Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	Microsoft Corp.	48,263	$25M	9.3%	$28.18	+1704.9%	COM	594918104
PGR	Progressive Corp.	86,385	$21.33M	8.0%	$19.05	+1116.4%	COM	743315103
BRK/B	Berkshire Hathaway B	41,369	$20.8M	7.8%	$121.91	+297.3%	COM	084670702
—	Alphabet Inc. Cl C	72,544	$17.67M	6.6%	$133.85	—	COM	02079k107
TJX	TJX Companies	109,785	$15.87M	5.9%	$34.20	+286.8%	COM	872540109
WMT	Walmart Inc.	99,132	$10.22M	3.8%	$44.61	+122.5%	COM	931142103
BRK/A	Berkshire Hathaway A	13	$9.805M	3.7%	$165023.42	+340.5%	COM	084670108
COST	Costco Wholesale	7,582	$7.018M	2.6%	$91.44	+946.2%	COM	22160K105
MLM	Martin Marietta Matrls.	10,574	$6.665M	2.5%	$129.67	+358.6%	COM	573284106
—	Alphabet Inc. Cl A	25,471	$6.192M	2.3%	$136.75	—	COM	02079k305
WFC	Wells Fargo	73,388	$6.151M	2.3%	$30.55	+163.4%	COM	949746101
ORLY	O'Reilly Automotive	53,960	$5.817M	2.2%	$85.99	+16.9%	COM	67103H107
MA	Mastercard, Inc.	8,516	$4.844M	1.8%	$142.93	+301.2%	COM	57636Q104
HD	Home Depot	11,654	$4.722M	1.8%	$98.97	+293.2%	COM	437076102
CTAS	Cintas Corp.	22,910	$4.703M	1.8%	$144.09	+47.7%	COM	172908105
NSRGY	Nestle Reg ADR	51,169	$4.696M	1.8%	$66.37	—	COM	641069406
JPM	JPMorgan Chase	14,372	$4.533M	1.7%	$76.82	+285.2%	COM	46625H100
AMZN	Amazon.com, Inc.	19,107	$4.195M	1.6%	$135.55	+67.0%	COM	023135106
KO	Coca-Cola Co.	62,945	$4.175M	1.6%	$31.62	+114.8%	COM	191216100
JNJ	Johnson & Johnson	22,391	$4.152M	1.5%	$66.63	+154.4%	COM	478160104
LMT	Lockheed Martin	7,188	$3.588M	1.3%	$340.27	+31.7%	COM	539830109
VCIT	Vgd I-T Corp Index ETF	42,502	$3.575M	1.3%	$86.66	—	ETF	92206C870
—	Vgd S-T Corp Index ETF	43,226	$3.455M	1.3%	$69.10	—	ETF	92206c409
UNH	UnitedHealth Group	9,868	$3.407M	1.3%	$150.17	+99.1%	COM	91324P102
AAPL	Apple Inc.	12,959	$3.3M	1.2%	$88.32	+155.4%	COM	037833100
TDY	Teledyne Technologies	4,700	$2.754M	1.0%	$129.84	+321.6%	COM	879360105
DEO	Diageo PLC ADR	27,587	$2.633M	1.0%	$114.75	—	COM	25243Q205
IVV	iShares S&P 500 ETF	3,545	$2.373M	0.9%	$390.68	—	ETF	464287200
SCHB	Schwab US Brd Mkt ETF	88,995	$2.288M	0.9%	$34.77	—	ETF	808524102
IBM	Int'l Business Machines	6,125	$1.728M	0.6%	$118.39	+119.2%	COM	459200101
DIS	Disney (Walt)	14,805	$1.695M	0.6%	$74.95	+56.1%	COM	254687106
PNC	PNC Financial	8,420	$1.692M	0.6%	$123.22	+58.9%	COM	693475105
WTS	Watts Water Technologies	6,000	$1.676M	0.6%	$46.26	+479.5%	COM	942749102
AXP	American Express	5,038	$1.673M	0.6%	$102.64	+208.4%	COM	025816109
NVDA	NVIDIA Corp.	8,865	$1.654M	0.6%	$108.52	+60.6%	COM	67066G104
XOM	ExxonMobil Corp.	13,409	$1.512M	0.6%	$75.30	+45.7%	COM	30231G102
VIG	Vgd Div Apprec ETF	6,670	$1.439M	0.5%	$144.54	—	ETF	921908844
GS	Goldman Sachs	1,753	$1.396M	0.5%	$169.83	+332.7%	COM	38141G104
POOL	Pool Corp.	4,500	$1.395M	0.5%	$43.50	+615.6%	COM	73278L105
MCD	McDonalds Corp.	4,470	$1.358M	0.5%	$94.69	+218.3%	COM	580135101
MDLZ	Mondelez Int'l	21,395	$1.337M	0.5%	$32.63	+94.3%	COM	609207105
CVX	Chevron Corp.	8,470	$1.315M	0.5%	$99.43	+53.2%	COM	166764100
—	Meta Platforms	1,729	$1.27M	0.5%	$200.05	—	COM	30303m102
GPC	Genuine Parts	9,130	$1.265M	0.5%	$98.35	+34.6%	COM	372460105
THO	Thor Industries	11,910	$1.235M	0.5%	$50.74	+96.6%	COM	885160101
VXUS	Vgd Total Int'l Stock ETF	16,790	$1.233M	0.5%	$51.90	—	ETF	921909768
LDOS	Leidos Holdings	6,482	$1.225M	0.5%	$146.85	+18.1%	COM	525327102
CW	Curtiss-Wright Corp.	2,200	$1.194M	0.4%	$93.80	+424.8%	COM	231561101
UBER	Uber Technologies, Inc.	10,685	$1.047M	0.4%	$71.41	+31.0%	COM	90353T100
MGRC	McGrath Rentcorp	8,600	$1.009M	0.4%	$37.56	+221.3%	COM	580589109
ZTS	Zoetis Inc.	6,780	$992K	0.4%	$174.85	-13.9%	COM	98978V103
LVMUY	LVMH ADR	7,340	$898K	0.3%	$137.65	—	COM	502441306
MHK	Mohawk Industries	6,895	$889K	0.3%	$114.83	+7.9%	COM	608190104
UNP	Union Pacific	3,717	$879K	0.3%	$73.34	+204.3%	COM	907818108
BA	Boeing Co.	3,882	$838K	0.3%	$327.49	-31.2%	COM	097023105
CTRA	Coterra Energy	35,160	$832K	0.3%	$20.00	+19.1%	COM	127097103
MSGS	MSG Sports	3,515	$798K	0.3%	$168.86	+21.4%	COM	55825T103
SCHD	Schwab US Dividend ETF	27,505	$751K	0.3%	$37.07	—	ETF	808524797
CHTR	Charter Communications	2,718	$748K	0.3%	$272.92	+10.7%	COM	16119P108
VWO	Vgd Emerging Mkts ETF	13,425	$727K	0.3%	$43.52	—	ETF	922042858
CMCSA	Comcast Corp. A	21,675	$681K	0.3%	$26.96	+23.0%	COM	20030N101
PEP	PepsiCo, Inc.	4,765	$669K	0.2%	$99.98	+40.5%	COM	713448108
VBR	Vgd Small-Cap Value ETF	3,000	$626K	0.2%	$170.31	—	ETF	922908611
TRV	Travelers, Inc.	2,235	$624K	0.2%	$63.43	+319.2%	COM	89417E109
BLK	BlackRock, Inc.	530	$618K	0.2%	$840.24	+32.0%	COM	09290D101
SCHF	Schwab Int'l Equity ETF	26,035	$606K	0.2%	$25.32	—	ETF	808524805
BAC	Bank of America	11,433	$590K	0.2%	$19.87	+143.3%	COM	060505104
GHC	Graham Holdings	500	$589K	0.2%	$379.57	+171.4%	COM	384637104
VIOO	Vgd S&P Sm Cap 600 ETF	5,060	$559K	0.2%	$102.89	—	ETF	921932828
AMRZ	Amrize Ltd	11,175	$542K	0.2%	$50.99	0.0%	COM	H2927K103
LW	Lamb Weston	9,085	$528K	0.2%	$71.40	-24.1%	COM	513272104
PFE	Pfizer Inc.	20,290	$517K	0.2%	$30.15	-19.9%	COM	717081103
POST	Post Holdings	4,800	$516K	0.2%	$30.86	+247.7%	COM	737446104
SCHX	Schwab Large-Cap ETF	19,545	$515K	0.2%	$31.37	—	ETF	808524201
JJSF	J & J Snack Foods	5,000	$480K	0.2%	$61.94	+76.3%	COM	466032109
BATRK	Atlanta Braves Holdings	10,350	$430K	0.2%	$37.68	+17.1%	COM	047726302
LNN	Lindsay Corp.	3,000	$422K	0.2%	$67.74	+103.9%	COM	535555106
CB	Chubb Limited	1,395	$394K	0.1%	$200.47	+37.3%	COM	H1467J104
DORM	Dorman Products	2,500	$390K	0.1%	$80.12	+79.0%	COM	258278100
KR	Kroger Company	5,585	$376K	0.1%	$28.73	+140.4%	COM	501044101
PG	Procter & Gamble	2,423	$372K	0.1%	$63.96	+142.2%	COM	742718109
—	Accenture PLC	1,463	$361K	0.1%	$210.59	—	COM	g1151c101
VSS	Vgd Int'l Small-Cap ETF	2,500	$356K	0.1%	$89.60	—	ETF	922042718
RTX	RTX Corporation	1,922	$322K	0.1%	$87.74	+75.8%	COM	75513E101
MELI	MercadoLibre, Inc.	130	$304K	0.1%	$1627.02	+47.5%	COM	58733R102
—	AT&T Corp.	10,600	$299K	0.1%	$26.59	—	COM	00206r102
VYM	Vgd Hi Div ETF	1,975	$278K	0.1%	$128.34	—	ETF	921946406
—	BellRing Brands	7,500	$273K	0.1%	$34.00	—	COM	079823100
PSX	Phillips 66	1,885	$256K	0.1%	$57.95	+118.1%	COM	718546104
SPHR	Sphere Entertainment	4,000	$248K	0.1%	$47.20	0.0%	COM	55826T102
ALSN	Allison Transmission	2,500	$212K	0.1%	$85.36	+3.7%	COM	01973R101
JBTM	JBT Marel Corp.	1,500	$211K	0.1%	$136.51	0.0%	COM	477839104
MLI	Mueller Industries, Inc.	2,000	$202K	0.1%	$91.43	0.0%	COM	624756102