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
AGNICO EAGLE MINES LTD COM 008474108 447,395 2,884 SH SOLE 0 0 2,884
AIR PRODUCTS AND CHEMICALS I COM 009158106 1,508,411 5,145 SH SOLE 277 0 4,868
AIRBNB INC COM CL A 009066101 333,280 2,329 SH SOLE 180 0 2,149
ALPHABET INC CAP STK CL A 02079K305 589,661 1,650 SH SOLE 71 0 1,579
ALPHABET INC CAP STK CL C 02079K107 7,054,528 19,966 SH SOLE 1,141 0 18,825
ALTRIA GROUP INC COM 02209S103 1,183,503 16,449 SH SOLE 797 0 15,652
AMAZON COM INC COM 023135106 1,718,670 7,211 SH SOLE 380 0 6,831
AMERICAN EXPRESS CO COM 025816109 3,891,228 11,504 SH SOLE 228 0 11,276
AMERICAN TOWER CORP COM 03027X100 1,267,013 7,746 SH SOLE 505 0 7,241
ANALOG DEVICES INC COM 032654105 1,649,447 4,153 SH SOLE 88 0 4,065
AON PLC SHS CL A G0403H108 1,636,890 4,935 SH SOLE 442 0 4,493
APPLE INC COM 037833100 5,805,857 20,064 SH SOLE 530 0 19,534
APPLIED MATLS INC COM 038222105 5,650,968 7,816 SH SOLE 695 0 7,121
ARISTA NETWORKS INC COM SHS 040413205 3,192,385 18,792 SH SOLE 361 0 18,431
ARMSTRONG WORLD INDS INC NEW COM 04247X102 2,428,919 15,141 SH SOLE 320 0 14,821
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 333,201 9,650 SH SOLE 68 0 9,582
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,666,924 13,263 SH SOLE 279 0 12,984
AST SPACEMOBILE INC COM CL A 00217D100 6,255,655 70,399 SH SOLE 6,334 0 64,065
AT&T INC COM 00206R102 374,159 18,075 SH SOLE 106 0 17,969
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,102,815 16,193 SH SOLE 362 0 15,831
BLACKROCK INC COM 09290D101 1,537,534 1,599 SH SOLE 86 0 1,513
BOOKING HOLDINGS INC COM 09857L108 4,078,491 22,882 SH SOLE 475 0 22,407
BORR DRILLING LTD SHS G1466R173 127,762 30,935 SH SOLE 0 0 30,935
BROADCOM INC COM 11135F101 1,178,580 3,120 SH SOLE 190 0 2,930
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 407,417 9,084 SH SOLE 813 0 8,271
BROOKFIELD CORP CL A LTD VT SH 11271J107 2,921,504 68,596 SH SOLE 6,182 0 62,414
CARMAX INC COM 143130102 648,855 12,268 SH SOLE 1,080 0 11,188
CATERPILLAR INC COM 149123101 228,954 215 SH SOLE 0 0 215
CDW CORP COM 12514G108 475,644 3,382 SH SOLE 307 0 3,075
CHEVRON CORPORATION COM 166764100 1,379,952 8,325 SH SOLE 456 0 7,869
CHUBB LIMITED COM H1467J104 503,954 1,479 SH SOLE 123 0 1,356
CINCINNATI FINL CORP COM 172062101 1,317,086 7,114 SH SOLE 313 0 6,801
CISCO SYS INC COM 17275R102 1,319,842 11,237 SH SOLE 841 0 10,396
COCA COLA CO COM 191216100 584,343 7,190 SH SOLE 38 0 7,152
COGENT COMM HOLDINGS INC COM NEW 19239V302 483,385 34,826 SH SOLE 3,148 0 31,678
CORNING INC COM 219350105 2,367,836 9,270 SH SOLE 716 0 8,554
COSTAR GROUP INC COM 22160N109 344,031 12,148 SH SOLE 937 0 11,211
CROWDSTRIKE HLDGS INC CL A 22788C105 259,468 340 SH SOLE 0 0 340
CROWN CASTLE INC COM 22822V101 328,138 4,333 SH SOLE 335 0 3,998
CUMMINS INC COM 231021106 1,214,597 1,703 SH SOLE 139 0 1,564
DELL TECHNOLOGIES INC CL C 24703L202 450,876 1,045 SH SOLE 0 0 1,045
DISNEY WALT CO COM 254687106 705,134 7,326 SH SOLE 641 0 6,685
DOMINION ENERGY INC COM 25746U109 1,253,873 18,361 SH SOLE 1,529 0 16,832
DUKE ENERGY CORP NEW COM NEW 26441C204 467,235 3,691 SH SOLE 24 0 3,667
ELI LILLY & CO COM 532457108 2,270,912 1,893 SH SOLE 121 0 1,772
EMERSON ELEC CO COM 291011104 444,338 3,104 SH SOLE 0 0 3,104
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 357,019 18,673 SH SOLE 0 0 18,673
ENTERPRISE PRODS PARTNERS L COM 293792107 627,410 17,068 SH SOLE 0 0 17,068
EOG RES INC COM 26875P101 673,169 5,189 SH SOLE 0 0 5,189
FASTENAL CO COM 311900104 736,348 15,331 SH SOLE 1,271 0 14,060
FLOOR & DECOR HLDGS INC CL A 339750101 3,123,286 52,616 SH SOLE 1,065 0 51,551
FLUENT INC COM NEW 34380C201 111,930 30,008 SH SOLE 0 0 30,008
FRANCO NEV CORP COM 351858105 1,140,167 5,470 SH SOLE 0 0 5,470
GE AEROSPACE COM NEW 369604301 435,022 1,164 SH SOLE 63 0 1,101
GE VERNOVA INC COM 36828A101 293,715 250 SH SOLE 16 0 234
GENERAL DYNAMICS CORP COM 369550108 624,525 1,763 SH SOLE 9 0 1,754
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 2,581,924 25,778 SH SOLE 0 0 25,778
HASBRO INC COM 418056107 437,479 5,297 SH SOLE 28 0 5,269
HUBBELL INC COM 443510607 640,920 1,225 SH SOLE 0 0 1,225
IDEX CORP COM 45167R104 510,184 2,248 SH SOLE 0 0 2,248
IDEXX LABS INC COM 45168D104 330,078 627 SH SOLE 48 0 579
INSTALLED BLDG PRODS INC COM 45780R101 2,599,490 11,310 SH SOLE 222 0 11,088
INTEL CORP COM 458140100 2,249,719 16,112 SH SOLE 79 0 16,033
INTUITIVE SURGICAL INC COM NEW 46120E602 264,060 664 SH SOLE 44 0 620
INVESCO QQQ TR UNIT SER 1 46090E103 376,680 512 SH SOLE 0 0 512
ISHARES TR CORE HIGH DV ETF 46429B663 246,005 8,975 SH SOLE 0 0 8,975
ISHARES TR RUS 1000 GRW ETF 464287614 286,088 2,304 SH SOLE 236 0 2,068
JOHNSON & JOHNSON COM 478160104 2,015,760 7,937 SH SOLE 377 0 7,560
JPMORGAN CHASE & CO COM 46625H100 222,584 680 SH SOLE 100 0 580
KINSALE CAP GROUP INC COM 49714P108 1,834,073 5,561 SH SOLE 115 0 5,446
KLA CORP COM NEW 482480100 422,394 1,400 SH SOLE 0 0 1,400
L3HARRIS TECHNOLOGIES INC COM 502431109 269,115 926 SH SOLE 0 0 926
LAKELAND INDS INC COM 511795106 147,575 13,805 SH SOLE 0 0 13,805
LAM RESEARCH CORP COM NEW 512807306 474,496 1,095 SH SOLE 84 0 1,011
LAUDER ESTEE COS INC CL A 518439104 2,262,337 28,655 SH SOLE 0 0 28,655
LOEWS CORP COM 540424108 1,274,556 11,258 SH SOLE 0 0 11,258
LOOP INDS INC COM 543518104 75,562 78,710 SH SOLE 0 0 78,710
LOWES COS INC COM 548661107 738,201 3,348 SH SOLE 271 0 3,077
M & T BK CORP COM 55261F104 590,265 2,480 SH SOLE 13 0 2,467
MARKEL GROUP INC COM 570535104 2,587,738 1,325 SH SOLE 120 0 1,205
MASTERCARD INCORPORATED CL A 57636Q104 748,315 1,457 SH SOLE 113 0 1,344
MEDTRONIC PLC SHS G5960L103 836,826 10,697 SH SOLE 0 0 10,697
MERCK & CO INC COM 58933Y105 647,315 5,037 SH SOLE 25 0 5,012
META PLATFORMS INC CL A 30303M102 675,948 1,200 SH SOLE 28 0 1,172
MICRON TECHNOLOGY INC COM 595112103 1,154,290 1,000 SH SOLE 0 0 1,000
MICROSOFT CORP COM 594918104 3,380,615 9,063 SH SOLE 420 0 8,643
MOELIS & CO CL A 60786M105 1,942,254 29,689 SH SOLE 586 0 29,103
MSCI INC COM 55354G100 462,593 826 SH SOLE 65 0 761
NEXTERA ENERGY INC COM 65339F101 542,419 6,180 SH SOLE 0 0 6,180
NORFOLK SOUTHN CORP COM 655844108 1,857,969 5,906 SH SOLE 352 0 5,554
NORTHROP GRUMMAN CORP COM 666807102 599,967 1,178 SH SOLE 99 0 1,079
NVIDIA CORPORATION COM 67066G104 5,048,671 25,232 SH SOLE 10,131 0 15,101
NVR INC COM 62944T105 2,187,101 321 SH SOLE 14 0 307
ONEOK INC NEW COM 682680103 802,022 9,225 SH SOLE 0 0 9,225
ORACLE CORP COM 68389X105 737,733 5,034 SH SOLE 381 0 4,653
OREILLY AUTOMOTIVE INC COM 67103H107 1,714,347 18,616 SH SOLE 1,663 0 16,953
PAYCHEX INC COM 704326107 794,900 8,084 SH SOLE 400 0 7,684
PHILIP MORRIS INTL INC COM 718172109 1,167,412 6,453 SH SOLE 532 0 5,921
PROCTER & GAMBLE CO COM 742718109 577,982 3,942 SH SOLE 19 0 3,923
PROGRESSIVE CORP COM 743315103 4,957,941 22,696 SH SOLE 693 0 22,003
RAYONIER INC COM 754907103 699,686 32,880 SH SOLE 0 0 32,880
REDCLOUD HLDGS PLC SHS G71115102 3,829 13,010 SH SOLE 0 0 13,010
REPUBLIC SVCS INC COM 760759100 789,248 3,704 SH SOLE 309 0 3,395
RESTAURANT BRANDS INTL INC COM 76131D103 488,355 6,735 SH SOLE 559 0 6,176
RH COM 74967X103 296,679 1,801 SH SOLE 163 0 1,638
ROCKY MTN CHOCOLATE FACTORY COM 77467X101 20,968 23,567 SH SOLE 0 0 23,567
SCHWAB CHARLES CORP COM 808513105 6,237,175 67,597 SH SOLE 2,048 0 65,549
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 3,488,475 3,615 SH SOLE 7 0 3,608
SERVICENOW INC COM 81762P102 717,099 7,223 SH SOLE 547 0 6,676
SHOPIFY INC CL A SUB VTG SHS 82509L107 672,749 5,892 SH SOLE 460 0 5,432
SOMNIGROUP INTERNATIONAL INC COM 88023U101 4,378,718 55,851 SH SOLE 1,160 0 54,691
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 384,247 4,193 SH SOLE 660 0 3,533
STARBUCKS CORP COM 855244109 1,101,710 10,781 SH SOLE 897 0 9,884
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 482,795 647 SH SOLE 41 0 606
SUNBELT RENTALS HOLDINGS INC SHS 866966104 1,811,898 24,220 SH SOLE 2,185 0 22,035
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 593,142 1,242 SH SOLE 0 0 1,242
TE CONNECTIVITY PLC ORD SHS G87052109 537,492 2,666 SH SOLE 217 0 2,449
TEXAS INSTRS INC COM 882508104 1,211,655 4,065 SH SOLE 339 0 3,726
THOR INDS INC COM 885160101 3,789,267 50,416 SH SOLE 1,050 0 49,366
TRAVELERS COMPANIES INC COM 89417E109 571,108 1,730 SH SOLE 0 0 1,730
UNILEVER PLC SPON ADR NEW 904767803 1,107,831 18,427 SH SOLE 0 0 18,427
UNITEDHEALTH GROUP INC COM 91324P102 927,809 2,232 SH SOLE 163 0 2,069
VERIZON COMMUNICATIONS INC COM 92343V104 1,253,227 29,599 SH SOLE 62 0 29,537
VISA INC COM CL A 92826C839 918,109 2,676 SH SOLE 175 0 2,501
WALMART INC COM 931142103 219,951 1,942 SH SOLE 0 0 1,942