Fund HoldingsElgethun Capital Management

Total Portfolio Value
$396.51M
Total Bought
$44.04M
Total Sold
$22.85M
Net Transaction
+$21.19M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ELI LILLY & CO(LLY)11,92123,541+11,6206,94917,8504.50%+10,901
BERKSHIRE HATHAWAY INC DEL122,062122,867+80543,53651,67013.03%+8,134
LIBERTY GLOBAL LTD(LBTYA)0434,972+434,97207,5451.90%+7,545
FAIRFAX FINANCIAL(FRFFF)29,18528,940-24526,92731,3747.91%+4,447
BOSTON OMAHA CORP317,164444,816+127,6524,9886,8571.73%+1,868
SCHWAB STRATEGIC TR241,954246,006+4,05213,46915,0273.79%+1,558
MICROSOFT CORP(MSFT)23,97124,261+2909,01410,2972.60%+1,282
CITIGROUP INC(C)59,67067,867+8,1973,0694,3131.09%+1,243
NVR INC(NVR)0930+93007,5811.91%+7,581
STELLANTIS N.V(STLA)211,062206,234-4,8284,9205,8561.48%+936
KROGER CO(KR)76,97676,730-2463,5194,3781.10%+859
SCHWAB STRATEGIC TR128,051142,811+14,7604,7325,5661.40%+835
MERCK & CO INC(MRK)6,98612,210+5,2247621,5920.40%+830
ISHARES TR256,215261,086+4,87113,34914,1433.57%+794
AMERICAN EXPRESS CO(AXP)17,89118,143+2523,3514,1391.04%+788
WELLS FARGO CO NEW(WFC)91,83291,640-1924,5195,2941.34%+775
ALPS ETF TR
ALERIAN MLP
160,729159,631-1,0986,8347,5821.91%+747
SPDR GOLD TR(GLD)03,531+3,53107320.18%+732
VANGUARD WORLD FD
ENERGY ETF
045,805+45,80506,0261.52%+6,026
ISHARES INC
CORE MSCI EMKT
317,561321,091+3,53016,06216,7004.21%+638
CARMAX INC(KMX)58,67259,457+7854,5015,1101.29%+608
DREAM FINDERS HOMES INC(DFH)092,628+92,62803,9981.01%+3,998
ISHARES SILVER TR(SLV)024,441+24,44105570.14%+557
SCHWAB CHARLES CORP(SCHW)142,209141,989-2209,78110,2942.60%+512
AMAZON COM INC(AMZN)17,60517,60502,6753,1810.80%+506
VANGUARD INDEX FDS10,23911,994+1,7551,8432,2880.58%+446
ENTERPRISE PRODS PARTNERS L(EPD)89,35994,547+5,1882,3552,7700.70%+416
JOHNSON & JOHNSON(JNJ)022,387+22,38703,5130.89%+3,513
WALMART INC(WMT)022,945+22,94501,3920.35%+1,392
BERKLEY W R CORP16,03616,038+21,1341,4140.36%+280
EXXON MOBIL CORP08,353+8,35309680.24%+968
SCHWAB STRATEGIC TR268,036268,711+6757,2727,5061.89%+234
LIBERTY MEDIA CORP DEL258,351257,368-9837,4367,6581.93%+222
ISHARES TR35,54235,550+82,7632,9830.75%+220
MARATHON PETE CORP(MPC)04,000+4,00008090.20%+809
SHELL PLC(SHEL)03,183+3,18302130.05%+213
SCHWAB STRATEGIC TR41,66940,954-7152,3502,5470.64%+196
ABBVIE INC(ABBV)7,2257,245+201,1201,3040.33%+184
CRIMSON WINE GROUP1,369,0161,418,187+49,1718,0728,2542.08%+182
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,5194,51904706410.16%+171
SCHWAB STRATEGIC TR19,26819,687+4191,3511,4910.38%+141
JPMORGAN CHASE & CO(JPM)4,4514,453+27578890.22%+132
ALPHABET INC(GOOG)8,4608,420-401,1921,3170.33%+124
ALPHABET INC(GOOG)7,8117,81101,0911,2120.31%+121
PHILIP MORRIS INTL INC(PM)3,0484,216+1,1682873850.10%+98
HOME DEPOT INC(HD)2,9992,99901,0391,1350.29%+96
BROADCOM INC(AVGO)37537504195100.13%+91
UNITED RENTALS INC(URI)60860803494350.11%+87
BP PLC(BP)016,936+16,93606370.16%+637
VISA INC(V)4,4874,48701,1681,2500.32%+81
CATERPILLAR INC(CAT)0938+93803440.09%+344
COCA COLA CO(KO)9,77510,485+7105766380.16%+62
MDU RES GROUP INC(MDU)010,749+10,74902720.07%+272
CHEVRON CORP NEW(CVX)06,116+6,11609650.24%+965
SERVICENOW INC(NOW)1,0001,00007067650.19%+58
MONDELEZ INTL INC(MDLZ)03,759+3,75902610.07%+261
PROCTER AND GAMBLE CO(PG)03,690+3,69005920.15%+592
SALESFORCE INC(CRM)1,3391,33903524050.10%+53
EATON CORP PLC(ETN)0725+72502270.06%+227
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
51,38051,380039900.02%+52
APPLIED MATLS INC1,0171,01701652150.05%+50
LIBERTY MEDIA CORP DEL(FWONA)0133,599+133,59907,8401.98%+7,840
GREEN BRICK PARTNERS INC(GRBK)05,800+5,80003510.09%+351
SELECT SECTOR SPDR TR
ST STR FINL ETF
13,40513,179-2265045540.14%+50
GENERAL MTRS CO(GM)04,772+4,77202170.05%+217
ISHARES TR2,3742,37405996420.16%+43
TARGET CORP(TGT)1,0951,097+21561980.05%+42
MASTERCARD INCORPORATED(MA)755756+13223630.09%+41
DANAHER CORPORATION(DHR)02,431+2,43106030.15%+603
ISHARES TR9,1379,13706887290.18%+40
ISHARES TR0797+79704200.11%+420
ADVANCED MICRO DEVICES INC(AMD)98198101451820.05%+37
MARKEL GROUP INC(MKL)0378+37805740.14%+574
LPL FINL HLDGS INC(LPLA)0958+95802550.06%+255
CHUBB LIMITED
COM
1,1191,11902532890.07%+36
PEPSICO INC(PEP)06,914+6,91401,2050.30%+1,205
HERSHEY CO(HSY)0681+68101330.03%+133
GREIF INC(GEF)09,330+9,33006450.16%+645
RTX CORPORATION(RTX)2,1882,241+531842190.06%+35
SPDR S&P 500 ETF TR(SPY)689690+13283620.09%+34
INTERNATIONAL BUSINESS MACHS(IBM)1,1821,192+101932270.06%+33
KNIFE RIVER CORP(KNF)2,3072,30701531860.05%+33
SYSCO CORP(SYY)03,864+3,86403130.08%+313
LOWES COS INC(LOW)01,003+1,00302530.06%+253
CSX CORP(CSX)12,31012,31004274540.11%+27
QUALCOMM INC(QCOM)92392301331590.04%+26
COSTCO WHSL CORP NEW(COST)36436402412660.07%+26
ISHARES TR4,1894,126-638418650.22%+24
ISHARES TR1,6441,64401671900.05%+23
CASEYS GEN STORES INC(CASY)0539+53901710.04%+171
BANK AMERICA CORP5,5265,530+41862080.05%+22
D R HORTON INC(DHI)1,7171,71702612830.07%+22
SCHWAB STRATEGIC TR7,9228,104+1822672880.07%+20
ISHARES TR
MSCI INTL VLU FT
012,472+12,47203500.09%+350
ISHARES TR
CORE MSCI EAFE
5,2135,21303673860.10%+20
INTUIT(INTU)80680605045240.13%+19
INTERCONTINENTAL EXCHANGE IN(ICE)2,1842,18402803000.08%+19
ORACLE CORP(ORCL)0877+87701110.03%+111
VANGUARD INDEX FDS0286+28601380.03%+138
ECOLAB INC(ECL)0473+47301080.03%+108
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