Port Washington, NYCIK 11200484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 672.4K | $211.0K | 35.6% | −8.2K | Reduced |
| 2 | Costco Whsl Corp New | 132.2K | $114.0K | 19.2% | +6.9K | Added |
| 3 | Markel Group Inc | 41.0K | $88.1K | 14.8% | +900 | Added |
| 4 | Martin Marietta Matls Inc |
| 119.6K |
| $74.5K |
| 12.6% |
| −18 |
| Reduced |
| 5 | Fastenal Co | 1.60M | $64.0K | 10.8% | +154.8K | Added |
| 6 | Berkshire Hathaway Inc Del | 70.6K | $35.5K | 6.0% | +1.3K | Added |
| 7 | Alphabet Inc | 13.1K | $4.1K | 0.7% | 0 | Held |
| 8 | Berkshire Hathaway Inc Del | 3 | $2.3K | 0.4% | 0 | Held |