Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	75,032	$34.53M	11.3%	$222.80	+98.5%	CL B NEW	084670702
ROST	ROSS STORES INC	128,540	$19.35M	6.3%	$89.46	+62.5%	COM	778296103
TCAF	T ROWE PRICE ETF INC	570,247	$18.96M	6.2%	$25.68	—	CAP APPRECIATION	87283Q867
POST	POST HLDGS INC	149,802	$17.34M	5.7%	$72.33	+55.0%	COM	737446104
MKL	MARKEL GROUP INC	10,879	$17.06M	5.6%	$1156.04	+35.4%	COM	570535104
TDG	TRANSDIGM GROUP INC	11,468	$16.37M	5.3%	$440.59	+161.6%	COM	893641100
HEI/A	HEICO CORP NEW	63,447	$12.93M	4.2%	$100.64	+88.1%	CL A	422806208
CEF	SPROTT PHYSICAL GOLD & SILVE	522,640	$12.8M	4.2%	$15.11	—	TR UNIT	85208R101
SPGI	S&P GLOBAL INC	22,716	$11.74M	3.8%	$383.08	+27.9%	COM	78409V104
AMZN	AMAZON COM INC	61,653	$11.49M	3.8%	$126.41	+44.3%	COM	023135106
GOOGL	ALPHABET INC	69,106	$11.46M	3.7%	$108.40	+53.8%	CAP STK CL A	02079K305
DHR	DANAHER CORPORATION	33,368	$9.277M	3.0%	$214.02	+22.6%	COM	235851102
JNJ	JOHNSON & JOHNSON	39,927	$6.471M	2.1%	$136.99	+11.4%	COM	478160104
NOMD	NOMAD FOODS LTD	287,670	$5.483M	1.8%	$19.52	-5.7%	USD ORD SHS	G6564A105
CHTR	CHARTER COMMUNICATIONS INC N	16,685	$5.407M	1.8%	$384.68	-12.6%	CL A	16119P108
MTN	VAIL RESORTS INC	29,222	$5.093M	1.7%	$210.92	-15.2%	COM	91879Q109
BRBR	BELLRING BRANDS INC	73,659	$4.473M	1.5%	$25.07	+121.3%	COMMON STOCK	07831C103
NVR	NVR INC	435	$4.268M	1.4%	$4717.85	+85.0%	COM	62944T105
HD	HOME DEPOT INC	10,146	$4.111M	1.3%	$291.41	+21.0%	COM	437076102
VGIT	VANGUARD SCOTTSDALE FDS	66,518	$4.019M	1.3%	$59.31	—	INTER TERM TREAS	92206C706
AVGO	BROADCOM INC	22,418	$3.867M	1.3%	$148.75	+6.2%	COM	11135F101
ABBV	ABBVIE INC	18,051	$3.565M	1.2%	$136.51	+30.9%	COM	00287Y109
AMGN	AMGEN INC	10,620	$3.422M	1.1%	$237.89	+31.6%	COM	031162100
TXN	TEXAS INSTRS INC	15,971	$3.299M	1.1%	$160.01	+20.6%	COM	882508104
PG	PROCTER AND GAMBLE CO	17,668	$3.06M	1.0%	$140.46	+16.9%	COM	742718109
ALL	ALLSTATE CORP	15,238	$2.89M	0.9%	$117.58	+47.0%	COM	020002101
VGSH	VANGUARD SCOTTSDALE FDS	47,442	$2.8M	0.9%	$58.17	—	SHORT TERM TREAS	92206C102
PEP	PEPSICO INC	16,328	$2.777M	0.9%	$160.73	+1.3%	COM	713448108
JPM	JPMORGAN CHASE & CO.	12,716	$2.681M	0.9%	$129.22	+58.6%	COM	46625H100
AAPL	APPLE INC	10,813	$2.519M	0.8%	$137.37	+61.6%	COM	037833100
UPS	UNITED PARCEL SERVICE INC	18,456	$2.516M	0.8%	$144.62	-16.7%	CL B	911312106
LMT	LOCKHEED MARTIN CORP	4,188	$2.448M	0.8%	$419.38	+23.1%	COM	539830109
GD	GENERAL DYNAMICS CORP	7,453	$2.252M	0.7%	$224.20	+27.8%	COM	369550108
CVX	CHEVRON CORP NEW	15,211	$2.24M	0.7%	$142.04	-1.5%	COM	166764100
AMT	AMERICAN TOWER CORP NEW	9,478	$2.204M	0.7%	$186.06	+13.3%	COM	03027X100
FBTC	FIDELITY WISE ORIGIN BITCOIN	37,301	$2.071M	0.7%	$61.12	—	SHS	315948109
GBTC	GRAYSCALE BITCOIN TR BTC	37,259	$1.882M	0.6%	$63.17	—	SHS REP COM UT	389637109
TROW	PRICE T ROWE GROUP INC	16,682	$1.817M	0.6%	$99.26	+3.0%	COM	74144T108
MSFT	MICROSOFT CORP	4,056	$1.745M	0.6%	$226.45	+86.8%	COM	594918104
BLD	TOPBUILD CORP	3,910	$1.591M	0.5%	$403.36	0.0%	COM	89055F103
MCD	MCDONALDS CORP	4,327	$1.317M	0.4%	$256.16	+4.1%	COM	580135101
ETSY	ETSY INC	23,048	$1.28M	0.4%	$118.85	-52.3%	COM	29786A106
TRV	TRAVELERS COMPANIES INC	5,464	$1.279M	0.4%	$168.78	+27.6%	COM	89417E109
VZ	VERIZON COMMUNICATIONS INC	26,273	$1.18M	0.4%	$33.25	+15.5%	COM	92343V104
NEE	NEXTERA ENERGY INC	13,630	$1.152M	0.4%	$67.54	+10.8%	COM	65339F101
ETHE	GRAYSCALE ETHEREUM TR ETH	51,055	$1.118M	0.4%	$21.89	—	SHS	389638107
FETH	FIDELITY ETHEREUM FD	40,706	$1.057M	0.3%	$25.97	—	SHS	31613E103
VTI	VANGUARD INDEX FDS	3,713	$1.051M	0.3%	$236.79	—	TOTAL STK MKT	922908769
APD	AIR PRODS & CHEMS INC	3,510	$1.045M	0.3%	$251.61	+4.6%	COM	009158106
GLD	SPDR GOLD TR	4,138	$1.006M	0.3%	$199.41	—	GOLD SHS	78463V107
XOM	EXXON MOBIL CORP	8,454	$991K	0.3%	$82.39	+33.5%	COM	30231G102
CSCO	CISCO SYS INC	18,517	$985K	0.3%	$45.10	+3.7%	COM	17275R102
SBUX	STARBUCKS CORP	9,966	$972K	0.3%	$87.52	-5.4%	COM	855244109
QQQ	INVESCO QQQ TR	1,935	$945K	0.3%	$287.53	—	UNIT SER 1	46090E103
GPC	GENUINE PARTS CO	6,304	$881K	0.3%	$139.98	-5.2%	COM	372460105
BIL	SPDR SER TR	5,946	$546K	0.2%	$91.82	—	BLOOMBERG 1-3 MO	78468R663
GE	GE AEROSPACE	2,730	$515K	0.2%	$63.60	+164.1%	COM NEW	369604301
LDOS	LEIDOS HOLDINGS INC	3,118	$508K	0.2%	$81.14	+83.8%	COM	525327102
AEM	AGNICO EAGLE MINES LTD	5,170	$416K	0.1%	$50.39	+50.5%	COM	008474108
SPXC	SPX TECHNOLOGIES INC	2,391	$381K	0.1%	$101.01	—	COM	78473E103
SAIC	SCIENCE APPLICATIONS INTL CO	2,318	$323K	0.1%	$86.88	+45.3%	COM	808625107
GOOG	ALPHABET INC	1,911	$320K	0.1%	$168.65	-0.2%	CAP STK CL C	02079K107
SPY	SPDR S&P 500 ETF TR	535	$307K	0.1%	$475.31	—	TR UNIT	78462F103
WPM	WHEATON PRECIOUS METALS CORP	4,251	$260K	0.1%	$44.49	+32.6%	COM	962879102
PAAS	PAN AMERN SILVER CORP	12,349	$258K	0.1%	$18.43	+14.4%	COM	697900108
SO	SOUTHERN CO	2,676	$241K	0.1%	$71.79	+13.7%	COM	842587107
KO	COCA COLA CO	3,320	$239K	0.1%	$65.65	0.0%	COM	191216100
SLV	ISHARES SILVER TR	8,248	$234K	0.1%	$28.41	—	ISHARES	46428Q109
META	META PLATFORMS INC	401	$230K	0.1%	$483.31	+6.0%	CL A	30303M102
—	GRAYSCALE BITCOIN MINI TR BT	38,885	$219K	0.1%	$5.63	—	SHS	389930108
BMY	BRISTOL-MYERS SQUIBB CO	3,925	$203K	0.1%	$43.65	0.0%	COM	110122108
—	GRAYSCALE ETHEREUM MINI TR E	78,522	$192K	0.1%	$2.44	—	COM UNIT	38964R104
HL	HECLA MNG CO	13,978	$93,233	0.0%	$2.38	+144.2%	COM	422704106