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 7,938,106 56,503 SH SOLE 6,638 0 49,865
AMETEK INC COM 031100100 8,289,832 34,264 SH SOLE 3,626 0 30,638
AMPHENOL CORP CL A 032095101 13,012,592 73,801 SH SOLE 7,909 0 65,892
APPLE INC COM 037833100 9,796,742 33,857 SH SOLE 1,951 0 31,905
BROADCOM INC COM 11135F101 4,151,095 10,989 SH SOLE 1,194 0 9,795
CARPENTER TECHNOLOGY CORP COM 144285103 3,828,726 6,207 SH SOLE 781 0 5,426
CHUBB LIMITED COM H1467J104 11,129,250 32,662 SH SOLE 3,450 0 29,212
COSTCO WHOLESALE CORPORATION COM 22160K105 12,935,679 13,828 SH SOLE 1,411 0 12,417
DANAHER CORP DEL COM 235851102 2,281,760 11,979 SH SOLE 158 0 11,821
EATON CORP PLC SHS G29183103 2,829,437 6,640 SH SOLE 1,128 0 5,512
FASTENAL CO COM 311900104 3,071,326 63,946 SH SOLE 9,553 0 54,393
GE VERNOVA INC COM 36828A101 3,046,412 2,593 SH SOLE 272 0 2,321
GRACO INC COM 384109104 7,732,105 102,263 SH SOLE 12,059 0 90,204
HOWARD HUGHES HOLDINGS INC COM 44267T102 1,589,437 22,233 SH SOLE 3,948 0 18,285
HUBBELL INC COM 443510607 8,267,083 15,801 SH SOLE 1,910 0 13,891
ISHARES GOLD TR ISHARES NEW 464285204 13,420,996 177,738 SH SOLE 26,810 0 150,928
ISHARES TR US TREAS BD ETF 46429B267 2,038,810 89,500 SH SOLE 43,700 0 45,800
MARKEL GROUP INC COM 570535104 13,315,622 6,818 SH SOLE 771 0 6,047
NVIDIA CORPORATION COM 67066G104 9,175,565 45,857 SH SOLE 4,935 0 40,922
PALO ALTO NETWORKS INC COM 697435105 5,448,477 15,977 SH SOLE 2,434 0 13,543
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 4,584,194 9,599 SH SOLE 1,098 0 8,501
HOME DEPOT INC COM 437076102 5,560,353 15,766 SH SOLE 2,045 0 13,721
TRANSMEDICS GROUP INC COM 89377M109 321,539 4,841 SH SOLE 170 0 4,671
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7,389,195 103,708 SH SOLE 21,475 0 82,233
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 8,115,538 70,149 SH SOLE 11,093 0 59,056
WESCO INTL INC COM 95082P105 5,137,926 14,874 SH SOLE 2,310 0 12,564
WHITE MTNS INS GROUP LTD COM G9618E107 4,449,495 2,146 SH SOLE 235 0 1,911
AMAZON COM INC COM 023135106 3,554,126 14,912 SH SOLE 1,755 0 13,157
ASML HLDG NV N Y REGISTRY SHS N07059210 8,023,412 4,033 SH SOLE 591 0 3,442
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,885,602 29,748 SH SOLE 2,734 0 27,014
MICROSOFT CORP COM 594918104 4,610,669 12,360 SH SOLE 1,916 0 10,444
NUTRIEN LTD COM 67077M108 2,547,649 40,471 SH SOLE 6,059 0 34,412
OTIS WORLDWIDE CORP COM 68902V107 3,630,120 50,700 SH SOLE 6,235 0 44,465
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107 4,199,084 222,527 SH SOLE 35,207 0 187,320
ISHARES TR 0-3 MTH TREASURY 46436E718 437,915 4,350 SH SOLE 0 0 4,350
ISHARES TR CORE S&P TTL STK 464287150 2,632,920 16,028 SH SOLE 0 0 16,028
CANADIAN PACIFIC KANSAS CITY COM 13646K108 1,078,966 12,452 SH SOLE 0 0 12,452
CELESTICA INC COM 15101Q207 1,163,347 3,189 SH SOLE 0 0 3,189
EQT CORP COM 26884L109 505,381 9,505 SH SOLE 0 0 9,505
EQUINOR ASA SPONSORED ADR 29446M102 443,996 14,140 SH SOLE 0 0 14,140
NVR INC COM 62944T105 1,124,211 165 SH SOLE 24 0 141
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,918,366 2,569 SH SOLE 0 0 2,569
ALPHABET INC CAP STK CL C 02079K107 1,420,434 4,020 SH SOLE 0 0 4,020
ISHARES TR CORE S&P500 ETF 464287200 1,266,950 1,692 SH SOLE 0 0 1,692
AURA BIOSCIENCES INC COM 05153U107 3,836,804 540,395 SH SOLE 14,601 0 525,794
ISHARES INC MSCI EMRG CHN 46434G764 1,479,258 14,460 SH SOLE 0 0 14,460
SPROTT PHYSICAL COPPER TRUST UNITS 85210C100 149,630 13,000 SH SOLE 0 0 13,000
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 603,701 11,367 SH SOLE 0 0 11,367
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 2,184,114 3,330 SH SOLE 0 0 3,330
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,691,567 4,571 SH SOLE 0 0 4,571
ALPHABET INC CAP STK CL A 02079K305 3,475,223 9,724 SH SOLE 50 0 9,674
EXXON MOBIL CORP COM 30231G102 348,089 2,546 SH SOLE 150 0 2,396
MATSON INC COM 57686G105 561,312 2,920 SH SOLE 0 0 2,920
ISHARES TR RUSSELL 2000 ETF 464287655 263,650 878 SH SOLE 0 0 878
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 515,263 2,705 SH SOLE 0 0 2,705
CATERPILLAR INC COM 149123101 207,646 195 SH SOLE 0 0 195
ISHARES TR RUS 2000 VAL ETF 464287630 442,400 2,000 SH SOLE 0 0 2,000
TESLA INC COM 88160R101 699,878 1,664 SH SOLE 0 0 1,664
ISHARES TR CORE MSCI EAFE 46432F842 409,692 4,242 SH SOLE 0 0 4,242
ISHARES TR RUS MID CAP ETF 464287499 441,280 4,000 SH SOLE 0 0 4,000
OPUS GENETICS INC COM 67577R102 238,380 58,000 SH SOLE 0 0 58,000
ADOBE INC COM 00724F101 656,064 3,200 SH SOLE 0 0 3,200
BERKSHIRE HATHAWAY INC DEL CL A 084670108 748,850 1 SH SOLE 0 0 1
ZENTALIS PHARMACEUTICALS INC COM 98943L107 143,075 29,500 SH SOLE 0 0 29,500