Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| The Progressive Corporation(PGR) | 127,126 | 127,126 | 0 | $20.25M | $26.29M | 21.86% | +$6.04M |
| JPMorgan Chase & Co.(JPM) | 114,592 | 114,592 | 0 | $19.49M | $22.95M | 19.08% | +$3.46M |
| CarMax, Inc.(KMX) | 247,520 | 247,520 | 0 | $18.99M | $21.56M | 17.93% | +$2.57M |
| The Charles Schwab Corporation(SCHW) | 198,499 | 198,499 | 0 | $13.66M | $14.36M | 11.94% | +$702.7K |
| Lowe's Companies, Inc.(LOW) | 50,000 | 50,000 | 0 | $11.13M | $12.74M | 10.59% | +$1.61M |
| Berkshire Hathaway Inc DelCL B | 26,872 | 26,872 | 0 | $9.58M | $11.30M | 9.39% | +$1.72M |
| Berkshire Hathaway Inc DelCL A | 10 | 10 | 0 | $5.43M | $6.34M | 5.27% | +$918.1K |
| Bread Financial Holdings Inc | 72,000 | 72,000 | 0 | $2.37M | $2.68M | 2.23% | +$309.6K |
| Deere & Company(DE) | 5,000 | 5,000 | 0 | $2.00M | $2.05M | 1.71% | +$54.4K |