Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LOWES COS INC(LOW) | 10,000 | 50,000 | +40,000 | 2,078 | 11,128 | 10.81% | +9,049 |
| JPMORGAN CHASE & CO(JPM) | 114,592 | 114,592 | 0 | 16,618 | 19,492 | 18.94% | +2,874 |
| SCHWAB CHARLES CORP(SCHW) | 198,499 | 198,499 | 0 | 10,898 | 13,657 | 13.27% | +2,759 |
| DEERE & CO(DE) | 0 | 5,000 | +5,000 | 0 | 1,999 | 1.94% | +1,999 |
| CARMAX INC(KMX) | 247,520 | 247,520 | 0 | 17,507 | 18,995 | 18.46% | +1,488 |
| BERKSHIRE HATHAWAY INC DEL | 26,872 | 26,872 | 0 | 9,413 | 9,584 | 9.31% | +171 |
| BERKSHIRE HATHAWAY INC DEL | 10 | 10 | 0 | 5,315 | 5,426 | 5.27% | +111 |
| BREAD FINANCIAL HOLDINGS INC | 72,000 | 72,000 | 0 | 2,462 | 2,372 | 2.30% | -91 |
| PROGRESSIVE CORP(PGR) | 189,126 | 127,126 | -62,000 | 26,345 | 20,249 | 19.68% | -6,097 |