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 511,323 2,790 SH SOLE 0 0 2,790
AIR PRODUCTS AND CHEMICALS I COM 009158106 1,420,364 5,105 SH SOLE 277 0 4,828
AIRBNB INC COM CL A 009066101 352,145 2,192 SH SOLE 180 0 2,012
ALPHABET INC CAP STK CL A 02079K305 575,646 1,673 SH SOLE 71 0 1,602
ALPHABET INC CAP STK CL C 02079K107 6,752,734 19,818 SH SOLE 1,136 0 18,682
ALPHABET INC DEP SHS RP1/20 A 02079K404 240,836 4,907 SH SOLE 421 0 4,486
ALPHABET INC DEP SHS RP1/20 B 02079K602 242,353 4,998 SH SOLE 430 0 4,568
ALTRIA GROUP INC COM 02209S103 1,204,037 17,880 SH SOLE 1,366 0 16,514
AMAZON COM INC COM 023135106 1,862,147 7,474 SH SOLE 376 0 7,098
AMERICAN EXPRESS CO COM 025816109 3,440,587 11,314 SH SOLE 228 0 11,086
AMERICAN TOWER CORP COM 03027X100 1,374,669 8,398 SH SOLE 759 0 7,639
ANALOG DEVICES INC COM 032654105 1,634,445 4,120 SH SOLE 88 0 4,032
AON PLC SHS CL A G0403H108 1,370,288 4,951 SH SOLE 442 0 4,509
APPLE INC COM 037833100 6,722,570 20,187 SH SOLE 530 0 19,657
APPLIED MATLS INC COM 038222105 3,496,816 6,838 SH SOLE 606 0 6,232
ARISTA NETWORKS INC COM SHS 040413205 3,739,948 18,370 SH SOLE 361 0 18,009
ARMSTRONG WORLD INDS INC NEW COM 04247X102 2,406,442 14,861 SH SOLE 320 0 14,541
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 449,850 12,454 SH SOLE 1,141 0 11,313
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,267,468 13,160 SH SOLE 279 0 12,881
ASML HLDG NV N Y REGISTRY SHS N07059210 226,459 125 SH SOLE 4 0 121
AST SPACEMOBILE INC COM CL A 00217D100 4,159,165 70,662 SH SOLE 6,334 0 64,328
AT&T INC COM 00206R102 555,924 22,784 SH SOLE 2,043 0 20,741
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,939,813 15,945 SH SOLE 362 0 15,583
BLACKROCK INC COM 09290D101 1,772,636 1,675 SH SOLE 125 0 1,550
BOOKING HOLDINGS INC COM 09857L108 3,648,858 22,398 SH SOLE 475 0 21,923
BORR DRILLING LTD SHS G1466R173 120,337 30,935 SH SOLE 0 0 30,935
BROADCOM INC COM 11135F101 1,135,047 3,232 SH SOLE 190 0 3,042
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 406,213 9,112 SH SOLE 813 0 8,299
BROOKFIELD CORP CL A LTD VT SH 11271J107 2,510,380 68,853 SH SOLE 6,182 0 62,671
CARMAX INC COM 143130102 678,680 12,315 SH SOLE 1,080 0 11,235
CDW CORP COM 12514G108 435,103 3,395 SH SOLE 307 0 3,088
CHARLES SCHWAB CORP (THE) COM 808513105 6,471,856 66,215 SH SOLE 2,048 0 64,167
CHEVRON CORPORATION COM 166764100 1,794,597 8,788 SH SOLE 672 0 8,116
CHUBB LIMITED COM H1467J104 476,491 1,465 SH SOLE 123 0 1,342
CINCINNATI FINL CORP COM 172062101 1,237,349 7,764 SH SOLE 548 0 7,216
CISCO SYS INC COM 17275R102 968,618 9,000 SH SOLE 662 0 8,338
COCA COLA CO COM 191216100 715,940 8,317 SH SOLE 541 0 7,776
COGENT COMM HOLDINGS INC COM NEW 19239V302 272,299 34,955 SH SOLE 3,148 0 31,807
CORNING INC COM 219350105 1,430,276 9,302 SH SOLE 716 0 8,586
COSTAR GROUP INC COM 22160N109 312,963 11,422 SH SOLE 937 0 10,485
CROWDSTRIKE HLDGS INC CL A 22788C105 360,060 1,360 SH SOLE 0 0 1,360
CUMMINS INC COM 231021106 868,354 1,681 SH SOLE 139 0 1,542
DELL TECHNOLOGIES INC CL C 24703L202 562,158 1,045 SH SOLE 0 0 1,045
DISNEY WALT CO COM 254687106 772,317 7,362 SH SOLE 641 0 6,721
DOMINION ENERGY INC COM 25746U109 1,099,951 18,175 SH SOLE 1,529 0 16,646
DUKE ENERGY CORP NEW COM NEW 26441C204 520,823 4,568 SH SOLE 359 0 4,209
ELI LILLY & CO COM 532457108 2,161,803 1,868 SH SOLE 143 0 1,725
EMERSON ELEC CO COM 291011104 462,818 2,984 SH SOLE 0 0 2,984
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 369,305 18,680 SH SOLE 0 0 18,680
ENTERPRISE PRODS PARTNERS L COM 293792107 607,862 17,070 SH SOLE 0 0 17,070
EOG RES INC COM 26875P101 714,837 5,189 SH SOLE 0 0 5,189
FASTENAL CO COM 311900104 749,835 15,139 SH SOLE 1,271 0 13,868
FERROVIAL NV ORD SHS N3168P101 292,032 5,398 SH SOLE 0 0 5,398
FLOOR & DECOR HLDGS INC CL A 339750101 2,372,362 51,787 SH SOLE 1,065 0 50,722
FLUENT INC COM NEW 34380C201 94,075 30,008 SH SOLE 0 0 30,008
FRANCO NEV CORP COM 351858105 1,302,462 5,470 SH SOLE 0 0 5,470
GE AEROSPACE COM NEW 369604301 369,127 1,182 SH SOLE 63 0 1,119
GE VERNOVA INC COM 36828A101 230,019 242 SH SOLE 16 0 226
GENERAL DYNAMICS CORP COM 369550108 678,261 2,044 SH SOLE 121 0 1,923
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 2,299,527 22,970 SH SOLE 0 0 22,970
HASBRO INC COM 418056107 565,098 6,445 SH SOLE 521 0 5,924
HONEYWELL AEROSPACE INC COM 43849R105 444,454 2,868 SH SOLE 0 0 2,868
HOULIHAN LOKEY INC CL A 441593100 2,334,258 18,476 SH SOLE 400 0 18,076
HUBBELL INC COM 443510607 555,660 1,225 SH SOLE 0 0 1,225
IDEX CORP COM 45167R104 513,639 2,253 SH SOLE 0 0 2,253
IDEXX LABS INC COM 45168D104 307,570 589 SH SOLE 48 0 541
INSTALLED BLDG PRODS INC COM 45780R101 2,165,366 11,285 SH SOLE 222 0 11,063
INTEL CORP COM 458140100 1,873,304 15,581 SH SOLE 445 0 15,136
INTUITIVE SURGICAL INC COM NEW 46120E602 255,364 628 SH SOLE 44 0 584
INVESCO QQQ TR UNIT SER 1 46090E103 531,537 719 SH SOLE 0 0 719
ISHARES TR CORE HIGH DV ETF 46429B663 250,941 8,975 SH SOLE 0 0 8,975
ISHARES TR RUS 1000 GRW ETF 464287614 419,998 3,353 SH SOLE 236 0 3,117
JOHNSON & JOHNSON COM 478160104 2,247,648 8,490 SH SOLE 543 0 7,947
JPMORGAN CHASE & CO COM 46625H100 224,964 680 SH SOLE 100 0 580
KINSALE CAP GROUP INC COM 49714P108 1,784,485 5,529 SH SOLE 115 0 5,414
L3HARRIS TECHNOLOGIES INC COM 502431109 219,282 926 SH SOLE 0 0 926
LAKELAND INDS INC COM 511795106 132,244 13,385 SH SOLE 0 0 13,385
LAM RESEARCH CORP COM NEW 512807306 339,022 1,032 SH SOLE 85 0 947
LAUDER ESTEE COS INC CL A 518439104 1,857,934 20,027 SH SOLE 0 0 20,027
LIBERTY DEFENSE HLDGS LTD COM NEW 53044R867 44,709 21,290 SH SOLE 0 0 21,290
LOEWS CORP COM 540424108 1,164,221 11,148 SH SOLE 0 0 11,148
LOOP INDS INC COM 543518104 32,507 78,710 SH SOLE 0 0 78,710
LOWES COS INC COM 548661107 610,184 3,311 SH SOLE 271 0 3,040
M & T BK CORP COM 55261F104 635,392 2,920 SH SOLE 181 0 2,739
MARKEL GROUP INC COM 570535104 2,275,846 1,329 SH SOLE 120 0 1,209
MASTERCARD INCORPORATED CL A 57636Q104 757,168 1,373 SH SOLE 113 0 1,260
MEDTRONIC PLC SHS G5960L103 922,181 10,687 SH SOLE 0 0 10,687
MERCK & CO INC COM 58933Y105 836,618 5,757 SH SOLE 358 0 5,399
META PLATFORMS INC CL A 30303M102 1,137,082 1,568 SH SOLE 62 0 1,506
MICRON TECHNOLOGY INC COM 595112103 1,481,568 1,391 SH SOLE 0 0 1,391
MICROSOFT CORP COM 594918104 4,899,135 9,552 SH SOLE 527 0 9,025
MOELIS & CO CL A 60786M105 1,663,939 28,928 SH SOLE 586 0 28,342
NEXTERA ENERGY INC COM 65339F101 466,331 6,157 SH SOLE 0 0 6,157
NORFOLK SOUTHN CORP COM 655844108 1,909,929 6,181 SH SOLE 477 0 5,704
NORTHROP GRUMMAN CORP COM 666807102 565,188 1,169 SH SOLE 99 0 1,070
NVIDIA CORPORATION COM 67066G104 5,816,382 25,468 SH SOLE 10,131 0 15,337
NVR INC COM 62944T105 1,981,714 322 SH SOLE 14 0 308
ORACLE CORP COM 68389X105 650,665 4,739 SH SOLE 381 0 4,358
OREILLY AUTOMOTIVE INC COM 67103H107 1,595,032 18,675 SH SOLE 1,663 0 17,012
PALANTIR TECHNOLOGIES INC CL A 69608A108 257,483 1,377 SH SOLE 0 0 1,377
PAYCHEX INC COM 704326107 880,492 8,939 SH SOLE 764 0 8,175
PHILIP MORRIS INTL INC COM 718172109 1,214,760 6,366 SH SOLE 532 0 5,834
PROCTER & GAMBLE CO COM 742718109 674,318 4,642 SH SOLE 303 0 4,339
PROGRESSIVE CORP COM 743315103 4,598,550 22,182 SH SOLE 693 0 21,489
RAYONIER INC COM 754907103 603,677 32,880 SH SOLE 0 0 32,880
REDCLOUD HLDGS PLC SHS G71115102 2,524 13,010 SH SOLE 0 0 13,010
REPUBLIC SVCS INC COM 760759100 768,334 3,661 SH SOLE 309 0 3,352
RESTAURANT BRANDS INTL INC COM 76131D103 475,241 6,686 SH SOLE 559 0 6,127
RH COM 74967X103 220,124 1,808 SH SOLE 163 0 1,645
ROCKY MTN CHOCOLATE FACTORY COM 77467X101 19,094 23,567 SH SOLE 0 0 23,567
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 207,769 6,387 SH SOLE 0 0 6,387
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 3,486,445 3,780 SH SOLE 73 0 3,707
SERVICENOW INC COM 81762P102 912,608 6,810 SH SOLE 547 0 6,263
SHOPIFY INC CL A SUB VTG SHS 82509L107 577,629 3,895 SH SOLE 325 0 3,570
SOMNIGROUP INTERNATIONAL INC COM 88023U101 4,560,427 73,425 SH SOLE 1,605 0 71,820
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 485,417 5,297 SH SOLE 660 0 4,637
STARBOARD INVT TR ADAPTIVE ALPHA 85521B742 266,305 7,982 SH SOLE 705 0 7,277
STARBUCKS CORP COM 855244109 821,586 8,744 SH SOLE 756 0 7,988
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 464,831 610 SH SOLE 41 0 569
SUNBELT RENTALS HOLDINGS INC SHS 866966104 1,778,783 24,297 SH SOLE 2,185 0 22,112
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 833,915 1,828 SH SOLE 41 0 1,787
TE CONNECTIVITY PLC ORD SHS G87052109 553,452 2,622 SH SOLE 217 0 2,405
TEXAS INSTRS INC COM 882508104 1,133,524 4,047 SH SOLE 339 0 3,708
THOR INDS INC COM 885160101 3,445,395 49,861 SH SOLE 1,050 0 48,811
TRAVELERS COMPANIES INC COM 89417E109 351,162 985 SH SOLE 0 0 985
UNIFIED SER TR ABSLUTE SELCT VL 90470L568 204,355 5,506 SH SOLE 654 0 4,852
UNILEVER PLC SPON ADR NEW 904767803 1,119,072 18,427 SH SOLE 0 0 18,427
UNITEDHEALTH GROUP INC COM 91324P102 776,495 2,115 SH SOLE 163 0 1,952
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 391,127 558 SH SOLE 0 0 558
VERIZON COMMUNICATIONS INC COM 92343V104 1,464,280 31,922 SH SOLE 1,035 0 30,887
VISA INC COM CL A 92826C839 946,835 2,635 SH SOLE 175 0 2,460
WALMART INC COM 931142103 201,813 1,942 SH SOLE 0 0 1,942