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CIK 0001800135 • 6 13F filings • May 1, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $4.7M | 1.3%Prev: 1.3% | 20,606 SH | Decreased-220 SH |
| AGNICO EAGLE MINES LTD | COM | $690K | 0.2%Prev: 0.2% | 4,071 SH | Decreased-30 SH |
| AIR PRODS & CHEMS INC | COM | $702K | 0.2%Prev: 0.3% | 2,841 SH | Decreased-1,528 SH |
| ALLSTATE CORP | COM | $3.5M | 0.9%Prev: 0.9% | 16,712 SH | Decreased+492 SH |
| ALPHABET INC | CAP STK CL A | $23.5M | 6.3%Prev: 5.1% | 75,071 SH | Increased-3,727 SH |
| ALPHABET INC | CAP STK CL C | $549K | 0.1%Prev: 0.1% | 1,748 SH | Increased |
| AMAZON COM INC | COM | $16.3M | 4.4%Prev: 4.3% | 70,417 SH | Increased-2,256 SH |
| AMERICAN TOWER CORP NEW | COM | $826K | 0.2%Prev: 0.5% | 4,705 SH | Decreased-4,209 SH |
| AMGEN INC | COM | $4.5M | 1.2%Prev: 0.8% | 13,721 SH | Increased+2,530 SH |
| APPLE INC | COM | $2.6M | 0.7%Prev: 0.7% | 9,500 SH | Increased-310 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $38.4M | 10.3%Prev: 10.5% | 76,419 SH | Decreased-1,520 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $202K | 0.1% | 3,737 SH | New |
| BROADCOM INC | COM | $5.6M | 1.5%Prev: 1.7% | 16,123 SH | Decreased-3,493 SH |
| CHEVRON CORP NEW | COM | $1.4M | 0.4%Prev: 0.5% | 9,041 SH | Decreased-4,039 SH |
| CISCO SYS INC | COM | $1.6M | 0.4%Prev: 0.4% | 20,698 SH | Increased-532 SH |
| DANAHER CORPORATION | COM | $14.8M | 4.0%Prev: 3.5% | 64,624 SH | Increased-674 SH |
| ETSY INC | COM | $1.4M | 0.4%Prev: 0.6% | 24,387 SH | Decreased-11,703 SH |
| EXXON MOBIL CORP | COM | $613K | 0.2%Prev: 0.2% | 5,090 SH | Increased-252 SH |
| FIDELITY ETHEREUM FD | SHS | $2.0M | 0.5%Prev: 0.8% | 66,583 SH | Decreased-6,547 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $4.5M | 1.2%Prev: 1.5% | 59,174 SH | Decreased+3,937 SH |
| FIRST HORIZON CORPORATION | COM | $230K | 0.1%Prev: 0.1% | 9,630 SH | Increased |
| GE AEROSPACE | COM NEW | $841K | 0.2%Prev: 0.2% | 2,730 SH | Increased |
| GE VERNOVA INC | COM | $445K | 0.1%Prev: 0.1% | 681 SH | Increased |
| GENERAL DYNAMICS CORP | COM | $3.1M | 0.8%Prev: 0.8% | 9,295 SH | Increased+181 SH |
| GENUINE PARTS CO | COM | $651K | 0.2%Prev: 0.2% | 5,291 SH | Decreased-1,358 SH |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $259K | 0.1%Prev: 0.1% | 6,696 SH | Decreased-217 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $2.3M | 0.6%Prev: 0.9% | 33,010 SH | Decreased-2,334 SH |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | $1.2M | 0.3%Prev: 0.5% | 49,852 SH | Decreased-920 SH |
| HECLA MNG CO | COM | $239K | 0.1%Prev: 0.0% | 12,478 SH | Increased-1,200 SH |
| HEICO CORP NEW | CL A | $15.4M | 4.1%Prev: 4.3% | 61,110 SH | Decreased-1,875 SH |
| HOME DEPOT INC | COM | $2.9M | 0.8%Prev: 1.1% | 8,487 SH | Decreased-1,848 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 0.3%Prev: 0.4% | 1,938 SH | Decreased-460 SH |
| ISHARES TR | CORE US AGGBD ET | $489K | 0.1% | 4,892 SH | New |
| JOHNSON & JOHNSON | COM | $8.6M | 2.3%Prev: 2.2% | 41,784 SH | Increased-1,937 SH |
| JPMORGAN CHASE & CO. | COM | $4.1M | 1.1%Prev: 1.1% | 12,752 SH | Increased+182 SH |
| LEIDOS HOLDINGS INC | COM | $562K | 0.2%Prev: 0.2% | 3,118 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $1.8M | 0.5%Prev: 0.7% | 3,777 SH | Decreased-1,323 SH |
| MARKEL GROUP INC | COM | $24.0M | 6.4%Prev: 5.8% | 11,154 SH | Increased-222 SH |
| MCDONALDS CORP | COM | $1.4M | 0.4%Prev: 0.4% | 4,642 SH | Increased+52 SH |
| MICROSOFT CORP | COM | $2.0M | 0.5%Prev: 0.7% | 4,132 SH | Decreased-740 SH |
| NEXTERA ENERGY INC | COM | $1.3M | 0.3%Prev: 0.3% | 16,027 SH | Increased+3,583 SH |
| NOMAD FOODS LTD | USD ORD SHS | $5.4M | 1.5%Prev: 1.0% | 433,979 SH | Increased+160,728 SH |
| NVR INC | COM | $3.9M | 1.0%Prev: 1.2% | 529 SH | Decreased-18 SH |
| PAN AMERN SILVER CORP | COM | $486K | 0.1%Prev: 0.1% | 9,372 SH | Increased-590 SH |
| PEPSICO INC | COM | $2.0M | 0.5%Prev: 0.5% | 13,722 SH | Increased+774 SH |
| POST HLDGS INC | COM | $27.0M | 7.3%Prev: 8.7% | 272,533 SH | Decreased-29,011 SH |
| PRICE T ROWE GROUP INC | COM | $2.1M | 0.6%Prev: 0.4% | 20,817 SH | Increased+6,372 SH |
| PROCTER AND GAMBLE CO | COM | $2.0M | 0.5%Prev: 0.8% | 13,681 SH | Decreased-6,878 SH |
| REGIONS FINANCIAL CORP NEW | COM | $208K | 0.1%Prev: 0.1% | 7,669 SH | Increased |
| ROPER TECHNOLOGIES INC | COM | $7.0M | 1.9%Prev: 3.6% | 15,782 SH | Decreased-10,937 SH |
| S&P GLOBAL INC | COM | $13.7M | 3.7%Prev: 3.2% | 26,184 SH | Increased+1,851 SH |
| SCIENCE APPLICATIONS INTL CO | COM | $233K | 0.1%Prev: 0.1% | 2,318 SH | Increased |
| SOUTHERN CO | COM | $233K | 0.1%Prev: 0.1% | 2,676 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $1.4M | 0.4%Prev: 0.3% | 3,570 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $365K | 0.1%Prev: 0.1% | 535 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $509K | 0.1% | 5,565 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | $16.5M | 4.4%Prev: 4.7% | 359,334 SH | Decreased-123,226 SH |
| SPX TECHNOLOGIES INC | COM | $478K | 0.1%Prev: 0.1% | 2,391 SH | Increased |
| STARBUCKS CORP | COM | $1.0M | 0.3%Prev: 0.2% | 12,321 SH | Increased+4,902 SH |
| STRATEGY INC | CL A NEW | $247K | 0.1%Prev: 0.1% | 1,625 SH | Decreased+855 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $41.9M | 11.3%Prev: 8.5% | 1,095,812 SH | Increased+255,566 SH |
| TESLA INC | COM | $384K | 0.1%Prev: 0.1% | 853 SH | Increased+10 SH |
| TEXAS INSTRS INC | COM | $4.0M | 1.1%Prev: 0.9% | 23,013 SH | Increased+5,125 SH |
| TOPBUILD CORP | COM | $4.1M | 1.1%Prev: 1.1% | 9,913 SH | Increased-488 SH |
| TRANSDIGM GROUP INC | COM | $16.3M | 4.4%Prev: 4.4% | 12,233 SH | Decreased-246 SH |
| TRAVELERS COMPANIES INC | COM | $1.8M | 0.5%Prev: 0.5% | 6,296 SH | Increased-37 SH |
| UNITED PARCEL SERVICE INC | CL B | $4.1M | 1.1%Prev: 0.4% | 41,739 SH | Increased+23,376 SH |
| VAIL RESORTS INC | COM | $4.2M | 1.1%Prev: 1.8% | 31,956 SH | Decreased-13,248 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.3%Prev: 0.3% | 3,363 SH | Decreased-368 SH |
| VANGUARD INDEX FDS | VALUE ETF | $316K | 0.1%Prev: 0.1% | 1,656 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $3.8M | 1.0%Prev: 1.0% | 63,011 SH | Decreased-23 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.4M | 0.6%Prev: 0.7% | 41,163 SH | Decreased-307 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.2M | 0.3%Prev: 0.4% | 29,129 SH | Decreased-1,625 SH |
| VISA INC | COM CL A | $263K | 0.1% | 751 SH | New |
| WHEATON PRECIOUS METALS CORP | COM | $210K | 0.1%Prev: 0.1% | 1,788 SH | Decreased-380 SH |
| 13F-HR |
| 0001800135-26-000003 |
| $420.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001800135-25-000008 | $347.4M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001800135-26-000002 | $360.7M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001800135-25-000007 | $318.1M | View |