,143 | $1.426M | 0.2% | $344.10 | $191.94 | +79.3% | COM | 437076102 |
| UNP | UNION PAC CORP | 5,960 | $1.379M | 0.2% | $231.32 | $202.59 | +14.2% | COM | 907818108 |
| DVN | DEVON ENERGY CORP NEW | 36,820 | $1.349M | 0.2% | $36.63 | $39.27 | -6.7% | COM | 25179M103 |
| KO | COCA COLA CO | 19,202 | $1.342M | 0.2% | $69.91 | $50.56 | +38.3% | COM | 191216100 |
| SBUX | STARBUCKS CORP | 12,868 | $1.084M | 0.1% | $84.21 | $49.46 | +70.3% | COM | 855244109 |
| RSP | INVESCO EXCHANGE TRADED FD T | 5,371 | $1.029M | 0.1% | $191.56 | $176.52 | +8.5% | S&P500 EQL WGT | 46137V357 |
| STT | STATE STR CORP | 7,972 | $1.028M | 0.1% | $129.00 | $53.20 | +140.9% | COM | 857477103 |
| PFF | ISHARES TR | 32,292 | $1M | 0.1% | $30.96 | $36.97 | -16.2% | PFD AND INCM SEC | 464288687 |
| UNH | UNITEDHEALTH GROUP INC | 2,885 | $952K | 0.1% | $330.11 | $262.92 | +25.6% | COM | 91324P102 |
| IVV | ISHARES TR | 1,390 | $952K | 0.1% | $684.94 | $304.60 | +124.9% | CORE S&P500 ETF | 464287200 |
| WMT | WALMART INC | 8,539 | $951K | 0.1% | $111.41 | $53.35 | +108.8% | COM | 931142103 |
| LLY | ELI LILLY & CO | 880 | $946K | 0.1% | $1074.68 | $705.27 | +52.4% | COM | 532457108 |
| ERIE | ERIE INDTY CO | 3,269 | $937K | 0.1% | $286.65 | $76.43 | +275.0% | CL A | 29530P102 |
| IWN | ISHARES TR | 5,151 | $933K | 0.1% | $181.21 | $99.31 | +82.5% | RUS 2000 VAL ETF | 464287630 |
| GIS | GENERAL MLS INC | 19,346 | $900K | 0.1% | $46.50 | $38.69 | +20.2% | COM | 370334104 |
| IVW | ISHARES TR | 7,297 | $899K | 0.1% | $123.26 | $54.84 | +124.8% | S&P 500 GRWT ETF | 464287309 |
| LOW | LOWES COS INC | 3,318 | $800K | 0.1% | $241.16 | $144.26 | +67.2% | COM | 548661107 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 11,725 | $751K | 0.1% | $64.04 | $62.81 | +2.0% | SPONSORED ADR | 03524A108 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 13,295 | $697K | 0.1% | $52.39 | $27.10 | +93.4% | CL A LMT VTG SHS | 113004105 |
| EFA | ISHARES TR | 6,858 | $659K | 0.1% | $96.03 | $61.53 | +56.1% | MSCI EAFE ETF | 464287465 |
| AMGN | AMGEN INC | 1,932 | $632K | 0.1% | $327.31 | $226.53 | +44.5% | COM | 031162100 |
| VIG | VANGUARD SPECIALIZED FUNDS | 2,767 | $608K | 0.1% | $219.78 | $120.54 | +82.3% | DIV APP ETF | 921908844 |
| COST | COSTCO WHSL CORP NEW | 670 | $578K | 0.1% | $862.34 | $317.90 | +171.3% | COM | 22160K105 |
| QQQ | INVESCO QQQ TR | 937 | $576K | 0.1% | $614.31 | $245.14 | +150.6% | UNIT SER 1 | 46090E103 |
| TFC | TRUIST FINL CORP | 11,293 | $556K | 0.1% | $49.21 | $40.73 | +20.8% | COM | 89832Q109 |
| ITOT | ISHARES TR | 3,695 | $549K | 0.1% | $148.69 | $63.01 | +136.0% | CORE S&P TTL STK | 464287150 |
| META | META PLATFORMS INC | 716 | $473K | 0.1% | $660.09 | $630.78 | +4.6% | CL A | 30303M102 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 5,248 | $472K | 0.1% | $89.92 | $95.21 | -5.6% | COM | 98956P102 |
| SLB | SLB LIMITED | 12,018 | $461K | 0.1% | $38.38 | $34.93 | +9.9% | COM STK | 806857108 |
| ADBE | ADOBE INC | 1,268 | $444K | 0.1% | $349.99 | $431.54 | -18.9% | COM | 00724F101 |
| VCIT | VANGUARD SCOTTSDALE FDS | 5,230 | $438K | 0.1% | $83.75 | $89.04 | -5.9% | INT-TERM CORP | 92206C870 |
| BX | BLACKSTONE INC | 2,655 | $409K | 0.1% | $154.14 | $117.98 | +30.6% | COM | 09260D107 |
| SJM | SMUCKER J M CO | 4,156 | $406K | 0.1% | $97.81 | $87.20 | +12.2% | COM NEW | 832696405 |
| SCHB | SCHWAB STRATEGIC TR | 15,000 | $393K | 0.1% | $26.23 | $21.68 | +21.0% | US BRD MKT ETF | 808524102 |
| CLX | CLOROX CO DEL | 3,674 | $370K | 0.1% | $100.83 | $136.76 | -26.3% | COM | 189054109 |
| VUSB | VANGUARD BD INDEX FDS | 7,050 | $351K | 0.0% | $49.84 | $49.49 | +0.7% | VANGUARD ULTRA | 92203C303 |
| VOT | VANGUARD INDEX FDS | 1,175 | $328K | 0.0% | $279.14 | $232.88 | +19.9% | MCAP GR IDXVIP | 922908538 |
| STZ | CONSTELLATION BRANDS INC | 2,268 | $313K | 0.0% | $137.96 | $136.84 | +0.8% | CL A | 21036P108 |
| MOAT | VANECK ETF TRUST | 2,701 | $280K | 0.0% | $103.56 | $95.64 | +8.3% | MRNGSTR WDE MOAT | 92189F643 |
| PFE | PFIZER INC | 11,157 | $278K | 0.0% | $24.90 | $30.56 | -18.5% | COM | 717081103 |
| KVUE | KENVUE INC | 16,100 | $278K | 0.0% | $17.25 | $18.67 | -7.6% | COM | 49177J102 |
| DWM | WISDOMTREE TR | 3,695 | $254K | 0.0% | $68.76 | $56.30 | +22.1% | INTL EQUITY FD | 97717W703 |
| OBT | ORANGE CNTY BANCORP INC | 8,300 | $237K | 0.0% | $28.55 | $26.27 | +8.7% | COM | 68417L107 |
| LSTR | LANDSTAR SYS INC | 1,500 | $216K | 0.0% | $143.70 | $125.29 | — | COM | 515098101 |
| MKC/V | MCCORMICK & CO INC | 3,108 | $212K | 0.0% | $68.11 | $62.69 | +8.5% | COM VTG | 579780107 |
| SPYM | SPDR SERIES TRUST | 2,624 | $210K | 0.0% | $80.22 | $67.24 | +19.3% | STATE STREET SPD | 78464A854 |