CIK: 0001032814
申告総資産額
$34.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 66.31% | +0.79% | -12.42% | |
| 2 | BN | Brookfield CORP | 株式-金融 | 6.16% | -0.70% | -1.68% | |
| 3 | MKL | Markel Group INC | 株式-金融 | 5.25% | -0.56% | -1.65% | |
| 4 | ✓ | Alphabet INC Cl C | 株式-その他 | 4.33% | -0.66% | -1.38% | |
| 5 | ✓ | AerCap Holdings N.V. | 株式-その他 | 3.32% | -0.20% | -1.75% | |
| 6 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 2.27% | -0.25% | +0.97% | |
| 7 | LKQ | Lkq CORP | 株式-一般消費財 | 1.99% | +0.27% | -0.62% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.82% | -0.22% | -1.16% | |
| 9 | ✓ | FedEx Corporation | 株式-その他 | 1.53% | -0.01% | -0.84% | |
| 10 | KMX | Carmax INC | 株式-一般消費財 | 1.36% | — | -1.76% | |
| 11 | SU | Suncor Energy INC | 株式-エネルギー | 1.07% | — | -50.29% | |
| 12 | HSY | Hershey Co/the | 株式-生活必需品 | 1.05% | +0.15% | -0.81% | |
| 13 | SIRI | Sirius Xm Holdings INC | 株式-通信サービス | 0.91% | +0.30% | -0.49% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.71% | -0.03% | — | |
| 15 | ✓ | Cimpress | 株式-その他 | 0.59% | +0.21% | +1.80% | |
| 16 | ✓ | Wayfair INC | 株式-その他 | 0.29% | -0.12% | -0.45% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.19% | -0.03% | +0.08% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 0.13% | -0.11% | -7.53% | |
| 19 | ✓ | Biglari Cl A | 株式-その他 | 0.11% | -0.03% | -0.09% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.10% | -0.02% | +1.58% | |
| 21 | TRUP | Trupanion INC | 株式-その他 | 0.08% | -0.01% | +1.80% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 0.04% | — | — | |
| 23 | ✓ | The Goldman Sachs Group, Inc. | 株式-その他 | 0.03% | — | — | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.03% | -0.01% | — | |
| 25 | ✓ | Tesla, Inc. | 株式-その他 | 0.03% | — | — | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.02% | +1.22% | +6.80% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.02% | +0.01% | — | |
| 28 | BAM | Brookfield Asset Mgmt-a | 株式-金融 | 0.02% | — | — | |
| 29 | ✓ | Alphabet INC Cl A | 株式-その他 | 0.02% | — | +2.81% | |
| 30 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.02% | — | — | |
| 31 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.02% | — | — | |
| 32 | GEV | GE Vernova INC | 株式-資本財 | 0.02% | — | — | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.02% | — | — | |
| 34 | UBER | Uber Technologies INC | 株式-資本財 | 0.02% | — | — | |
| 35 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.01% | — | — | |
| 36 | ✓ | Biglari Holdings | 株式-その他 | 0.01% | — | — | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.01% | — | -10.18% | |
| 38 | ✓ | NVIDIA Corporation | 株式-その他 | 0.01% | — | — | |
| 39 | FAST | Fastenal Co | 株式-資本財 | 0.01% | — | +100.00% | |
| 40 | ✓ | ConocoPhillips | 株式-その他 | 0.01% | — | — | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.01% | — | — | |
| 42 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.01% | — | +0.10% | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.01% | — | — | |
| 44 | GLW | Corning INC | 株式-IT | 0.01% | +0.01% | — | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.01% | — | — | |
| 46 | ✓ | Verizon Communications Inc. | 株式-その他 | 0.01% | — | +0.29% | |
| 47 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.01% | -0.01% | EXIT | |
| 48 | ✓ | Quest Diagnostics Incorporated | 株式-その他 | 0.01% | — | — | |
| 49 | CDLXEUR | Cardlytics INC | 株式-その他 | — | — | +20.75% |