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CIK 0000846600 • 6 13F filings • May 2, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M COMPANY | STOCK | $368K | 0.2%Prev: 0.2% | 2,297 SH | Increased |
| ABBVIE | STOCK | $713K | 0.3%Prev: 0.3% | 3,119 SH | Decreased |
| AIRBNB A | STOCK | $5.3M | 2.3%Prev: 2.1% | 38,919 SH | Increased+29 SH |
| AKRE FOCUS ETF | STOCK | $2.7M | 1.2% | 40,813 SH | New |
| ALLSTATE CORP | STOCK | $511K | 0.2%Prev: 0.2% | 2,454 SH | Decreased |
| AMERICAN EXPRESS | STOCK | $4.5M | 2.0%Prev: 1.9% | 12,251 SH | Increased-80 SH |
| APPLE | STOCK | $11.9M | 5.2%Prev: 5.2% | 43,698 SH | Increased-849 SH |
| BANK OF AMERICA | STOCK | $309K | 0.1%Prev: 0.1% | 5,625 SH | Increased |
| BARRICK MINING CORP | STOCK | $753K | 0.3%Prev: 0.3% | 17,300 SH | Increased |
| BERKSHIRE HATHAWAY B | STOCK | $21.6M | 9.4%Prev: 10.0% | 42,980 SH | Decreased-818 SH |
| BROWN-FORMAN B | STOCK | $5.0M | 2.2%Prev: 2.4% | 192,014 SH | Decreased+509 SH |
| CARMAX | STOCK | $5.7M | 2.5%Prev: 3.6% | 146,248 SH | Decreased-31,622 SH |
| CATERPILLAR | STOCK | $513K | 0.2%Prev: 0.2% | 895 SH | Increased |
| CHARTER COMMUNICATIONS | STOCK | $4.8M | 2.1%Prev: 4.8% | 22,772 SH | Decreased-15,913 SH |
| CHEVRON | STOCK | $579K | 0.3%Prev: 0.3% | 3,798 SH | Decreased-500 SH |
| CIGNA | STOCK | $16.5M | 7.2%Prev: 7.9% | 60,074 SH | Decreased-70 SH |
| CISCO | STOCK | $291K | 0.1%Prev: 0.1% | 3,780 SH | Increased |
| COCA COLA | STOCK | $544K | 0.2%Prev: 0.2% | 7,780 SH | Increased-30 SH |
| DANAHER | STOCK | $5.2M | 2.2%Prev: 2.1% | 22,558 SH | Increased-354 SH |
| DIMENSIONAL US CORE EQUITY ETF | STOCK | $401K | 0.2%Prev: 0.2% | 10,130 SH | Increased+5 SH |
| DOLLAR GENERAL | STOCK | $15.7M | 6.8%Prev: 5.6% | 118,003 SH | Increased-488 SH |
| DUKE ENERGY | STOCK | $292K | 0.1%Prev: 0.1% | 2,493 SH | Decreased-125 SH |
| ELI LILLY & COMPANY | STOCK | $806K | 0.4%Prev: 0.3% | 750 SH | Increased |
| EMERSON ELECTRIC | STOCK | $538K | 0.2%Prev: 0.2% | 4,055 SH | Decreased-100 SH |
| EXXON MOBIL | STOCK | $629K | 0.3%Prev: 0.3% | 5,224 SH | Increased |
| FISERV | STOCK | $6.1M | 2.6% | 90,084 SH | New |
| GRAINGER W W INC | STOCK | $692K | 0.3%Prev: 0.3% | 686 SH | Increased-9 SH |
| HEINEKEN HOLDING NV ORD | STOCK | $10.1M | 4.4%Prev: 4.3% | 137,553 SH | Increased-519 SH |
| HENRY SCHEIN | STOCK | $10.3M | 4.5%Prev: 4.2% | 135,757 SH | Increased-3,384 SH |
| IBM | STOCK | $1.2M | 0.5%Prev: 0.5% | 4,216 SH | Increased-60 SH |
| JOHNSON & JOHNSON | STOCK | $751K | 0.3%Prev: 0.3% | 3,628 SH | Increased-225 SH |
| JPMORGAN CHASE | STOCK | $619K | 0.3%Prev: 0.3% | 1,920 SH | Increased |
| KINDER MORGAN | STOCK | $234K | 0.1%Prev: 0.1% | 8,497 SH | Decreased |
| LABCORP HOLDINGS | STOCK | $10.1M | 4.4%Prev: 5.3% | 40,097 SH | Decreased-287 SH |
| LIBERTY BROADBAND C | STOCK | $3.4M | 1.5% | 69,261 SH | New |
| MARKEL | STOCK | $24.3M | 10.5%Prev: 9.9% | 11,290 SH | Increased-67 SH |
| MCDONALD'S | STOCK | $779K | 0.3%Prev: 0.4% | 2,549 SH | Increased |
| MERCK | STOCK | $628K | 0.3%Prev: 0.2% | 5,963 SH | Increased-426 SH |
| METLIFE | STOCK | $367K | 0.2%Prev: 0.2% | 4,645 SH | Decreased-80 SH |
| MICROSOFT | STOCK | $302K | 0.1%Prev: 0.2% | 625 SH | Decreased-110 SH |
| NEWMONT CORPORATION | STOCK | $704K | 0.3%Prev: 0.3% | 7,050 SH | Increased |
| ONEOK INC | STOCK | $257K | 0.1%Prev: 0.1% | 3,500 SH | Increased |
| PARKER HANNIFIN | STOCK | $16.4M | 7.1%Prev: 7.1% | 18,674 SH | Increased-1,943 SH |
| PHILLIPS 66 | STOCK | $322K | 0.1%Prev: 0.2% | 2,495 SH | Decreased-100 SH |
| PHINIA | STOCK | $16.3M | 7.1%Prev: 6.8% | 259,902 SH | Increased-1,116 SH |
| PROCTER & GAMBLE | STOCK | $538K | 0.2%Prev: 0.3% | 3,751 SH | Decreased |
| RTX CORP | STOCK | $397K | 0.2%Prev: 0.2% | 2,165 SH | Increased |
| SHELL PLC | STOCK | $375K | 0.2%Prev: 0.2% | 5,100 SH | Increased |
| SOUTHERN COMPANY | STOCK | $360K | 0.2%Prev: 0.2% | 4,125 SH | Decreased-200 SH |
| SPDR GOLD SHARES ETF | STOCK | $495K | 0.2%Prev: 0.2% | 1,250 SH | Increased |
| TEXAS INSTRUMENTS | STOCK | $437K | 0.2%Prev: 0.2% | 2,520 SH | Decreased |
| VERALTO | STOCK | $275K | 0.1%Prev: 0.1% | 2,758 SH | Decreased-54 SH |
| VONTIER | STOCK | $16.0M | 6.9%Prev: 8.2% | 429,346 SH | Decreased-1,709 SH |
| WALMART | STOCK | $1.1M | 0.5%Prev: 0.5% | 9,427 SH | Increased-708 SH |
| WHEATON PRECIOUS METALS | STOCK | $508K | 0.2%Prev: 0.2% | 4,325 SH | Increased |
| 13F-HR |
| 0000846600-26-000003 |
| $230.1M |
| View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003803 | $194.5M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0000846600-26-000002 | $232.1M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002541 | $177.1M | View |