Location: Charlottesville, VA
CIK: 0001224890 · Show all filings
Period: Q2 2026 (← Previous) (Next →)
Filing Date: Jul 29, 2026
Total Value: $859M (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 | 128,286 | $64.19M | 7.5% | $500.39 | $189.41 | +164.2% | CL B NEW | 084670702 |
| AAPL | APPLE INC | 178,001 | $51.51M | 6.0% | $289.36 | $88.41 | +227.3% | COM | 037833100 |
| JNJ | JOHNSON & JOHNSON | 165,525 | $42.04M | 4.9% | $253.97 | $161.09 | +57.7% | COM | 478160104 |
| CAT | CATERPILLAR INC | 37,820 | $40.27M | 4.7% | $1064.89 | $84.16 | +1165.3% | COM | 149123101 |
| JPM | JPMORGAN CHASE & CO | 108,791 | $35.61M | 4.1% | $327.33 | $52.65 | +521.7% | COM | 46625H100 |
| MSFT | MICROSOFT CORP | 85,564 | $31.92M | 3.7% | $373.02 | $45.58 | +718.3% | COM | 594918104 |
| GS | GOLDMAN SACHS GROUP INC | 25,851 | $26.15M | 3.0% | $1011.38 | $153.79 | +557.6% | COM | 38141G104 |
| CMI | CUMMINS INC | 33,794 | $24.1M | 2.8% | $713.21 | $99.41 | +617.5% | COM | 231021106 |
| GOOG | ALPHABET INC | 64,958 | $22.95M | 2.7% | $353.33 | $107.44 | +228.9% | CAP STK CL C | 02079K107 |
| ABBV | ABBVIE INC | 80,166 | $20.17M | 2.3% | $251.64 | $65.60 | +283.6% | COM | 00287Y109 |
| IWR | ISHARES TR | 165,548 | $18.26M | 2.1% | $110.32 | $47.80 | +130.8% | RUS MID CAP ETF | 464287499 |
| DE | DEERE & CO | 24,668 | $15.65M | 1.8% | $634.33 | $140.33 | +352.0% | COM | 244199105 |
| MCK | MCKESSON CORP | 19,954 | $15.08M | 1.8% | $755.60 | $130.44 | +479.3% | COM | 58155Q103 |
| GLW | CORNING INC | 58,307 | $14.89M | 1.7% | $255.43 | $15.30 | +1570.0% | COM | 219350105 |
| ORCL | ORACLE CORP | 92,830 | $13.6M | 1.6% | $146.55 | $62.50 | +134.5% | COM | 68389X105 |
| VTI | VANGUARD INDEX FDS | 36,726 | $13.59M | 1.6% | $370.04 | $155.16 | +138.5% | TOTAL STK MKT | 922908769 |
| GOOGL | ALPHABET INC | 36,433 | $13.02M | 1.5% | $357.37 | $119.25 | +199.7% | CAP STK CL A | 02079K305 |
| XOM | EXXON MOBIL CORP | 93,216 | $12.74M | 1.5% | $136.72 | $74.78 | +82.8% | COM | 30231G102 |
| VB | VANGUARD INDEX FDS | 39,471 | $11.96M | 1.4% | $303.12 | $170.42 | +77.9% | SMALL CP ETF | 922908751 |
| CVX | CHEVRON CORPORATION | 70,189 | $11.63M | 1.4% | $165.76 | $99.17 | +67.2% | COM | 166764100 |
| IWM | ISHARES TR | 38,312 | $11.51M | 1.3% | $300.45 | $117.76 | +155.1% | RUSSELL 2000 ETF | 464287655 |
| CSCO | CISCO SYS INC | 90,244 | $10.6M | 1.2% | $117.46 | $19.25 | +510.3% | COM | 17275R102 |
| VGT | VANGUARD WORLD FD | 84,082 | $10.05M | 1.2% | $119.52 | $97.27 | +22.9% | INF TECH ETF | 92204A702 |
| AMZN | AMAZON COM INC | 41,825 | $9.969M | 1.2% | $238.34 | $155.70 | +53.1% | COM | 023135106 |
| MKL | MARKEL GROUP INC | 5,071 | $9.904M | 1.2% | $1953.01 | $1847.87 | +5.7% | COM | 570535104 |
| USB | US BANCORP | 161,453 | $9.752M | 1.1% | $60.40 | $40.92 | +47.6% | COM NEW | 902973304 |
| MCD | MCDONALDS CORP | 35,877 | $9.698M | 1.1% | $270.31 | $75.93 | +256.0% | COM | 580135101 |
| BN | BROOKFIELD CORP | 209,496 | $8.922M | 1.0% | $42.59 | $35.58 | +19.7% | CL A LTD VT SH | 11271J107 |
| PEP | PEPSICO INC | 65,277 | $8.839M | 1.0% | $135.40 | $70.83 | +91.2% | COM | 713448108 |
| PG | PROCTER & GAMBLE CO | 57,507 | $8.433M | 1.0% | $146.64 | $62.56 | +134.4% | COM | 742718109 |
| V | VISA INC | 24,086 | $8.264M | 1.0% | $343.09 | $180.18 | +90.4% | COM CL A | 92826C839 |
| FDX | FEDEX CORP | 26,361 | $8.254M | 1.0% | $313.13 | $123.58 | +153.4% | COM | 31428X106 |
| ABT | ABBOTT LABORATORIES | 89,925 | $8.16M | 1.0% | $90.74 | $36.94 | +145.6% | COM | 002824100 |
| APD | AIR PRODUCTS AND CHEMICALS I | 26,542 | $7.781M | 0.9% | $293.17 | $126.76 | +131.3% | COM | 009158106 |
| VO | VANGUARD INDEX FDS | 94,528 | $7.616M | 0.9% | $80.57 | $69.60 | +15.8% | MID CAP ETF | 922908629 |
| BSV | VANGUARD BD INDEX FDS | 97,226 | $7.575M | 0.9% | $77.91 | $79.39 | -1.9% | SHORT TRM BOND | 921937827 |
| WFC | WELLS FARGO & CO | 84,621 | $6.993M | 0.8% | $82.64 | $45.26 | +82.6% | COM | 949746101 |
| OEF | ISHARES TR | 17,210 | $6.297M | 0.7% | $365.87 | $125.89 | +190.6% | S&P 100 ETF | 464287101 |
| VUG | VANGUARD INDEX FDS | 71,325 | $6.144M | 0.7% | $86.14 | $74.19 | +16.1% | GROWTH ETF | 922908736 |
| TXN | TEXAS INSTRS INC | 20,576 | $6.133M | 0.7% | $298.07 | $85.42 | +248.9% | COM | 882508104 |
| VBR | VANGUARD INDEX FDS | 24,732 | $6.01M | 0.7% | $242.99 | $159.71 | +52.1% | SM CP VAL ETF | 922908611 |
| TRV | TRAVELERS COMPANIES INC | 17,555 | $5.795M | 0.7% | $330.12 | $145.85 | +126.3% | COM | 89417E109 |
| EOG | EOG RES INC | 41,229 | $5.349M | 0.6% | $129.73 | $89.61 | +44.8% | COM | 26875P101 |
| C | CITIGROUP INC | 38,178 | $5.343M | 0.6% | $139.96 | $48.34 | +189.5% | COM NEW | 172967424 |
| MS | MORGAN STANLEY | 25,073 | $5.241M | 0.6% | $209.04 | $52.62 | +297.3% | COM NEW | 617446448 |
| VTV | VANGUARD INDEX FDS | 23,920 | $5.213M | 0.6% | $217.93 | $120.60 | +80.7% | VALUE ETF | 922908744 |
| ADP | AUTOMATIC DATA PROCESSING IN | 22,042 | $4.936M | 0.6% | $223.95 | $82.76 | +170.6% | COM | 053015103 |
| WMT | WALMART INC | 43,072 | $4.878M | 0.6% | $113.26 | $109.08 | +3.8% | COM | 931142103 |
| VGSH | VANGUARD SCOTTSDALE FDS | 83,496 | $4.859M | 0.6% | $58.20 | $59.15 | -1.6% | SHORT TERM TREAS | 92206C102 |
| BAC | BANK OF AMER CORP | 82,474 | $4.699M | 0.5% | $56.98 | $33.52 | +70.0% | COM | 060505104 |
| STT | STATE STR CORP | 27,343 | $4.637M | 0.5% | $169.60 | $106.06 | +59.9% | COM | 857477103 |
| COF | CAPITAL ONE FINL CORP | 23,078 | $4.63M | 0.5% | $200.62 | $149.03 | +34.6% | COM | 14040H105 |
| VOE | VANGUARD INDEX FDS | 22,379 | $4.422M | 0.5% | $197.60 | $143.21 | +38.0% | MCAP VL IDXVIP | 922908512 |
| EES | WISDOMTREE TR | 61,043 | $4.138M | 0.5% | $67.79 | $33.12 | +104.7% | US SMALLCAP FUND | 97717W562 |
| VYM | VANGUARD WHITEHALL FDS | 26,008 | $4.11M | 0.5% | $158.03 | $87.56 | +80.5% | HIGH DIV YLD | 921946406 |
| MTB | M & T BK CORP | 17,144 | $4.08M | 0.5% | $238.01 | $140.67 | +69.2% | COM | 55261F104 |
| TJX | TJX COS INC NEW | 23,441 | $3.551M | 0.4% | $151.50 | $155.53 | -2.6% | COM | 872540109 |
| VCSH | VANGUARD SCOTTSDALE FDS | 44,268 | $3.498M | 0.4% | $79.03 | $79.29 | -0.3% | SHRT TRM CORP BD | 92206C409 |
| CVS | CVS HEALTH CORP | 33,648 | $3.481M | 0.4% | $103.45 | $47.06 | +119.8% | COM | 126650100 |
| EZM | WISDOMTREE TR | 45,015 | $3.411M | 0.4% | $75.78 | $35.50 | +113.5% | US MIDCAP FUND | 97717W570 |
| IJR | ISHARES TR | 21,741 | $3.224M | 0.4% | $148.31 | $97.13 | +52.7% | CORE S&P SCP ETF | 464287804 |
| VXUS | VANGUARD STAR FDS | 37,010 | $3.164M | 0.4% | $85.49 | $62.63 | +36.5% | VG TL INTL STK F | 921909768 |
| BIL | SPDR SERIES TRUST | 34,327 | $3.146M | 0.4% | $91.64 | $91.58 | +0.1% | ST STR BLO 1 ETF | 78468R663 |
| VZ | VERIZON COMMUNICATIONS INC | 72,322 | $3.062M | 0.4% | $42.34 | $39.64 | +6.8% | COM | 92343V104 |
| VOO | VANGUARD INDEX FDS | 4,253 | $2.921M | 0.3% | $686.81 | $361.67 | +89.9% | S&P 500 ETF SHS | 922908363 |
| IBM | INTERNATIONAL BUSINESS MACHS | 10,228 | $2.876M | 0.3% | $281.22 | $119.30 | +135.7% | COM | 459200101 |
| MDLZ | MONDELEZ INTL INC | 45,213 | $2.615M | 0.3% | $57.84 | $28.97 | +99.6% | CL A | 609207105 |
| VTEB | VANGUARD MUN BD FDS | 50,570 | $2.558M | 0.3% | $50.58 | $50.21 | +0.7% | TAX EXEMPT BD | 922907746 |
| D | DOMINION ENERGY INC | 36,229 | $2.474M | 0.3% | $68.29 | $52.55 | +29.9% | COM | 25746U109 |
| SPY | STATE STR SPDR S&P 500 ETF T | 3,249 | $2.426M | 0.3% | $746.77 | $353.47 | +111.3% | TR UNIT | 78462F103 |
| AMGN | AMGEN INC | 6,452 | $2.336M | 0.3% | $362.12 | $318.93 | +13.5% | COM | 031162100 |
| MMM | 3M CO | 13,576 | $2.198M | 0.3% | $161.91 | $71.82 | +125.4% | COM | 88579Y101 |
| VBIL | VANGUARD INSTL INDEX FD | 28,753 | $2.176M | 0.3% | $75.68 | $75.57 | +0.2% | 0 3 MO TR BI ETF | 922040845 |
| DLN | WISDOMTREE TR | 22,133 | $2.132M | 0.2% | $96.32 | $49.31 | +95.3% | US LARGECAP DIVD | 97717W307 |
| UPS | UNITED PARCEL SVCS INC | 19,264 | $2.071M | 0.2% | $107.50 | $89.35 | +20.3% | CL B | 911312106 |
| FDXF | FEDEX FGHT HLDG CO INC | 12,864 | $1.942M | 0.2% | $151.00 | $163.79 | -7.8% | COMMON STOCK | 314352105 |
| UNP | UNION PAC CORP | 6,944 | $1.889M | 0.2% | $272.00 | $208.37 | +30.5% | COM | 907818108 |
| BND | VANGUARD BD INDEX FDS | 24,179 | $1.775M | 0.2% | $73.41 | $83.73 | -12.3% | TOTAL BND MRKT | 921937835 |
| JCI | JOHNSON CONTROLS INTERNATION | 12,086 | $1.766M | 0.2% | $146.11 | $63.64 | +129.6% | SHS | G51502105 |
| IJH | ISHARES TR | 22,829 | $1.76M | 0.2% | $77.11 | $55.02 | +40.1% | CORE S&P MCP ETF | 464287507 |
| ZTS | ZOETIS INC | 24,028 | $1.727M | 0.2% | $71.86 | $104.16 | -31.0% | CL A | 98978V103 |
| HSY | HERSHEY CO | 9,559 | $1.677M | 0.2% | $175.45 | $155.12 | +13.1% | COM | 427866108 |
| BX | BLACKSTONE INC | 14,193 | $1.67M | 0.2% | $117.67 | $124.62 | -5.6% | COM | 09260D107 |
| KO | COCA COLA CO | 20,336 | $1.653M | 0.2% | $81.27 | $52.05 | +56.1% | COM | 191216100 |
| T | AT&T INC | 78,420 | $1.623M | 0.2% | $20.70 | $14.89 | +39.0% | COM | 00206R102 |
| DON | WISDOMTREE TR | 28,441 | $1.607M | 0.2% | $56.52 | $31.44 | +79.8% | US MIDCAP DIVID | 97717W505 |
| MA | MASTERCARD INCORPORATED | 3,097 | $1.591M | 0.2% | $513.60 | $322.91 | +59.1% | CL A | 57636Q104 |
| AGG | ISHARES TR | 15,642 | $1.548M | 0.2% | $98.98 | $109.62 | -9.7% | CORE US AGGBD ET | 464287226 |
| TFC | TRUIST FINL CORP | 30,681 | $1.529M | 0.2% | $49.82 | $46.07 | +8.1% | COM | 89832Q109 |
| VGUS | VANGUARD INSTL INDEX FD | 19,588 | $1.482M | 0.2% | $75.66 | $75.56 | +0.1% | ULTR SHOR TR ETF | 922040852 |
| HD | HOME DEPOT INC | 4,161 | $1.468M | 0.2% | $352.68 | $193.71 | +82.1% | COM | 437076102 |
| SPIP | SPDR SERIES TRUST | 56,780 | $1.458M | 0.2% | $25.68 | $26.12 | -1.7% | ST STR TIPS ETF | 78464A656 |
| AXP | AMERICAN EXPRESS CO | 3,922 | $1.327M | 0.2% | $338.25 | $123.84 | +173.1% | COM | 025816109 |
| LLY | ELI LILLY & CO | 1,035 | $1.241M | 0.1% | $1199.43 | $752.66 | +59.4% | COM | 532457108 |
| PAYX | PAYCHEX INC | 12,513 | $1.23M | 0.1% | $98.33 | $98.92 | -0.6% | COM | 704326107 |
| SBUX | STARBUCKS CORP | 11,826 | $1.208M | 0.1% | $102.19 | $49.46 | +106.6% | COM | 855244109 |
| META | META PLATFORMS INC | 2,143 | $1.207M | 0.1% | $563.29 | $624.62 | -9.8% | CL A | 30303M102 |
| PGR | PROGRESSIVE CORP | 5,235 | $1.144M | 0.1% | $218.45 | $205.51 | +6.3% | COM | 743315103 |
| IWN | ISHARES TR | 5,151 | $1.139M | 0.1% | $221.20 | $99.31 | +122.7% | RUS 2000 VAL ETF | 464287630 |
| RSP | INVESCO EXCHANGE TRADED FD T | 5,236 | $1.114M | 0.1% | $212.77 | $178.01 | +19.5% | S&P500 EQL WGT | 46137V357 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 24,606 | $1.104M | 0.1% | $44.85 | $36.65 | +22.4% | CL A LMT VTG SHS | 113004105 |
| DVN | DEVON ENERGY CORP NEW | 26,699 | $1.103M | 0.1% | $41.32 | $39.27 | +5.2% | COM | 25179M103 |
| GWX | SPDR INDEX SHS FDS | 24,097 | $1.054M | 0.1% | $43.76 | $43.53 | +0.5% | ST INTL CAP ETF | 78463X871 |
| IVV | ISHARES TR | 1,245 | $932K | 0.1% | $748.89 | $304.60 | +145.9% | CORE S&P500 ETF | 464287200 |
| PFF | ISHARES TR | 29,192 | $890K | 0.1% | $30.49 | $36.97 | -17.5% | PFD AND INCM SEC | 464288687 |
| EFA | ISHARES TR | 8,131 | $845K | 0.1% | $103.88 | $68.00 | +52.8% | MSCI EAFE ETF | 464287465 |
| QQQ | INVESCO QQQ TR | 941 | $693K | 0.1% | $736.40 | $276.89 | +166.0% | UNIT SER 1 | 46090E103 |
| ERIE | ERIE INDTY CO | 2,803 | $672K | 0.1% | $239.75 | $76.43 | +213.7% | CL A | 29530P102 |
| VIG | VANGUARD SPECIALIZED FUNDS | 2,767 | $655K | 0.1% | $236.62 | $120.54 | +96.3% | DIV APP ETF | 921908844 |
| OMC | OMNICOM GROUP INC | 8,761 | $638K | 0.1% | $72.83 | $77.55 | -6.1% | COM | 681919106 |
| ITOT | ISHARES TR | 3,695 | $607K | 0.1% | $164.27 | $63.01 | +160.7% | CORE S&P TTL STK | 464287150 |
| SPYM | SPDR SERIES TRUST | 6,900 | $606K | 0.1% | $87.88 | $78.44 | +12.0% | ST STR P500ETF | 78464A854 |
| LOW | LOWES COS INC | 2,698 | $595K | 0.1% | $220.49 | $150.87 | +46.1% | COM | 548661107 |
| SLB | SLB LIMITED | 12,303 | $572K | 0.1% | $46.49 | $36.04 | +29.0% | COM STK | 806857108 |
| COST | COSTCO WHOLESALE CORPORATION | 550 | $515K | 0.1% | $935.47 | $317.90 | +194.3% | COM | 22160K105 |
| DVY | ISHARES TR | 2,936 | $459K | 0.1% | $156.30 | $153.95 | +1.5% | SELECT DIVID ETF | 464287168 |
| CMCSA | COMCAST CORP NEW | 18,467 | $453K | 0.1% | $24.55 | $29.83 | -17.7% | CL A | 20030N101 |
| MRSH | MARSH & MCLENNAN COS INC | 2,703 | $451K | 0.1% | $166.67 | $167.16 | -0.3% | COM | 571748102 |
| VCIT | VANGUARD SCOTTSDALE FDS | 5,430 | $449K | 0.1% | $82.65 | $88.81 | -6.9% | INT-TERM CORP | 92206C870 |
| SCHB | SCHWAB STRATEGIC TR | 15,000 | $434K | 0.1% | $28.96 | $21.68 | +33.6% | US BRD MKT ETF | 808524102 |
| NKE | NIKE INC | 9,744 | $400K | 0.0% | $41.05 | $60.12 | -31.7% | CL B | 654106103 |
| STZ | CONSTELLATION BRANDS INC | 2,618 | $364K | 0.0% | $139.09 | $138.33 | +0.5% | CL A | 21036P108 |
| VUSB | VANGUARD BD INDEX FDS | 7,100 | $353K | 0.0% | $49.78 | $49.51 | +0.6% | VANGUARD ULTRA | 92203C303 |
| EFV | ISHARES TR | 4,595 | $352K | 0.0% | $76.55 | $75.16 | +1.9% | EAFE VALUE ETF | 464288877 |
| GEV | GE VERNOVA INC | 282 | $331K | 0.0% | $1174.86 | $791.25 | +48.5% | COM | 36828A101 |
| IEFA | ISHARES TR | 3,411 | $329K | 0.0% | $96.58 | $93.36 | +3.4% | CORE MSCI EAFE | 46432F842 |
| KVUE | KENVUE INC | 15,200 | $290K | 0.0% | $19.11 | $18.67 | +2.3% | COM | 49177J102 |
| GLD | SPDR GOLD TR | 785 | $289K | 0.0% | $368.38 | $414.27 | -11.1% | GOLD SHS | 78463V107 |
| MOAT | VANECK ETF TRUST | 2,701 | $281K | 0.0% | $103.96 | $95.64 | +8.7% | MRNGSTR WDE MOAT | 92189F643 |
| DWM | WISDOMTREE TR | 3,695 | $271K | 0.0% | $73.21 | $56.30 | +30.0% | INTL EQUITY FD | 97717W703 |
| CLX | CLOROX CO DEL | 2,798 | $267K | 0.0% | $95.44 | $136.76 | -30.2% | COM | 189054109 |
| AVGO | BROADCOM INC | 688 | $260K | 0.0% | $377.75 | $400.96 | -5.8% | COM | 11135F101 |
| GIS | GENERAL MILLS INC | 7,090 | $247K | 0.0% | $34.80 | $38.69 | -10.1% | COM | 370334104 |
| BA | BOEING CO | 1,139 | $247K | 0.0% | $216.47 | $227.44 | -4.8% | COM | 097023105 |
| VWO | VANGUARD INTL EQUITY INDEX F | 3,722 | $222K | 0.0% | $59.69 | $58.77 | +1.6% | FTSE EMR MKT ETF | 922042858 |
| OBT | ORANGE CNTY BANCORP INC | 5,800 | $213K | 0.0% | $36.78 | $34.80 | +5.7% | COM | 68417L107 |
| CMF | ISHARES TR | 3,550 | $205K | 0.0% | $57.64 | $57.25 | +0.7% | CALIF MUN BD ETF | 464288356 |
| SYY | SYSCO CORP | 2,425 | $203K | 0.0% | $83.58 | $75.70 | +10.4% | COM | 871829107 |
| PSKY | PARAMOUNT SKYDANCE CORP | 15,973 | $157K | 0.0% | $9.86 | $10.93 | -9.8% | COM CL B | 69932A204 |
| — | LIBERTY MEDIA CORP DEL | 40,000 | $2,195 | 0.0% | $0.05 | $0.06 | — | DEB 4.000%11/1 | 530715AG6 |