Q4 2024 Holdings
Filed 2025-01-23 | 17 holdings | $167.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $19.3M | 42,489 | 11.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $17.7M | 93,128 | 10.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $15.6M | 36,964 | 9.3% |
| Walmart Inc(WMT) | COM | 931142103 | $14.4M | 159,377 | 8.6% |
| Apple Inc(AAPL) | COM | 037833100 | $13.9M | 55,544 | 8.3% |
| Deere & Co(DE) | COM | 244199105 | $13.3M | 31,442 | 7.9% |
| Crocs Inc(CROX) | COM | 227046109 | $12.3M | 112,032 | 7.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $12.2M | 13,275 | 7.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.1M | 55,234 | 7.2% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $11.2M | 55,633 | 6.7% |
| TJX COS Inc New(TJX) | COM | 872540109 | $9.0M | 74,245 | 5.3% |
| Home Depot Inc(HD) | COM | 437076102 | $8.7M | 22,443 | 5.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $4.9M | 12,235 | 2.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.1M | 5,361 | 1.9% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $60.8K | 218 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $50.8K | 218 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.7K | 51 | 0.0% |