Q2 2025 Holdings
Filed 2025-08-11 | 3 holdings | $40.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brown & Brown Inc(BRO) | COM | 115236101 | $27.7M | 250,000 | 67.7% |
| CME Group Inc(CME) | COM | 12572Q105 | $8.3M | 30,000 | 20.2% |
| Spdr Series Trust(XHB) | S&P HOMEBUILD | 78464A888 | $4.9M | 50,000 | 12.0% |