Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG ALPHABET INC | 7.40% | - | $972M | 2,749,860 | - | Communication Services |
| 2 |  BRK-A BERKSHIRE HATHAWAY INC DEL | 6.35% | - | $834M | 1,114 | - | Financials |
| 3 |  BRK-B BERKSHIRE HATHAWAY INC DEL | 5.84% | - | $767M | 1,531,971 | - | Financials |
| 4 |  DE DEERE & CO | 4.24% | - | $557M | 877,900 | - | Industrials |
| 5 |  BN BROOKFIELD CORP | 4.24% | - | $557M | 13,073,609 | - | Financials |
| 6 |  AMZN AMAZON COM INC | 3.69% | - | $484M | 2,030,760 | - | Consumer Discretionary |
| 7 |  ADI ANALOG DEVICES INC | 3.02% | Reduced | $397M | 999,671 | -23,574 | Information Technology |
| 8 |  GS GOLDMAN SACHS GROUP INC | 2.77% | - | $363M | 359,360 | - | Financials |
| 9 |  AAPL APPLE INC | 2.70% | - | $355M | 1,227,290 | - | Information Technology |
| 10 |  CAT CATERPILLAR INC | 2.67% | - | $350M | 328,650 | - | Industrials |
Portfolio Changes
Buy Positions
New Buy
- ZTSZOETIS INC
Current 0.04%
+66,195Shares
- NFLXNETFLIX INC.
Current 0.02%
+40,000Shares
- UFPIUFP INDUSTRIES INC
Current <0.01%
+4,000Shares
Additional Buy
- VVISA INC
+0.95%
+9,581Shares
- HDHOME DEPOT INC
+0.27%
+2,500Shares
- WSOWATSCO INC
+2.68%
+15,581Shares
- LOWLOWES COS INC
+1.83%
+13,500Shares
- FNVFRANCO NEV CORP
+9.17%
+65,000Shares
Sell Positions
Full Exit
- SMGSCOTTS MIRACLE-GRO CO
Full Exit
0Shares
- UNHUNITEDHEALTH GROUP INC
Full Exit
0Shares
Partial Exit
- ADIANALOG DEVICES INC
-2.30%
-23,574Shares
- METAMETA PLATFORMS INC
-5.69%
-14,140Shares
- CMCSACOMCAST CORP NEW
-16.61%
-159,806Shares
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