Fund Holdings — Elgethun Capital Management

Total Portfolio Value
$550.65M
Total Bought
$53.87M
Total Sold
$14.89M
Net Transaction
+$38.98M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
DRIVEN BRANDS HLDGS INC(DRVN)0513,979+513,97908,1371.48%+8,137
BERKSHIRE HATHAWAY INC DEL119,219130,075+10,85657,91364,74211.76%+6,829
ISHARES TR384,036422,080+38,04424,37928,8145.23%+4,436
BOSTON OMAHA CORP(BOC)1,047,9841,426,608+378,62414,71418,6323.38%+3,918
BANCORP INC DEL(TBBK)221,559219,201-2,35812,62216,2132.94%+3,591
SCHWAB STRATEGIC TR0105,073+105,07303,3540.61%+3,354
SCHWAB STRATEGIC TR446,527489,738+43,21114,74017,7973.23%+3,057
ISHARES INC
CORE MSCI EMKT
349,535354,216+4,68120,98323,5194.27%+2,537
CITIGROUP INC(C)172,895172,905+1014,71717,2353.13%+2,518
ADVANCE AUTO PARTS INC(AAP)167,284168,376+1,0927,77710,2441.86%+2,467
INTEL CORP(INTC)132,415136,682+4,2672,9664,6580.85%+1,692
VANGUARD INDEX FDS28,51534,004+5,4895,5617,1031.29%+1,543
SCHWAB STRATEGIC TR569,419599,083+29,66412,58414,0432.55%+1,458
AMAZON COM INC(AMZN)17,42922,487+5,0583,8244,9500.90%+1,126
VISTRA CORP(VST)05,633+5,63301,1030.20%+1,103
LIBERTY GLOBAL LTD(LBTYA)843,187818,968-24,2198,6939,7251.77%+1,032
OCCIDENTAL PETE CORP(OXY)129,277133,308+4,0315,4316,3191.15%+889
APPLE INC(AAPL)15,75915,519-2403,2333,9910.72%+758
SCHWAB STRATEGIC TR661,901639,607-22,29415,77316,4282.98%+655
NVR INC(NVR)580606+264,2844,9110.89%+627
PATHWARD FINANCIAL INC(CASH)175,215197,231+22,01613,86314,4742.63%+611
ALPHABET INC(GOOG)9,0529,05201,5952,1740.39%+579
ALPHABET INC(GOOG)8,2688,469+2011,4672,0400.37%+573
VANGUARD WORLD FD
ENERGY ETF
51,69753,030+1,3336,1586,6561.21%+498
ISHARES TR07,500+7,50004910.09%+491
DREAM FINDERS HOMES INC(DFH)454,112457,587+3,47511,41211,8072.14%+396
TARGET CORP(TGT)04,269+4,26903740.07%+374
ELI LILLY & CO(LLY)24,63724,639+219,20619,5693.55%+363
VANGUARD INDEX FDS387943+5562205770.10%+357
NVIDIA CORPORATION(NVDA)5,5736,573+1,0008811,2210.22%+340
UNITEDHEALTH GROUP INC(UNH)10,69210,549-1433,3363,6690.67%+333
ISHARES INC010,925+10,92503240.06%+324
ABBVIE INC(ABBV)6,2186,156-621,1541,4620.27%+307
AMERICAN EXPRESS CO(AXP)17,11317,202+895,4595,7631.05%+305
INVESCO QQQ TR0428+42802570.05%+257
MICROSOFT CORP(MSFT)24,41224,122-29012,14312,3992.25%+256
SCHWAB CHARLES CORP(SCHW)160,598159,373-1,22514,65314,8792.70%+226
EVERUS CONSTR GROUP(ECG)02,682+2,68202260.04%+226
GOLD FIELDS LTD(GFI)05,000+5,00002120.04%+212
BROADCOM INC(AVGO)3,8803,88001,0701,2740.23%+205
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,8233,749-748661,0660.19%+200
ORACLE CORP(ORCL)3,0123,01206588430.15%+184
JPMORGAN CHASE & CO.(JPM)4,9025,098+1961,4211,5930.29%+172
ISHARES TR35,51535,51503,2663,4290.62%+162
SCHWAB STRATEGIC TR73,80575,534+1,7292,0422,1960.40%+154
JOHNSON & JOHNSON(JNJ)4,0624,163+1016207700.14%+149
UNITED RENTALS INC(URI)68368305156620.12%+148
ISHARES TR4,1294,12908919990.18%+108
SCHWAB STRATEGIC TR87,61885,199-2,4192,1412,2450.41%+103
NEWMONT CORP(NEM)3,6193,629+102113120.06%+101
BLACKROCK MUN TARGET TERM TR(BTT)132,251132,416+1652,8952,9930.54%+98
GREEN BRICK PARTNERS INC(GRBK)6,0006,355+3553774720.09%+94
CATERPILLAR INC(CAT)1,0381,03804034960.09%+93
HOME DEPOT INC(HD)3,2923,250-421,2071,2990.24%+92
WALMART INC(WMT)23,33723,438+1012,2822,3710.43%+89
MERCK & CO INC(MRK)11,97911,866-1139481,0340.19%+86
MARATHON PETE CORP(MPC)3,1683,16805266120.11%+85
D R HORTON INC(DHI)1,7171,751+342212990.05%+78
BRIDGEWATER BANCSHARES INC(BWB)82,22579,300-2,9251,3081,3850.25%+76
ISHARES TR2,0752,07505936640.12%+71
ISHARES TR1,3871,38708619280.17%+66
ENTERPRISE PRODS PARTNERS L(EPD)172,285173,566+1,2815,3435,4030.98%+61
VANGUARD INDEX FDS2,3502,35007147710.14%+56
VANGUARD TAX-MANAGED FDS12,28312,497+2147007540.14%+53
BERKLEY W R CORP24,06624,067+11,7681,8210.33%+53
ISHARES TR
CORE MSCI EAFE
9,6369,740+1048048550.16%+51
BANK AMERICA CORP6,1826,659+4772933400.06%+47
NORTHROP GRUMMAN CORP(NOC)448449+12242710.05%+47
SPDR S&P 500 ETF TR(SPY)589611+223644070.07%+43
ISHARES TR9,1379,13708178590.16%+42
BP PLC(BP)13,35512,603-7524004370.08%+38
MCDONALDS CORP(MCD)3,4003,413+139931,0290.19%+36
NEW GOLD INC CDA15,00015,0000741090.02%+35
SPDR GOLD TR(GLD)61561501872190.04%+32
CASEYS GEN STORES INC(CASY)53953902753060.06%+31
LIBERTY MEDIA CORP DEL(FWONA)143,968144,719+75113,66313,6942.49%+31
EXXON MOBIL CORP7,8457,812-338468750.16%+29
VANGUARD INTL EQUITY INDEX F29,90727,643-2,2641,4791,5070.27%+27
VANGUARD WHITEHALL FDS3,7003,70004935210.09%+27
ADVANCED MICRO DEVICES INC(AMD)1,2881,28801832100.04%+27
LOWES COS INC(LOW)1,0041,00402232490.05%+27
CSX CORP(CSX)12,31012,31004024270.08%+25
APPLIED MATLS INC917918+11681930.03%+25
ISHARES TR1,6441,64401531770.03%+24
NEXTERA ENERGY INC(NEE)3,0943,09402152380.04%+23
LOCKHEED MARTIN CORP(LMT)56056002592810.05%+21
GENERAL MTRS CO(GM)2,8982,646-2521431610.03%+18
DANAHER CORPORATION(DHR)2,4322,43204804980.09%+18
BERKSHIRE HATHAWAY INC DEL1107297460.14%+17
MONSTER BEVERAGE CORP NEW(MNST)3,3603,36002102260.04%+16
SELECT SECTOR SPDR TR
ST STR FINL ETF
12,15412,15406376520.12%+15
MDU RES GROUP INC(MDU)10,71310,881+1681791940.04%+15
HERSHEY CO(HSY)70770701171310.02%+14
LINEAGE CELL THERAPEUTICS IN(LCTX)15,00015,000014260.00%+12
EATON CORP PLC(ETN)72572502592710.05%+12
ISHARES TR
MSCI INTL VLU FT
6,1295,970-1592022130.04%+12
RTX CORPORATION(RTX)2,4962,255-2413653750.07%+10
UNITED PARCEL SERVICE INC(UPS)1,8892,404+5151912010.04%+10
TRAVELERS COMPANIES INC(TRV)91091002442540.05%+10
MASTERCARD INCORPORATED(MA)75675604254340.08%+10
Page 1 of 2
Elgethun Capital Management — 13F Holdings — Q3 2025 | TickerTrail