Fund HoldingsElgethun Capital Management

Total Portfolio Value
$447.55M
Total Bought
$57.45M
Total Sold
$19.29M
Net Transaction
+$38.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL0128,021+128,021068,18215.23%+68,182
BOSTON OMAHA CORP559,4851,009,471+449,9867,93314,7183.29%+6,785
ISHARES TR0359,450+359,450021,1864.73%+21,186
FAIRFAX FINANCIAL(FRFFF)23,40224,453+1,05132,52335,3907.91%+2,866
SCHWAB STRATEGIC TR0413,155+413,155012,7252.84%+12,725
STELLANTIS N.V(STLA)0316,685+316,68503,5500.79%+3,550
INTEL CORP(INTC)0139,136+139,13603,1600.71%+3,160
SCHWAB STRATEGIC TR454,269534,219+79,9508,40410,5672.36%+2,163
ISHARES INC
CORE MSCI EMKT
0337,557+337,557018,2184.07%+18,218
SCHWAB CHARLES CORP(SCHW)147,774159,001+11,22710,93712,4472.78%+1,510
ELI LILLY & CO(LLY)024,636+24,636020,3474.55%+20,347
DREAM FINDERS HOMES INC(DFH)0185,088+185,08804,1760.93%+4,176
VANGUARD INDEX FDS17,80824,919+7,1113,5294,6421.04%+1,113
CITIGROUP INC(C)158,599169,505+10,90611,16412,0332.69%+869
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
19,91724,809+4,8923,4904,2980.96%+808
ALPS ETF TR
ALERIAN MLP
171,730173,982+2,2528,2719,0372.02%+766
ALBERTSONS COS INC177,667192,662+14,9953,4894,2370.95%+747
SPDR SER TR
ST STR SP600 SML
32,64051,968+19,3281,4662,1180.47%+652
VANGUARD WORLD FD
ENERGY ETF
48,27350,165+1,8925,8566,5071.45%+651
VANGUARD TAX-MANAGED FDS012,245+12,24506220.14%+622
KROGER CO(KR)78,85280,294+1,4424,8225,4351.21%+613
FAIRFAX INDIA259,927283,177+23,2504,1604,7381.06%+578
VANGUARD BD INDEX FDS06,460+6,46005060.11%+506
ATLANTA BRAVES HLDGS INC129,566136,281+6,7154,9575,4531.22%+495
VANGUARD WHITEHALL FDS03,700+3,70004770.11%+477
PATHWARD FINANCIAL INC(CASH)0173,959+173,959012,6902.84%+12,690
VANGUARD MUN BD FDS08,011+8,01103980.09%+398
UNITEDHEALTH GROUP INC(UNH)07,483+7,48303,9190.88%+3,919
ISHARES TR
CORE MSCI EAFE
09,056+9,05606850.15%+685
ENTERPRISE PRODS PARTNERS L(EPD)100,910101,630+7203,1653,4700.78%+305
BERKLEY W R CORP24,06224,064+21,4081,7120.38%+304
SCHWAB STRATEGIC TR64,15773,488+9,3311,6731,9530.44%+281
SCHWAB STRATEGIC TR011,478+11,47802790.06%+279
VANGUARD BD INDEX FDS03,688+3,68802710.06%+271
ORACLE CORP(ORCL)1,0623,012+1,9501774210.09%+244
TRAVELERS COMPANIES INC(TRV)0910+91002410.05%+241
VANGUARD INTL EQUITY INDEX F030,170+30,17001,3650.31%+1,365
SCHWAB STRATEGIC TR010,000+10,00002320.05%+232
VANGUARD BD INDEX FDS
VANGUARD ULTRA
04,487+4,48702240.05%+224
ISHARES TR1,3243,595+2,2711533760.08%+223
PHILIP MORRIS INTL INC(PM)4,2694,618+3495147330.16%+219
VANGUARD INDEX FDS1,6852,429+7444886680.15%+179
3M CO(MMM)07,230+7,23001,0620.24%+1,062
DEERE & CO(DE)488755+2672073540.08%+148
COCA COLA CO(KO)011,338+11,33808120.18%+812
EXXON MOBIL CORP08,971+8,97101,0670.24%+1,067
BERKSHIRE HATHAWAY INC DEL1106817980.18%+118
JOHNSON & JOHNSON(JNJ)03,823+3,82306340.14%+634
BANCORP INC DEL(TBBK)0110,425+110,42505,8351.30%+5,835
KENVUE INC(KVUE)067,497+67,49701,6190.36%+1,619
ABBVIE INC(ABBV)06,500+6,50001,3620.30%+1,362
ECOLAB INC(ECL)473807+3341112050.05%+94
VISA INC(V)4,0953,952-1431,2941,3850.31%+91
ABBOTT LABS2,8373,026+1893214010.09%+80
HOME DEPOT INC(HD)2,8993,292+3931,1281,2060.27%+79
JPMORGAN CHASE & CO.(JPM)4,7204,918+1981,1311,2060.27%+75
BLACKROCK MUN TARGET TERM TR(BTT)132,918132,081-8372,7372,8040.63%+67
MCDONALDS CORP(MCD)03,361+3,36101,0500.23%+1,050
ISHARES TR09,137+9,13707470.17%+747
SPDR GOLD TR(GLD)0615+61501770.04%+177
INTERCONTINENTAL EXCHANGE IN(ICE)02,184+2,18403770.08%+377
BP PLC(BP)17,40516,640-7655145620.13%+48
NEWMONT CORP(NEM)03,603+3,60301740.04%+174
INTERNATIONAL BUSINESS MACHS(IBM)1,2221,229+72693060.07%+37
NIKE INC(NKE)1,2362,019+783941280.03%+35
VANGUARD INDEX FDS9731,316+343871190.03%+32
CHUBB LIMITED
COM
1,2191,21903373680.08%+31
MONDELEZ INTL INC(MDLZ)03,762+3,76202550.06%+255
MARKEL GROUP INC(MKL)0297+29705550.12%+555
RTX CORPORATION(RTX)2,6332,490-1433053300.07%+25
GREEN BRICK PARTNERS INC(GRBK)06,000+6,00003500.08%+350
SCHWAB STRATEGIC TR08,515+8,51503080.07%+308
CASEYS GEN STORES INC(CASY)53953902132340.05%+20
ISHARES TR
MSCI INTL VLU FT
06,276+6,27601900.04%+190
MONSTER BEVERAGE CORP NEW(MNST)3,3603,36001771970.04%+20
NORTHROP GRUMMAN CORP(NOC)0447+44702290.05%+229
ILLINOIS TOOL WKS INC(ITW)1,1771,282+1052983180.07%+20
NEW GOLD INC CDA15,00015,000037560.01%+18
S&P GLOBAL INC(SPGI)1,0831,08305405500.12%+11
WISDOMTREE TR(WT)5,9065,905-12392480.06%+9
PROCTER AND GAMBLE CO(PG)3,8753,842-336506550.15%+5
VANGUARD INDEX FDS360385+251941980.04%+4
HERSHEY CO(HSY)696701+51181200.03%+2
COSTCO WHSL CORP NEW(COST)394384-103613630.08%+2
BRIDGEWATER BANCSHARES INC082,575+82,57501,1470.26%+1,147
LPL FINL HLDGS INC(LPLA)49349301611610.04%0
UNITED RENTALS INC(URI)0683+68304280.10%+428
SCHWAB STRATEGIC TR7,3868,121+7351911900.04%-1
LINEAGE CELL THERAPEUTICS IN15,00015,0000870.00%-1
NEXTERA ENERGY INC(NEE)03,094+3,09402190.05%+219
TEXAS INSTRS INC(TXN)84584501581520.03%-7
ISHARES TR0360+36002020.05%+202
ISHARES TR2,6112,615+41631530.03%-10
STARBUCKS CORP(SBUX)1,3111,114-1971201090.02%-10
MDU RES GROUP INC(MDU)010,666+10,66601800.04%+180
VITESSE ENERGY INC7,7667,438-3281941830.04%-11
SYSCO CORP(SYY)3,7273,643-842852730.06%-12
UNION PAC CORP(UNP)1,4211,319-1023243120.07%-12
ISHARES TR01,644+1,64401570.03%+157
LOWES COS INC(LOW)01,004+1,00402340.05%+234
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