Location: Hingham, MA
CIK: 0002044671 · Show all filings
Period: Q4 2025 (Next →)
Filing Date: Jan 30, 2026
Total Value: $122M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 148,950 | $46.62M | 38.2% | $313.00 | $285.60 | +9.6% | CAP STK CL A | 02079K305 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 41,450 | $20.83M | 17.1% | $502.65 | $497.53 | +1.0% | CL B NEW | 084670702 |
| V | VISA INC | 59,150 | $20.74M | 17.0% | $350.71 | $340.38 | +3.0% | COM CL A | 92826C839 |
| CBNA | CHAIN BRIDGE BANCORP INC | 293,565 | $10.17M | 8.3% | $34.64 | $32.33 | +7.2% | CL A | 15746L100 |
| MA | MASTERCARD INCORPORATED | 16,900 | $9.648M | 7.9% | $570.88 | $558.95 | +2.1% | CL A | 57636Q104 |
| SPGI | S&P GLOBAL INC | 9,500 | $4.965M | 4.1% | $522.59 | $494.21 | +5.7% | COM | 78409V104 |
| HEI/A | HEICO CORP NEW | 11,000 | $2.777M | 2.3% | $252.43 | $246.96 | +2.2% | CL A | 422806208 |
| RLI | RLI CORP | 30,000 | $1.919M | 1.6% | $63.98 | $61.46 | +4.1% | COM | 749607107 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.51M | 1.2% | $754800.00 | $746423.56 | +1.1% | CL A | 084670108 |
| PGR | PROGRESSIVE CORP | 6,500 | $1.48M | 1.2% | $227.72 * | $212.34 | +0.8% | COM | 743315103 |
| MCO | MOODYS CORP | 2,500 | $1.277M | 1.0% | $510.85 | $487.35 | +4.8% | COM | 615369105 |
| JMSB | JOHN MARSHALL BANCORP INC | 5,000 | $99,950 | 0.1% | $19.99 | $19.70 | +1.5% | COM | 47805L101 |