Q1 2026 Holdings
Filed 2026-04-22 | 59 holdings | $343.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chubb Corp(CB) | COM | H1467J104 | $11.2M | 34,242 | 3.3% |
| Alphabet Inc Cl C(GOOG) | COM | 02079K107 | $11.8M | 41,297 | 3.5% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $12.1M | 25,614 | 3.5% |
| Aflac Inc(AFL) | COM | 001055102 | $13.3M | 121,631 | 3.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $13.7M | 36,982 | 4.0% |
| Arthur J Gallagher & Co(AJG) | COM | 363576109 | $14.5M | 66,734 | 4.2% |
| Phillips 66(PSX) | COM | 718546104 | $15.8M | 86,599 | 4.6% |
| Berkshire Hathaway Inc Cl B(BRK/B) | COM | 084670702 | $21.9M | 45,772 | 6.4% |
| Texas Pacific Land Corp(TPL) | COM | 88262P102 | $53.6M | 112,895 | 15.6% |