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 |
| ALLEGION PLC | ORD SHS | G0176J109 | 8,484,875 | 55,179 | SH | SOLE | 8,659 | 0 | 46,520 | ||
| AMETEK INC | COM | 031100100 | 7,968,731 | 32,167 | SH | SOLE | 4,070 | 0 | 28,097 | ||
| AMPHENOL CORP | CL A | 032095101 | 11,954,246 | 141,806 | SH | SOLE | 15,332 | 0 | 126,474 | ||
| APPLE INC | COM | 037833100 | 12,175,150 | 36,560 | SH | SOLE | 2,816 | 0 | 33,744 | ||
| CHUBB LIMITED | COM | H1467J104 | 10,697,147 | 32,889 | SH | SOLE | 5,030 | 0 | 27,859 | ||
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 12,535,382 | 13,770 | SH | SOLE | 1,450 | 0 | 12,320 | ||
| DANAHER CORP DEL | COM | 235851102 | 2,734,592 | 12,343 | SH | SOLE | 285 | 0 | 12,058 | ||
| EATON CORP PLC | SHS | G29183103 | 2,622,520 | 6,103 | SH | SOLE | 1,107 | 0 | 4,996 | ||
| EQT CORP | COM | 26884L109 | 3,872,320 | 79,743 | SH | SOLE | 11,833 | 0 | 67,910 | ||
| GE VERNOVA INC | COM | 36828A101 | 2,604,343 | 2,740 | SH | SOLE | 371 | 0 | 2,369 | ||
| GRACO INC | COM | 384109104 | 8,082,876 | 105,191 | SH | SOLE | 15,816 | 0 | 89,375 | ||
| HONEYWELL AEROSPACE INC | COM | 43849R105 | 3,893,621 | 25,125 | SH | SOLE | 2,638 | 0 | 22,487 | ||
| HUBBELL INC | COM | 443510607 | 4,295,138 | 9,469 | SH | SOLE | 1,312 | 0 | 8,157 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 14,261,216 | 182,602 | SH | SOLE | 26,004 | 0 | 156,598 | ||
| ISHARES TR | US TREAS BD ETF | 46429B267 | 1,594,323 | 72,900 | SH | SOLE | 29,000 | 0 | 43,900 | ||
| MARKEL GROUP INC | COM | 570535104 | 12,023,111 | 7,021 | SH | SOLE | 1,079 | 0 | 5,942 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 10,491,821 | 45,940 | SH | SOLE | 6,757 | 0 | 39,183 | ||
| OTIS WORLDWIDE CORP | COM | 68902V107 | 3,674,023 | 57,121 | SH | SOLE | 6,316 | 0 | 50,805 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 5,920,316 | 14,901 | SH | SOLE | 2,642 | 0 | 12,259 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 4,875,759 | 10,688 | SH | SOLE | 1,693 | 0 | 8,995 | ||
| HOME DEPOT INC | COM | 437076102 | 3,586,281 | 12,606 | SH | SOLE | 2,085 | 0 | 10,521 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | 6,361,096 | 54,927 | SH | SOLE | 6,139 | 0 | 48,788 | ||
| WATSCO INC | COM | 942622200 | 4,618,747 | 15,259 | SH | SOLE | 1,744 | 0 | 13,515 | ||
| WESCO INTL INC | COM | 95082P105 | 4,753,780 | 13,220 | SH | SOLE | 2,146 | 0 | 11,074 | ||
| WHITE MTNS INS GROUP LTD | COM | G9618E107 | 4,386,187 | 2,186 | SH | SOLE | 369 | 0 | 1,817 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,431,716 | 18,693 | SH | SOLE | 1,691 | 0 | 17,002 | ||
| AMAZON COM INC | COM | 023135106 | 3,799,787 | 15,251 | SH | SOLE | 1,702 | 0 | 13,549 | ||
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 7,210,447 | 3,980 | SH | SOLE | 565 | 0 | 3,415 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 14,699,484 | 29,520 | SH | SOLE | 3,271 | 0 | 26,249 | ||
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | 3,487,746 | 74,097 | SH | SOLE | 8,787 | 0 | 65,310 | ||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 1,368,238 | 16,078 | SH | SOLE | 3,876 | 0 | 12,202 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 3,248,268 | 25,955 | SH | SOLE | 3,165 | 0 | 22,790 | ||
| MICROSOFT CORP | COM | 594918104 | 6,017,519 | 11,732 | SH | SOLE | 1,644 | 0 | 10,088 | ||
| NUTRIEN LTD | COM | 67077M108 | 3,493,743 | 49,733 | SH | SOLE | 5,996 | 0 | 43,737 | ||
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | 3,998,975 | 206,452 | SH | SOLE | 33,182 | 0 | 173,270 | ||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 1,714,668 | 25,264 | SH | SOLE | 3,366 | 0 | 21,898 | ||
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | 530,483 | 5,269 | SH | SOLE | 950 | 0 | 4,319 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 2,670,124 | 16,058 | SH | SOLE | 0 | 0 | 16,058 | ||
| EQUINOR ASA | SPONSORED ADR | 29446M102 | 588,224 | 14,140 | SH | SOLE | 0 | 0 | 14,140 | ||
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | 483,374 | 6,171 | SH | SOLE | 0 | 0 | 6,171 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 2,162,776 | 2,836 | SH | SOLE | 0 | 0 | 2,836 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,505,775 | 4,419 | SH | SOLE | 290 | 0 | 4,129 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,372,227 | 1,792 | SH | SOLE | 0 | 0 | 1,792 | ||
| AURA BIOSCIENCES INC | COM | 05153U107 | 3,347,667 | 533,068 | SH | SOLE | 13,274 | 0 | 519,794 | ||
| ISHARES INC | MSCI EMRG CHN | 46434G764 | 547,417 | 5,525 | SH | SOLE | 0 | 0 | 5,525 | ||
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 675,701 | 10,987 | SH | SOLE | 0 | 0 | 10,987 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 1,522,500 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | 1,707,243 | 4,562 | SH | SOLE | 0 | 0 | 4,562 | ||
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | 414,362 | 2,546 | SH | SOLE | 150 | 0 | 2,396 | ||
| MATSON INC | COM | 57686G105 | 641,349 | 2,920 | SH | SOLE | 0 | 0 | 2,920 | ||
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 201,668 | 4,260 | SH | SOLE | 0 | 0 | 4,260 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 212,685 | 765 | SH | SOLE | 0 | 0 | 765 | ||
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 529,489 | 2,705 | SH | SOLE | 0 | 0 | 2,705 | ||
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 418,900 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
| TESLA INC | COM | 88160R101 | 590,404 | 1,664 | SH | SOLE | 0 | 0 | 1,664 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 206,775 | 338 | SH | SOLE | 0 | 0 | 338 | ||
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 410,965 | 4,242 | SH | SOLE | 0 | 0 | 4,242 | ||
| ISHARES TR | RUS MID CAP ETF | 464287499 | 426,840 | 4,000 | SH | SOLE | 0 | 0 | 4,000 | ||
| OPUS GENETICS INC | COM | 67577R102 | 295,240 | 61,000 | SH | SOLE | 0 | 0 | 61,000 | ||
| ADOBE INC | COM | 00724F101 | 767,808 | 3,200 | SH | SOLE | 0 | 0 | 3,200 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 747,005 | 1 | SH | SOLE | 0 | 0 | 1 | ||
| ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 81,715 | 29,500 | SH | SOLE | 0 | 0 | 29,500 | ||