|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
26,371 |
$12M |
5.62% |
0.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
28,221 |
$12M |
5.59% |
1.0%
|
- |
|
AAPL
|
US |
APPLE INC |
37,822 |
$9M |
4.45% |
0.9%
|
- |
|
MAR
|
US |
MARRIOTT INTERNATIONAL -CL A |
21,961 |
$6M |
2.88% |
-0.6%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
37,183 |
$6M |
2.84% |
55.0%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
5,999 |
$5M |
2.58% |
0.0%
|
- |
|
INTU
|
US |
INTUIT INC |
8,232 |
$5M |
2.43% |
0.7%
|
- |
|
DE
|
US |
DEERE & CO |
11,082 |
$5M |
2.21% |
1.4%
|
- |
|
GNRC
|
US |
GENERAC HOLDINGS INC |
26,176 |
$4M |
1.91% |
-0.7%
|
- |
|
DRI
|
US |
DARDEN RESTAURANTS INC |
21,527 |
$4M |
1.89% |
0.3%
|
- |
|
CASY
|
US |
CASEY'S GENERAL STORES INC |
9,916 |
$4M |
1.85% |
2.6%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
83,810 |
$4M |
1.73% |
0.1%
|
- |
|
NVR
|
US |
NVR INC |
435 |
$4M |
1.67% |
0.2%
|
- |
|
WMT
|
US |
WALMART INC |
36,591 |
$3M |
1.55% |
1.6%
|
- |
|
CSTM
|
US |
CONSTELLIUM SE |
311,179 |
$3M |
1.50% |
1.6%
|
- |
|
RHP
|
US |
RYMAN HOSPITALITY PROPERTIES |
30,466 |
$3M |
1.49% |
0.5%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
51,950 |
$3M |
1.45% |
-0.4%
|
- |
|
LMT
|
US |
LOCKHEED MARTIN CORP |
6,277 |
$3M |
1.43% |
-0.1%
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
9,334 |
$3M |
1.43% |
0.0%
|
- |
|
DEO
|
US |
DIAGEO PLC-SPONSORED ADR |
22,555 |
$3M |
1.35% |
100.0%
|
- |