OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
20.9%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 4.29M
Full voting authority
4.29M
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 |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 335.24K | SH | $69.82M 7.67% | 335.24K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 219.06K | SH | $62.84M 6.91% | 219.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 155.12K | SH | $57.42M 6.31% | 155.12K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 176.21K | SH | $56.06M 6.16% | 176.21K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 234.45K | SH | $49.49M 5.44% | 234.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 96.72K | SH | $46.35M 5.09% | 96.72K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 186.60K | SH | $45.27M 4.98% | 186.60K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 147.60K | SH | $44.61M 4.90% | 147.60K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 96.74K | SH | $41.15M 4.52% | 96.74K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 81.85K | SH | $35.71M 3.92% | 81.85K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 107.69K | SH | $34.76M 3.82% | 107.69K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.92K | SH | $33.44M 3.68% | 66.92K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 33.51K | SH | $33.39M 3.67% | 33.51K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 64.08K | SH | $31.50M 3.46% | 64.08K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 106.96K | SH | $25.27M 2.78% | 106.96K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 69.98K | SH | $23.65M 2.60% | 69.98K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 252.51K | SH | $23.31M 2.56% | 252.51K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 108.32K | SH | $20.54M 2.26% | 108.32K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 65.78K | SH | $17.80M 1.96% | 65.78K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 65.55K | SH | $17.49M 1.92% | 65.55K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 375.33K | SH | $15.14M 1.66% | 375.33K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 109.14K | SH | $13.79M 1.52% | 109.14K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 39.43K | SH | $13.48M 1.48% | 39.43K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 34.34K | SH | $9.41M 1.03% | 34.34K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 83.33K | SH | $9.13M 1.00% | 83.33K | 0.00 | 0.00 |