CIK: 0001729867
申告総資産額
$1.6億
| # | 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 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 11.28% | +0.45% | -10.71% | |
| 2 | CPRT | Copart INC | 株式-資本財 | 7.77% | +0.36% | +0.04% | |
| 3 | AZO | Autozone INC | 株式-一般消費財 | 7.46% | +0.56% | +0.13% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.61% | +0.38% | — | |
| 5 | ACN | Accenture plc | 株式-IT | 3.90% | -0.14% | — | |
| 6 | ROST | Ross Stores INC | 株式-一般消費財 | 3.77% | +1.12% | +0.54% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 3.75% | -0.21% | -9.14% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.75% | -0.46% | +0.22% | |
| 9 | WAT | Waters CORP | 株式-ヘルスケア | 3.69% | +0.53% | -0.26% | |
| 10 | CAG | Conagra Brands INC | 株式-生活必需品 | 3.69% | — | +0.40% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.02% | -0.37% | -0.22% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.98% | +0.16% | — | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.78% | +0.18% | — | |
| 14 | MG | Mistras Group INC | 株式-その他 | 2.37% | +0.03% | +1.04% | |
| 15 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.21% | +0.59% | +0.75% | |
| 16 | DFH | Dream Finders Homes INC - A | 株式-その他 | 1.79% | -0.33% | +42.15% | |
| 17 | TFX | Teleflex INC | 株式-ヘルスケア | 1.67% | +0.41% | +2.46% | |
| 18 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.57% | +0.08% | — | |
| 19 | USB | US Bancorp | 株式-金融 | 1.53% | +0.01% | -0.16% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.45% | +0.28% | +1.01% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.45% | -0.24% | — | |
| 22 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.24% | -0.05% | -2.00% | |
| 23 | ENOV | Enovis Corporation | 株式-その他 | 1.21% | — | +1.85% | |
| 24 | LM05 | Liberty Media Corp-liberty-a | 株式-その他 | 1.18% | -0.10% | — | |
| 25 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 1.10% | +0.04% | +1.13% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.05% | — | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.97% | -0.05% | — | |
| 28 | KMX | Carmax INC | 株式-一般消費財 | 0.92% | -0.08% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | -0.05% | -3.12% | |
| 30 | MKL | Markel Group INC | 株式-金融 | 0.85% | +0.10% | — | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | +0.02% | — | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.75% | — | — | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.70% | +0.01% | — | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.55% | — | — | |
| 35 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.53% | -0.17% | +0.67% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.52% | — | -0.50% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | +0.02% | — | |
| 38 | MCO | Moody's CORP | 株式-金融 | 0.45% | +0.02% | — | |
| 39 | COF | Capital One Financial CORP | 株式-金融 | 0.45% | — | — | |
| 40 | IAA-WUSD | Iaa INC | 株式-その他 | 0.45% | — | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.44% | -0.01% | — | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.40% | — | — | |
| 43 | ALL | Allstate CORP | 株式-金融 | 0.39% | — | — | |
| 44 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 0.37% | — | — | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.30% | +0.03% | — | |
| 46 | DOX | Amdocs Limited | 株式-IT | 0.30% | +0.02% | — | |
| 47 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.27% | +0.10% | — | |
| 48 | VMI | Valmont Industries | 株式-資本財 | 0.26% | -0.14% | +0.55% | |
| 49 | BAX | Baxter International INC | 株式-ヘルスケア | 0.24% | — | — | |
| 50 | MS | Morgan Stanley | 株式-金融 | 0.21% | — | — |