Q2 2025 Holdings
Filed 2025-07-28 | 8 holdings | $123.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Progressive Corp(PGR) | COM | 743315103 | $31.0M | 116,170 | 25.1% |
| JPMorgan Chase &co.(JPM) | COM | 46625H100 | $27.5M | 94,897 | 22.3% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $18.1M | 198,499 | 14.7% |
| Carmax Inc(KMX) | COM | 143130102 | $16.6M | 247,520 | 13.5% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $12.2M | 26,173 | 9.9% |
| Lowes Companies Inc(LOW) | COM | 548661107 | $11.1M | 50,000 | 9.0% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $4.4M | 6 | 3.5% |
| Deere & Co(DE) | COM | 244199105 | $2.5M | 5,000 | 2.1% |