Fund HoldingsROBERTS GLORE & CO INC /IL/

Total Portfolio Value
$333.92M
Total Bought
$9.20M
Total Sold
$24.51M
Net Transaction
-$15.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL61,77359,401-2,37222,03224,9797.48%+2,947
NVIDIA CORPORATION(NVDA)02,604+2,60402,3530.70%+2,353
MICROSOFT CORP(MSFT)45,24042,499-2,74117,01217,8805.35%+868
AMAZON COM INC(AMZN)26,85026,560-2904,0804,7911.43%+711
VANGUARD MUN BD FDS0236,326+236,326011,9583.58%+11,958
SPDR S&P MIDCAP 400 ETF TR(MDY)1,2112,195+9846141,2210.37%+607
META PLATFORMS INC(META)5,2535,021-2321,8592,4380.73%+579
STRYKER CORPORATION(SYK)16,62715,457-1,1704,9795,5321.66%+552
BERKSHIRE HATHAWAY INC DEL6603,2563,8071.14%+551
DISNEY WALT CO(DIS)17,46717,161-3061,5772,1000.63%+523
VANGUARD INDEX FDS024,366+24,36606,3331.90%+6,333
DUKE ENERGY CORP NEW(DUK)04,843+4,84304680.14%+468
ALPHABET INC(GOOG)64,18762,387-1,8009,0469,4992.84%+453
AIR PRODS & CHEMS INC02,763+2,76306690.20%+669
AMN HEALTHCARE SVCS INC07,170+7,17004480.13%+448
EXXON MOBIL CORP024,420+24,42002,8390.85%+2,839
ARISTA NETWORKS INC10,83010,165-6652,5512,9480.88%+397
SPDR S&P 500 ETF TR(SPY)9,6779,530-1474,6004,9851.49%+385
ATRION CORP05,145+5,14502,3850.71%+2,385
GENERAL ELECTRIC CO02,079+2,07903650.11%+365
3M CO03,160+3,16003350.10%+335
RTX CORPORATION(RTX)29,68728,717-9702,4982,8010.84%+303
VANECK ETF TRUST
MRNGSTR WDE MOAT
37,55738,717+1,1603,1873,4811.04%+293
ADVANCE AUTO PARTS INC(AAP)010,297+10,29708760.26%+876
DELL TECHNOLOGIES INC(DELL)02,435+2,43502780.08%+278
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
43,70551,155+7,4501,2731,5400.46%+267
VANGUARD MALVERN FDS182,170186,082+3,9128,6518,9112.67%+260
MEDPACE HLDGS INC(MEDP)5,4304,762-6681,6641,9250.58%+260
CYBERARK SOFTWARE LTD0875+87502320.07%+232
FORTINET INC(FTNT)03,360+3,36002300.07%+230
PARKER-HANNIFIN CORP(PH)0409+40902270.07%+227
MARATHON PETE CORP(MPC)01,100+1,10002220.07%+222
JACOBS SOLUTIONS INC(J)01,440+1,44002210.07%+221
ALLIANCEBERNSTEIN HLDG L P(AB)06,050+6,05002100.06%+210
NEUROCRINE BIOSCIENCES INC(NBIX)01,492+1,49202060.06%+206
FORTUNE BRANDS INNOVATIONS I(FBIN)02,429+2,42902060.06%+206
ORACLE CORP(ORCL)011,469+11,46901,4410.43%+1,441
PAYPAL HLDGS INC(PYPL)25,40126,125+7241,5601,7500.52%+190
FEDEX CORP(FDX)05,178+5,17801,5000.45%+1,500
SPROTT PHYSICAL GOLD & SILVE(CEF)149,721149,811+902,8673,0470.91%+180
CENTRAL SECS CORP(CET)32,87533,973+1,0981,2421,4190.42%+177
ADAMS DIVERSIFIED EQUITY FD82,28483,502+1,2181,4571,6300.49%+173
CHARLES RIV LABS INTL INC(CRL)5,4815,406-751,2961,4650.44%+169
NORFOLK SOUTHN CORP(NSC)12,17611,927-2492,8783,0400.91%+162
LINDE PLC(LIN)6,1165,737-3792,5122,6640.80%+152
PROCTER AND GAMBLE CO(PG)015,077+15,07702,4460.73%+2,446
VANGUARD SPECIALIZED FUNDS12,31312,298-152,0982,2460.67%+148
DEERE & CO(DE)01,533+1,53306300.19%+630
WESTERN ASST INFLTN LKD INM
COM SH BEN INT
202,327218,067+15,7401,6431,7750.53%+132
PHILLIPS 66(PSX)4,1824,18205576830.20%+126
PEPSICO INC(PEP)032,141+32,14105,6251.68%+5,625
FISERV INC(FISV)4,6184,61806137380.22%+125
VANGUARD WORLD FD19,73219,098-6342,1582,2820.68%+124
MERCK & CO INC(MRK)05,349+5,34907060.21%+706
ELI LILLY & CO(LLY)0625+62504860.15%+486
PFIZER INC(PFE)27,38432,703+5,3197889080.27%+119
PARAMOUNT GLOBAL046,245+46,24505440.16%+544
WALMART INC(WMT)043,888+43,88802,6410.79%+2,641
CENTENE CORP DEL(CNC)30,00429,784-2202,2272,3370.70%+111
FASTENAL CO(FAST)11,43611,029-4077418510.25%+110
BROADCOM INC(AVGO)688660-287688750.26%+107
GENERAL DYNAMICS CORP(GD)4,5494,54901,1811,2850.38%+104
VANGUARD INDEX FDS3,1743,099-751,3861,4900.45%+103
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
17,75017,75001,0801,1820.35%+101
LOWES COS INC(LOW)03,124+3,12407960.24%+796
ELEVANCE HEALTH INC(ELV)0683+68303540.11%+354
VANGUARD INDEX FDS12,92012,635-2852,3252,4240.73%+99
TARGET CORP(TGT)3,0332,986-474325290.16%+97
ZIMMER BIOMET HOLDINGS INC(ZBH)8,7938,813+201,0701,1630.35%+93
HOME DEPOT INC(HD)2,8422,802-409851,0750.32%+90
ADAM NAT RES FD INC018,261+18,26104210.13%+421
VULCAN MATLS CO(VMC)9791,115+1362223040.09%+82
ROYCE MICRO-CAP TR INC80,24987,036+6,7877428220.25%+81
NETFLIX INC(NFLX)700690-103414190.13%+78
FIDELITY NATL INFORMATION SV(FIS)4,9825,082+1002993770.11%+78
VISA INC(V)4,6564,621-351,2121,2900.39%+77
DOLLAR GEN CORP NEW(DG)4,2844,219-655826580.20%+76
NOVO-NORDISK A S(NVO)03,430+3,43004400.13%+440
VANGUARD WHITEHALL FDS20,83521,175+3401,6531,7260.52%+73
CENCORA INC02,598+2,59806310.19%+631
AUTOMATIC DATA PROCESSING IN03,966+3,96609900.30%+990
BAXTER INTL INC013,804+13,80405900.18%+590
THE CIGNA GROUP(CI)01,973+1,97307160.21%+716
INTUIT(INTU)2,7942,779-151,7461,8060.54%+60
ISHARES TR6,2536,25308649240.28%+60
EBAY INC.(EBAY)09,529+9,52905030.15%+503
LAUDER ESTEE COS INC(EL)3,8604,027+1675656210.19%+56
SALESFORCE INC(CRM)2,2542,147-1075936470.19%+54
CHUBB LIMITED
COM
01,591+1,59104120.12%+412
VANGUARD INDEX FDS07,397+7,39701,2050.36%+1,205
GLOBAL PMTS INC(GPN)8,4648,429-351,0751,1270.34%+52
CATERPILLAR INC(CAT)71471402112620.08%+51
GENERAL MLS INC(GIS)11,59211,507-857558050.24%+50
DISCOVER FINL SVCS2,6572,65702993480.10%+50
GRAINGER W W INC(GWW)463422-413834290.13%+46
DONALDSON INC(DCI)06,020+6,02004500.13%+450
ENTERGY CORP NEW(ETR)13,20813,058-1501,3371,3800.41%+43
VERIZON COMMUNICATIONS INC(VZ)11,14811,017-1314204620.14%+42
CANADIAN NATL RY CO(CNI)6,8186,81808578980.27%+41
VANGUARD INTL EQUITY INDEX F52,23750,004-2,2333,7633,8021.14%+39
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