LEXINGTON, KY
Allocation by class
Portfolio Concentration
Top 3 weight
31.3%
Top 10 weight
65.4%
Voting Authority Distribution
Total shares with voting rights: 10.39M
Full voting authority
10.39M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY BSOLE | COM | 481.71K | SH | $241.04M 13.51% | 481.71K | 0.00 | 0.00 |
ALPHABET INC SHS CL CSOLE | COM | 473.70K | SH | $167.37M 9.38% | 473.70K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 77.05K | SH | $150.48M 8.44% | 77.05K | 0.00 | 0.00 |
GOLDMAN SACHS INCSOLE | COM | 122.80K | SH | $124.19M 6.96% | 122.80K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 333.38K | SH | $109.12M 6.12% | 333.38K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 437.39K | SH | $104.25M 5.84% | 437.39K | 0.00 | 0.00 |
MOODY'S CORPSOLE | COM | 163.38K | SH | $74.00M 4.15% | 163.38K | 0.00 | 0.00 |
HOME BANCSHARES INCSOLE | COM | 2.46M | SH | $70.19M 3.94% | 2.46M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 739.96K | SH | $68.28M 3.83% | 739.96K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 485.13K | SH | $57.09M 3.20% | 485.13K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 817.72K | SH | $52.46M 2.94% | 817.72K | 0.00 | 0.00 |
ALPHABET INC SHS CL ASOLE | COM | 137.40K | SH | $49.10M 2.75% | 137.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 164.75K | SH | $47.67M 2.67% | 164.75K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 139.61K | SH | $47.22M 2.65% | 139.61K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | COM | 898.43K | SH | $38.26M 2.15% | 898.43K | 0.00 | 0.00 |
MASTERCARD INCSOLE | COM | 70.93K | SH | $36.43M 2.04% | 70.93K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARESOLE | COM | 120.99K | SH | $30.24M 1.70% | 120.99K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 380.21K | SH | $29.62M 1.66% | 380.21K | 0.00 | 0.00 |
JOHNSON AND JOHNSONSOLE | COM | 115.06K | SH | $29.22M 1.64% | 115.06K | 0.00 | 0.00 |
METTLER-TOLEDO INTL INCSOLE | COM | 21.47K | SH | $27.43M 1.54% | 21.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY ASOLE | COM | 29.00 | SH | $21.72M 1.22% | 29.00 | 0.00 | 0.00 |
O'REILLY AUTOMOTIVE INCSOLE | COM | 194.46K | SH | $17.91M 1.00% | 194.46K | 0.00 | 0.00 |
CITY HOLDING COSOLE | COM | 127.75K | SH | $16.94M 0.95% | 127.75K | 0.00 | 0.00 |
ADOBE SYSSOLE | COM | 59.04K | SH | $12.10M 0.68% | 59.04K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC NSOLE | COM | 5.55K | SH | $11.54M 0.65% | 5.55K | 0.00 | 0.00 |