Q2 2026 Holdings
Filed 2026-08-12 | 258 holdings | $256.7M | 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 | $4.8M | 9,672 | 1.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.6M | 17,785 | 2.6% |
| Deere & Co(DE) | COM | 244199105 | $6.8M | 10,777 | 2.7% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $7.0M | 7,496 | 2.7% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $9.5M | 114,821 | 3.7% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $9.8M | 41,539 | 3.8% |
| Asml Hldg NV(ASML) | N Y REGISTRY SHS | N07059210 | $14.6M | 7,347 | 5.7% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $43.1M | 99,440 | 16.8% |