Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Bruker Corp(BRKR) | 0 | 208,306 | +208,306 | 0 | 8,695 | 1.60% | +8,695 |
| Berkshire Hathaway Inc Cl B | 74,411 | 74,568 | +157 | 33,729 | 39,713 | 7.33% | +5,984 |
| Phillips 66(PSX) | 104,590 | 142,737 | +38,147 | 11,916 | 17,625 | 3.25% | +5,709 |
| Arthur J Gallagher & Co(AJG) | 71,015 | 68,258 | -2,757 | 20,158 | 23,565 | 4.35% | +3,408 |
| Elevance Health Inc(ELV) | 32,088 | 33,806 | +1,718 | 11,837 | 14,704 | 2.71% | +2,867 |
| Texas Pacific Land Corp(TPL) | 46,309 | 40,775 | -5,534 | 51,216 | 54,026 | 9.97% | +2,811 |
| HCA Healthcare Inc(HCA) | 53,429 | 52,697 | -732 | 16,037 | 18,209 | 3.36% | +2,173 |
| Auto Zone Inc(AZO) | 5,735 | 5,380 | -355 | 18,363 | 20,513 | 3.79% | +2,149 |
| Sky Harbour Group Corp Cl A | 374,781 | 437,849 | +63,068 | 4,471 | 5,696 | 1.05% | +1,225 |
| Johnson & Johnson(JNJ) | 52,397 | 52,236 | -161 | 7,578 | 8,663 | 1.60% | +1,085 |
| Coca Cola Co(KO) | 107,403 | 107,338 | -65 | 6,687 | 7,688 | 1.42% | +1,001 |
| Berkshire Hathaway Inc Cl A | 22 | 20 | -2 | 14,980 | 15,969 | 2.95% | +989 |
| Aflac Inc(AFL) | 129,545 | 129,117 | -428 | 13,400 | 14,357 | 2.65% | +956 |
| Dino Polska SA Adr | 120,813 | 115,003 | -5,810 | 5,747 | 6,631 | 1.22% | +884 |
| Chevron Corp(CVX) | 34,297 | 33,446 | -851 | 4,968 | 5,595 | 1.03% | +628 |
| MSC Industrial Direct Co.(MSM) | 72,707 | 75,961 | +3,254 | 5,430 | 5,900 | 1.09% | +469 |
| Hershey Foods Corp(HSY) | 54,412 | 55,257 | +845 | 9,215 | 9,451 | 1.74% | +236 |
| Nelnet(NNI) | 102,964 | 101,138 | -1,826 | 10,998 | 11,219 | 2.07% | +222 |
| McDonalds Corp(MCD) | 9,672 | 9,672 | 0 | 2,804 | 3,021 | 0.56% | +217 |
| CVS Corp(CVS) | 8,853 | 8,853 | 0 | 397 | 600 | 0.11% | +202 |
| Abbvie Inc(ABBV) | 5,650 | 5,650 | 0 | 1,004 | 1,184 | 0.22% | +180 |
| Amgen Inc(AMGN) | 2,925 | 2,925 | 0 | 762 | 911 | 0.17% | +149 |
| Nestle S.A. Spons ADR | 7,655 | 7,655 | 0 | 633 | 773 | 0.14% | +140 |
| Abbott Laboratories | 6,210 | 6,210 | 0 | 702 | 824 | 0.15% | +121 |
| Boston Omaha Corp | 481,428 | 475,795 | -5,633 | 6,827 | 6,937 | 1.28% | +110 |
| Markel Corp(MKL) | 1,085 | 1,060 | -25 | 1,873 | 1,982 | 0.37% | +109 |
| Lincoln Electric Holdings Inc(LECO) | 52,942 | 52,875 | -67 | 9,925 | 10,002 | 1.85% | +77 |
| Dominion Energy, Inc.(D) | 8,007 | 9,007 | +1,000 | 431 | 505 | 0.09% | +74 |
| United Health Group Inc(UNH) | 4,081 | 4,081 | 0 | 2,064 | 2,137 | 0.39% | +73 |
| Shell Plc Sponsored Adr(SHEL) | 5,615 | 5,389 | -226 | 352 | 395 | 0.07% | +43 |
| Canadian National Railway Co(CNI) | 32,890 | 34,680 | +1,790 | 3,339 | 3,380 | 0.62% | +41 |
| Costco Wholesale Corp(COST) | 1,180 | 1,180 | 0 | 1,081 | 1,116 | 0.21% | +35 |
| Novartis A G ADR(NVS) | 2,442 | 2,402 | -40 | 238 | 268 | 0.05% | +30 |
| Exxon Mobil Corp | 2,500 | 2,500 | 0 | 269 | 297 | 0.05% | +28 |
| Duke Energy Corp(DUK) | 1,991 | 1,991 | 0 | 215 | 243 | 0.04% | +28 |
| Automatic Data Processing Inc | 1,198 | 1,198 | 0 | 351 | 366 | 0.07% | +15 |
| Procter & Gamble Co(PG) | 7,300 | 7,270 | -30 | 1,224 | 1,239 | 0.23% | +15 |
| Costamare Inc. 8.50 Preferred | 32,359 | 32,359 | 0 | 832 | 846 | 0.16% | +14 |
| Colgate Palmolive Co(CL) | 4,943 | 4,943 | 0 | 449 | 463 | 0.09% | +14 |
| JP Morgan Chase & Co(JPM) | 1,042 | 1,042 | 0 | 250 | 256 | 0.05% | +6 |
| Nextera Energy Inc(NEE) | 3,000 | 3,000 | 0 | 215 | 213 | 0.04% | -2 |
| Moody's Corp(MCO) | 2,070 | 2,070 | 0 | 980 | 964 | 0.18% | -16 |
| iShares Core S&P 500 ETF | 612 | 612 | 0 | 360 | 344 | 0.06% | -16 |
| Pepsico Inc(PEP) | 16,541 | 16,647 | +106 | 2,515 | 2,496 | 0.46% | -19 |
| Constellium SE(CSTM) | 78,870 | 75,870 | -3,000 | 810 | 766 | 0.14% | -44 |
| Home Depot Inc(HD) | 2,289 | 2,289 | 0 | 890 | 839 | 0.15% | -52 |
| Bank of America | 25,934 | 25,904 | -30 | 1,140 | 1,081 | 0.20% | -59 |
| Amazon.com Inc(AMZN) | 2,663 | 2,663 | 0 | 584 | 507 | 0.09% | -78 |
| Canadian Pacific Kansas City L(CP) | 96,897 | 98,447 | +1,550 | 7,012 | 6,912 | 1.28% | -100 |
| CarMax Inc(KMX) | 4,667 | 3,429 | -1,238 | 382 | 267 | 0.05% | -114 |
| SPDR S&P 500(SPY) | 5,083 | 5,083 | 0 | 2,979 | 2,843 | 0.52% | -136 |
| Esab Corp(ESAB) | 14,012 | 13,156 | -856 | 1,681 | 1,533 | 0.28% | -148 |
| SunOpta Inc. COM | 57,500 | 57,500 | 0 | 443 | 279 | 0.05% | -163 |
| US Bancorp(USB) | 43,921 | 45,860 | +1,939 | 2,101 | 1,936 | 0.36% | -165 |
| Crimson Wine Group Ltd | 285,848 | 284,723 | -1,125 | 1,815 | 1,640 | 0.30% | -175 |
| Valmont Industries Inc | 8,529 | 8,529 | 0 | 2,616 | 2,434 | 0.45% | -182 |
| American Express(AXP) | 5,464 | 5,338 | -126 | 1,622 | 1,436 | 0.27% | -185 |
| Keysight Technologies Inc(KEYS) | 21,330 | 21,332 | +2 | 3,426 | 3,195 | 0.59% | -231 |
| Amdocs Limited F(DOX) | 6,030 | 3,015 | -3,015 | 513 | 276 | 0.05% | -238 |
| TJX Companies Inc(TJX) | 29,917 | 27,593 | -2,324 | 3,614 | 3,361 | 0.62% | -253 |
| Pfizer Inc(PFE) | 210,776 | 209,926 | -850 | 5,592 | 5,320 | 0.98% | -272 |
| Dream Finders Homes Inc Cl A(DFH) | 142,245 | 134,434 | -7,811 | 3,310 | 3,033 | 0.56% | -277 |
| Tandem Diabetes Care, Inc. | 8,500 | 0 | -8,500 | 306 | 0 | — | -306 |
| Liberty Media Corp Ser A Formu | 35,980 | 32,930 | -3,050 | 3,024 | 2,683 | 0.50% | -341 |
| Diageo Plc ADR(DEO) | 5,580 | 3,432 | -2,148 | 709 | 360 | 0.07% | -350 |
| Walmart Inc(WMT) | 9,366 | 5,166 | -4,200 | 846 | 454 | 0.08% | -393 |
| Wells Fargo Co(WFC) | 34,314 | 27,674 | -6,640 | 2,410 | 1,987 | 0.37% | -423 |
| First National of Nebraska Inc | 443 | 415 | -28 | 5,405 | 4,980 | 0.92% | -425 |
| Cullen/Frost Bankers, Inc.(CFR) | 53,463 | 53,530 | +67 | 7,177 | 6,702 | 1.24% | -475 |
| Thermo Fisher Corp(TMO) | 15,755 | 15,503 | -252 | 8,196 | 7,714 | 1.42% | -482 |
| Vulcan Materials Co(VMC) | 21,044 | 21,044 | 0 | 5,413 | 4,910 | 0.91% | -504 |
| Brookfield Asset Management Lt(BAM) | 67,103 | 64,595 | -2,508 | 3,636 | 3,130 | 0.58% | -507 |
| Teleflex Inc(TFX) | 2,850 | 0 | -2,850 | 507 | 0 | — | -507 |
| Waters Corp(WAT) | 11,994 | 10,502 | -1,492 | 4,450 | 3,871 | 0.71% | -579 |
| Vanguard Scottsdale Fds Corp B SHRT TRM CORP BD | 7,468 | 0 | -7,468 | 583 | 0 | — | -583 |
| Mistras Group Inc | 104,271 | 21,362 | -82,909 | 945 | 226 | 0.04% | -719 |
| LKQ Corporation(LKQ) | 179,687 | 137,160 | -42,527 | 6,603 | 5,835 | 1.08% | -769 |
| Copart Inc(CPRT) | 279,546 | 269,415 | -10,131 | 16,043 | 15,246 | 2.81% | -797 |
| Asbury Automotive Group | 46,359 | 47,380 | +1,021 | 11,267 | 10,463 | 1.93% | -803 |
| Ross Stores Inc(ROST) | 32,191 | 31,591 | -600 | 4,870 | 4,037 | 0.75% | -833 |
| Accenture Plc Ireland Shs Cl A SHS CLASS A | 17,741 | 16,864 | -877 | 6,241 | 5,262 | 0.97% | -979 |
| MarineMax, Inc. | 130,769 | 130,353 | -416 | 3,786 | 2,803 | 0.52% | -983 |
| Apple Inc(AAPL) | 20,239 | 18,172 | -2,067 | 5,068 | 4,037 | 0.74% | -1,032 |
| Disney Walt(DIS) | 96,995 | 97,225 | +230 | 10,800 | 9,596 | 1.77% | -1,204 |
| Fifth Third Bancorp(FITB) | 319,430 | 312,180 | -7,250 | 13,506 | 12,237 | 2.26% | -1,268 |
| Enovis Corp(ENOV) | 215,440 | 213,669 | -1,771 | 9,454 | 8,164 | 1.51% | -1,289 |
| Alphabet Inc Cl A(GOOG) | 33,556 | 31,168 | -2,388 | 6,352 | 4,820 | 0.89% | -1,532 |
| Brookfield Corporation(BN) | 192,694 | 181,897 | -10,797 | 11,070 | 9,533 | 1.76% | -1,537 |
| Charles River Labs Int'l(CRL) | 55,037 | 55,991 | +954 | 10,160 | 8,428 | 1.56% | -1,732 |
| Microsoft Corp(MSFT) | 44,408 | 44,280 | -128 | 18,718 | 16,622 | 3.07% | -2,096 |
| Civitas Resources Inc. | 163,263 | 141,588 | -21,675 | 7,489 | 4,940 | 0.91% | -2,549 |
| Alphabet Inc Cl C(GOOG) | 98,104 | 97,230 | -874 | 18,683 | 15,190 | 2.80% | -3,493 |