Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	Microsoft Corp.	48,061	$23.24M	8.7%	$28.18	+1676.1%	COM	594918104
—	Alphabet Inc. Cl C	67,372	$21.14M	7.9%	$133.85	—	COM	02079k107
BRK/B	Berkshire Hathaway B	41,724	$20.97M	7.9%	$121.91	+308.1%	COM	084670702
PGR	Progressive Corp.	88,902	$20.24M	7.6%	$24.52	+766.0%	COM	743315103
TJX	TJX Companies	106,330	$16.33M	6.1%	$34.20	+331.9%	COM	872540109
WMT	Walmart Inc.	94,335	$10.51M	3.9%	$44.61	+140.3%	COM	931142103
BRK/A	Berkshire Hathaway A	12	$9.058M	3.4%	$165023.42	+352.3%	COM	084670108
—	Alphabet Inc. Cl A	25,351	$7.935M	3.0%	$136.75	—	COM	02079k305
WFC	Wells Fargo	72,978	$6.802M	2.5%	$30.55	+183.6%	COM	949746101
COST	Costco Wholesale	7,563	$6.522M	2.4%	$91.44	+890.5%	COM	22160K105
MLM	Martin Marietta Matrls.	10,474	$6.522M	2.4%	$129.67	+379.2%	COM	573284106
NSRGY	Nestle Reg ADR	50,884	$5.026M	1.9%	$66.37	—	COM	641069406
ORLY	O'Reilly Automotive	53,640	$4.893M	1.8%	$85.99	+13.6%	COM	67103H107
MA	Mastercard, Inc.	8,506	$4.856M	1.8%	$142.93	+291.1%	COM	57636Q104
JPM	JPMorgan Chase	14,322	$4.615M	1.7%	$76.82	+302.9%	COM	46625H100
KO	Coca-Cola Co.	62,995	$4.404M	1.6%	$31.62	+119.5%	COM	191216100
CTAS	Cintas Corp.	22,845	$4.296M	1.6%	$144.09	+30.6%	COM	172908105
VCIT	Vgd I-T Corp Index ETF	50,974	$4.269M	1.6%	$86.17	—	ETF	92206C870
AMZN	Amazon.com, Inc.	18,482	$4.266M	1.6%	$135.55	+68.8%	COM	023135106
HD	Home Depot	11,644	$4.007M	1.5%	$98.97	+268.4%	COM	437076102
JNJ	Johnson & Johnson	19,354	$4.005M	1.5%	$66.63	+195.7%	COM	478160104
LMT	Lockheed Martin	7,428	$3.593M	1.3%	$344.66	+38.2%	COM	539830109
AAPL	Apple Inc.	12,879	$3.501M	1.3%	$88.32	+203.8%	COM	037833100
—	Vgd S-T Corp Index ETF	41,588	$3.316M	1.2%	$69.10	—	ETF	92206c409
UNH	UnitedHealth Group	9,670	$3.192M	1.2%	$150.17	+124.5%	COM	91324P102
DEO	Diageo PLC ADR	27,352	$2.36M	0.9%	$114.75	—	COM	25243Q205
TDY	Teledyne Technologies	4,600	$2.349M	0.9%	$129.84	+305.8%	COM	879360105
IVV	iShares S&P 500 ETF	3,430	$2.349M	0.9%	$390.68	—	ETF	464287200
SCHB	Schwab US Brd Mkt ETF	82,105	$2.154M	0.8%	$34.77	—	ETF	808524102
AXP	American Express	4,993	$1.847M	0.7%	$102.64	+247.8%	COM	025816109
IBM	Int'l Business Machines	6,162	$1.825M	0.7%	$118.39	+152.4%	COM	459200101
PNC	PNC Financial	8,660	$1.808M	0.7%	$125.14	+54.0%	COM	693475105
DIS	Disney (Walt)	14,885	$1.694M	0.6%	$74.95	+46.1%	COM	254687106
WTS	Watts Water Technologies	6,000	$1.656M	0.6%	$46.26	+496.3%	COM	942749102
XOM	ExxonMobil Corp.	13,460	$1.62M	0.6%	$75.30	+53.4%	COM	30231G102
NVDA	NVIDIA Corp.	8,115	$1.513M	0.6%	$108.52	+71.5%	COM	67066G104
VIG	Vgd Div Apprec ETF	6,685	$1.469M	0.6%	$144.54	—	ETF	921908844
GS	Goldman Sachs	1,663	$1.462M	0.5%	$169.83	+378.9%	COM	38141G104
MCD	McDonalds Corp.	4,492	$1.373M	0.5%	$94.69	+222.2%	COM	580135101
CVX	Chevron Corp.	8,449	$1.288M	0.5%	$99.43	+52.3%	COM	166764100
VXUS	Vgd Total Int'l Stock ETF	16,800	$1.267M	0.5%	$51.90	—	ETF	921909768
THO	Thor Industries	11,885	$1.22M	0.5%	$50.74	+103.6%	COM	885160101
LDOS	Leidos Holdings	6,482	$1.169M	0.4%	$146.85	+28.8%	COM	525327102
—	Meta Platforms	1,765	$1.165M	0.4%	$209.43	—	COM	30303m102
MDLZ	Mondelez Int'l	21,375	$1.151M	0.4%	$32.63	+74.9%	COM	609207105
LVMUY	LVMH ADR	7,340	$1.107M	0.4%	$137.65	—	COM	502441306
CW	Curtiss-Wright Corp.	2,000	$1.103M	0.4%	$93.80	+494.5%	COM	231561101
GPC	Genuine Parts	8,770	$1.078M	0.4%	$98.35	+30.8%	COM	372460105
POOL	Pool Corp.	4,500	$1.029M	0.4%	$43.50	+496.4%	COM	73278L105
CTRA	Coterra Energy	35,160	$925K	0.3%	$20.00	+25.5%	COM	127097103
CMCSA	Comcast Corp. A	30,685	$917K	0.3%	$27.42	+4.1%	COM	20030N101
MSGS	MSG Sports	3,515	$909K	0.3%	$168.86	+34.8%	COM	55825T103
MGRC	McGrath Rentcorp	8,600	$902K	0.3%	$37.56	+188.5%	COM	580589109
UBER	Uber Technologies, Inc.	10,985	$898K	0.3%	$71.92	+25.2%	COM	90353T100
BA	Boeing Co.	3,867	$840K	0.3%	$327.49	-37.2%	COM	097023105
UNP	Union Pacific	3,537	$818K	0.3%	$73.34	+210.0%	COM	907818108
MHK	Mohawk Industries	6,855	$749K	0.3%	$114.83	+0.0%	COM	608190104
VWO	Vgd Emerging Mkts ETF	13,375	$719K	0.3%	$43.52	—	ETF	922042858
SCHD	Schwab US Dividend ETF	25,805	$708K	0.3%	$37.07	—	ETF	808524797
PEP	PepsiCo, Inc.	4,750	$682K	0.3%	$99.98	+45.9%	COM	713448108
TRV	Travelers, Inc.	2,235	$648K	0.2%	$63.43	+342.4%	COM	89417E109
VBR	Vgd Small-Cap Value ETF	3,000	$635K	0.2%	$170.31	—	ETF	922908611
BAC	Bank of America	11,183	$615K	0.2%	$19.87	+165.0%	COM	060505104
SCHF	Schwab Int'l Equity ETF	25,325	$609K	0.2%	$25.32	—	ETF	808524805
AMRZ	Amrize Ltd	11,225	$607K	0.2%	$50.99	+0.1%	COM	H2927K103
BLK	BlackRock, Inc.	535	$573K	0.2%	$840.24	+29.7%	COM	09290D101
VIOO	Vgd S&P Sm Cap 600 ETF	5,010	$556K	0.2%	$102.89	—	ETF	921932828
KR	Kroger Company	8,835	$552K	0.2%	$42.15	+54.7%	COM	501044101
GHC	Graham Holdings	500	$549K	0.2%	$379.57	+181.0%	COM	384637104
SCHX	Schwab Large-Cap ETF	20,145	$542K	0.2%	$31.24	—	ETF	808524201
ADBE	Adobe Inc.	1,389	$486K	0.2%	$340.09	0.0%	COM	00724F101
POST	Post Holdings	4,800	$475K	0.2%	$30.86	+235.5%	COM	737446104
JJSF	J & J Snack Foods	5,000	$452K	0.2%	$61.94	+45.4%	COM	466032109
—	Accenture PLC	1,548	$415K	0.2%	$213.76	—	COM	g1151c101
BATRK	Atlanta Braves Holdings	10,350	$408K	0.2%	$37.68	+4.9%	COM	047726302
PFE	Pfizer Inc.	15,915	$396K	0.1%	$30.15	-17.0%	COM	717081103
RTX	RTX Corporation	2,087	$383K	0.1%	$94.51	+83.4%	COM	75513E101
SPHR	Sphere Entertainment	4,000	$380K	0.1%	$47.20	+61.4%	COM	55826T102
LW	Lamb Weston	8,835	$370K	0.1%	$71.40	-17.8%	COM	513272104
PG	Procter & Gamble	2,512	$360K	0.1%	$66.91	+119.9%	COM	742718109
VSS	Vgd Int'l Small-Cap ETF	2,500	$358K	0.1%	$89.60	—	ETF	922042718
LNN	Lindsay Corp.	3,000	$354K	0.1%	$67.74	+76.9%	COM	535555106
DORM	Dorman Products	2,500	$308K	0.1%	$80.12	+68.5%	COM	258278100
CHTR	Charter Communications	1,368	$286K	0.1%	$272.92	-17.6%	COM	16119P108
VYM	Vgd Hi Div ETF	1,945	$279K	0.1%	$128.34	—	ETF	921946406
—	AT&T Corp.	10,600	$263K	0.1%	$26.59	—	COM	00206r102
MELI	MercadoLibre, Inc.	130	$262K	0.1%	$1627.02	+29.1%	COM	58733R102
ALSN	Allison Transmission	2,500	$245K	0.1%	$85.36	+2.5%	COM	01973R101
PSX	Phillips 66	1,885	$243K	0.1%	$57.95	+131.3%	COM	718546104
MLI	Mueller Industries, Inc.	2,000	$230K	0.1%	$91.43	+17.4%	COM	624756102
JBTM	JBT Marel Corp.	1,500	$226K	0.1%	$136.51	+3.2%	COM	477839104
—	BellRing Brands	7,500	$200K	0.1%	$34.00	—	COM	079823100