| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 03/22/2024 |
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| ADV Location | ALEXANDRIA, VA, United States |
| Contact Info | 571 xxxxxxx |
| Websites |
| AUM* | 218,011,000 58% |
| of that, discretionary | 218,011,000 58% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 40,504,670 |
| Avg Account Size | 3,460,492 -35% |
| % High Net Worth | 75.86% -24% |
| SMA’s | No |
| Private Funds | 2 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker570535104 | Stock NameMarkel Group Inc | $ Position$18,725,460 | % Position12.00% | $ Change4.00% | # Change2.00% |
| Stck Ticker67103H107 | Stock NameO'Reilly Automotive Inc | $ Position$13,223,664 | % Position9.00% | $ Change-2.00% | # Change-2.00% |
| Stck Ticker023135106 | Stock NameAmazon.Com Inc | $ Position$14,617,392 | % Position9.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker03027X100 | Stock NameAmerican Tower Corp | $ Position$12,899,621 | % Position8.00% | $ Change-10.00% | # Change-5.00% |
| Stck Ticker217204106 | Stock NameCopart Inc | $ Position$13,043,823 | % Position8.00% | $ Change42.00% | # Change68.00% |
| Stck Ticker084670702 | Stock NameBerkshire Hathaway Inc Cl B Ne | $ Position$11,373,865 | % Position7.00% | $ Change4.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp | $ Position$11,490,881 | % Position7.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$9,716,130 | % Position6.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc Cap Stock Cl A | $ Position$7,341,809 | % Position5.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker57636Q104 | Stock NameMastercard Incorporated Cl A | $ Position$8,213,491 | % Position5.00% | $ Change-1.00% | # Change-3.00% |