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CIK 0001863894 • 6 13F filings • May 6, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $1.4M | 0.6% | 4,031 SH | New |
| AFLAC INC | COM | $3.8M | 1.6% | 34,500 SH | New |
| ALEXANDER & BALDWIN INC NEW | COM | $565K | 0.2% | 27,391 SH | New |
| ALLEGION PLC | ORD SHS | $7.1M | 2.9% | 44,536 SH | New |
| ALPHABET INC | CAP STK CL A | $6.2M | 2.6% | 19,719 SH | New |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.5% | 4,020 SH | New |
| ALPS ETF TR | ALERIAN MLP | $2.2M | 0.9% | 46,843 SH | New |
| AMAZON COM INC | COM | $4.9M | 2.0% | 21,037 SH | New |
| AMERICAN ELEC PWR CO INC | COM | $5.5M | 2.3% | 47,503 SH | New |
| AMERICAN EXPRESS CO | COM | $5.5M | 2.3% | 14,992 SH | New |
| AMETEK INC | COM | $7.1M | 3.0% | 34,740 SH | New |
| AMPHENOL CORP NEW | CL A | $11.4M | 4.7% | 84,366 SH | New |
| AON PLC | SHS CL A | $4.3M | 1.8% | 12,201 SH | New |
| APPLE INC | COM | $7.2M | 3.0% | 26,356 SH | New |
| ASML HOLDING N V | N Y REGISTRY SHS | $4.6M | 1.9% | 4,339 SH | New |
| AURA BIOSCIENCES INC | COM | $2.9M | 1.2% | 538,584 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.3% | 1 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $16.6M | 6.9% | 32,937 SH | New |
| CELESTICA INC | COM | $1.2M | 0.5% | 3,933 SH | New |
| CHUBB LIMITED | COM | $12.6M | 5.2% | 40,280 SH | New |
| CORE & MAIN INC | CL A | $1.5M | 0.6% | 28,675 SH | New |
| COSTCO WHSL CORP NEW | COM | $12.2M | 5.1% | 14,188 SH | New |
| CSX CORP | COM | $394K | 0.2% | 10,870 SH | New |
| EXXON MOBIL CORP | COM | $833K | 0.3% | 6,921 SH | New |
| FASTENAL CO | COM | $3.6M | 1.5% | 88,546 SH | New |
| GARMIN LTD | SHS | $2.7M | 1.1% | 13,462 SH | New |
| HOME DEPOT INC | COM | $638K | 0.3% | 1,854 SH | New |
| HUBBELL INC | COM | $6.3M | 2.6% | 14,182 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $219K | 0.1% | 4,410 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $14.3M | 5.9% | 175,642 SH | New |
| ISHARES INC | CORE MSCI EMKT | $202K | 0.1% | 3,000 SH | New |
| ISHARES INC | MSCI EMRG CHN | $2.2M | 0.9% | 30,876 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $596K | 0.2% | 5,940 SH | New |
| ISHARES TR | CORE MSCI EAFE | $473K | 0.2% | 5,287 SH | New |
| ISHARES TR | CORE S&P TTL STK | $2.5M | 1.0% | 16,486 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.5% | 1,656 SH | New |
| ISHARES TR | RUS 2000 VAL ETF | $362K | 0.2% | 2,000 SH | New |
| ISHARES TR | RUS MID CAP ETF | $385K | 0.2% | 4,000 SH | New |
| ISHARES TR | US TREAS BD ETF | $1.9M | 0.8% | 80,734 SH | New |
| MARKEL GROUP INC | COM | $14.5M | 6.0% | 6,726 SH | New |
| MATSON INC | COM | $241K | 0.1% | 1,950 SH | New |
| META PLATFORMS INC | CL A | $4.8M | 2.0% | 7,203 SH | New |
| MICROSOFT CORP | COM | $7.5M | 3.1% | 15,504 SH | New |
| NVIDIA CORPORATION | COM | $8.5M | 3.5% | 45,591 SH | New |
| NVR INC | COM | $1.2M | 0.5% | 159 SH | New |
| OPUS GENETICS INC | COM | $92K | 0.0% | 46,000 SH | New |
| RAYMOND JAMES FINL INC | COM | $4.4M | 1.8% | 27,165 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $346K | 0.1% | 2,407 SH | New |
| SHELL PLC | SPON ADS | $5.3M | 2.2% | 72,293 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.7M | 0.7% | 2,489 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $5.4M | 2.3% | 228,974 SH | New |
| SPX TECHNOLOGIES INC | COM | $306K | 0.1% | 1,529 SH | New |
| TESLA INC | COM | $755K | 0.3% | 1,679 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $3.0M | 1.2% | 5,133 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.6M | 0.7% | 4,530 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 0.6% | 4,247 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $2.8M | 1.2% | 30,809 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.3M | 2.6% | 100,591 SH | New |
| VISA INC | COM CL A | $3.8M | 1.6% | 10,917 SH | New |
| WESCO INTL INC | COM | $3.8M | 1.6% | 15,358 SH | New |
| WHITE MTNS INS GROUP LTD | COM | $3.4M | 1.4% | 1,635 SH | New |
| ZENTALIS PHARMACEUTICALS INC | COM | $40K | 0.0% | 29,500 SH | New |
| 13F-HR |
| 0001863894-26-000003 |
| $251.4M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001863894-25-000004 | $190.6M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001863894-26-000002 | $223.5M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001863894-25-000003 | $167.3M | View |