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CIK 0001568891 • 2 13F filings • Apr 30, 2025 – Aug 4, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AAON INC | COM PAR $0.004 | $676K | 0.7% | 9,170 SH | New |
| ALPHABET INC CLASS A | CL A | $4.0M | 4.3%Prev: 4.2% | 22,718 SH | Increased-1,080 SH |
| ALPHABET INC CLASS C | CL C | $3.7M | 4.0%Prev: 5.1% | 20,858 SH | Decreased-7,330 SH |
| AMAZON.COM INC | COM | $3.8M | 4.0%Prev: 3.7% | 17,104 SH | Increased+1 SH |
| AMRIZE LTD F CH SHRS | SHS | $1.2M | 1.3% | 23,726 SH | New |
| APPLE INC | COM | $859K | 0.9%Prev: 1.3% | 4,187 SH | Decreased-1,000 SH |
| BERKSHIRE HATHAWAY CLASS B | CL B NEW | $9.5M | 10.2%Prev: 13.4% | 19,579 SH | Decreased-2,275 SH |
| BLACKSTONE INC | COM | $586K | 0.6%Prev: 0.6% | 3,920 SH | Increased |
| BOOKING HLDGS INC | COM | $6.5M | 7.0%Prev: 5.9% | 1,117 SH | Increased+11 SH |
| BROWN & BROWN INC | COM | $2.8M | 3.0%Prev: 4.2% | 25,115 SH | Decreased-4,042 SH |
| CHARLES SCHWAB CORP | COM | $2.0M | 2.1%Prev: 2.0% | 21,713 SH | Increased |
| COPART INC | COM | $3.5M | 3.8%Prev: 4.8% | 72,226 SH | Decreased-2,040 SH |
| CSX CORP | COM | $1.0M | 1.1%Prev: 1.1% | 31,133 SH | Increased |
| DANAHER CORP | COM | $883K | 1.0%Prev: 1.1% | 4,469 SH | Decreased |
| DISNEY WALT CO | COM | $611K | 0.7%Prev: 0.6% | 4,929 SH | Increased |
| DISTRIBUTION SOLUTIONS G | COM | $381K | 0.4%Prev: 0.5% | 13,886 SH | Decreased-2,883 SH |
| DRIVEN BRANDS HLDGS INC | COM | $1.3M | 1.4%Prev: 0.7% | 73,645 SH | Increased+35,915 SH |
| ENERGY SELECT SECTOR SPDR ETF | ENERGY | $642K | 0.7%Prev: 1.0% | 7,571 SH | Decreased-2,160 SH |
| FIRST CTZNS BANCSHARES ICLASS A | CL A | $1.9M | 2.1%Prev: 0.7% | 985 SH | Increased+670 SH |
| FISERV INC | COM | $2.1M | 2.2%Prev: 3.1% | 12,123 SH | Decreased+50 SH |
| GARTNER INC | COM | $2.2M | 2.3%Prev: 2.6% | 5,355 SH | Decreased-6 SH |
| HILTON GRAND VACATIONS I | COM | $1.9M | 2.0%Prev: 1.9% | 44,774 SH | Increased+175 SH |
| JPMORGAN CHASE & CO | COM | $710K | 0.8%Prev: 0.7% | 2,450 SH | Increased |
| KINSALE CAP GROUP INC | COM | $1.3M | 1.4%Prev: 0.9% | 2,688 SH | Increased+1,073 SH |
| KKR & CO INC | COM UNITS | $9.0M | 9.7%Prev: 9.3% | 67,964 SH | Increased-1,670 SH |
| MASTERCARD INC CLASS A | CL A | $413K | 0.4%Prev: 0.5% | 735 SH | Increased |
| MEDPACE HLDGS INC | COM | $1.3M | 1.4%Prev: 1.5% | 4,160 SH | Increased+20 SH |
| META PLATFORMS INC CLASS A | CL A | $4.9M | 5.2%Prev: 4.4% | 6,573 SH | Increased |
| MICROSOFT CORP | COM | $1.2M | 1.3%Prev: 1.1% | 2,450 SH | Increased |
| MORNINGSTAR INC | COM | $817K | 0.9%Prev: 0.9% | 2,604 SH | Increased |
| NATURAL RESOURCE PART LP | COM UNIT LTD PAR | $1.1M | 1.2%Prev: 1.4% | 12,020 SH | Decreased+83 SH |
| NVR INC | COM | $1.0M | 1.1%Prev: 1.1% | 137 SH | Increased |
| PAYPAL HLDGS INC | COM | $437K | 0.5%Prev: 0.6% | 5,879 SH | Decreased-2,612 SH |
| PHILIP MORRIS INTL INC | COM | $1.5M | 1.6%Prev: 1.5% | 8,162 SH | Increased |
| PROGRESSIVE CORP OH | COM | $5.4M | 5.8%Prev: 6.6% | 20,104 SH | Decreased |
| SHERWIN-WILLIAMS CO | COM | $421K | 0.5%Prev: 0.5% | 1,226 SH | Decreased |
| SMITH DOUGLAS HOMES CORPCLASS A | COM SHS CL A | $705K | 0.8% | 36,300 SH | New |
| STRIVE U S ENERGY ETF | EA SERIES TRUST | $271K | 0.3%Prev: 0.3% | 10,000 SH | Decreased |
| TALEN ENERGY CORP NEW CLASS EQUITY | COM | $732K | 0.8%Prev: 0.6% | 2,517 SH | Increased-55 SH |
| THERMO FISHER SCIENTIFIC | COM | $199K | 0.2%Prev: 0.3% | 490 SH | Decreased |
| VISA INC CLASS A | COM CL A | $8.2M | 8.9%Prev: 9.4% | 23,222 SH | Increased |
| WORKDAY INC CLASS A | CL A | $1.3M | 1.4% | 5,520 SH | New |