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CIK 0002044671 • 5 13F filings • Jan 29, 2026 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $46.6M | 38.2%Prev: 28.2% | 148,950 SH | Increased+43,000 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.2%Prev: 1.1% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $20.8M | 17.1%Prev: 15.4% | 41,450 SH | Increased |
| CHAIN BRIDGE BANCORP INC | CL A | $10.2M | 8.3%Prev: 10.5% | 293,565 SH | Decreased-40,572 SH |
| HEICO CORP NEW | CL A | $2.8M | 2.3%Prev: 5.1% | 11,000 SH | Decreased-15,500 SH |
| JOHN MARSHALL BANCORP INC | COM | $100K | 0.1% | 5,000 SH | New |
| MASTERCARD INCORPORATED | CL A | $9.6M | 7.9%Prev: 7.3% | 16,900 SH | Decreased-2,200 SH |
| MOODYS CORP | COM | $1.3M | 1.0%Prev: 1.5% | 2,500 SH | Decreased-2,000 SH |
| PROGRESSIVE CORP | COM | $1.5M | 1.2%Prev: 4.1% | 6,500 SH | Decreased-19,000 SH |
| RLI CORP | COM | $1.9M | 1.6%Prev: 1.5% | 30,000 SH | Decreased-5,000 SH |
| S&P GLOBAL INC | COM | $5.0M | 4.1%Prev: 3.6% | 9,500 SH | Increased-2,500 SH |
| VISA INC | COM CL A | $20.7M | 17.0%Prev: 16.9% | 59,150 SH | Decreased-7,000 SH |
| 13F-HR |
| 0001754960-26-000560 |
| $134.3M |
| View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000256 | $113.2M | View |