Q1 2019 Holdings
Filed 2019-05-14 | 221 holdings | $219.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc(KMX) | COM | 143130102 | $104.7M | 1,499,312 | 47.6% |
| Crown Castle International Cor(CCI) | COM | 22822V101 | $40.6M | 317,051 | 18.5% |
| Crown Holdings Inc.(CCK) | COM | 228368106 | $32.9M | 603,042 | 15.0% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $29.1M | 539,389 | 13.2% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $6.5M | 26,919 | 3.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $594.0K | 2,230 | 0.3% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $227.0K | 4,595 | 0.1% |
| Schwab Intermediate-Term U.S.(SCHR) | INTRM TRM TRES | 808524854 | $143.1K | 2,660,365 | 0.1% |
| Dollar Tree Inc.(DLTR) | COM | 256746108 | $122.9K | 1,170,045 | 0.1% |
| Brookfield Asset Management In | CL A LTD VT SH | 112585104 | $112.4K | 2,408,906 | 0.1% |
| Vanguard Short-Term Corporate(VCSH) | SHRT TRM CORP BD | 92206C409 | $107.9K | 1,353,239 | 0.0% |
| Vanguard Ftse All-World ex-US(VEU) | ALLWRLD EX US | 922042775 | $102.5K | 2,043,422 | 0.0% |
| Jacobs Engineering Group Inc(JECUSD) | COM | 469814107 | $99.0K | 1,316,563 | 0.0% |
| U.S. Bancorp(USB) | COM | 902973304 | $95.1K | 1,973,340 | 0.0% |
| CDW Corp(CDW) | COM | 12514G108 | $84.7K | 878,483 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $82.9K | 862,469 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $81.0K | 69,076 | 0.0% |
| iShares 20 Year Treasury Bond(TLT) | 20 YR TR BD ETF | 464287432 | $79.6K | 629,783 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $79.0K | 1,304,477 | 0.0% |
| Lowe's Cos Inc(LOW) | COM | 548661107 | $76.9K | 702,605 | 0.0% |
| Vanguard Information Technolog(VGT) | INF TECH ETF | 92204A702 | $75.9K | 378,500 | 0.0% |
| Arch Capital Group Ltd(ACGL) | COM | G0450A105 | $75.0K | 2,319,633 | 0.0% |
| TJX Cos Inc(TJX) | COM | 872540109 | $74.7K | 1,404,070 | 0.0% |
| TE Connectivity Ltd(TEL) | REG SHS | H84989104 | $73.9K | 915,177 | 0.0% |
| Spdr S&P 500 ETF Trust(SPY) | TR UNIT | 78462F103 | $73.8K | 261,079 | 0.0% |
| Linde PLC(LIN) | COM | G5494J103 | $70.7K | 401,960 | 0.0% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $69.4K | 345,230 | 0.0% |
| PPG Industries Inc(PPG) | COM | 693506107 | $68.6K | 607,563 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $67.6K | 736,701 | 0.0% |
| American Tower Corp(AMT) | COM | 03027X100 | $65.2K | 330,846 | 0.0% |
| Danaher Corp(DHR) | COM | 235851102 | $63.6K | 481,917 | 0.0% |
| iShares Edge Msci Min Vol Eafe(EFAV) | MIN VOL EAFE ETF | 46429B689 | $60.4K | 838,540 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $60.2K | 936,590 | 0.0% |
| O'Reilly Automotive Inc(ORLY) | COM | 67103H107 | $59.6K | 153,466 | 0.0% |
| Cognizant Technology Solutions(CTSH) | CL A | 192446102 | $58.8K | 811,281 | 0.0% |
| Schwab US Tips ETF(SCHP) | US TIPS ETF | 808524870 | $57.6K | 1,047,414 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $55.8K | 56,016 | 0.0% |
| Expeditors International of Wa(EXPD) | COM | 302130109 | $54.3K | 715,567 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $54.3K | 515,621 | 0.0% |
| Brown & Brown Inc.(BRO) | COM | 115236101 | $53.6K | 1,816,955 | 0.0% |
| iShares Core S&P Mid-Cap ETF(IJH) | CORE S&P MCP ETF | 464287507 | $53.1K | 280,296 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $50.7K | 324,445 | 0.0% |
| Schwab US Dividend Equity ETF(SCHD) | US DIVIDEND EQ | 808524797 | $50.4K | 964,306 | 0.0% |
| Vanguard Total Bond Market ETF(BND) | TOTAL BND MRKT | 921937835 | $50.1K | 616,865 | 0.0% |
| Vanguard Ftse Emerging Markets(VWO) | FTSE EMR MKT ETF | 922042858 | $48.9K | 1,149,698 | 0.0% |
| IHS Markit Ltd(IHS) | SHS | G47567105 | $48.1K | 884,641 | 0.0% |
| Laboratory Corp of America Hol | COM | 50540R409 | $47.0K | 306,904 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $46.9K | 451,180 | 0.0% |
| Henry Schein Inc(HSIC) | COM | 806407102 | $46.0K | 764,496 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $45.9K | 776,154 | 0.0% |