| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $23.2M | 73,812 | 6.9% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $22.3M | 44,297 | 6.6% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $17.5M | 64,340 | 5.2% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $15.4M | 31,758 | 4.6% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $9.8M | 31,148 | 2.9% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $8.9M | 47,889 | 2.7% |
| Asml Holding N V N Y Registry SHS(ASML) | ADR | N07059210 | $8.3M | 7,701 | 2.5% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $8.2M | 23,164 | 2.4% |
| Corning Inc COM(GLW) | Stock | 219350105 | $7.9M | 89,386 | 2.4% |
| Markel Group Inc COM(MKL) | Stock | 570535104 | $7.6M | 3,517 | 2.3% |
| Vanguard Total Stock Market ETF(VTI) | ETF | 922908769 | $7.5M | 22,267 | 2.2% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $7.5M | 36,042 | 2.2% |
| Everus Constr Group COM(ECG) | Stock | 300426103 | $7.0M | 79,756 | 2.1% |
| MDU RES Group Inc COM(MDU) | Stock | 552690109 | $6.7M | 341,046 | 2.0% |
| Franco NEV Corp COM(FNV) | Stock | 351858105 | $6.7M | 32,205 | 2.0% |
| Amgen Inc COM(AMGN) | Stock | 031162100 | $6.6M | 20,147 | 2.0% |
| Costco Whsl Corp New COM(COST) | Stock | 22160K105 | $6.4M | 7,407 | 1.9% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $6.2M | 10,623 | 1.8% |
| Merck & Co Inc COM(MRK) | Stock | 58933Y105 | $6.2M | 58,337 | 1.8% |
| Builders Firstsource Inc COM(BLDR) | Stock | 12008R107 | $6.2M | 59,659 | 1.8% |
| Fidelity National Financial in COM SHS(FNF) | Stock | 31620R303 | $5.8M | 105,468 | 1.7% |
| Qualcomm Inc COM(QCOM) | Stock | 747525103 | $5.7M | 32,884 | 1.7% |
| Esab Corporation COM(ESAB) | Stock | 29605J106 | $5.7M | 50,066 | 1.7% |
| Dell Technologies Inc CL C(DELL) | Stock | 24703L202 | $5.7M | 44,316 | 1.7% |
| Amentum Holdings Inc COM(AMTM) | Stock | 023939101 | $5.5M | 187,993 | 1.6% |
| JPMorgan Chase & Co. COM(JPM) | Stock | 46625H100 | $4.9M | 15,046 | 1.4% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $4.2M | 18,117 | 1.3% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $4.1M | 6,205 | 1.2% |
| Mcdonalds Corp COM(MCD) | Stock | 580135101 | $4.0M | 12,909 | 1.2% |
| Deere & Co COM(DE) | Stock | 244199105 | $3.9M | 8,359 | 1.2% |
| Knife River Corp Common Stock(KNF) | Stock | 498894104 | $3.9M | 54,330 | 1.2% |
| Atlanta Braves Hldgs Inc COM SER A(BATRA) | Stock | 047726104 | $3.9M | 90,485 | 1.1% |
| State Street Technology Select Sector Spdr ETF(XLK) | ETF | 81369Y803 | $3.8M | 26,286 | 1.1% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $3.7M | 33,224 | 1.1% |
| Canadian Pacific Kansas City COM(CP) | Stock | 13646K108 | $3.6M | 48,307 | 1.1% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | ADR | 01609W102 | $3.4M | 23,339 | 1.0% |
| Oneok Inc New COM(OKE) | Stock | 682680103 | $3.1M | 41,516 | 0.9% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $3.0M | 2,782 | 0.9% |
| State Street Communication Services Select Sector Spdr ETF(XLC) | ETF | 81369Y852 | $2.7M | 22,921 | 0.8% |
| Goldman Sachs Hedge Industry VIP ETF(GVIP) | ETF | 381430545 | $2.4M | 15,632 | 0.7% |
| Crowdstrike Hldgs Inc CL A(CRWD) | Stock | 22788C105 | $2.2M | 4,720 | 0.7% |
| Advanced Micro Devices Inc COM(AMD) | Stock | 007903107 | $2.2M | 10,377 | 0.7% |
| Uber Technologies Inc COM(UBER) | Stock | 90353T100 | $2.1M | 26,092 | 0.6% |
| QXO Inc COM New(QXO) | Stock | 82846H405 | $2.1M | 99,720 | 0.6% |
| United Rentals Inc COM(URI) | Stock | 911363109 | $1.8M | 2,158 | 0.5% |
| Netflix Inc COM(NFLX) | Stock | 64110L106 | $1.7M | 18,060 | 0.5% |
| Spdr S&P 500 ETF Trust(SPY) | ETF | 78462F103 | $1.5M | 2,235 | 0.5% |
| Martin Marietta Matls Inc COM(MLM) | Stock | 573284106 | $1.5M | 2,350 | 0.4% |
| Emerson Elec Co COM(EMR) | Stock | 291011104 | $1.5M | 10,865 | 0.4% |
| Marriott Intl Inc New CL A(MAR) | Stock | 571903202 | $1.4M | 4,425 | 0.4% |