Q3 2026 13F filing
Updated 15 days ago127 disclosed positions worth $334.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL | $72.1M | 144.7K | 21.51% | Trimmed(-0.4%) |
| 2 | H HCA HEALTHCARE INC | $36M | 84.3K | 10.75% | Unchanged |
| 3 | V VANGUARD INDEX FDS | $14.3M | 38.3K | 4.28% | Added(+1935.6%) |
| 4 | S SYSCO CORP | $10.5M | 134.3K | 3.13% | Added(+445.9%) |
| 5 | A AMERICAN EXPRESS CO | $9.6M | 31.5K | 2.86% | Added(+249.9%) |
| 6 | F TECHNIPFMC PLC | $9.3M | 136.3K | 2.76% | Trimmed(-9.6%) |
| 7 | M MICROSOFT CORP | $8.4M | 16.4K | 2.52% | Trimmed(-2.4%) |
| 8 | G ALPHABET INC | $8.1M | 23.6K | 2.42% | Added(+1122.0%) |
| 9 | B BERKSHIRE HATHAWAY INC DEL | $7.5M | 10 | 2.23% | Unchanged |
| 10 | B BERKSHIRE HATHAWAY INC DEL | $7.4M | 14.8K | 2.20% | Trimmed(-89.8%) |
| 11 | A APPLIED MATLS INC | $7.2M | 14.1K | 2.15% | Trimmed(-8.8%) |
| 12 | G GOLDMAN SACHS GROUP INC | $6.5M | 7.2K | 1.93% | Trimmed(-1.7%) |
| 13 | B BANK OF NY MELLON CORP | $6.4M | 44.3K | 1.91% | Trimmed(-3.1%) |
| 14 | R ROBERT HALF INC. | $5.4M | 146.8K | 1.61% | Trimmed(-4.3%) |
| 15 | D DISNEY WALT CO | $4.9M | 46.6K | 1.46% | Added(+2.0%) |
| 16 | C CBRE GROUP INC | $4.4M | 34.3K | 1.32% | Trimmed(-0.1%) |
| 17 | W WALMART INC | $4.2M | 40.9K | 1.27% | Trimmed(-0.2%) |
| 18 | A APPLE INC | $3.9M | 11.8K | 1.17% | Added(+3717.9%) |
| 19 | B BERKSHIRE HATHAWAY INC DEL | $3.7M | 5 | 1.12% | Trimmed(-50.0%) |
| 20 | P PULTE GROUP INC | $3.7M | 31.9K | 1.11% | Unchanged |
| 21 | A AGCO CORP | $3.7M | 32.4K | 1.11% | Added(+48.5%) |
| 22 | C CDW CORP | $3.3M | 25.8K | 0.99% | Unchanged |
| 23 | A APTIV PLC | $3.2M | 74.5K | 0.96% | Added(+19.3%) |
| 24 | H HCA HEALTHCARE INC | $3.1M | 7.2K | 0.91% | Trimmed(-91.5%) |
| 25 | O OMNICOM GROUP INC | $3M | 41.3K | 0.91% | Added(+0.9%) |
| 26 | V VANGUARD SCOTTSDALE FDS | $2.8M | 49.5K | 0.84% | Added(+7.7%) |
| 27 | L LABCORP HOLDINGS INC | $2.8M | 9.1K | 0.83% | Unchanged |
| 28 | C CARLISLE COS INC | $2.7M | 8.5K | 0.82% | Added(+32.8%) |
| 29 | A AMERICAN EXPRESS CO | $2.7M | 9.0K | 0.82% | Unchanged |
| 30 | T THOR INDS INC | $2.7M | 39.3K | 0.81% | Added(+10.7%) |
| 31 | U UNITEDHEALTH GROUP INC | $2.7M | 7.4K | 0.81% | Trimmed(-1.3%) |
| 32 | W WELLS FARGO & CO | $2.6M | 33.0K | 0.79% | Added(+181.9%) |
| 33 | R RTX CORPORATION | $2.6M | 13.7K | 0.76% | Unchanged |
| 34 | T TE CONNECTIVITY PLC | $2.3M | 11.1K | 0.70% | Trimmed(-0.4%) |
| 35 | V VANGUARD INDEX FDS | $2.1M | 9.3K | 0.64% | Trimmed(-14.7%) |
| 36 | C CRAWFORD & CO | $2.1M | 176.0K | 0.62% | Unchanged |
| 37 | V VANGUARD SCOTTSDALE FDS | $2M | 34.8K | 0.60% | Unchanged |
| 38 | S SYSCO CORP | $1.9M | 24.6K | 0.57% | Unchanged |
| 39 | P PHILIP MORRIS INTL INC | $1.8M | 9.5K | 0.54% | Trimmed(-1.4%) |
| 40 | A GALLAGHER ARTHUR J & CO | $1.8M | 7.9K | 0.54% | Trimmed(-0.5%) |
| 41 | A AECOM | $1.8M | 30.3K | 0.53% | — |
| 42 | V MARRIOTT VACATIONS WORLDWIDE | $1.8M | 17.3K | 0.53% | Unchanged |
| 43 | C BRISTOL-MYERS SQUIBB CO | $1.7M | 27.9K | 0.52% | Trimmed(-0.1%) |
| 44 | C CHUBB LIMITED | $1.7M | 5.3K | 0.52% | Unchanged |
| 45 | V VANGUARD INSTL INDEX FD | $1.7M | 22.5K | 0.51% | Unchanged |
| 46 | A AMERICAN INTL GROUP INC | $1.7M | 22.4K | 0.50% | Trimmed(-0.8%) |
| 47 | C CRAWFORD & CO | $1.5M | 119.2K | 0.44% | Unchanged |
| 48 | N ENVISTA HOLDINGS CORPORATION | $1.4M | 58.7K | 0.41% | Unchanged |
| 49 | P PIMCO ETF TR | $1.4M | 13.7K | 0.41% | Unchanged |
| 50 | B BANK OF AMER CORP | $1.3M | 23.5K | 0.38% | Unchanged |