Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SAP	SAP SE	144,159	$22.22M	2.1%	$154.11	—	SPON ADR	803054204
SUNB	SUNBELT RENTALS HOLDINGS INC	141,545	$10.59M	1.0%	$74.81	—	SHS	866966104
HONA	HONEYWELL AEROSPACE INC	47,276	$10.45M	1.0%	$221.08	—	COM	43849R105
VMC	VULCAN MATLS CO	34,046	$10.04M	0.9%	$295.01	—	COM	929160109
HON	HONEYWELL INTL INC	43,534	$9.747M	0.9%	$223.90	—	COM	438516205
ORCL	ORACLE CORP	2,459	$360K	0.0%	$146.55	—	COM	68389X105
MU	MICRON TECHNOLOGY INC	226	$261K	0.0%	$1154.29	—	COM	595112103

Increased Positions (15)

META META PLATFORMS INC 2.6%

Value $27.67M (+1276.9%) Shares 49,129 (+1298.5%) Est. Cost $567.76 Unrealized —

UNH UNITEDHEALTH GROUP INC 3.3%

Value $34.89M (+96.0%) Shares 83,943 (+27.6%) Est. Cost $445.83 Unrealized —

HEI/A HEICO CORP NEW 5.9%

Value $63.4M (+28.1%) Shares 245,819 (+4.8%) Est. Cost $111.09 Unrealized —

V VISA INC 5.3%

Value $57.1M (+28.0%) Shares 166,436 (+12.8%) Est. Cost $184.52 Unrealized —

BRO BROWN & BROWN INC 0.9%

Value $10.12M (+499.9%) Shares 157,805 (+509.8%) Est. Cost $68.46 Unrealized —

DHR DANAHER CORP DEL 2.6%

Value $27.93M (+37.4%) Shares 146,651 (+36.8%) Est. Cost $168.17 Unrealized —

UNP UNION PAC CORP 4.9%

Value $52.18M (+15.2%) Shares 191,825 (+2.8%) Est. Cost $216.52 Unrealized —

ASML ASML HLDG NV 1.4%

Value $15.31M (+71.8%) Shares 7,696 (+14.1%) Est. Cost $1094.03 Unrealized —

AON AON PLC 3.7%

Value $39.75M (+14.4%) Shares 119,841 (+11.3%) Est. Cost $246.13 Unrealized —

MCO MOODYS CORP 3.6%

Value $38.59M (+8.1%) Shares 85,200 (+4.1%) Est. Cost $175.90 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 4.6%

Value $49.08M (+5.9%) Shares 98,081 (+1.4%) Est. Cost $216.62 Unrealized —

WSO WATSCO INC 0.9%

Value $9.291M (+34.8%) Shares 22,295 (+17.7%) Est. Cost $424.61 Unrealized —

ORLY OREILLY AUTOMOTIVE INC 2.4%

Value $25.31M (+8.6%) Shares 274,802 (+8.8%) Est. Cost $89.91 Unrealized —

LOW LOWES COS INC 2.3%

Value $24.92M (-1.4%) Shares 113,004 (+5.6%) Est. Cost $90.72 Unrealized —

DE DEERE & CO 0.2%

Value $2.24M (+14.6%) Shares 3,531 (+1.8%) Est. Cost $384.73 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	49,129 (+1298.5%)	$27.67M (+1276.9%)	2.6%	$567.76	—	CL A	30303M102
UNH	UNITEDHEALTH GROUP INC	83,943 (+27.6%)	$34.89M (+96.0%)	3.3%	$445.83	—	COM	91324P102
HEI/A	HEICO CORP NEW	245,819 (+4.8%)	$63.4M (+28.1%)	5.9%	$111.09	—	CL A	422806208
V	VISA INC	166,436 (+12.8%)	$57.1M (+28.0%)	5.3%	$184.52	—	COM CL A	92826C839
BRO	BROWN & BROWN INC	157,805 (+509.8%)	$10.12M (+499.9%)	0.9%	$68.46	—	COM	115236101
DHR	DANAHER CORP DEL	146,651 (+36.8%)	$27.93M (+37.4%)	2.6%	$168.17	—	COM	235851102
UNP	UNION PAC CORP	191,825 (+2.8%)	$52.18M (+15.2%)	4.9%	$216.52	—	COM	907818108
ASML	ASML HLDG NV	7,696 (+14.1%)	$15.31M (+71.8%)	1.4%	$1094.03	—	N Y REGISTRY SHS	N07059210
AON	AON PLC	119,841 (+11.3%)	$39.75M (+14.4%)	3.7%	$246.13	—	SHS CL A	G0403H108
MCO	MOODYS CORP	85,200 (+4.1%)	$38.59M (+8.1%)	3.6%	$175.90	—	COM	615369105
BRK/B	BERKSHIRE HATHAWAY INC DEL	98,081 (+1.4%)	$49.08M (+5.9%)	4.6%	$216.62	—	CL B NEW	084670702
WSO	WATSCO INC	22,295 (+17.7%)	$9.291M (+34.8%)	0.9%	$424.61	—	COM	942622200
ORLY	OREILLY AUTOMOTIVE INC	274,802 (+8.8%)	$25.31M (+8.6%)	2.4%	$89.91	—	COM	67103H107
LOW	LOWES COS INC	113,004 (+5.6%)	$24.92M (-1.4%)	2.3%	$90.72	—	COM	548661107
DE	DEERE & CO	3,531 (+1.8%)	$2.24M (+14.6%)	0.2%	$384.73	—	COM	244199105

Exited Positions (6)

HON HONEYWELL INTL INC 0.7%

Value $7.744M Shares 34,261 Est. Cost $198.80 Unrealized —

CPRT COPART INC 0.2%

Value $2.464M Shares 74,231 Est. Cost $39.16 Unrealized —

ODFL OLD DOMINION FREIGHT LINE IN 0.1%

Value $1.21M Shares 6,193 Est. Cost $184.47 Unrealized —

IVV ISHARES TR 0.0%

Value $244K Shares 374 Est. Cost $565.46 Unrealized —

QUAL ISHARES TR 0.0%

Value $243K Shares 1,269 Est. Cost $178.64 Unrealized —

GDX VANECK ETF TRUST 0.0%

Value $205K Shares 2,229 Est. Cost $91.77 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HON	HONEYWELL INTL INC	34,261	$7.744M	0.7%	$198.80	—	—	438516106
CPRT	COPART INC	74,231	$2.464M	0.2%	$39.16	—	—	217204106
ODFL	OLD DOMINION FREIGHT LINE IN	6,193	$1.21M	0.1%	$184.47	—	—	679580100
IVV	ISHARES TR	374	$244K	0.0%	$565.46	—	—	464287200
QUAL	ISHARES TR	1,269	$243K	0.0%	$178.64	—	—	46432F339
GDX	VANECK ETF TRUST	2,229	$205K	0.0%	$91.77	—	—	92189F106

Decreased Positions (17)

AMAT APPLIED MATLS INC 2.3%

Value $24.37M (+80.8%) Shares 33,703 (-14.5%) Est. Cost $176.74 Unrealized —

AMZN AMAZON COM INC 7.3%

Value $78.01M (+11.7%) Shares 327,318 (-2.4%) Est. Cost $142.77 Unrealized —

COST COSTCO WHOLESALE CORPORATION 2.4%

Value $25.3M (-24.3%) Shares 27,040 (-19.3%) Est. Cost $193.76 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 2.9%

Value $31.63M (+33.8%) Shares 66,236 (-5.4%) Est. Cost $136.62 Unrealized —

CSGP COSTAR GROUP INC 0.8%

Value $8.34M (-44.9%) Shares 294,475 (-21.5%) Est. Cost $78.04 Unrealized —

GOOG ALPHABET INC 5.3%

Value $57M (-9.3%) Shares 161,317 (-26.4%) Est. Cost $108.82 Unrealized —

ADBE ADOBE INC 0.0%

Value $220K (-94.8%) Shares 1,075 (-93.8%) Est. Cost $510.95 Unrealized —

BOC BOSTON OMAHA CORP 0.1%

Value $1.224M (-75.4%) Shares 89,758 (-78.9%) Est. Cost $19.54 Unrealized —

MA MASTERCARD INCORPORATED 2.8%

Value $30.54M (-8.7%) Shares 59,464 (-11.1%) Est. Cost $231.49 Unrealized —

HEI HEICO CORP NEW 1.1%

Value $12.06M (+28.1%) Shares 33,868 (-1.4%) Est. Cost $110.90 Unrealized —

DIS DISNEY WALT CO 0.4%

Value $4.789M (-34.9%) Shares 49,751 (-34.8%) Est. Cost $118.30 Unrealized —

APH AMPHENOL CORP 1.5%

Value $16.13M (+17.0%) Shares 91,478 (-16.2%) Est. Cost $68.48 Unrealized —

LH LABCORP HOLDINGS INC 1.4%

Value $15.35M (-12.2%) Shares 54,819 (-16.4%) Est. Cost $199.50 Unrealized —

TMO THERMO FISHER SCIENTIFIC INC 2.9%

Value $30.98M (-1.7%) Shares 61,788 (-3.6%) Est. Cost $368.22 Unrealized —

VOO VANGUARD INDEX FDS 0.1%

Value $773K (+7.6%) Shares 1,125 (-6.4%) Est. Cost $383.46 Unrealized —

NVDA NVIDIA CORPORATION 0.0%

Value $374K (+8.9%) Shares 1,869 (-5.1%) Est. Cost $186.15 Unrealized —

ADI ANALOG DEVICES INC 5.2%

Value $56.04M (-0.0%) Shares 141,087 (-19.9%) Est. Cost $111.99 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMAT	APPLIED MATLS INC	33,703 (-14.5%)	$24.37M (+80.8%)	2.3%	$176.74	—	COM	038222105
AMZN	AMAZON COM INC	327,318 (-2.4%)	$78.01M (+11.7%)	7.3%	$142.77	—	COM	023135106
COST	COSTCO WHOLESALE CORPORATION	27,040 (-19.3%)	$25.3M (-24.3%)	2.4%	$193.76	—	COM	22160K105
TSM	TAIWAN SEMICONDUCTOR MANUFAC	66,236 (-5.4%)	$31.63M (+33.8%)	2.9%	$136.62	—	SPONSORED ADS	874039100
CSGP	COSTAR GROUP INC	294,475 (-21.5%)	$8.34M (-44.9%)	0.8%	$78.04	—	COM	22160N109
GOOG	ALPHABET INC	161,317 (-26.4%)	$57M (-9.3%)	5.3%	$108.82	—	CAP STK CL C	02079K107
ADBE	ADOBE INC	1,075 (-93.8%)	$220K (-94.8%)	0.0%	$510.95	—	COM	00724F101
BOC	BOSTON OMAHA CORP	89,758 (-78.9%)	$1.224M (-75.4%)	0.1%	$19.54	—	CL A COM STK	101044105
MA	MASTERCARD INCORPORATED	59,464 (-11.1%)	$30.54M (-8.7%)	2.8%	$231.49	—	CL A	57636Q104
HEI	HEICO CORP NEW	33,868 (-1.4%)	$12.06M (+28.1%)	1.1%	$110.90	—	COM	422806109
DIS	DISNEY WALT CO	49,751 (-34.8%)	$4.789M (-34.9%)	0.4%	$118.30	—	COM	254687106
APH	AMPHENOL CORP	91,478 (-16.2%)	$16.13M (+17.0%)	1.5%	$68.48	—	CL A	032095101
LH	LABCORP HOLDINGS INC	54,819 (-16.4%)	$15.35M (-12.2%)	1.4%	$199.50	—	COM SHS	504922105
TMO	THERMO FISHER SCIENTIFIC INC	61,788 (-3.6%)	$30.98M (-1.7%)	2.9%	$368.22	—	COM	883556102
VOO	VANGUARD INDEX FDS	1,125 (-6.4%)	$773K (+7.6%)	0.1%	$383.46	—	S&P 500 ETF SHS	922908363
NVDA	NVIDIA CORPORATION	1,869 (-5.1%)	$374K (+8.9%)	0.0%	$186.15	—	COM	67066G104
ADI	ANALOG DEVICES INC	141,087 (-19.9%)	$56.04M (-0.0%)	5.2%	$111.99	—	COM	032654105

Unchanged Positions (18)

SPGI S&P GLOBAL INC 3.7%

Value $39.26M Shares 96,397 Est. Cost $211.07 Unrealized —

ENTG ENTEGRIS INC 0.3%

Value $3.432M Shares 19,079 Est. Cost $100.40 Unrealized —

JPM JPMORGAN CHASE & CO 0.9%

Value $10.14M Shares 30,971 Est. Cost $95.39 Unrealized —

DLTR DOLLAR TREE INC 0.9%

Value $10.08M Shares 83,330 Est. Cost $112.79 Unrealized —

AAPL APPLE INC 0.6%

Value $6.637M Shares 22,936 Est. Cost $93.49 Unrealized —

BAC BANK OF AMER CORP 0.4%

Value $4.341M Shares 76,179 Est. Cost $25.74 Unrealized —

MSFT MICROSOFT CORP 5.4%

Value $57.7M Shares 154,673 Est. Cost $156.03 Unrealized —

ABT ABBOTT LABORATORIES 0.1%

Value $1.274M Shares 14,037 Est. Cost $52.58 Unrealized —

TROW PRICE T ROWE GROUP INC 0.1%

Value $694K Shares 6,100 Est. Cost $76.17 Unrealized —

PEP PEPSICO INC 0.1%

Value $663K Shares 4,900 Est. Cost $89.05 Unrealized —

PFE PFIZER INC 0.0%

Value $400K Shares 16,600 Est. Cost $24.54 Unrealized —

GD GENERAL DYNAMICS CORP 0.1%

Value $1.382M Shares 3,900 Est. Cost $181.99 Unrealized —

BDX BECTON DICKINSON & CO 0.1%

Value $583K Shares 3,850 Est. Cost $194.57 Unrealized —

SKYH/WS SKY HARBOUR GROUP CORPORATIO 0.0%

Value $27,600 Shares 60,000 Est. Cost $0.40 Unrealized —

PG PROCTER & GAMBLE CO 0.1%

Value $724K Shares 4,940 Est. Cost $71.69 Unrealized —

DHR DANAHER CORP DEL 0.0%

Value $210K Shares 1,100 Est. Cost $168.17 Unrealized —

MKC MCCORMICK & CO INC 0.1%

Value $666K Shares 13,200 Est. Cost $64.29 Unrealized —

JPST J P MORGAN EXCHANGE TRADED F 0.0%

Value $326K Shares 6,441 Est. Cost $50.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPGI	S&P GLOBAL INC	96,397	$39.26M	3.7%	$211.07	—	COM	78409V104
ENTG	ENTEGRIS INC	19,079	$3.432M	0.3%	$100.40	—	COM	29362U104
JPM	JPMORGAN CHASE & CO	30,971	$10.14M	0.9%	$95.39	—	COM	46625H100
DLTR	DOLLAR TREE INC	83,330	$10.08M	0.9%	$112.79	—	COM	256746108
AAPL	APPLE INC	22,936	$6.637M	0.6%	$93.49	—	COM	037833100
BAC	BANK OF AMER CORP	76,179	$4.341M	0.4%	$25.74	—	COM	060505104
MSFT	MICROSOFT CORP	154,673	$57.7M	5.4%	$156.03	—	COM	594918104
ABT	ABBOTT LABORATORIES	14,037	$1.274M	0.1%	$52.58	—	COM	002824100
TROW	PRICE T ROWE GROUP INC	6,100	$694K	0.1%	$76.17	—	COM	74144T108
PEP	PEPSICO INC	4,900	$663K	0.1%	$89.05	—	COM	713448108
PFE	PFIZER INC	16,600	$400K	0.0%	$24.54	—	COM	717081103
GD	GENERAL DYNAMICS CORP	3,900	$1.382M	0.1%	$181.99	—	COM	369550108
BDX	BECTON DICKINSON & CO	3,850	$583K	0.1%	$194.57	—	COM	075887109
SKYH/WS	SKY HARBOUR GROUP CORPORATIO	60,000	$27,600	0.0%	$0.40	—	*W EXP 01/25/202	83085C115
PG	PROCTER & GAMBLE CO	4,940	$724K	0.1%	$71.69	—	COM	742718109
DHR	DANAHER CORP DEL	1,100	$210K	0.0%	$168.17	—	CALL	235851102
MKC	MCCORMICK & CO INC	13,200	$666K	0.1%	$64.29	—	COM NON VTG	579780206
JPST	J P MORGAN EXCHANGE TRADED F	6,441	$326K	0.0%	$50.76	—	ULTRA SHRT ETF	46641Q837