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
ACCESS TREASURY 0-1 YEAR ETF ETF 381430529 2,005,504 20,023 SH SOLE 20,023 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 6,152,418 10,591 SH SOLE 10,591 0 0
AKRE FOCUS ETF ETF 74316P579 355,050 6,675 SH SOLE 6,675 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 2,816,498 29,344 SH SOLE 29,344 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 25,713,840 71,952 SH SOLE 71,952 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 8,992,602 25,451 SH SOLE 25,451 0 0
AMAZON COM INC COM Stock 023135106 3,985,521 16,722 SH SOLE 16,722 0 0
AMENTUM HOLDINGS INC COM Stock 023939101 5,171,326 250,185 SH SOLE 250,185 0 0
AMGEN INC COM Stock 031162100 7,666,613 21,171 SH SOLE 21,171 0 0
AMPLIFY CYBERSECURITY ETF ETF 032108664 398,734 3,800 SH SOLE 3,800 0 0
APPLE INC COM Stock 037833100 17,876,439 61,779 SH SOLE 61,779 0 0
APPLIED MATLS INC COM Stock 038222105 788,070 1,090 SH SOLE 1,090 0 0
ARROW ELECTRS INC COM Stock 042735100 946,900 4,437 SH SOLE 4,437 0 0
ASML HLDG NV N Y REGISTRY SHS ADR N07059210 12,667,891 6,367 SH SOLE 6,367 0 0
ATLANTA BRAVES HLDGS INC COM SER A Stock 047726104 5,445,340 96,702 SH SOLE 96,702 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 559,875 2,500 SH SOLE 2,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 23,504,181 46,971 SH SOLE 46,971 0 0
BOEING CO COM Stock 097023105 608,281 2,810 SH SOLE 2,810 0 0
BROADCOM INC COM Stock 11135F101 849,938 2,250 SH SOLE 2,250 0 0
BUILDERS FIRSTSOURCE INC COM Stock 12008R107 5,449,712 60,904 SH SOLE 60,904 0 0
CANADIAN IMPERIAL BANK OF COMM COM Stock 136069101 1,368,500 11,900 SH SOLE 11,900 0 0
CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108 4,336,347 50,029 SH SOLE 50,029 0 0
CATERPILLAR INC COM Stock 149123101 535,645 503 SH SOLE 503 0 0
CHEVRON CORPORATION COM Stock 166764100 1,150,374 6,940 SH SOLE 6,940 0 0
CISCO SYS INC COM Stock 17275R102 393,726 3,352 SH SOLE 3,352 0 0
CITIGROUP INC COM NEW Stock 172967424 599,729 4,285 SH SOLE 4,285 0 0
COCA COLA CO COM Stock 191216100 1,256,841 15,465 SH SOLE 15,465 0 0
CORNING CORP COM EXP 07-17-26 @170.000 Option 219350955 76,576 300 SH Put SOLE 0 0 300
CORNING INC COM Stock 219350105 20,085,490 78,634 SH SOLE 78,634 0 0
COSTCO WHOLESALE CORPORATION COM Stock 22160K105 6,422,937 6,866 SH SOLE 6,866 0 0
CROWDSTRIKE HLDGS INC CL A Stock 22788C105 3,815,700 5,000 SH SOLE 5,000 0 0
DEERE & CO COM Stock 244199105 5,791,556 9,130 SH SOLE 9,130 0 0
DELL COM EXP 07-17-26 @230.000 Option 24703L952 43,146 100 SH Put SOLE 0 0 100
DELL TECHNOLOGIES INC CL C Stock 24703L202 12,988,672 30,104 SH SOLE 30,104 0 0
DIMENSIONAL US SMALL CAP VALUE ETF ETF 25434V815 2,614,735 67,407 SH SOLE 67,407 0 0
DISNEY WALT CO COM Stock 254687106 677,504 7,039 SH SOLE 7,039 0 0
DOLLAR GEN CORP COM Stock 256677105 245,760 2,135 SH SOLE 2,135 0 0
DT MIDSTREAM INC COMMON STOCK Stock 23345M107 389,008 2,651 SH SOLE 2,651 0 0
ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 280,379 725 SH SOLE 725 0 0
ELI LILLY & CO COM Stock 532457108 3,102,925 2,587 SH SOLE 2,587 0 0
EMERSON ELEC CO COM Stock 291011104 1,545,304 10,795 SH SOLE 10,795 0 0
ENERGY TRANSFER L P COM UT LTD PTN Stock 29273V100 1,286,298 67,275 SH SOLE 67,275 0 0
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 301,542 8,203 SH SOLE 8,203 0 0
ESAB CORPORATION COM Stock 29605J106 6,482,913 65,729 SH SOLE 65,729 0 0
EVERUS CONSTR GROUP COM Stock 300426103 12,369,734 74,538 SH SOLE 74,538 0 0
EXXON MOBIL CORP COM Stock 30231G102 642,584 4,700 SH SOLE 4,700 0 0
FEDEX CORP COM Stock 31428X106 1,808,639 5,776 SH SOLE 5,776 0 0
FIDELITY NATL FINL INC COM SHS Stock 31620R303 4,739,066 100,489 SH SOLE 100,489 0 0
FRANCO NEV CORP COM Stock 351858105 7,001,368 33,589 SH SOLE 33,589 0 0
GENERAL MTRS CO COM Stock 37045V100 441,977 5,734 SH SOLE 5,734 0 0
GOLDMAN SACHS HEDGE INDUSTRY VIP ETF ETF 381430545 4,559,722 24,163 SH SOLE 24,163 0 0
HOME DEPOT INC COM Stock 437076102 734,280 2,082 SH SOLE 2,082 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 330,422 1,175 SH SOLE 1,175 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103 1,070,726 1,454 SH SOLE 1,454 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1,179,597 5,544 SH SOLE 5,544 0 0
ISHARES MSCI BRAZIL ETF ETF 464286400 1,135,185 32,903 SH SOLE 32,903 0 0
ISHARES MSCI EMERGING MARKETS EX CHINA ETF ETF 46434G764 388,740 3,800 SH SOLE 3,800 0 0
ISHARES RUSSELL MIDCAP ETF ETF 464287499 582,490 5,280 SH SOLE 5,280 0 0
JOHNSON & JOHNSON COM Stock 478160104 9,828,175 38,698 SH SOLE 38,698 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 5,726,966 17,496 SH SOLE 17,496 0 0
JPMORGAN INCOME ETF ETF 46641Q159 705,706 15,324 SH SOLE 15,324 0 0
KKR & CO INC COM Stock 48251W104 886,136 9,655 SH SOLE 9,655 0 0
KNIFE RIVER CORP COMMON STOCK Stock 498894104 4,652,526 55,618 SH SOLE 55,618 0 0
KRANESHARES CSI CHINA INTERNET ETF ETF 500767306 955,035 39,028 SH SOLE 39,028 0 0
LAM RESEARCH CORP COM NEW Stock 512807306 220,132 508 SH SOLE 508 0 0
LEIDOS HOLDINGS INC COM Stock 525327102 464,910 4,515 SH SOLE 4,515 0 0
LENNAR CORP CL A Stock 526057104 249,028 2,752 SH SOLE 2,752 0 0
MAGNA INTL INC COM Stock 559222401 608,865 9,273 SH SOLE 9,273 0 0
MARKEL GROUP INC COM Stock 570535104 7,694,963 3,940 SH SOLE 3,940 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202 1,615,772 4,360 SH SOLE 4,360 0 0
MARTIN MARIETTA MATLS INC COM Stock 573284106 1,309,109 2,270 SH SOLE 2,270 0 0
MCDONALDS 07-17-26 @285.000 Option 580135901 27,031 100 SH Call SOLE 0 0 100
MCDONALDS CORP COM Stock 580135101 4,268,301 15,790 SH SOLE 15,790 0 0
MDU RES GROUP INC COM Stock 552690109 7,382,641 348,073 SH SOLE 348,073 0 0
MERCK & CO INC COM Stock 58933Y105 7,380,943 57,439 SH SOLE 57,439 0 0
META PLATFORMS INC CL A Stock 30303M102 3,846,707 6,829 SH SOLE 6,829 0 0
MICROSOFT CORP COM Stock 594918104 14,252,929 38,209 SH SOLE 38,209 0 0
NETFLIX INC. COM Stock 64110L106 1,271,634 17,810 SH SOLE 17,810 0 0
NORFOLK SOUTHN CORP COM Stock 655844108 267,402 850 SH SOLE 850 0 0
NUVEEN CHURCHILL DIRECT LENDIN COM SHS CEF 67090S108 468,482 37,720 SH SOLE 37,720 0 0
NVENT ELEC PLC SHS Stock G6700G107 1,707,973 10,070 SH SOLE 10,070 0 0
NVIDIA CORP COM EXP 01-21-28@175.000 Option 99QBBMP75 199,945 1,000 SH Call SOLE 0 0 1,000
NVIDIA CORPORATION COM Stock 67066G104 9,806,399 49,009 SH SOLE 49,009 0 0
ONEOK INC NEW COM Stock 682680103 5,898,275 67,843 SH SOLE 67,843 0 0
PARKER-HANNIFIN CORP COM Stock 701094104 376,576 385 SH SOLE 385 0 0
PEPSICO INC COM Stock 713448108 643,827 4,755 SH SOLE 4,755 0 0
PPG INDS INC COM Stock 693506107 218,322 1,800 SH SOLE 1,800 0 0
QUALCOMM 07-17-26 @175.000 Option 747525953 36,972 200 SH Put SOLE 0 0 200
QUALCOMM INC COM Stock 747525103 6,360,125 34,418 SH SOLE 34,418 0 0
QXO INC COM NEW Stock 82846H405 3,732,447 215,998 SH SOLE 215,998 0 0
REGENERON PHARMACEUTICALS COM Stock 75886F107 341,076 547 SH SOLE 547 0 0
RENAISSANCE IPO ETF ETF 759937204 232,332 3,910 SH SOLE 3,910 0 0
SERVICENOW INC COM Stock 81762P102 1,630,178 16,420 SH SOLE 16,420 0 0
STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 609,172 11,470 SH SOLE 11,470 0 0
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF ETF 81369Y704 1,337,777 7,222 SH SOLE 7,222 0 0
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109 219,404 420 SH SOLE 420 0 0
STATE STREET SPDR S&P 500 ETF ETF 78462F103 1,672,018 2,239 SH SOLE 2,239 0 0
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 4,469,666 23,460 SH SOLE 23,460 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 8,349,386 16,653 SH SOLE 16,653 0 0
THOR INDS INC COM Stock 885160101 238,708 3,176 SH SOLE 3,176 0 0
TJX COS INC NEW COM Stock 872540109 327,240 2,160 SH SOLE 2,160 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109 282,583 856 SH SOLE 856 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100 1,527,266 21,165 SH SOLE 21,165 0 0
UNITED RENTALS INC COM Stock 911363109 2,189,876 1,933 SH SOLE 1,933 0 0
VANECK GOLD MINERS ETF ETF 92189F106 645,015 8,548 SH SOLE 8,548 0 0
VANGUARD 0-3 MONTH TREASURY BILL ETF ETF 922040845 1,875,614 24,783 SH SOLE 24,783 0 0
VANGUARD HEALTH CARE ETF ETF 92204A504 1,241,538 4,152 SH SOLE 4,152 0 0
VANGUARD S&P 500 ETF ETF 922908363 523,349 762 SH SOLE 762 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 10,034,363 27,116 SH SOLE 27,116 0 0
VISA INC COM CL A Stock 92826C839 8,543,963 24,902 SH SOLE 24,902 0 0
WALMART INC COM Stock 931142103 3,595,439 31,745 SH SOLE 31,745 0 0
WHITE MTNS INS GROUP LTD COM Stock G9618E107 427,118 206 SH SOLE 206 0 0
ZSCALER INC COM Stock 98980G102 393,385 2,787 SH SOLE 2,787 0 0