Sponsored

The Analysis of Elgethun Capital Management's Holdings & P&L

Currently, Elgethun Capital Management holds 166 types of securities in its portfolio with a total value $604.6M. In the most recent quarter, they have increased their positions in LLY (+26.6K shares, valued at $24.5M), DRVN (+409.7K shares, valued at $5.2M), BRK.A (+3 shares, valued at $2.2M); decreased their positions in INTC (-132.9K shares, valued at $5.9M), N/A (-7.6K shares, valued at $862.9K), SCHW (-4.7K shares, valued at $444.3K); initiated new positions in BBY (+13.7K shares, valued at $880.7K), DAL (+8.6K shares, valued at $571.7K), N/A (+70.1K shares, valued at $531.9K).

1M P&L

+16.9M+4.30%

3M P&L

+6.9M+1.72%

HY P&L

+35.2M+9.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A201.1M

47.4%

2Banks - Regional30.7M

7.2%

3Drug Manufacturers - General28.8M

6.8%

Top Industries by Stock Count

1N/A43 stocks

29.5%

2Semiconductors7 stocks

4.8%

3Conglomerates4 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL132.2K shares0.21%2026-03-312026-05-14

LLY ELI LILLY & CO51.3K shares108.11%2026-03-312026-05-14

FRFHF FAIRFAX FINANCIAL24.8K shares-0.12%2026-03-312026-05-14

EFV ISHARES TR457.4K shares0.53%2026-03-312026-05-14

IEMG ISHARES INC361.4K shares-0.39%2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR539.8K shares0.56%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC167.1K shares-4.36%2026-03-312026-05-14

CASH PATHWARD FINANCIAL INC203.8K shares0.48%2026-03-312026-05-14

Sponsored

BOC BOSTON OMAHA CORP1.5M shares0.29%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR680.0K shares3.37%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP155.6K shares-2.95%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR566.6K shares6.56%2026-03-312026-05-14

TBBK BANCORP INC DEL224.9K shares2.14%2026-03-312026-05-14

DRVN DRIVEN BRANDS HLDGS INC942.3K shares76.94%2026-03-312026-05-14

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL149.4K shares1.32%2026-03-312026-05-14

VDE VANGUARD WORLD FD59.4K shares2.70%2026-03-312026-05-14

Sponsored

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD858.0K shares3.36%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR189.3K shares0.40%2026-03-312026-05-14

MSFT MICROSOFT CORP26.7K shares13.03%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP147.6K shares1.34%2026-03-312026-05-14

AAP ADVANCE AUTO PARTS INC171.9K shares0.97%2026-03-312026-05-14

VBR VANGUARD INDEX FDS37.4K shares2.28%2026-03-312026-05-14

CRIMSON WINE GROUP CRIMSON WINE GROUP1.8M shares6.24%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L187.1K shares1.50%2026-03-312026-05-14

Sponsored

DFH DREAM FINDERS HOMES INC505.4K shares2.09%2026-03-312026-05-14

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC164.3K shares2.50%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.1K shares2.36%2026-03-312026-05-14

KR KROGER CO78.4K shares-1.24%2026-03-312026-05-14

FAIRFAX INDIA FAIRFAX INDIA339.9K shares0.84%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO16.9K shares-0.96%2026-03-312026-05-14

NVDA NVIDIA CORPORATION26.7K shares-1.37%2026-03-312026-05-14

AMZN AMAZON COM INC22.1K shares0.56%2026-03-312026-05-14

Sponsored

NVR NVR INC660 shares3.13%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares100.00%2026-03-312026-05-14

AAPL APPLE INC15.0K shares0.01%2026-03-312026-05-14

ACI ALBERTSONS COS INC213.6K shares0.83%2026-03-312026-05-14

IWR ISHARES TR35.5K shares0.00%2026-03-312026-05-14

BTT BLACKROCK MUN TARGET TERM TR137.2K shares0.12%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR104.9K shares0.00%2026-03-312026-05-14

WMT WALMART INC24.0K shares-0.29%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC9.9K shares0.01%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC10.4K shares-3.06%2026-03-312026-05-14

ALPHABET INC ALPHABET INC9.7K shares0.01%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR79.7K shares1.90%2026-03-312026-05-14

STLA STELLANTIS N.V295.8K shares-7.19%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR78.3K shares-0.25%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC14.7K shares23.33%2026-03-312026-05-14

VTI VANGUARD INDEX FDS5.3K shares124.26%2026-03-312026-05-14

Sponsored

WRB BERKLEY W R CORP24.1K shares0.01%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO5.3K shares0.02%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F27.9K shares-0.46%2026-03-312026-05-14

CSX CSX CORP34.7K shares181.96%2026-03-312026-05-14

BWB BRIDGEWATER BANCSHARES INC79.2K shares-0.03%2026-03-312026-05-14

ABBV ABBVIE INC6.2K shares-2.21%2026-03-312026-05-14

XOM EXXON MOBIL CORP7.8K shares-2.97%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON5.4K shares30.80%2026-03-312026-05-14

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.7K shares0.00%2026-03-312026-05-14

V VISA INC4.0K shares0.00%2026-03-312026-05-14

BROADCOM INC BROADCOM INC3.9K shares0.13%2026-03-312026-05-14

CVX CHEVRON CORPORATION5.8K shares16.61%2026-03-312026-05-14

HD HOME DEPOT INC3.5K shares6.21%2026-03-312026-05-14

MCD MCDONALDS CORP3.5K shares0.29%2026-03-312026-05-14

IWM ISHARES TR4.1K shares0.00%2026-03-312026-05-14

MMM 3M CO6.9K shares0.13%2026-03-312026-05-14

Sponsored

VTV VANGUARD INDEX FDS5.1K shares0.00%2026-03-312026-05-14

CAT CATERPILLAR INC1.4K shares22.19%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC5.7K shares22.65%2026-03-312026-05-14

IEFA ISHARES TR10.3K shares0.00%2026-03-312026-05-14

EFA ISHARES TR9.1K shares0.00%2026-03-312026-05-14

BBY BEST BUY INC13.7K sharesnew addition2026-03-312026-05-14

IVV ISHARES TR1.3K shares0.00%2026-03-312026-05-14

SPSM SPDR SERIES TRUST18.1K shares-4.91%2026-03-312026-05-14

Sponsored

UPS UNITED PARCEL SVCS INC8.9K shares36.55%2026-03-312026-05-14

VST VISTRA CORP5.6K shares0.00%2026-03-312026-05-14

KMX CARMAX INC19.8K shares63.59%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS12.7K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS1.9K shares-2.16%2026-03-312026-05-14

MPC MARATHON PETE CORP3.2K shares0.00%2026-03-312026-05-14

KO COCA COLA CO10.1K shares-2.81%2026-03-312026-05-14

ORCL ORACLE CORP5.2K shares0.19%2026-03-312026-05-14

Sponsored

PEP PEPSICO INC4.8K shares0.04%2026-03-312026-05-14

VTS VITESSE ENERGY INC40.5K shares467.50%2026-03-312026-05-14

IWO ISHARES TR2.1K shares0.00%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR12.2K shares0.00%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC2.2K shares73.24%2026-03-312026-05-14

DAL DELTA AIR LINES INC8.6K sharesnew addition2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS945 shares0.21%2026-03-312026-05-14

BP BP PLC11.8K shares-7.17%2026-03-312026-05-14

Sponsored

VYM VANGUARD WHITEHALL FDS3.7K shares0.00%2026-03-312026-05-14

EVOLUTION METALS & TECH CORP EVOLUTION METALS & TECH CORP70.1K sharesnew addition2026-03-312026-05-14

ACWX ISHARES TR7.5K shares0.00%2026-03-312026-05-14

URI UNITED RENTALS INC683 shares0.00%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T724 shares-7.30%2026-03-312026-05-14

DHR DANAHER CORP DEL2.4K shares0.00%2026-03-312026-05-14

MKL MARKEL GROUP INC238 shares0.00%2026-03-312026-05-14

OXY.WS OCCIDENTAL PETE CORP10.4K shares0.00%2026-03-312026-05-14

Sponsored

TSLA TESLA INC1.2K shares-4.58%2026-03-312026-05-14

RTX RTX CORPORATION2.3K shares0.18%2026-03-312026-05-14

NOW SERVICENOW INC4.2K shares0.00%2026-03-312026-05-14

DE DEERE & CO759 shares0.13%2026-03-312026-05-14

CASY CASEYS GEN STORES INC585 shares0.00%2026-03-312026-05-14

SPGI S&P GLOBAL INC984 shares0.10%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION417 shares0.00%2026-03-312026-05-14

GRBK GREEN BRICK PARTNERS INC6.4K shares0.00%2026-03-312026-05-14

Sponsored

BKNG BOOKING HOLDINGS INC97 shares0.00%2026-03-312026-05-14

PG PROCTER & GAMBLE CO2.8K shares0.25%2026-03-312026-05-14

CB CHUBB LTD SWITZ1.2K shares0.00%2026-03-312026-05-14

HON HONEYWELL INTL INC1.8K shares0.00%2026-03-312026-05-14

NEM NEWMONT CORP3.6K shares0.27%2026-03-312026-05-14

MA MASTERCARD INCORPORATED785 shares0.00%2026-03-312026-05-14

DVYE ISHARES INC10.9K shares0.00%2026-03-312026-05-14

VO VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-14

Sponsored

META META PLATFORMS INC641 sharesnew addition2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR627 shares0.32%2026-03-312026-05-14

UNP UNION PAC CORP1.5K shares0.00%2026-03-312026-05-14

BAC BANK AMERICA CORP7.3K shares9.10%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP553 shares0.18%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR6.7K shares-8.65%2026-03-312026-05-14

GLD SPDR GOLD TR757 shares22.89%2026-03-312026-05-14

IJR ISHARES TR2.6K shares0.00%2026-03-312026-05-14

Sponsored

DEM WISDOMTREE TR6.5K shares0.00%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP466 shares8.12%2026-03-312026-05-14

ECG EVERUS CONSTR GROUP2.7K shares0.00%2026-03-312026-05-14

AMAT APPLIED MATLS INC917 shares-0.11%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5K shares0.00%2026-03-312026-05-14

ABT ABBOTT LABORATORIES2.9K shares0.00%2026-03-312026-05-14

NEE NEXTERA ENERGY INC3.1K shares0.00%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN1.8K shares0.00%2026-03-312026-05-14

Sponsored

TRV TRAVELERS COMPANIES INC910 shares0.00%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS3.3K shares0.00%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC725 shares0.00%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC1.2K shares-0.08%2026-03-312026-05-14

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN4.0K shares0.17%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW3.4K shares0.00%2026-03-312026-05-14

DHI D R HORTON INC1.8K shares0.00%2026-03-312026-05-14

Sponsored

LOW LOWES COS INC1.0K shares0.00%2026-03-312026-05-14

IVLU ISHARES TR6.0K shares0.00%2026-03-312026-05-14

INTU INTUIT534 shares0.00%2026-03-312026-05-14

MDU MDU RES GROUP INC11.0K shares0.40%2026-03-312026-05-14

GFI GOLD FIELDS LTD5.0K shares0.00%2026-03-312026-05-14

INTC INTEL CORP5.1K shares-96.33%2026-03-312026-05-14

SHEL SHELL PLC2.4K shares0.00%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC647 shares-13.39%2026-03-312026-05-14

Sponsored

GM GENERAL MTRS CO2.6K shares0.00%2026-03-312026-05-14

KNF KNIFE RIVER CORP2.3K shares0.00%2026-03-312026-05-14

ECL ECOLAB INC707 shares0.00%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR6.3K shares-0.50%2026-03-312026-05-14

MO ALTRIA GROUP INC2.7K shares-34.66%2026-03-312026-05-14

TGT TARGET CORP1.5K shares-65.80%2026-03-312026-05-14

TXN TEXAS INSTRS INC844 shares0.00%2026-03-312026-05-14

CRM SALESFORCE INC870 shares1.16%2026-03-312026-05-14

Sponsored

SYY SYSCO CORP2.1K shares0.57%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS2.1K shares11.52%2026-03-312026-05-14

ITB ISHARES TR1.6K shares0.00%2026-03-312026-05-14

LPLA LPL FINL HLDGS INC493 shares0.00%2026-03-312026-05-14

HSY HERSHEY CO707 shares0.00%2026-03-312026-05-14

WERN WERNER ENTERPRISES INC4.9K shares0.24%2026-03-312026-05-14

IJH ISHARES TR1.6K shares-3.48%2026-03-312026-05-14

NKE NIKE INC2.0K shares0.00%2026-03-312026-05-14

Sponsored

AMT AMERICAN TOWER CORP612 shares-7.41%2026-03-312026-05-14

SBUX STARBUCKS CORP1.1K shares0.00%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC1.7K shares0.00%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS354 shares-71.61%2026-03-312026-05-14

QCOM QUALCOMM INC622 shares0.00%2026-03-312026-05-14

LCTX LINEAGE CELL THERAPEUTICS IN15.0K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL

0.21%

Shares132.2K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

108.11%

Shares51.3K

Event2026-03-31

Filed2026-05-14

FRFHF

FAIRFAX FINANCIAL

-0.12%

Shares24.8K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

0.53%

Shares457.4K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-0.39%

Shares361.4K

Event2026-03-31

Filed2026-05-14

FNDE

SCHWAB STRATEGIC TR

0.56%

Shares539.8K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-4.36%

Shares167.1K

Event2026-03-31

Filed2026-05-14

CASH

PATHWARD FINANCIAL INC

0.48%

Shares203.8K

Event2026-03-31

Filed2026-05-14

BOC

BOSTON OMAHA CORP

0.29%

Shares1.5M

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

3.37%

Shares680.0K

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

-2.95%

Shares155.6K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

6.56%

Shares566.6K

Event2026-03-31

Filed2026-05-14

TBBK

BANCORP INC DEL

2.14%

Shares224.9K

Event2026-03-31

Filed2026-05-14

DRVN

DRIVEN BRANDS HLDGS INC

76.94%

Shares942.3K

Event2026-03-31

Filed2026-05-14

LIBERTY MEDIA CORP DEL

1.32%

Shares149.4K

Event2026-03-31

Filed2026-05-14

VDE

VANGUARD WORLD FD

2.70%

Shares59.4K

Event2026-03-31

Filed2026-05-14

LIBERTY GLOBAL LTD

3.36%

Shares858.0K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR

0.40%

Shares189.3K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

13.03%

Shares26.7K

Event2026-03-31

Filed2026-05-14

OXY

OCCIDENTAL PETE CORP

1.34%

Shares147.6K

Event2026-03-31

Filed2026-05-14

AAP

ADVANCE AUTO PARTS INC

0.97%

Shares171.9K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

2.28%

Shares37.4K

Event2026-03-31

Filed2026-05-14

CRIMSON WINE GROUP

6.24%

Shares1.8M

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

1.50%

Shares187.1K

Event2026-03-31

Filed2026-05-14

DFH

DREAM FINDERS HOMES INC

2.09%

Shares505.4K

Event2026-03-31

Filed2026-05-14

ATLANTA BRAVES HLDGS INC

2.50%

Shares164.3K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

2.36%

Shares31.1K

Event2026-03-31

Filed2026-05-14

KROGER CO

-1.24%

Shares78.4K

Event2026-03-31

Filed2026-05-14

FAIRFAX INDIA

0.84%

Shares339.9K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

-0.96%

Shares16.9K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-1.37%

Shares26.7K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

0.56%

Shares22.1K

Event2026-03-31

Filed2026-05-14

NVR

NVR INC

3.13%

Shares660

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

100.00%

Shares6

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

0.01%

Shares15.0K

Event2026-03-31

Filed2026-05-14

ACI

ALBERTSONS COS INC

0.83%

Shares213.6K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

0.00%

Shares35.5K

Event2026-03-31

Filed2026-05-14

BTT

BLACKROCK MUN TARGET TERM TR

0.12%

Shares137.2K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares104.9K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-0.29%

Shares24.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.01%

Shares9.9K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-3.06%

Shares10.4K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.01%

Shares9.7K

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

1.90%

Shares79.7K

Event2026-03-31

Filed2026-05-14

STLA

STELLANTIS N.V

-7.19%

Shares295.8K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

-0.25%

Shares78.3K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

23.33%

Shares14.7K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

124.26%

Shares5.3K

Event2026-03-31

Filed2026-05-14

WRB

BERKLEY W R CORP

0.01%

Shares24.1K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

0.02%

Shares5.3K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-0.46%

Shares27.9K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

181.96%

Shares34.7K

Event2026-03-31

Filed2026-05-14

BWB

BRIDGEWATER BANCSHARES INC

-0.03%

Shares79.2K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-2.21%

Shares6.2K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-2.97%

Shares7.8K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

30.80%

Shares5.4K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

VISA INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

0.13%

Shares3.9K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

16.61%

Shares5.8K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

6.21%

Shares3.5K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.29%

Shares3.5K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

0.13%

Shares6.9K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

22.19%

Shares1.4K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

22.65%

Shares5.7K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-14

BBY

BEST BUY INC

New

Shares13.7K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

SPSM

SPDR SERIES TRUST

-4.91%

Shares18.1K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

36.55%

Shares8.9K

Event2026-03-31

Filed2026-05-14

VST

VISTRA CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-14

KMX

CARMAX INC

63.59%

Shares19.8K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

-2.16%

Shares1.9K

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETE CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-2.81%

Shares10.1K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

0.19%

Shares5.2K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

0.04%

Shares4.8K

Event2026-03-31

Filed2026-05-14

VTS

VITESSE ENERGY INC

467.50%

Shares40.5K

Event2026-03-31

Filed2026-05-14

IWO

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

73.24%

Shares2.2K

Event2026-03-31

Filed2026-05-14

DAL

DELTA AIR LINES INC

New

Shares8.6K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.21%

Shares945

Event2026-03-31

Filed2026-05-14

BP PLC

-7.17%

Shares11.8K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

EVOLUTION METALS & TECH CORP

New

Shares70.1K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-14

URI

UNITED RENTALS INC

0.00%

Shares683

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-7.30%

Shares724

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

MKL

MARKEL GROUP INC

0.00%

Shares238

Event2026-03-31

Filed2026-05-14

OXY.WS

OCCIDENTAL PETE CORP

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-4.58%

Shares1.2K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.18%

Shares2.3K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-14

DEERE & CO

0.13%

Shares759

Event2026-03-31

Filed2026-05-14

CASY

CASEYS GEN STORES INC

0.00%

Shares585

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

0.10%

Shares984

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares417

Event2026-03-31

Filed2026-05-14

GRBK

GREEN BRICK PARTNERS INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-14

BKNG

BOOKING HOLDINGS INC

0.00%

Shares97

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

0.25%

Shares2.8K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

NEM

NEWMONT CORP

0.27%

Shares3.6K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

0.00%

Shares785

Event2026-03-31

Filed2026-05-14

DVYE

ISHARES INC

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14