Fund HoldingsElgethun Capital Management

Total Portfolio Value
$353.10M
Total Bought
$14.75M
Total Sold
$32.00M
Net Transaction
-$17.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
LIBERTY GLOBAL PLC(LBTYA)0275,867+275,86705,1431.46%+5,143
FAIRFAX FINANCIAL(FRFFF)30,11229,185-92724,59626,9277.63%+2,331
SCHWAB CHARLES CORP(SCHW)0142,209+142,20909,7812.77%+9,781
OPPFI INC742,366690,815-51,5511,8783,5341.00%+1,656
INTEL CORP(INTC)122,630120,164-2,4664,4036,0361.71%+1,633
SCHWAB STRATEGIC TR0241,954+241,954013,4693.81%+13,469
MICROSOFT CORP(MSFT)023,971+23,97109,0142.55%+9,014
PATHWARD FINANCIAL INC(CASH)193,202190,944-2,2588,91410,1062.86%+1,191
BOSTON OMAHA CORP0317,164+317,16404,9881.41%+4,988
CRIMSON WINE GROUP1,177,7701,369,016+191,2467,0088,0722.29%+1,063
ISHARES INC
CORE MSCI EMKT
0317,561+317,561016,0624.55%+16,062
LIBERTY MEDIA CORP DEL258,784258,351-4336,6077,4362.11%+830
STELLANTIS N.V(STLA)215,414211,062-4,3524,1074,9201.39%+813
WELLS FARGO CO NEW(WFC)92,77091,832-9383,7604,5191.28%+759
BANCORP INC DEL(TBBK)232,077224,391-7,6867,9918,6522.45%+662
AMERICAN EXPRESS CO(AXP)017,891+17,89103,3510.95%+3,351
CITIGROUP INC(C)059,670+59,67003,0690.87%+3,069
ELI LILLY & CO(LLY)11,91611,921+56,3646,9491.97%+585
ANHEUSER BUSCH INBEV SA/NV(BUD)055,487+55,48703,5851.02%+3,585
BERKSHIRE HATHAWAY INC DEL123,374122,062-1,31243,01243,53612.33%+524
FAIRFAX INDIA0200,767+200,76703,1010.88%+3,101
AMAZON COM INC(AMZN)17,58117,605+242,2492,6750.76%+426
SCHWAB STRATEGIC TR0128,051+128,05104,7321.34%+4,732
CVS HEALTH CORP(CVS)38,56138,221-3402,6563,0180.85%+362
BRIDGEWATER BANCSHARES INC0114,400+114,40001,5470.44%+1,547
ISHARES TR267,495256,215-11,28013,00313,3493.78%+346
APPLE INC(AAPL)16,37716,407+302,8333,1590.89%+326
CARMAX INC(KMX)058,672+58,67204,5011.27%+4,501
ISHARES TR035,542+35,54202,7630.78%+2,763
SCHWAB STRATEGIC TR041,669+41,66902,3500.67%+2,350
SCHWAB STRATEGIC TR267,718268,036+3187,0077,2722.06%+265
ATLANTA BRAVES HLDGS INC126,459121,278-5,1814,5374,8001.36%+263
VANGUARD INDEX FDS010,239+10,23901,8430.52%+1,843
ALPS ETF TR
ALERIAN MLP
158,127160,729+2,6026,6196,8341.94%+215
UNITEDHEALTH GROUP INC(UNH)7,8127,826+143,9364,1201.17%+184
SPDR S&P 500 ETF TR(SPY)359689+3301543280.09%+174
STARBUCKS CORP(SBUX)041,999+41,99904,0321.14%+4,032
SERVICENOW INC(NOW)1,0001,00005587060.20%+149
VISA INC(V)04,487+4,48701,1680.33%+1,168
HOME DEPOT INC(HD)2,9992,99909051,0390.29%+135
JPMORGAN CHASE & CO(JPM)4,3594,451+926347570.21%+124
3M CO(MMM)07,519+7,51908220.23%+822
SCHWAB STRATEGIC TR019,268+19,26801,3510.38%+1,351
BROADCOM INC(AVGO)37537503134190.12%+106
ISHARES TR04,189+4,18908410.24%+841
KENVUE INC(KVUE)78,32077,719-6011,5821,6730.47%+91
INTUIT(INTU)80680604135040.14%+91
ABBVIE INC(ABBV)6,9747,225+2511,0351,1200.32%+85
SALESFORCE INC(CRM)1,3391,33902703520.10%+82
FOOT LOCKER INC05,808+5,80801810.05%+181
UNITED RENTALS INC(URI)60860802703490.10%+78
AMERICAN TOWER CORP NEW(AMT)1,1881,254+661932710.08%+78
D R HORTON INC(DHI)01,717+1,71702610.07%+261
S&P GLOBAL INC(SPGI)01,083+1,08304770.14%+477
COCA COLA CO(KO)8,9769,775+7995015760.16%+75
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,5124,519+73964700.13%+74
BOOKING HOLDINGS INC(BKNG)15015004645320.15%+68
ISHARES TR02,374+2,37405990.17%+599
ACCENTURE PLC IRELAND
SHS CLASS A
1,5121,51204635310.15%+68
ISHARES TR09,137+9,13706880.19%+688
KROGER CO(KR)076,976+76,97603,5191.00%+3,519
SELECT SECTOR SPDR TR
ST STR FINL ETF
013,405+13,40505040.14%+504
ALPHABET INC(GOOG)8,4618,460-11,1321,1920.34%+60
MCDONALDS CORP(MCD)03,387+3,38701,0040.28%+1,004
UNION PAC CORP(UNP)01,305+1,30503200.09%+320
HONEYWELL INTL INC(HON)02,211+2,21104640.13%+464
BERKLEY W R CORP17,10016,036-1,0641,0771,1340.32%+57
NVIDIA CORPORATION(NVDA)01,079+1,07905340.15%+534
ALPHABET INC(GOOG)7,8017,811+101,0361,0910.31%+55
PHILIP MORRIS INTL INC(PM)2,5243,048+5242332870.08%+54
BOEING CO(BA)76376301461990.06%+53
CSX CORP(CSX)12,31012,31003764270.12%+51
BANK AMERICA CORP4,9675,526+5591351860.05%+51
WERNER ENTERPRISES INC(WERN)011,784+11,78404990.14%+499
OPPFI INC214,700134,700-80,0009530.01%+43
ADVANCED MICRO DEVICES INC(AMD)0981+98101450.04%+145
INTERCONTINENTAL EXCHANGE IN(ICE)2,1842,18402392800.08%+41
ABBOTT LABS2,6332,638+52512900.08%+39
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
051,380+51,3800390.01%+39
ISHARES TR1,6441,64401291670.05%+38
TARGET CORP(TGT)01,095+1,09501560.04%+156
ILLINOIS TOOL WKS INC(ITW)1,1491,151+22643010.09%+37
COSTCO WHSL CORP NEW(COST)362364+22052410.07%+36
MERCK & CO INC(MRK)7,0846,986-987277620.22%+35
ISHARES TR
CORE MSCI EAFE
5,1965,213+173323670.10%+35
ENTERPRISE PRODS PARTNERS L(EPD)85,41389,359+3,9462,3212,3550.67%+34
SUMMIT HOTEL PPTYS INC31,57731,803+2261822140.06%+32
MONSTER BEVERAGE CORP NEW(MNST)06,660+6,66003840.11%+384
QUALCOMM INC(QCOM)92392301021330.04%+31
INTERNATIONAL BUSINESS MACHS(IBM)1,1701,182+121651930.05%+28
RTX CORPORATION(RTX)02,188+2,18801840.05%+184
VANGUARD INTL EQUITY INDEX F028,927+28,92701,1880.34%+1,188
SCHWAB STRATEGIC TR3,2523,373+1211341590.05%+25
UNITED PARCEL SERVICE INC(UPS)02,974+2,97404680.13%+468
LOCKHEED MARTIN CORP(LMT)0543+54302460.07%+246
MASTERCARD INCORPORATED(MA)75575502983220.09%+24
KNIFE RIVER CORP(KNF)2,6432,307-3361291530.04%+23
SCHWAB STRATEGIC TR07,922+7,92202670.08%+267
CHUBB LIMITED
COM
1,1191,11902312530.07%+22
APPLIED MATLS INC1,0171,01701431650.05%+22
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