Fund HoldingsElgethun Capital Management

Total Portfolio Value
$425.96M
Total Bought
$49.05M
Total Sold
$22.82M
Net Transaction
+$26.23M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL0128,273+128,273059,03913.86%+59,039
SIRIUSXM HOLDINGS INC(SIRI)0244,935+244,93505,7931.36%+5,793
BANCORP INC DEL(TBBK)224,558229,476+4,9188,47912,2772.88%+3,798
LIBERTY GLOBAL LTD(LBTYA)746,975759,948+12,97313,33416,4223.86%+3,089
FAIRFAX FINANCIAL(FRFFF)023,084+23,084029,0496.82%+29,049
BLACKROCK MUN TARGET TERM TR(BTT)0132,989+132,98902,8750.67%+2,875
NVR INC(NVR)0921+92109,0372.12%+9,037
PATHWARD FINANCIAL INC(CASH)193,747194,116+36910,96012,8143.01%+1,853
DREAM FINDERS HOMES INC(DFH)0115,978+115,97804,2000.99%+4,200
ISHARES TR274,805281,368+6,56314,57616,1873.80%+1,611
ISHARES INC
CORE MSCI EMKT
314,814317,332+2,51816,85218,2184.28%+1,366
SCHWAB STRATEGIC TR305,494319,042+13,5489,03310,2952.42%+1,262
BOSTON OMAHA CORP0480,823+480,82307,1501.68%+7,150
LIBERTY MEDIA CORP DEL(FWONA)137,214139,232+2,0188,8139,9562.34%+1,143
SCHWAB STRATEGIC TR169,101181,741+12,6406,4977,4731.75%+976
SCHWAB STRATEGIC TR241,639241,259-38015,19216,0493.77%+857
AMERICAN EXPRESS CO(AXP)18,21818,646+4284,2185,0571.19%+838
OPPFI INC624,851623,647-1,2042,1182,9500.69%+832
KROGER CO(KR)081,126+81,12604,6491.09%+4,649
CRIMSON WINE GROUP1,428,6281,458,403+29,7758,5299,2032.16%+674
ANHEUSER BUSCH INBEV SA/NV(BUD)59,57961,146+1,5673,4654,0530.95%+589
VANGUARD INDEX FDS15,41416,793+1,3792,8133,3720.79%+558
UNITEDHEALTH GROUP INC(UNH)07,020+7,02004,1040.96%+4,104
KENVUE INC(KVUE)073,626+73,62601,7030.40%+1,703
WALMART INC(WMT)22,96723,002+351,5551,8570.44%+302
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,652+1,65202960.07%+296
FAIRFAX INDIA216,026227,669+11,6433,1133,3920.80%+279
3M CO(MMM)7,3527,375+237511,0080.24%+257
ISHARES TR035,572+35,57203,1350.74%+3,135
CITIGROUP INC(C)73,46778,328+4,8614,6624,9031.15%+241
CARMAX INC(KMX)057,236+57,23604,4291.04%+4,429
DEERE & CO(DE)0486+48602030.05%+203
SPDR S&P 500 ETF TR(SPY)691990+2993765680.13%+192
ATLANTA BRAVES HLDGS INC120,739124,424+3,6854,7624,9521.16%+190
ABBVIE INC(ABBV)07,111+7,11101,4040.33%+1,404
MCDONALDS CORP(MCD)03,386+3,38601,0310.24%+1,031
HOME DEPOT INC(HD)02,750+2,75001,1140.26%+1,114
GREEN BRICK PARTNERS INC(GRBK)5,8005,80003324840.11%+152
APPLE INC(AAPL)16,05015,160-8903,3803,5320.83%+152
SCHWAB STRATEGIC TR20,51420,787+2731,5201,6710.39%+151
ENTERPRISE PRODS PARTNERS L(EPD)95,72799,694+3,9672,7742,9020.68%+128
BERKLEY W R CORP024,060+24,06001,3650.32%+1,365
UNITED RENTALS INC(URI)0608+60804920.12%+492
VANGUARD INTL EQUITY INDEX F25,87725,726-1511,1321,2310.29%+99
COCA COLA CO(KO)10,49910,513+146687550.18%+87
PHILIP MORRIS INTL INC(PM)4,2354,253+184295160.12%+87
D R HORTON INC(DHI)01,717+1,71703280.08%+328
S&P GLOBAL INC(SPGI)1,0831,08304835600.13%+77
ACCENTURE PLC IRELAND
SHS CLASS A
01,512+1,51205340.13%+534
ISHARES TR04,129+4,12909120.21%+912
SCHWAB STRATEGIC TR41,26440,105-1,1592,6512,7210.64%+70
GREIF INC(GEF)09,422+9,42206580.15%+658
DANAHER CORPORATION(DHR)2,4312,43106076760.16%+69
LOCKHEED MARTIN CORP(LMT)554557+32593260.08%+67
INTERNATIONAL BUSINESS MACHS(IBM)1,2041,213+92082680.06%+60
SELECT SECTOR SPDR TR
ST STR FINL ETF
13,18213,186+45425980.14%+56
CATERPILLAR INC(CAT)0942+94203680.09%+368
INTERCONTINENTAL EXCHANGE IN(ICE)2,1842,18402993510.08%+52
ISHARES TR2,3752,37506236750.16%+51
LOWES COS INC(LOW)01,003+1,00302720.06%+272
VISA INC(V)03,990+3,99001,0970.26%+1,097
RTX CORPORATION(RTX)2,3262,337+112332830.07%+50
ISHARES TR9,1379,13707167640.18%+48
BROADCOM INC(AVGO)3753,750+3,3756026470.15%+45
KNIFE RIVER CORP(KNF)02,307+2,30702060.05%+206
ISHARES TR01,644+1,64402090.05%+209
NEXTERA ENERGY INC(NEE)3,0943,09402192620.06%+42
NEWMONT CORP(NEM)3,5453,561+161481900.04%+42
NORTHROP GRUMMAN CORP(NOC)443445+21932350.06%+42
CHUBB LIMITED
COM
1,2191,21903113520.08%+41
MASTERCARD INCORPORATED(MA)0756+75603730.09%+373
JPMORGAN CHASE & CO.(JPM)4,4554,457+29019400.22%+39
AMERICAN TOWER CORP NEW(AMT)0991+99102310.05%+231
ALPS ETF TR
ALERIAN MLP
162,503166,211+3,7087,7977,8341.84%+37
PEPSICO INC(PEP)06,981+6,98101,1870.28%+1,187
MONDELEZ INTL INC(MDLZ)3,7603,761+12462770.07%+31
BRIDGEWATER BANCSHARES INC087,935+87,93501,2460.29%+1,246
XCEL ENERGY INC(XEL)2,5462,54601361660.04%+30
ILLINOIS TOOL WKS INC(ITW)01,156+1,15603030.07%+303
ISHARES TR
CORE MSCI EAFE
5,2355,23503804090.10%+28
ABBOTT LABS2,6492,655+62753030.07%+27
UNION PAC CORP(UNP)01,315+1,31503240.08%+324
SCHWAB STRATEGIC TR8,2948,483+1892913170.07%+26
ORACLE CORP(ORCL)878879+11241500.04%+26
SYSCO CORP(SYY)03,702+3,70202890.07%+289
ISHARES TR797798+14364600.11%+24
BOOKING HOLDINGS INC(BKNG)095+9504000.09%+400
ISHARES TR
MSCI INTL VLU FT
12,47212,356-1163423650.09%+23
PROCTER AND GAMBLE CO(PG)3,6803,629-516076290.15%+22
MDU RES GROUP INC(MDU)10,78510,593-1922712900.07%+20
SPROTT PHYSICAL GOLD & SILVE(CEF)7,4807,48001651830.04%+18
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,5204,621+1017868030.19%+17
SALESFORCE INC(CRM)0999+99902740.06%+274
SCHWAB STRATEGIC TR3,5723,583+111701850.04%+15
NIKE INC(NKE)1,0871,087082960.02%+14
NEW GOLD INC CDA15,00015,000029430.01%+14
ISHARES TR1,3131,317+41401540.04%+14
VANGUARD INDEX FDS964968+481940.02%+14
COSTCO WHSL CORP NEW(COST)36536503103230.08%+13
EXXON MOBIL CORP8,3268,290-369589720.23%+13
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