Q2 2026 Holdings
Filed 2026-08-13 | 112 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc SHS CL A(GOOGL) | COM | 02079K305 | $49.1M | 137,398 | 2.8% |
| Brown & Brown Inc(BRO) | COM | 115236101 | $52.5M | 817,719 | 2.9% |
| Blackstone Inc(BX) | COM | 09260D107 | $57.1M | 485,135 | 3.2% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $68.3M | 739,955 | 3.8% |
| Home Bancshares Inc(HOMB) | COM | 436893200 | $70.2M | 2,458,588 | 3.9% |
| Moody's Corp(MCO) | COM | 615369105 | $74.0M | 163,383 | 4.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $104.2M | 437,392 | 5.8% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $109.1M | 333,377 | 6.1% |
| Goldman Sachs Inc(GS) | COM | 38141G104 | $124.2M | 122,798 | 7.0% |
| Markel Group Inc(MKL) | COM | 570535104 | $150.5M | 77,051 | 8.4% |
| Alphabet Inc SHS CL C(GOOG) | COM | 02079K107 | $167.4M | 473,699 | 9.4% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $241.0M | 481,709 | 13.5% |