| # | Company | Period price | Today | Value | Weight % | Shares (QoQ) | Change % |
|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del BRK.B | $718140 | — | $800M | 6.7% | 1K 1K | — |
| 2 | Alphabet Inc GOOG | $286.86 | — | $789M | 6.61% | 2.75M 2.75M | — |
| 3 | Berkshire Hathaway Inc Del BRK.B | $479.2 | — | $734M | 6.15% | 1.53M 1.53M | — |
| 4 | Brookfield Corp BN | $40.47 | — | $529M | 4.43% | 13.07M 13.07M | — |
| 5 | Deere & Co DE | $563.3 | — | $495M | 4.14% | 878K 878K | — |
| 6 | Amazon Com Inc AMZN | $208.27 | — | $423M | 3.54% | 2.03M 2.03M | — |
| 7 | Analog Devices Inc ADI | $318.14 | — | $326M | 2.73% | 1.02M 1.02M | — |
| 8 | Apple Inc AAPL | $253.79 | — | $311M | 2.61% | 1.23M 1.23M | — |
| 9 | Goldman Sachs Group Inc GS | $845.99 | — | $304M | 2.55% | 359K 359K | — |
| 10 | Visa Inc V | $302.24 | — | $304M | 2.54% | 1.00M 999K | +0.5% +5K sh |
| 11 | Home Depot Inc HD | $328.89 | — | $303M | 2.53% | 920K 920K | — |
| 12 | Caterpillar Inc CAT | $708.46 | — | $233M | 1.95% | 329K 329K | — |
| 13 | Watsco Inc WSO-B | $363.79 | — | $212M | 1.77% | 582K 578K | +0.78% +5K sh |
| 14 | Blackrock Inc BLK | $961.71 | — | $212M | 1.77% | 220K 220K | — |
| 15 | Microsoft Corp MSFT | $370.17 | — | $199M | 1.67% | 538K 536K | — |
| 16 | Disney Walt Co DIS | $96.38 | — | $196M | 1.64% | 2.03M 2.03M | — |
| 17 | Franco Nev Corp FNV | $247.05 | — | $175M | 1.47% | 709K 684K | +3.66% +25K sh |
| 18 | Lowes Cos Inc LOW | $236.28 | — | $174M | 1.46% | 738K 734K | +0.54% +4K sh |
| 19 | Lpl Finl Hldgs Inc LPLA | $300.83 | — | $168M | 1.41% | 560K 560K | — |
| 20 | Alphabet Inc GOOGL | $287.56 | — | $164M | 1.38% | 572K 572K | — |
| 21 | Progressive Corp PGR | $198.24 | — | $149M | 1.25% | 754K 754K | — |
| 22 | Johnson & Johnson JNJ | $244.44 | — | $149M | 1.25% | 611K 611K | — |
| 23 | American Express Co AXP | $302.48 | — | $148M | 1.24% | 490K 489K | — |
| 24 | Meta Platforms Inc META | $572.13 | — | $142M | 1.19% | 248K 248K | — |
| 25 | Blackstone Inc BX | $114.99 | — | $141M | 1.18% | 1.23M 1.23M | — |
| 26 | Texas Instrs Inc TXN | $194.14 | — | $141M | 1.18% | 724K 724K | — |
| 27 | Rli Corp RLI | $57.04 | — | $137M | 1.14% | 2.39M 2.39M | — |
| 28 | Kkr & Co Inc KKRS | $92.5 | — | $134M | 1.12% | 1.45M 1.45M | — |
| 29 | General Dynamics Corp GD | $343.22 | — | $134M | 1.12% | 391K 391K | — |
| 30 | Marsh & Mclennan Cos Inc MMC | $173.45 | — | $132M | 1.11% | 764K 762K | — |
| 31 | Schwab Charles Corp SCHW | $93.98 | — | $130M | 1.09% | 1.38M 1.38M | +0.58% +8K sh |
| 32 | Apollo Global Mgmt Inc APO | $111.42 | — | $113M | 0.94% | 1.01M 1.01M | — |
| 33 | Archer Daniels Midland Co ADM | $72.69 | — | $109M | 0.92% | 1.51M 1.51M | — |
| 34 | Novo-nordisk A S NVO | $36.75 | — | $105M | 0.88% | 2.87M 2.87M | — |
| 35 | Mastercard Incorporated MA | $499.66 | — | $104M | 0.87% | 208K 208K | — |
| 36 | Dollar Gen Corp New DG | $118.73 | — | $103M | 0.86% | 869K 869K | — |
| 37 | Diageo Plc DGEAF | $74.45 | — | $102M | 0.86% | 1.37M 1.37M | — |
| 38 | Linde Plc LIN | $495.76 | — | $101M | 0.85% | 205K 200K | +2.25% +5K sh |
| 39 | Brookfield Asset Managmt Ltd BAM | $44.45 | — | $98M | 0.82% | 2.19M 2.19M | — |
| 40 | Moodys Corp MCO | $436.25 | — | $93M | 0.78% | 214K 214K | — |
| 41 | Illinois Tool Wks Inc ITW | $260.29 | — | $85M | 0.71% | 328K 328K | — |
| 42 | Old Dominion Freight Line In ODFL | $195.4 | — | $84M | 0.7% | 429K 422K | +1.78% +8K sh |
| 43 | Norfolk Southn Corp NSC | $287 | — | $81M | 0.68% | 283K 274K | +3.29% +9K sh |
| 44 | Heico Corp New HEI-A | $211.09 | — | $80M | 0.67% | 380K 380K | — |
| 45 | Rollins Inc ROL | $53.41 | — | $80M | 0.67% | 1.50M 1.49M | +0.6% +9K sh |
| 46 | Nvr Inc NVR | $6589.83 | — | $80M | 0.67% | 12K 12K | +0.67% +80 sh |
| 47 | Msci Inc MSCI | $539.01 | — | $77M | 0.64% | 143K 143K | — |
| 48 | Jpmorgan Chase & Co. JPM | $294.16 | — | $74M | 0.62% | 253K 253K | — |
| 49 | Ecolab Inc ECL | $266.02 | — | $73M | 0.61% | 274K 274K | — |
| 50 | Carlyle Group Inc CGABL | $48.39 | — | $64M | 0.54% | 1.33M 1.33M | — |
| 51 | Sunbelt Rentals Holdings Inc SUNB | $65.09 | — | $63M | 0.53% | 963K | New |
| 52 | Tyson Foods Inc TSN | $64.07 | — | $57M | 0.48% | 890K 885K | +0.57% +5K sh |
| 53 | Starbucks Corp SBUX | $89.59 | — | $56M | 0.47% | 624K 624K | — |
| 54 | Rockwell Automation Inc ROK | $358.88 | — | $56M | 0.47% | 155K 155K | — |
| 55 | S&p Global Inc SPGI | $425.34 | — | $50M | 0.42% | 118K 151K | -21.9% -33K sh |
| 56 | Hanover Ins Group Inc THG | $173.35 | — | $49M | 0.41% | 281K 281K | — |
| 57 | Investors Title Co Nc ITIC | $217.34 | — | $46M | 0.39% | 213K 213K | — |
| 58 | Aon Plc AON | $322.78 | — | $44M | 0.37% | 136K 134K | +1.31% +2K sh |
| 59 | Rtx Corporation RTX | $192.9 | — | $43M | 0.36% | 224K 224K | — |
| 60 | Ferguson Enterprises Inc FERG | $233.26 | — | $40M | 0.33% | 171K 164K | +4.4% +7K sh |
| 61 | Lockheed Martin Corp LMT | $604.39 | — | $39M | 0.33% | 65K 65K | +1.09% +700 sh |
| 62 | Costco Whsl Corp New COST | $996.43 | — | $39M | 0.33% | 39K 39K | — |
| 63 | Hca Healthcare Inc HCA | $473.24 | — | $39M | 0.33% | 82K 81K | +2.17% +2K sh |
| 64 | Yum Brands Inc YUM | $155.48 | — | $38M | 0.32% | 245K 226K | +8.29% +19K sh |
| 65 | Union Pac Corp UNP | $242.62 | — | $36M | 0.31% | 150K 141K | +6.37% +9K sh |
| 66 | Thermo Fisher Scientific Inc TMO | $491.53 | — | $33M | 0.28% | 67K 63K | +6.85% +4K sh |
| 67 | Hagerty Inc HGTY | $10.53 | — | $33M | 0.27% | 3.11M 3.11M | — |
| 68 | Allstate Corp ALL | $207.34 | — | $32M | 0.27% | 155K 155K | — |
| 69 | Accenture Plc Ireland ACN | $198.29 | — | $32M | 0.26% | 159K 159K | — |
| 70 | Marriott Intl Inc New MAR | $327.07 | — | $31M | 0.26% | 94K 90K | +4.46% +4K sh |
| 71 | Airbnb Inc ABNB | $126.28 | — | $31M | 0.26% | 242K 240K | +0.87% +2K sh |
| 72 | Sherwin Williams Co SHW | $320.55 | — | $30M | 0.25% | 94K 94K | — |
| 73 | Verisk Analytics Inc VRSK | $189.75 | — | $30M | 0.25% | 156K 156K | — |
| 74 | Factset Resh Sys Inc FDS | $216.99 | — | $29M | 0.25% | 135K 122K | +11.08% +14K sh |
| 75 | Price T Rowe Group Inc TROW | $90.14 | — | $28M | 0.24% | 314K 314K | — |
| 76 | Comcast Corp New CMCSA | $28.71 | — | $28M | 0.23% | 962K 962K | — |
| 77 | Cisco Sys Inc CTAS | $77.59 | — | $28M | 0.23% | 356K 356K | — |
| 78 | Lamar Advertising Co New LAMR | $126.66 | — | $24M | 0.2% | 193K 185K | +4.32% +8K sh |
| 79 | Nike Inc NKE | $52.82 | — | $24M | 0.2% | 447K 447K | — |
| 80 | United Rentals Inc URI | $728.56 | — | $23M | 0.19% | 31K 31K | — |
| 81 | Brown Forman Corp BF-B | $26.79 | — | $23M | 0.19% | 843K 843K | — |
| 82 | Crown Hldgs Inc CCI | $100.25 | — | $22M | 0.18% | 220K 212K | +3.77% +8K sh |
| 83 | Air Prods & Chems Inc APD | $290.49 | — | $22M | 0.18% | 76K 72K | +5.59% +4K sh |
| 84 | Csx Corp CSX | $41.05 | — | $22M | 0.18% | 530K 440K | +20.45% +90K sh |
| 85 | Renaissancere Hldgs Ltd RNR | $297.23 | — | $21M | 0.17% | 70K 70K | — |
| 86 | Philip Morris Intl Inc PM | $165.34 | — | $19M | 0.16% | 115K 115K | — |
| 87 | Comfort Sys Usa Inc FIX | $1378.99 | — | $18M | 0.15% | 13K 13K | — |
| 88 | Capital One Finl Corp COF | $182.43 | — | $17M | 0.14% | 91K 91K | — |
| 89 | Wells Fargo Co New WFC | $79.61 | — | $16M | 0.14% | 204K 204K | — |
| 90 | Hershey Co HSY | $207.89 | — | $16M | 0.13% | 75K 68K | +11.11% +8K sh |
| 91 | Hexcel Corp New HXL | $80.93 | — | $15M | 0.13% | 189K 189K | — |
| 92 | Pepsico Inc PEP | $155.29 | — | $15M | 0.13% | 96K 96K | — |
| 93 | Bank New York Mellon Corp BK | $118.63 | — | $15M | 0.12% | 125K 122K | +2.47% +3K sh |
| 94 | Cme Group Inc CME | $295.35 | — | $15M | 0.12% | 50K 46K | +8.74% +4K sh |
| 95 | Paychex Inc PAYX | $92.12 | — | $14M | 0.12% | 150K 150K | — |
| 96 | Sei Invts Co SEIC | $78.47 | — | $14M | 0.11% | 173K 173K | — |
| 97 | Carrier Global Corporation CARR | $56.31 | — | $13M | 0.11% | 235K 235K | — |
| 98 | Equifax Inc EFX | $180.07 | — | $13M | 0.11% | 73K 73K | — |
| 99 | Spotify Technology S A SPOT | $484.91 | — | $13M | 0.11% | 26K 26K | — |
| 100 | Brown Forman Corp BF-B | $26.44 | — | $13M | 0.11% | 474K 474K | — |
| 101 | Applied Matls Inc AMAT | $341.79 | — | $12M | 0.1% | 36K 34K | +6.6% +2K sh |
| 102 | Cboe Global Mkts Inc CBOE | $281.07 | — | $12M | 0.1% | 44K 42K | +4.67% +2K sh |
| 103 | Shopify Inc SHOP | $118.62 | — | $12M | 0.1% | 103K 103K | — |
| 104 | Huntington Ingalls Inds Inc HII | $379.9 | — | $10M | 0.09% | 28K 26K | +7.84% +2K sh |
| 105 | Uber Technologies Inc UBER | $71.93 | — | $10M | 0.09% | 143K 140K | +1.79% +3K sh |
| 106 | Scotts Miracle-gro Co SMG | $60.81 | — | $10M | 0.09% | 168K 168K | — |
| 107 | Mercadolibre Inc MLB1 | $1729.02 | — | $9M | 0.08% | 5K | New |
| 108 | Otis Worldwide Corp OTIS | $77.08 | — | $9M | 0.07% | 115K 115K | — |
| 109 | Iqvia Hldgs Inc IQV | $170.54 | — | $8M | 0.07% | 47K 47K | — |
| 110 | Exxon Mobil Corp XOM | $169.66 | — | $8M | 0.07% | 47K 38K | +23.68% +9K sh |
| 111 | Enterprise Prods Partners L EPD | $37.84 | — | $8M | 0.06% | 202K | New |
| 112 | Sony Group Corp SNEJF | $20.7 | — | $7M | 0.06% | 335K 335K | — |
| 113 | Eastman Chem Co EMN | $76.32 | — | $6M | 0.05% | 75K 75K | — |
| 114 | Carmax Inc KMX | $41.58 | — | $6M | 0.05% | 137K 137K | — |
| 115 | Canadian Natl Ry Co CNI | $102.77 | — | $5M | 0.05% | 54K 45K | +20.22% +9K sh |
| 116 | Graham Hldgs Co GHC | $1057.26 | — | $5M | 0.05% | 5K 5K | — |
| 117 | Unitedhealth Group Inc UNH | $270.59 | — | $5M | 0.04% | 19K 27K | -29.43% -8K sh |
| 118 | Insperity Inc NSP | $27.04 | — | $5M | 0.04% | 181K 153K | +18.62% +28K sh |
| 119 | Canadian Pacific Kansas City CP | $78.66 | — | $5M | 0.04% | 60K 51K | +17.82% +9K sh |
| 120 | Intercontinental Exchange In ICE | $157.28 | — | $5M | 0.04% | 29K 21K | +38.33% +8K sh |
| 121 | Berkley W R Corp WRB | $66.28 | — | $4M | 0.03% | 61K 61K | — |
| 122 | Brunswick Corp BC | $72.76 | — | $4M | 0.03% | 51K 48K | +7.33% +4K sh |
| 123 | Mgm Resorts International MGM | $37.01 | — | $3M | 0.03% | 88K 88K | — |
| 124 | Eagle Matls Inc EXP | $189.45 | — | $3M | 0.02% | 15K 15K | — |
| 125 | Acuity Inc AYI | $280.22 | — | $3M | 0.02% | 10K 10K | — |
| 126 | Sysco Corp SYY | $71.33 | — | $2M | 0.02% | 31K 31K | — |
| 127 | Dominos Pizza Inc DPZ | $358.79 | — | $2M | 0.02% | 6K 6K | — |
| 128 | Brown & Brown Inc BRO | $65.21 | — | $1M | 0.01% | 14K 11K | +27.27% +3K sh |
| 129 | Weyerhaeuser Co Mtn Be WY | $24.43 | — | $0M | 0% | 18K | New |