Q1 2025 Holdings
Filed 2025-04-28 | 16 holdings | $166.6M | 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 | $22.7M | 42,667 | 13.6% |
| Deere & Co(DE) | COM | 244199105 | $14.7M | 31,256 | 8.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $14.6M | 93,687 | 8.8% |
| Walmart Inc(WMT) | COM | 931142103 | $14.2M | 161,459 | 8.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $14.0M | 37,355 | 8.4% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $13.7M | 59,127 | 8.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $12.9M | 13,601 | 7.7% |
| Apple Inc(AAPL) | COM | 037833100 | $12.5M | 56,171 | 7.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $10.7M | 56,315 | 6.4% |
| Crocs Inc(CROX) | COM | 227046109 | $10.6M | 99,751 | 6.4% |
| TJX COS Inc New(TJX) | COM | 872540109 | $9.2M | 75,672 | 5.5% |
| Home Depot Inc(HD) | COM | 437076102 | $8.5M | 23,078 | 5.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $4.3M | 7,469 | 2.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $4.0M | 15,280 | 2.4% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $51.9K | 218 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $44.9K | 217 | 0.0% |