Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	41,968	$19.02M	7.1%	$249.77	+84.9%	—	084670702
AAPL	APPLE INC COM	69,796	$17.48M	6.5%	$133.62	+75.5%	—	037833100
MSFT	MICROSOFT CORP COM	34,054	$14.35M	5.3%	$275.68	+53.2%	—	594918104
GOOGL	ALPHABET INC CAP STK CL A	73,282	$13.87M	5.2%	$125.11	+39.2%	—	02079K305
BLDR	BUILDERS FIRSTSOURCE INC COM	60,325	$8.622M	3.2%	$59.84	+195.7%	—	12008R107
VTI	VANGUARD TOTAL STOCK MARKET ETF	29,025	$8.417M	3.1%	$259.03	—	—	922908769
COST	COSTCO WHSL CORP NEW COM	8,501	$7.789M	2.9%	$414.60	+122.5%	—	22160K105
V	VISA INC COM CL A	23,023	$7.276M	2.7%	$211.98	+40.7%	—	92826C839
NVDA	NVIDIA CORPORATION COM	50,658	$6.805M	2.5%	$105.75	+30.3%	—	67066G104
GOOG	ALPHABET INC CAP STK CL C	32,446	$6.179M	2.3%	$111.68	+57.3%	—	02079K107
MKL	MARKEL GROUP INC COM	3,339	$5.764M	2.1%	$1359.03	+22.1%	—	570535104
ZBRA	ZEBRA TECHNOLOGIES CORPORATION CL A	14,889	$5.75M	2.1%	$323.07	+19.9%	—	989207105
ESAB	ESAB CORPORATION COM	47,678	$5.718M	2.1%	$50.44	+138.5%	—	29605J106
JNJ	JOHNSON & JOHNSON COM	41,403	$5.648M	2.1%	$139.28	+7.4%	—	478160104
KNF	KNIFE RIVER CORP COMMON STOCK	54,004	$5.489M	2.0%	$51.84	+88.5%	—	498894104
CVX	CHEVRON CORP NEW COM	36,948	$5.352M	2.0%	$103.34	+40.8%	—	166764100
GLW	CORNING INC COM	111,192	$5.284M	2.0%	$31.55	+46.9%	—	219350105
DHR	DANAHER CORPORATION COM	22,695	$5.21M	1.9%	$219.02	+11.4%	—	235851102
QCOM	QUALCOMM INC COM	33,419	$5.134M	1.9%	$127.26	+25.4%	—	747525103
FNF	FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM	91,340	$5.128M	1.9%	$30.31	+83.7%	—	31620R303
ECG	EVERUS CONSTR GROUP	74,916	$4.926M	1.8%	$62.93	0.0%	—	300426103
MRK	MERCK & CO INC COM	45,964	$4.572M	1.7%	$74.23	+33.0%	—	58933Y105
MCD	MCDONALDS CORP COM	14,954	$4.335M	1.6%	$245.67	+18.1%	—	580135101
AMGN	AMGEN INC COM	15,856	$4.133M	1.5%	$251.33	+13.8%	—	031162100
AMZN	AMAZON COM INC COM	18,604	$4.082M	1.5%	$132.77	+54.1%	—	023135106
MDU	MDU RES GROUP INC COM	212,950	$3.837M	1.4%	$10.55	+60.4%	—	552690109
FNV	FRANCO NEV CORP COM	32,279	$3.796M	1.4%	$110.61	+11.0%	—	351858105
JPM	JPMORGAN CHASE & CO. COM	15,565	$3.731M	1.4%	$114.16	+99.7%	—	46625H100
HD	HOME DEPOT INC COM	9,326	$3.628M	1.3%	$254.26	+56.2%	—	437076102
WMT	WALMART INC COM	39,360	$3.556M	1.3%	$51.95	+65.1%	—	931142103
ASML	ASML HOLDING N V N Y REGISTRY SHS	5,112	$3.543M	1.3%	$705.89	—	—	N07059210
XLK	TECHNOLOGY SELECT SECTOR SPDR FUND	13,382	$3.12M	1.2%	$170.42	—	—	81369Y803
DE	DEERE & CO COM	6,670	$2.826M	1.1%	$372.28	+11.2%	—	244199105
LNG	CHENIERE ENERGY INC COM NEW	12,386	$2.661M	1.0%	$166.07	+22.3%	—	16411R208
CP	CANADIAN PACIFIC KANSAS CITY COM	32,374	$2.343M	0.9%	$81.22	-5.9%	—	13646K108
CRWD	CROWDSTRIKE HLDGS INC CL A	5,620	$1.923M	0.7%	$221.42	+50.2%	—	22788C105
NFLX	NETFLIX INC COM	2,105	$1.876M	0.7%	$37.14	+121.6%	—	64110L106
VBR	VANGUARD SMALL CAP VALUE ETF	8,794	$1.741M	0.6%	$175.39	—	—	922908611
URI	UNITED RENTALS INC COM	2,238	$1.577M	0.6%	$255.14	+215.5%	—	911363109
SPY	SPDR S&P 500 ETF TRUST	2,667	$1.564M	0.6%	$433.96	—	—	78462F103
NOW	SERVICENOW INC COM	1,393	$1.477M	0.5%	$148.26	+36.6%	—	81762P102
META	META PLATFORMS INC CL A	2,445	$1.432M	0.5%	$544.26	+7.4%	—	30303M102
BKNG	BOOKING HOLDINGS INC COM	286	$1.421M	0.5%	$2298.42	+107.3%	—	09857L108
AMD	ADVANCED MICRO DEVICES INC COM	11,215	$1.355M	0.5%	$91.19	+57.8%	—	007903107
EMR	EMERSON ELEC CO COM	10,865	$1.346M	0.5%	$99.38	+19.8%	—	291011104
MLM	MARTIN MARIETTA MATLS INC COM	2,525	$1.304M	0.5%	$259.31	+117.3%	—	573284106
ABT	ABBOTT LABS COM	11,514	$1.302M	0.5%	$100.54	+12.7%	—	002824100
GTLS	CHART INDS INC COM	6,740	$1.286M	0.5%	$160.66	0.0%	—	16115Q308
UBER	UBER TECHNOLOGIES INC COM	21,175	$1.277M	0.5%	$38.61	+84.9%	—	90353T100
ET	ENERGY TRANSFER L P COM UT LTD PTN	64,775	$1.269M	0.5%	$16.10	—	—	29273V100
MAR	MARRIOTT INTL INC NEW CL A	4,525	$1.262M	0.5%	$110.17	+146.5%	—	571903202
FDX	FEDEX CORP COM	4,481	$1.261M	0.5%	$248.51	+9.3%	—	31428X106
GVIP	GOLDMAN SACHS HEDGE INDUSTRY VIP ETF	9,274	$1.153M	0.4%	$90.67	—	—	381430545
KO	COCA COLA CO COM	18,466	$1.15M	0.4%	$44.41	+42.0%	—	191216100
DIS	DISNEY WALT CO COM	10,115	$1.126M	0.4%	$136.50	-24.2%	—	254687106
LLY	ELI LILLY & CO COM	1,372	$1.059M	0.4%	$161.27	+409.2%	—	532457108
VHT	VANGUARD HEALTH CARE ETF	3,859	$978K	0.4%	$234.40	—	—	92204A504
QQQ	INVESCO QQQ TRUST SERIES I	1,908	$975K	0.4%	$385.61	—	—	46090E103
PEP	PEPSICO INC COM	6,195	$942K	0.4%	$123.53	+26.7%	—	713448108
NVT	NVENT ELECTRIC PLC SHS	13,175	$898K	0.3%	$76.18	-4.6%	—	G6700G107
ADP	AUTOMATIC DATA PROCESSING INC COM	3,050	$893K	0.3%	$211.70	+36.0%	—	053015103
VOO	VANGUARD S&P 500 ETF	1,537	$828K	0.3%	$398.05	—	—	922908363
XLC	COMMUNICATION SERVICES SELECT SECTOR SPDR FUND	8,086	$784K	0.3%	$83.22	—	—	81369Y852
XLI	INDUSTRIAL SELECT SECTOR SPDR FUND	5,711	$753K	0.3%	$112.35	—	—	81369Y704
DXCM	DEXCOM INC COM	9,520	$740K	0.3%	$102.16	-27.5%	—	252131107
UNH	UNITEDHEALTH GROUP INC COM	1,446	$732K	0.3%	$498.75	+10.9%	—	91324P102
SMH	VANECK SEMICONDUCTOR ETF	2,968	$721K	0.3%	$243.06	—	—	92189F676
NCDL	NUVEEN CHURCHILL DIRECT LENDIN COM SHS	42,954	$721K	0.3%	$14.61	+0.6%	—	67090S108
AVGO	BROADCOM INC COM	3,050	$707K	0.3%	$149.22	+22.6%	—	11135F101
XOM	EXXON MOBIL CORP COM	6,395	$688K	0.3%	$63.27	+77.6%	—	30231G102
AZTA	AZENTA INC COM	12,990	$650K	0.2%	$61.56	-26.0%	—	114340102
HON	HONEYWELL INTL INC COM	2,857	$645K	0.2%	$182.90	+11.3%	—	438516106
RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	3,587	$629K	0.2%	$161.42	—	—	46137V357
IAI	ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF	3,869	$558K	0.2%	$144.21	—	—	464288794
DUK	DUKE ENERGY CORP NEW COM NEW	5,040	$543K	0.2%	$95.76	+13.6%	—	26441C204
BA	BOEING CO COM	2,820	$499K	0.2%	$199.73	-21.4%	—	097023105
ZS	ZSCALER INC COM	2,612	$471K	0.2%	$166.81	+16.0%	—	98980G102
XLE	ENERGY SELECT SECTOR SPDR FUND	5,500	$471K	0.2%	$60.63	—	—	81369Y506
MKSI	MKS INSTRS INC COM	4,169	$435K	0.2%	$122.69	-12.9%	—	55306N104
PG	PROCTER AND GAMBLE CO COM	2,550	$428K	0.2%	$141.05	+17.5%	—	742718109
WTM	WHITE MTNS INS GROUP LTD COM	206	$401K	0.1%	$956.51	+97.5%	—	G9618E107
GDX	VANECK GOLD MINERS ETF	11,548	$391K	0.1%	$39.82	—	—	92189F106
BITB	BITWISE BITCOIN ETF TRUST	7,257	$370K	0.1%	$51.02	—	—	09174C104
PPG	PPG INDS INC COM	2,884	$344K	0.1%	$125.98	-3.5%	—	693506107
HACK	AMPLIFY CYBERSECURITY ETF	4,250	$317K	0.1%	$68.94	—	—	032108664
PH	PARKER-HANNIFIN CORP COM	491	$312K	0.1%	$518.00	+26.5%	—	701094104
TJX	TJX COS INC NEW COM	2,432	$294K	0.1%	$113.31	+3.9%	—	872540109
TSLA	TESLA INC COM	583	$235K	0.1%	$321.74	0.0%	—	88160R101
PLTR	PALANTIR TECHNOLOGIES INC CL A	2,889	$219K	0.1%	$58.25	0.0%	—	69608A108
EMXC	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	3,800	$211K	0.1%	$59.20	—	—	46434G764
EPD	ENTERPRISE PRODS PARTNERS L P COM	6,633	$208K	0.1%	$20.99	—	—	293792107
—	SRH TOTAL RETURN FUND INC COM	12,208	$196K	0.1%	$15.80	—	—	101507101