The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
ALLEGION PLC ORD SHS G0176J109 6,173,227 42,489 SH SOLE 5,421 0 37,068
AMETEK INC COM 031100100 7,372,269 34,392 SH SOLE 3,661 0 30,731
AMPHENOL CORP CL A 032095101 9,227,214 73,029 SH SOLE 7,976 0 65,053
APPLE INC COM 037833100 8,038,467 31,674 SH SOLE 1,228 0 30,446
BADGER METER INC COM 056525108 3,019,272 19,818 SH SOLE 2,941 0 16,877
CARPENTER TECHNOLOGY CORP COM 144285103 2,260,844 5,736 SH SOLE 699 0 5,037
CHENIERE ENERGY INC COM NEW 16411R208 2,740,554 9,658 SH SOLE 849 0 8,809
CHUBB LTD SWITZ COM H1467J104 10,594,681 32,506 SH SOLE 3,400 0 29,106
COSTCO WHOLESALE CORPORATION COM 22160K105 13,650,095 13,699 SH SOLE 1,413 0 12,286
EOG RES INC COM 26875P101 3,279,137 22,682 SH SOLE 2,515 0 20,167
FASTENAL CO COM 311900104 4,090,902 88,166 SH SOLE 10,798 0 77,368
GE VERNOVA INC COM 36828A101 261,870 300 SH SOLE 0 0 300
GLOBAL X FDS GLOBAL X COPPER 37954Y830 1,208,621 15,830 SH SOLE 0 0 15,830
HUBBELL INC COM 443510607 7,162,841 14,596 SH SOLE 1,910 0 12,686
ISHARES GOLD TR ISHARES NEW 464285204 15,533,792 176,200 SH SOLE 27,311 0 148,889
ISHARES TR US TREAS BD ETF 46429B267 2,090,538 91,250 SH SOLE 45,000 0 46,250
MARKEL GROUP INC COM 570535104 12,761,105 6,667 SH SOLE 766 0 5,901
NVIDIA CORPORATION COM 67066G104 7,720,188 44,267 SH SOLE 4,940 0 39,327
PALO ALTO NETWORKS INC COM 697435105 3,460,187 21,583 SH SOLE 3,184 0 18,399
SPROTT FDS TR COPPER MINER ETF 85208P881 2,343,161 65,598 SH SOLE 10,733 0 54,865
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 9,167,682 149,652 SH SOLE 18,975 0 130,677
HOME DEPOT INC COM 437076102 3,400,394 10,339 SH SOLE 1,234 0 9,105
TRANSMEDICS GROUP INC COM 89377M109 2,171,711 21,846 SH SOLE 3,270 0 18,576
TYLER TECHNOLOGIES INC COM 902252105 2,753,078 8,041 SH SOLE 834 0 7,207
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6,863,865 107,114 SH SOLE 26,415 0 80,699
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 7,078,095 72,425 SH SOLE 12,631 0 59,794
WESCO INTL INC COM 95082P105 4,154,099 15,182 SH SOLE 2,313 0 12,869
AMAZON COM INC COM 023135106 3,616,192 17,363 SH SOLE 1,760 0 15,603
ASML HLDG NV N Y REGISTRY SHS N07059210 5,374,457 4,069 SH SOLE 601 0 3,468
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,083,688 29,390 SH SOLE 2,739 0 26,651
ISHARES INC MSCI EMRG CHN 46434G764 2,071,275 26,332 SH SOLE 8,302 0 18,030
MICROSOFT CORP COM 594918104 4,355,885 11,767 SH SOLE 1,924 0 9,843
NUTRIEN LTD COM 67077M108 2,097,109 27,791 SH SOLE 4,461 0 23,330
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107 5,482,384 224,780 SH SOLE 35,555 0 189,225
WHITE MTNS INS GROUP LTD COM G9618E107 3,372,334 1,535 SH SOLE 114 0 1,421
ISHARES TR 0-3 MNTH TREASRY 46436E718 602,953 5,990 SH SOLE 0 0 5,990
ISHARES TR CORE S&P TTL STK 464287150 2,397,524 16,833 SH SOLE 0 0 16,833
CELESTICA INC COM 15101Q207 1,004,189 3,565 SH SOLE 0 0 3,565
COPART INC COM 217204106 584,652 17,610 SH SOLE 0 0 17,610
EQUINOR ASA SPONSORED ADR 29446M102 596,708 14,140 SH SOLE 0 0 14,140
NVR INC COM 62944T105 1,133,451 172 SH SOLE 24 0 148
WILLIAMS COS INC COM 969457100 327,510 4,500 SH SOLE 0 0 4,500
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,711,490 2,632 SH SOLE 0 0 2,632
ALPHABET INC CAP STK CL C 02079K107 1,153,215 4,020 SH SOLE 0 0 4,020
ISHARES TR CORE S&P500 ETF 464287200 1,105,081 1,692 SH SOLE 0 0 1,692
AURA BIOSCIENCES INC COM 05153U107 3,562,392 532,495 SH SOLE 18,101 0 514,394
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 1,525,932 3,980 SH SOLE 0 0 3,980
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,358,630 4,235 SH SOLE 0 0 4,235
ALPHABET INC CAP STK CL A 02079K305 2,767,308 9,623 SH SOLE 50 0 9,573
EXXON MOBIL CORP COM 30231G102 440,437 2,596 SH SOLE 200 0 2,396
MATSON INC COM 57686G105 319,683 1,950 SH SOLE 0 0 1,950
ISHARES TR RUS 2000 VAL ETF 464287630 379,180 2,000 SH SOLE 0 0 2,000
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 237,429 1,787 SH SOLE 0 0 1,787
TESLA INC COM 88160R101 617,477 1,661 SH SOLE 0 0 1,661
ISHARES TR CORE MSCI EAFE 46432F842 384,028 4,242 SH SOLE 0 0 4,242
ISHARES TR RUS MID CAP ETF 464287499 388,920 4,000 SH SOLE 0 0 4,000
OPUS GENETICS INC COM 67577R102 309,400 68,000 SH SOLE 0 0 68,000
ADOBE INC COM 00724F101 777,856 3,200 SH SOLE 0 0 3,200
BERKSHIRE HATHAWAY INC DEL CL A 084670108 718,140 1 SH SOLE 0 0 1
ZENTALIS PHARMACEUTICALS INC COM 98943L107 69,030 29,500 SH SOLE 0 0 29,500