The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AFLAC INC | COM | 001055102 | 3,804,315 | 34,500 | SH | SOLE | 4,384 | 0 | 30,116 | ||
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | 2,202,558 | 46,843 | SH | SOLE | 11,378 | 0 | 35,465 | ||
| ALLEGION PLC | ORD SHS | G0176J109 | 7,091,022 | 44,536 | SH | SOLE | 5,570 | 0 | 38,966 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,172,175 | 19,719 | SH | SOLE | 1,557 | 0 | 18,162 | ||
| AMAZON COM INC | COM | 023135106 | 4,855,760 | 21,037 | SH | SOLE | 2,927 | 0 | 18,110 | ||
| AMERICAN ELEC PWR CO INC | COM | 025537101 | 5,477,571 | 47,503 | SH | SOLE | 6,828 | 0 | 40,675 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 5,546,290 | 14,992 | SH | SOLE | 2,295 | 0 | 12,697 | ||
| AMETEK INC | COM | 031100100 | 7,132,469 | 34,740 | SH | SOLE | 3,711 | 0 | 31,029 | ||
| AMPHENOL CORP NEW | CL A | 032095101 | 11,401,221 | 84,366 | SH | SOLE | 9,786 | 0 | 74,580 | ||
| AON PLC | SHS CL A | G0403H108 | 4,305,489 | 12,201 | SH | SOLE | 1,676 | 0 | 10,525 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 4,642,123 | 4,339 | SH | SOLE | 793 | 0 | 3,546 | ||
| AURA BIOSCIENCES INC | COM | 05153U107 | 2,935,283 | 538,584 | SH | SOLE | 19,520 | 0 | 519,064 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 16,555,783 | 32,937 | SH | SOLE | 3,156 | 0 | 29,781 | ||
| CHUBB LIMITED | COM | H1467J104 | 12,572,194 | 40,280 | SH | SOLE | 4,849 | 0 | 35,431 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 12,234,880 | 14,188 | SH | SOLE | 1,653 | 0 | 12,535 | ||
| FASTENAL CO | COM | 311900104 | 3,553,351 | 88,546 | SH | SOLE | 11,043 | 0 | 77,503 | ||
| GARMIN LTD | SHS | H2906T109 | 2,730,767 | 13,462 | SH | SOLE | 1,625 | 0 | 11,837 | ||
| HUBBELL INC | COM | 443510607 | 6,298,368 | 14,182 | SH | SOLE | 1,998 | 0 | 12,184 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 14,256,861 | 175,642 | SH | SOLE | 28,080 | 0 | 147,562 | ||
| ISHARES INC | MSCI EMRG CHN | 46434G764 | 2,244,068 | 30,876 | SH | SOLE | 5,319 | 0 | 25,557 | ||
| MARKEL GROUP INC | COM | 570535104 | 14,458,546 | 6,726 | SH | SOLE | 777 | 0 | 5,949 | ||
| META PLATFORMS INC | CL A | 30303M102 | 4,754,660 | 7,203 | SH | SOLE | 807 | 0 | 6,396 | ||
| MICROSOFT CORP | COM | 594918104 | 7,498,129 | 15,504 | SH | SOLE | 2,105 | 0 | 13,399 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 8,502,747 | 45,591 | SH | SOLE | 4,931 | 0 | 40,660 | ||
| RAYMOND JAMES FINL INC | COM | 754730109 | 4,362,427 | 27,165 | SH | SOLE | 3,047 | 0 | 24,118 | ||
| SHELL PLC | SPON ADS | 780259305 | 5,312,090 | 72,293 | SH | SOLE | 8,624 | 0 | 63,669 | ||
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | 5,415,235 | 228,974 | SH | SOLE | 35,854 | 0 | 193,120 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 2,974,317 | 5,133 | SH | SOLE | 934 | 0 | 4,199 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 6,283,920 | 100,591 | SH | SOLE | 14,557 | 0 | 86,034 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | 2,785,134 | 30,809 | SH | SOLE | 4,822 | 0 | 25,987 | ||
| VISA INC | COM CL A | 92826C839 | 3,828,701 | 10,917 | SH | SOLE | 1,710 | 0 | 9,207 | ||
| WESCO INTL INC | COM | 95082P105 | 3,757,181 | 15,358 | SH | SOLE | 2,411 | 0 | 12,947 | ||
| WHITE MTNS INS GROUP LTD | COM | G9618E107 | 3,397,579 | 1,635 | SH | SOLE | 112 | 0 | 1,523 | ||
| ALEXANDER & BALDWIN INC NEW | COM | 014491104 | 565,350 | 27,391 | SH | SOLE | 1,500 | 0 | 25,891 | ||
| CORE & MAIN INC | CL A | 21874C102 | 1,490,240 | 28,675 | SH | SOLE | 1,215 | 0 | 27,460 | ||
| NVR INC | COM | 62944T105 | 1,159,550 | 159 | SH | SOLE | 3 | 0 | 156 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 1,631,389 | 4,530 | SH | SOLE | 0 | 0 | 4,530 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,423,892 | 4,247 | SH | SOLE | 0 | 0 | 4,247 | ||
| ISHARES TR | US TREAS BD ETF | 46429B267 | 1,858,900 | 80,734 | SH | SOLE | 36,600 | 0 | 44,134 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,697,625 | 2,489 | SH | SOLE | 0 | 0 | 2,489 | ||
| APPLE INC | COM | 037833100 | 7,165,171 | 26,356 | SH | SOLE | 290 | 0 | 26,066 | ||
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | 346,467 | 2,407 | SH | SOLE | 0 | 0 | 2,407 | ||
| CELESTICA INC | COM | 15101Q207 | 1,162,634 | 3,933 | SH | SOLE | 0 | 0 | 3,933 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,134,103 | 1,656 | SH | SOLE | 0 | 0 | 1,656 | ||
| SPX TECHNOLOGIES INC | COM | 78473E103 | 305,892 | 1,529 | SH | SOLE | 0 | 0 | 1,529 | ||
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 472,975 | 5,287 | SH | SOLE | 0 | 0 | 5,287 | ||
| ISHARES INC | CORE MSCI EMKT | 46434G103 | 201,660 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 2,451,303 | 16,486 | SH | SOLE | 0 | 0 | 16,486 | ||
| ISHARES TR | RUS MID CAP ETF | 464287499 | 385,080 | 4,000 | SH | SOLE | 0 | 0 | 4,000 | ||
| HOME DEPOT INC | COM | 437076102 | 637,961 | 1,854 | SH | SOLE | 0 | 0 | 1,854 | ||
| CSX CORP | COM | 126408103 | 394,038 | 10,870 | SH | SOLE | 0 | 0 | 10,870 | ||
| ADOBE INC | COM | 00724F101 | 1,410,810 | 4,031 | SH | SOLE | 0 | 0 | 4,031 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 832,873 | 6,921 | SH | SOLE | 300 | 0 | 6,621 | ||
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 218,957 | 4,410 | SH | SOLE | 0 | 0 | 4,410 | ||
| OPUS GENETICS INC | COM | 67577R102 | 92,460 | 46,000 | SH | SOLE | 0 | 0 | 46,000 | ||
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | 596,257 | 5,940 | SH | SOLE | 0 | 0 | 5,940 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,261,518 | 4,020 | SH | SOLE | 0 | 0 | 4,020 | ||
| TESLA INC | COM | 88160R101 | 755,080 | 1,679 | SH | SOLE | 0 | 0 | 1,679 | ||
| MATSON INC | COM | 57686G105 | 240,923 | 1,950 | SH | SOLE | 0 | 0 | 1,950 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 754,800 | 1 | SH | SOLE | 0 | 0 | 1 | ||
| ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 39,825 | 29,500 | SH | SOLE | 0 | 0 | 29,500 | ||
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 362,420 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||