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 |
| Abbott Laboratories | COM | 002824100 | 628,828 | 6,930 | SH | SOLE | 6,930 | 0 | 0 | ||
| Abbvie Inc | COM | 00287Y109 | 883,508 | 3,511 | SH | SOLE | 3,511 | 0 | 0 | ||
| Alphabet Inc. Class A | COM | 02079K305 | 17,172,701 | 48,053 | SH | SOLE | 46,993 | 0 | 1,060 | ||
| Alphabet Inc. Class C | COM | 02079K107 | 1,930,948 | 5,465 | SH | SOLE | 5,465 | 0 | 0 | ||
| Aon PLC F Class A | COM | G0403H108 | 630,211 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 963,518 | 3,329 | SH | SOLE | 3,330 | 0 | 0 | ||
| Applied Materials | COM | 038222105 | 73,245,684 | 101,308 | SH | SOLE | 95,350 | 0 | 5,958 | ||
| Astronova Inc | COM | 04638F108 | 200,827 | 7,054 | SH | SOLE | 7,054 | 0 | 0 | ||
| Bank Of NY Mellon Co | COM | 064058100 | 1,265,193 | 8,749 | SH | SOLE | 8,749 | 0 | 0 | ||
| Berkshire Hathaway Class A | COM | 084670108 | 748,850 | 1 | SH | SOLE | 1 | 0 | 0 | ||
| Berkshire Hathaway Class B | COM | 084670702 | 66,350,213 | 132,597 | SH | SOLE | 128,638 | 0 | 3,959 | ||
| Brown & Brown Inc | COM | 115236101 | 6,579,673 | 102,567 | SH | SOLE | 100,492 | 0 | 2,075 | ||
| Cadence Design Systems | COM | 127387108 | 16,455,155 | 43,843 | SH | SOLE | 41,294 | 0 | 2,549 | ||
| Charles Schwab Corp. | COM | 808513105 | 447,049 | 4,845 | SH | SOLE | 4,845 | 0 | 0 | ||
| Cloudflare Inc | COM | 18915M107 | 6,603,919 | 26,924 | SH | SOLE | 26,513 | 0 | 411 | ||
| Constellation Software | COM | 21037X100 | 538,365 | 285 | SH | SOLE | 285 | 0 | 0 | ||
| Credit Accept Corp | COM | 225310101 | 311,366 | 489 | SH | SOLE | 489 | 0 | 0 | ||
| Eli Lilly & Co | COM | 532457108 | 374,222 | 312 | SH | SOLE | 312 | 0 | 0 | ||
| Eurofins Scientific | COM | L31839134 | 582,141 | 7,433 | SH | SOLE | 7,433 | 0 | 0 | ||
| Exxon Mobil Corp | COM | 30231G102 | 645,865 | 4,724 | SH | SOLE | 3,332 | 0 | 1,392 | ||
| Fairfax Finl HL F | COM | 303901102 | 401,821 | 244 | SH | SOLE | 244 | 0 | 0 | ||
| Formula One Series A (Liberty Media Corp) | COM | 531229771 | 250,890 | 2,866 | SH | SOLE | 2,866 | 0 | 0 | ||
| Formula One Series C (Liberty Media Corp) | COM | 531229755 | 521,177 | 5,478 | SH | SOLE | 5,478 | 0 | 0 | ||
| Greif Inc Class A | COM | 397624107 | 254,473 | 3,388 | SH | SOLE | 2,055 | 0 | 1,333 | ||
| IBM Corp | COM | 459200101 | 288,240 | 1,025 | SH | SOLE | 625 | 0 | 400 | ||
| Intercontinental Exchange Inc | COM | 45866F104 | 494,410 | 4,016 | SH | SOLE | 4,016 | 0 | 0 | ||
| Jacobs Solutions Inc | COM | 46982L108 | 266,868 | 2,118 | SH | SOLE | 2,118 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 739,561 | 2,912 | SH | SOLE | 2,395 | 0 | 517 | ||
| JPMorgan Chase & Co | COM | 46625H100 | 312,273 | 954 | SH | SOLE | 954 | 0 | 0 | ||
| Kinsale Cap Group Inc | COM | 49714P108 | 9,420,693 | 28,564 | SH | SOLE | 26,758 | 0 | 1,806 | ||
| KKR & Co Inc | COM | 48251W104 | 9,541,632 | 103,962 | SH | SOLE | 100,842 | 0 | 3,120 | ||
| Labcorp, Inc | COM | 504922105 | 2,513,280 | 8,976 | SH | SOLE | 8,776 | 0 | 200 | ||
| Lowes Companies Inc | COM | 548661107 | 3,606,334 | 16,356 | SH | SOLE | 16,356 | 0 | 0 | ||
| Martin Marietta Matr | COM | 573284106 | 4,716,829 | 8,179 | SH | SOLE | 7,559 | 0 | 620 | ||
| Meta Platforms | COM | 30303M102 | 419,651 | 745 | SH | SOLE | 745 | 0 | 0 | ||
| Micron Technology | COM | 595112103 | 262,023 | 227 | SH | SOLE | 227 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 667,333 | 1,789 | SH | SOLE | 1,439 | 0 | 350 | ||
| Nvidia Corp. | COM | 67066G104 | 1,261,367 | 6,304 | SH | SOLE | 6,304 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 13,531,841 | 92,336 | SH | SOLE | 86,667 | 0 | 5,669 | ||
| Pepsico Inc | COM | 713448108 | 4,984,886 | 36,816 | SH | SOLE | 21,346 | 0 | 15,470 | ||
| Philip Morris Intl | COM | 718172109 | 277,582 | 1,522 | SH | SOLE | 1,522 | 0 | 0 | ||
| Procore Technologies Inc | COM | 74275K108 | 4,212,822 | 103,713 | SH | SOLE | 97,814 | 0 | 5,899 | ||
| Progressive Co. | COM | 743315103 | 14,973,218 | 68,543 | SH | SOLE | 65,525 | 0 | 3,018 | ||
| Rolls-Royce Holdings | COM | G76225104 | 314,429 | 16,411 | SH | SOLE | 16,411 | 0 | 0 | ||
| Safran SA Paris Ordf | COM | F4035A557 | 215,576 | 547 | SH | SOLE | 547 | 0 | 0 | ||
| Taiwan Semiconductor | COM | 874039100 | 237,247 | 496 | SH | SOLE | 496 | 0 | 0 | ||
| TJX Companies Inc | COM | 872540109 | 209,979 | 1,386 | SH | SOLE | 1,386 | 0 | 0 | ||
| UnitedHealth Group Inc | COM | 91324P102 | 4,207,007 | 10,122 | SH | SOLE | 9,962 | 0 | 160 | ||
| US Bancorp | COM | 902973304 | 14,900,118 | 244,585 | SH | SOLE | 237,110 | 0 | 7,475 | ||
| Vanguard S&P 500 ETF | ETF | 922908363 | 703,293 | 1,024 | SH | SOLE | 1,024 | 0 | 0 | ||
| Visa Inc Class A | COM | 92826C839 | 281,398 | 820 | SH | SOLE | 820 | 0 | 0 | ||
| Wells Fargo & Co. | COM | 949746101 | 19,918,719 | 241,030 | SH | SOLE | 233,462 | 0 | 7,568 | ||
| WSFS Finl Co | COM | 929328102 | 1,121,869 | 14,621 | SH | SOLE | 14,621 | 0 | 0 | ||
| Yum Brands Inc | COM | 988498101 | 596,118 | 3,729 | SH | SOLE | 0 | 0 | 3,729 | ||
| Zoetis Inc Class A | COM | 98978V103 | 2,901,491 | 40,377 | SH | SOLE | 37,047 | 0 | 3,330 | ||