Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

GOOG Alphabet Inc 7.3% Held

Berkshire Hathaway Inc 6.5% Held

BRK-B Berkshire Hathaway Inc 5.9% Held DE Deere & Co 4.5% Held AMZN Amazon Com Inc 3.9% Held BN Brookfield Corp 3.7% Held AAPL Apple Inc 3.2% Held ADI Analog Devices Inc 3.1% Held V Visa Inc 2.8% Held GS Goldman Sachs Group Inc 2.5% Held MSFT Microsoft Corp 2.1% Held CAT Caterpillar Inc 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 31, 2026 filing

add_circleNew

ZBRA $2.35M
MBGL $2.02M
SLAB $1.84M
TYL $1.72M

arrow_upwardAdded

ZTS +542%
APD +5%
ROL +4%
WSO +4%

arrow_downwardTrimmed

COST −14%
META −11%
GOOGL −9%

remove_circleSold out

BRO $898K