Fund HoldingsElgethun Capital Management

Total Portfolio Value
$578.91M
Total Bought
$57.30M
Total Sold
$7.23M
Net Transaction
+$50.07M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)24,63924,640+119,56926,4804.57%+6,911
FAIRFAX FINANCIAL(FRFFF)024,851+24,851047,4168.19%+47,416
NVIDIA CORPORATION(NVDA)6,57327,106+20,5331,2215,0550.87%+3,834
ISHARES TR422,080454,996+32,91628,81432,4915.61%+3,677
CITIGROUP INC(C)172,905174,715+1,81017,23520,3883.52%+3,152
SCHWAB STRATEGIC TR599,083657,812+58,72914,04315,8142.73%+1,771
BERKSHIRE HATHAWAY INC DEL130,075131,927+1,85264,74266,31311.45%+1,571
SCHWAB STRATEGIC TR489,738536,745+47,00717,79719,3553.34%+1,558
BERKSHIRE HATHAWAY INC DEL13+27462,2640.39%+1,518
SCHWAB CHARLES CORP(SCHW)159,373160,304+93114,87916,0162.77%+1,137
ALPHABET INC(GOOG)8,4699,882+1,4132,0403,1010.54%+1,061
VANGUARD INDEX FDS05,116+5,11609770.17%+977
VANGUARD INDEX FDS01,894+1,89409240.16%+924
SPDR SERIES TRUST
ST STR SP600 SML
019,062+19,06208930.15%+893
ALPHABET INC(GOOG)9,0529,738+6862,1743,0480.53%+874
ISHARES INC
CORE MSCI EMKT
354,216362,812+8,59623,51924,3884.21%+869
SELECT SECTOR SPDR TR
ST STR FINL ETF
012,154+12,15406660.11%+666
VANGUARD INDEX FDS34,00436,597+2,5937,1037,7511.34%+647
VANGUARD WORLD FD
ENERGY ETF
53,03057,807+4,7776,6567,2791.26%+623
TESLA INC(TSLA)01,244+1,24405590.10%+559
AMERICAN EXPRESS CO(AXP)17,20217,039-1635,7636,3041.09%+540
ALPS ETF TR
ALERIAN MLP
0188,564+188,56408,8661.53%+8,866
STELLANTIS N.V(STLA)0318,734+318,73403,4710.60%+3,471
ENTERPRISE PRODS PARTNERS L(EPD)173,566184,331+10,7655,4035,9101.02%+507
CARMAX INC(KMX)012,125+12,12504690.08%+469
UNITED PARCEL SERVICE INC(UPS)2,4046,482+4,0782016430.11%+442
INTEL CORP(INTC)136,682137,921+1,2394,6585,0890.88%+431
ALBERTSONS COS INC0211,851+211,85103,6370.63%+3,637
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
030,337+30,33705,8111.00%+5,811
VANGUARD INDEX FDS01,281+1,28103720.06%+372
FAIRFAX INDIA0337,057+337,05705,8981.02%+5,898
WALMART INC(WMT)23,43824,029+5912,3712,6770.46%+306
ARROWHEAD PHARMACEUTICALS IN(ARWR)04,000+4,00002660.05%+266
ATLANTA BRAVES HLDGS INC0160,326+160,32606,3251.09%+6,325
ALTRIA GROUP INC(MO)04,120+4,12002380.04%+238
CANADIAN NAT RES LTD(CNQ)06,698+6,69802270.04%+227
MERCK & CO INC(MRK)11,86611,901+351,0341,2530.22%+218
MICRON TECHNOLOGY INC(MU)0747+74702130.04%+213
OCCIDENTAL PETE CORP(OXY)010,400+10,40002000.03%+200
ORACLE CORP(ORCL)3,0125,142+2,1308431,0020.17%+159
CATERPILLAR INC(CAT)1,0381,113+754966380.11%+141
BLACKROCK MUN TARGET TERM TR(BTT)132,416137,007+4,5912,9933,1270.54%+134
JPMORGAN CHASE & CO.(JPM)5,0985,344+2461,5931,7220.30%+129
INVESCO QQQ TR428625+1972573840.07%+127
SPDR S&P 500 ETF TR(SPY)611781+1704075330.09%+126
SCHWAB STRATEGIC TR75,53478,257+2,7232,1962,3170.40%+121
AMAZON COM INC(AMZN)22,48721,944-5434,9505,0650.87%+115
EXXON MOBIL CORP7,8128,023+2118759660.17%+91
JOHNSON & JOHNSON(JNJ)4,1634,114-497708510.15%+82
APPLE INC(AAPL)15,51914,977-5423,9914,0720.70%+81
SCHWAB STRATEGIC TR105,073104,946-1273,3543,4230.59%+69
BROADCOM INC(AVGO)3,8803,88001,2741,3430.23%+69
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,7493,717-321,0661,1300.20%+64
ISHARES TR
CORE MSCI EAFE
9,74010,264+5248559180.16%+63
DANAHER CORPORATION(DHR)2,4322,43204985570.10%+58
ADVANCED MICRO DEVICES INC(AMD)1,2881,250-382102680.05%+58
GENERAL MTRS CO(GM)2,6462,64601612150.04%+54
NEWMONT CORP(NEM)3,6293,638+93123630.06%+51
APPLIED MATLS INC91891801932360.04%+43
TARGET CORP(TGT)4,2694,26903744170.07%+43
MARKEL GROUP INC(MKL)0238+23805120.09%+512
RTX CORPORATION(RTX)2,2552,259+43754140.07%+39
VANGUARD TAX-MANAGED FDS12,49712,676+1797547920.14%+38
ACCENTURE PLC IRELAND
SHS CLASS A
01,512+1,51204060.07%+406
VISA INC(V)04,018+4,01801,4090.24%+1,409
CHUBB LIMITED
COM
01,219+1,21903800.07%+380
S&P GLOBAL INC(SPGI)0983+98305140.09%+514
MCDONALDS CORP(MCD)3,4133,478+651,0291,0630.18%+34
MONSTER BEVERAGE CORP NEW(MNST)3,3603,36002262580.04%+32
WISDOMTREE TR(WT)06,495+6,49503030.05%+303
3M CO(MMM)06,915+6,91501,1070.19%+1,107
UNION PAC CORP(UNP)01,461+1,46103380.06%+338
BANK AMERICA CORP6,6596,662+33403660.06%+27
SPDR GOLD TR(GLD)615616+12192440.04%+25
NEW GOLD INC CDA15,00015,00001091310.02%+21
MDU RES GROUP INC(MDU)10,88110,930+491942130.04%+20
CSX CORP(CSX)12,31012,31004274460.08%+20
INTERNATIONAL BUSINESS MACHS(IBM)01,247+1,24703690.06%+369
ISHARES TR9,1379,138+18598770.15%+18
SCHWAB STRATEGIC TR07,367+7,36703330.06%+333
CASEYS GEN STORES INC(CASY)539585+463063230.06%+17
ISHARES TR4,1294,12909991,0160.18%+17
VANGUARD INDEX FDS2,3502,35007717880.14%+17
ISHARES INC10,92510,92503243400.06%+17
ILLINOIS TOOL WKS INC(ITW)01,289+1,28903180.05%+318
LPL FINL HLDGS INC(LPLA)0493+49301760.03%+176
VANGUARD INDEX FDS94394305775920.10%+14
ISHARES TR
MSCI INTL VLU FT
5,9705,97002132270.04%+14
MASTERCARD INCORPORATED(MA)756785+294344480.08%+14
ISHARES TR7,5007,50004915030.09%+13
VANGUARD BD INDEX FDS01,841+1,84101360.02%+136
VANGUARD WHITEHALL FDS3,7003,70005215310.09%+10
TRAVELERS COMPANIES INC(TRV)91091002542640.05%+10
DEERE & CO(DE)0758+75803530.06%+353
NEXTERA ENERGY INC(NEE)3,0943,091-32382480.04%+10
INTUIT(INTU)0534+53403540.06%+354
GOLD FIELDS LTD(GFI)5,0005,00002122180.04%+6
ISHARES TR2,0752,07506646700.12%+6
BRIDGEWATER BANCSHARES INC79,30079,250-501,3851,3890.24%+5
ISHARES TR02,603+2,60303130.05%+313
Page 1 of 1