Q3 2026 13F filing
Updated 15 days ago137 disclosed positions worth $861.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL | $66.9M | 134.4K | 7.77% | Added(+4.8%) |
| 2 | A APPLE INC | $58.3M | 175.0K | 6.77% | Trimmed(-1.7%) |
| 3 | M MICROSOFT CORP | $44.3M | 86.3K | 5.14% | Added(+0.9%) |
| 4 | J JOHNSON & JOHNSON | $43.5M | 164.5K | 5.06% | Trimmed(-0.6%) |
| 5 | J JPMORGAN CHASE & CO | $35.9M | 108.4K | 4.16% | Trimmed(-0.4%) |
| 6 | C CATERPILLAR INC | $29.5M | 36.4K | 3.43% | Trimmed(-3.7%) |
| 7 | G GOLDMAN SACHS GROUP INC | $23.2M | 25.7K | 2.69% | Trimmed(-0.5%) |
| 8 | G ALPHABET INC | $21.8M | 64.0K | 2.53% | Trimmed(-1.4%) |
| 9 | A ABBVIE INC | $21M | 80.3K | 2.44% | Added(+0.2%) |
| 10 | E ISHARES TR | $17.5M | 164.2K | 2.03% | Trimmed(-0.8%) |
| 11 | C CUMMINS INC | $17.4M | 33.7K | 2.02% | Trimmed(-0.2%) |
| 12 | M MCKESSON CORP | $17M | 19.9K | 1.97% | Trimmed(-0.3%) |
| 13 | D DEERE & CO | $16.5M | 24.6K | 1.92% | Trimmed(-0.4%) |
| 14 | X EXXONMOBIL HOLDINGS CORP | $15.2M | 93.2K | 1.76% | — |
| 15 | C CHEVRON CORPORATION | $14.4M | 70.7K | 1.68% | Added(+0.7%) |
| 16 | V VANGUARD INDEX FDS | $13.3M | 35.7K | 1.55% | Trimmed(-2.9%) |
| 17 | G ALPHABET INC | $12.8M | 37.3K | 1.49% | Added(+2.4%) |
| 18 | O ORACLE CORP | $11.6M | 84.3K | 1.34% | Trimmed(-9.2%) |
| 19 | V VANGUARD INDEX FDS | $11.1M | 39.2K | 1.29% | Trimmed(-0.7%) |
| 20 | M MARKEL GROUP INC | $11M | 6.4K | 1.28% | Added(+26.8%) |
| 21 | A AMAZON COM INC | $10.9M | 43.7K | 1.26% | Added(+4.4%) |
| 22 | B BROOKFIELD CORP | $10.6M | 290.7K | 1.23% | Added(+38.8%) |
| 23 | E ISHARES TR | $10.6M | 38.0K | 1.23% | Trimmed(-0.9%) |
| 24 | C CISCO SYS INC | $9.6M | 89.6K | 1.12% | Trimmed(-0.7%) |
| 25 | V VANGUARD WORLD FD | $9.6M | 76.5K | 1.12% | Trimmed(-9.1%) |
| 26 | U US BANCORP | $9.3M | 160.8K | 1.08% | Trimmed(-0.4%) |
| 27 | A ABBOTT LABORATORIES | $8.9M | 90.2K | 1.03% | Added(+0.3%) |
| 28 | G CORNING INC | $8.8M | 57.4K | 1.02% | Trimmed(-1.6%) |
| 29 | V VISA INC | $8.6M | 24.1K | 1.00% | Trimmed(-0.1%) |
| 30 | M MCDONALDS CORP | $8.5M | 36.9K | 0.99% | Added(+2.8%) |
| 31 | P PROCTER & GAMBLE CO | $8.5M | 58.4K | 0.99% | Added(+1.6%) |
| 32 | P PEPSICO INC | $8.2M | 64.8K | 0.95% | Trimmed(-0.8%) |
| 33 | F FEDEX CORP | $7.4M | 26.1K | 0.86% | Trimmed(-1.0%) |
| 34 | V VANGUARD INDEX FDS | $7.4M | 94.5K | 0.86% | Trimmed(-0.0%) |
| 35 | A AIR PRODUCTS AND CHEMICALS I | $7.3M | 26.4K | 0.85% | Trimmed(-0.5%) |
| 36 | V VANGUARD BD INDEX FDS | $7.2M | 94.2K | 0.84% | Trimmed(-3.1%) |
| 37 | W WELLS FARGO & CO | $6.8M | 84.9K | 0.79% | Added(+0.3%) |
| 38 | E ISHARES TR | $6.4M | 16.7K | 0.74% | Trimmed(-3.2%) |
| 39 | T TRAVELERS COMPANIES INC | $6.2M | 17.5K | 0.72% | Trimmed(-0.4%) |
| 40 | V VANGUARD INDEX FDS | $6.2M | 68.7K | 0.72% | Trimmed(-3.7%) |
| 41 | V VANGUARD INDEX FDS | $6M | 26.0K | 0.70% | Added(+5.2%) |
| 42 | V VANGUARD SCOTTSDALE FDS | $5.9M | 102.6K | 0.69% | Added(+22.9%) |
| 43 | E EOG RES INC | $5.8M | 42.2K | 0.68% | Added(+2.4%) |
| 44 | T TEXAS INSTRS INC | $5.8M | 20.6K | 0.67% | Unchanged |
| 45 | A AUTOMATIC DATA PROCESSING IN | $5.6M | 21.9K | 0.66% | Trimmed(-0.8%) |
| 46 | C CAPITAL ONE FINL CORP | $5.2M | 26.7K | 0.60% | Added(+15.6%) |
| 47 | V VANGUARD INDEX FDS | $5.1M | 23.7K | 0.60% | Trimmed(-0.8%) |
| 48 | C CITIGROUP INC | $4.9M | 38.0K | 0.57% | Trimmed(-0.5%) |
| 49 | S STATE STR CORP | $4.7M | 27.0K | 0.55% | Trimmed(-1.2%) |
| 50 | M MORGAN STANLEY | $4.7M | 25.0K | 0.55% | Trimmed(-0.3%) |