The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
EATON CORP PLC | SHS | G29183103 | 1,257,788 | 3,790 | SH | SOLE | 0 | 0 | 3,790 | |||
LINDE PLC | SHS | G54950103 | 908,933 | 2,171 | SH | SOLE | 0 | 0 | 2,171 | |||
ADOBE INC | COM | 00724F101 | 946,724 | 2,129 | SH | SOLE | 0 | 0 | 2,129 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 11,944,968 | 60,197 | SH | SOLE | 0 | 0 | 60,197 | |||
ALPHABET INC | CAP STK CL A | 02079K305 | 2,922,413 | 15,440 | SH | SOLE | 0 | 0 | 15,440 | |||
AMAZON COM INC | COM | 023135106 | 8,718,778 | 39,741 | SH | SOLE | 0 | 0 | 39,741 | |||
AMERICAN EXPRESS CO | COM | 025816109 | 1,505,913 | 5,074 | SH | SOLE | 0 | 0 | 5,074 | |||
APPLE INC | COM | 037833100 | 6,821,942 | 26,789 | SH | SOLE | 0 | 0 | 26,789 | |||
ARISTA NETWORKS INC | COM SHS | 040413205 | 836,492 | 7,568 | SH | SOLE | 0 | 0 | 7,568 | |||
BANK AMERICA CORP | COM | 060505104 | 503,316 | 11,452 | SH | SOLE | 0 | 0 | 11,452 | |||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 4,766,440 | 7 | SH | SOLE | 0 | 0 | 7 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 23,492,596 | 56,849 | SH | SOLE | 0 | 0 | 56,849 | |||
BLACKROCK INC | COM | 09290D101 | 414,145 | 404 | SH | SOLE | 0 | 0 | 404 | |||
BROADCOM INC | COM | 11135F101 | 1,425,816 | 6,150 | SH | SOLE | 0 | 0 | 6,150 | |||
CABLE ONE INC | COM | 12685J105 | 305,992 | 645 | SH | SOLE | 0 | 0 | 645 | |||
COCA COLA CO | COM | 191216100 | 794,749 | 12,365 | SH | SOLE | 0 | 0 | 12,365 | |||
COLGATE PALMOLIVE CO | COM | 194162103 | 738,644 | 7,825 | SH | SOLE | 0 | 0 | 7,825 | |||
COSTCO WHSL CORP NEW | COM | 22160K105 | 20,770,925 | 9,619 | SH | SOLE | 0 | 0 | 9,619 | |||
DANAHER CORPORATION | COM | 235851102 | 298,645 | 1,301 | SH | SOLE | 0 | 0 | 1,301 | |||
DIAGEO PLC | SPON ADR NEW | 25243Q205 | 1,487,676 | 11,602 | SH | SOLE | 0 | 0 | 11,602 | |||
DISNEY WALT CO | COM | 254687106 | 3,495,388 | 29,420 | SH | SOLE | 0 | 0 | 29,420 | |||
ECOLAB INC | COM | 278865100 | 724,049 | 3,090 | SH | SOLE | 0 | 0 | 3,090 | |||
EXXON MOBIL CORP | COM | 30231G102 | 4,131,872 | 25,661 | SH | SOLE | 0 | 0 | 25,661 | |||
META PLATFORMS INC | CL A | 30303M102 | 1,603,712 | 2,739 | SH | SOLE | 0 | 0 | 2,739 | |||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 742,815 | 4,985 | SH | SOLE | 0 | 0 | 4,985 | |||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,547,052 | 1,823 | SH | SOLE | 0 | 0 | 1,823 | |||
JPMORGAN CHASE & CO. | COM | 46625H100 | 5,627,672 | 11,106 | SH | SOLE | 0 | 0 | 11,106 | |||
JOHNSON & JOHNSON | COM | 478160104 | 1,817,440 | 12,567 | SH | SOLE | 0 | 0 | 12,567 | |||
KENVUE INC | COM | 49177J102 | 239,697 | 11,227 | SH | SOLE | 0 | 0 | 11,227 | |||
LOWES COS INC | COM | 548661107 | 757,430 | 3,069 | SH | SOLE | 0 | 0 | 3,069 | |||
M & T BK CORP | COM | 55261F104 | 741,700 | 1,545 | SH | SOLE | 0 | 0 | 1,545 | |||
MARKEL GROUP INC | COM | 570535104 | 6,309,371 | 2,474 | SH | SOLE | 0 | 0 | 2,474 | |||
MICROSOFT CORP | COM | 594918104 | 16,229,858 | 34,941 | SH | SOLE | 0 | 0 | 34,941 | |||
MORGAN STANLEY | COM NEW | 617446448 | 5,698,637 | 45,328 | SH | SOLE | 0 | 0 | 45,328 | |||
MORNINGSTAR INC | COM | 617700109 | 1,638,001 | 4,864 | SH | SOLE | 0 | 0 | 4,864 | |||
NEXTERA ENERGY INC | COM | 65339F101 | 1,034,272 | 14,427 | SH | SOLE | 0 | 0 | 14,427 | |||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 699,757 | 7,191 | SH | SOLE | 0 | 0 | 7,191 | |||
NVIDIA CORPORATION | COM | 67066G104 | 1,013,890 | 7,550 | SH | SOLE | 0 | 0 | 7,550 | |||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 709,109 | 598 | SH | SOLE | 0 | 0 | 598 | |||
PALO ALTO NETWORKS INC | COM | 697435105 | 1,480,791 | 8,138 | SH | SOLE | 0 | 0 | 8,138 | |||
PAYCHEX INC | COM | 704326107 | 681,470 | 4,860 | SH | SOLE | 0 | 0 | 4,860 | |||
PAYPAL HLDGS INC | COM | 70450Y103 | 405,840 | 4,455 | SH | SOLE | 0 | 0 | 4,455 | |||
PEPSICO INC | COM | 713448108 | 2,197,724 | 13,553 | SH | SOLE | 0 | 0 | 13,553 | |||
PROCTER AND GAMBLE CO | COM | 742718109 | 3,308,238 | 19,433 | SH | SOLE | 0 | 0 | 19,433 | |||
PROGRESSIVE CORP | COM | 743315103 | 316,286 | 1,320 | SH | SOLE | 0 | 0 | 1,320 | |||
SALESFORCE INC | COM | 79466L302 | 1,301,882 | 3,894 | SH | SOLE | 0 | 0 | 3,894 | |||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 335,235 | 12,859 | SH | SOLE | 0 | 0 | 12,859 | |||
SERVICENOW INC | COM | 81762P102 | 1,399,359 | 1,320 | SH | SOLE | 0 | 0 | 1,320 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,352,164 | 2,673 | SH | SOLE | 0 | 0 | 2,673 | |||
VISA INC | COM CL A | 92826C839 | 1,893,080 | 5,990 | SH | SOLE | 0 | 0 | 5,990 | |||
WASTE MGMT INC DEL | COM | 94106L109 | 574,900 | 2,849 | SH | SOLE | 0 | 0 | 2,849 | |||
WELLS FARGO CO NEW | COM | 949746101 | 1,043,486 | 5,692 | SH | SOLE | 0 | 0 | 5,692 |