| Microsoft Corp. (MSFT) | $510.5M | 2.64% | 996,573 | -20,865 | Trimmed |
| Apple Inc. (AAPL) | $474.9M | 2.46% | 1,428,287 | -61,433 | Trimmed |
| Amazon.com Inc. (AMZN) | $472.1M | 2.44% | 1,898,083 | -22,860 | Trimmed |
| NVIDIA Corp. (NVDA) | $464.2M | 2.40% | 2,034,634 | +28,016 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $352.1M | 1.82% | 705,870 | -7,064 | Trimmed |
| Markel Group Inc. (MKL) | $339.0M | 1.75% | 197,363 | -9,036 | Trimmed |
| Brookfield Corporation (BN) | $322.5M | 1.67% | 8,823,389 | -843,562 | Trimmed |
| Vanguard S&P 500 (VOO) | $307.3M | 1.59% | 438,431 | +52,675 | Added |
| Vanguard Specialized Funds (VIG) | $267.2M | 1.38% | 1,145,441 | +152,631 | Added |
| Alphabet Inc. (GOOGL) | $264.6M | 1.37% | 770,168 | -6,053 | Trimmed |
| Johnson & Johnson (JNJ) | $225.8M | 1.17% | 850,972 | -11,422 | Trimmed |
| American Tower Corp. (AMT) | $208.5M | 1.08% | 1,264,519 | +214,884 | Added |
| Broadcom Inc. (AVGO) | $199.3M | 1.03% | 566,267 | +81,024 | Added |
| Union Pacific Corp. (UNP) | $197.7M | 1.02% | 725,198 | -13,163 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $196.0M | 1.01% | 531,134 | -11,137 | Trimmed |
| Abbott Laboratories (ABT) | $180.1M | 0.93% | 1,812,141 | -14,872 | Trimmed |
| Danaher Corp. (DHR) | $178.4M | 0.92% | 801,278 | +122,935 | Added |
| Analog Devices Inc. (ADI) | $174.2M | 0.90% | 438,695 | -9,536 | Trimmed |
| Visa Inc. (V) | $169.2M | 0.88% | 469,444 | -6,185 | Trimmed |
| Rockwell Automation, Inc. (ROK) | $167.0M | 0.86% | 384,428 | -12,469 | Trimmed |
| Mastercard Inc. (MA) | $164.7M | 0.85% | 297,111 | -6,786 | Trimmed |
| Watsco Inc. (WSO) | $160.8M | 0.83% | 532,261 | +1,895 | Added |
| Kinsale Capital Group, Inc. (KNSL) | $158.0M | 0.82% | 489,237 | -43,933 | Trimmed |
| Marvell Technology, Inc. (MRVL) | $157.5M | 0.81% | 596,528 | -48,677 | Trimmed |
| Martin Marietta Materials Inc. (MLM) | $157.3M | 0.81% | 328,039 | -8,752 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $150.8M | 0.78% | 454,849 | -65,570 | Trimmed |
| Elevance Health, Inc. (ELV) | $150.0M | 0.78% | 384,435 | -57,505 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $149.6M | 0.78% | 920,690 | -13,212 | Trimmed |
| Brookfield Asset Management Ltd. (BAM) | $148.4M | 0.77% | 3,311,327 | -45,911 | Trimmed |
| Sherwin Williams Co. (SHW) | $147.3M | 0.76% | 452,318 | -17,689 | Trimmed |
| Meta Platforms, Inc. (META) | $143.5M | 0.74% | 197,179 | -47,992 | Trimmed |
| Lamar Advertising Co. (LAMR) | $143.3M | 0.74% | 990,670 | -21,578 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $137.2M | 0.71% | 346,851 | -144,390 | Trimmed |
| Chevron Corp. (CVX) | $136.9M | 0.71% | 670,395 | -121,618 | Trimmed |
| ServiceNow, Inc. (NOW) | $136.4M | 0.71% | 1,025,406 | +48,721 | Added |
| McDonald's Corp. (MCD) | $131.5M | 0.68% | 567,730 | +157,213 | Added |
| Philip Morris International Inc. (PM) | $125.2M | 0.65% | 654,315 | -8,426 | Trimmed |
| NextEra Energy Inc. (NEE) | $121.8M | 0.63% | 1,607,819 | -341,087 | Trimmed |
| TE Connectivity plc (TEL) | $121.8M | 0.63% | 575,739 | -5,345 | Trimmed |
| iShares Core MSCI Eafe ETF (IEFA) | $121.4M | 0.63% | 1,253,570 | +194,077 | Added |
| Cisco Systems, Inc. (CSCO) | $117.3M | 0.61% | 1,091,712 | -13,763 | Trimmed |
| Norfolk Southern Corp. (NSC) | $115.9M | 0.60% | 373,953 | -71,635 | Trimmed |
| TJX Companies Inc. (TJX) | $115.3M | 0.60% | 868,958 | -15,183 | Trimmed |
| SLB Limited (SLB) | $115.0M | 0.59% | 2,344,295 | -32,000 | Trimmed |
| Anheuser-Busch InBev SA/NV (BUD) | $114.3M | 0.59% | 1,551,224 | -23,509 | Trimmed |
| Constellation Energy Corp. (CEG) | $113.6M | 0.59% | 443,100 | -28,246 | Trimmed |
| Johnson Controls International plc (JCI) | $112.9M | 0.58% | 758,155 | -9,911 | Trimmed |
| Costco Wholesale Corp. (COST) | $112.6M | 0.58% | 123,323 | -1,763 | Trimmed |
| iShares Trust (IWY) | $112.3M | 0.58% | 380,899 | +70,247 | Added |
| Lowe's Companies Inc. (LOW) | $112.3M | 0.58% | 607,374 | +82,654 | Added |
| Live Nation Entertainment, Inc. (LYV) | $112.0M | 0.58% | 658,982 | -20,206 | Trimmed |
| Becton Dickinson & Co. (BDX) | $109.2M | 0.56% | 607,325 | -21,264 | Trimmed |
| Comcast Corp. (CMCSA) | $107.2M | 0.56% | 4,933,267 | +178,182 | Added |
| Synopsys Inc. (SNPS) | $106.6M | 0.55% | 247,516 | +237,465 | Added |
| Vertex Pharmaceuticals Inc. (VRTX) | $106.2M | 0.55% | 202,800 | -4,308 | Trimmed |
| EOG Resources Inc. (EOG) | $106.1M | 0.55% | 767,719 | -21,549 | Trimmed |
| Vanguard Mid Cap Index ETF (VO) | $104.0M | 0.54% | 1,326,679 | +231,960 | Added |
| Marsh & McLennan Companies, Inc. (MRSH) | $103.9M | 0.54% | 608,732 | -3,313 | Trimmed |
| L3Harris Technologies, Inc. (LHX) | $103.6M | 0.54% | 437,684 | +86,179 | Added |
| Vanguard BD Index FDS (BSV) | $100.8M | 0.52% | 1,319,713 | +74,887 | Added |
| Intercontinental Exchange, Inc. (ICE) | $100.8M | 0.52% | 662,565 | -13,502 | Trimmed |
| Medtronic plc (MDT) | $95.0M | 0.49% | 1,098,342 | -206 | Held |
| Citigroup Inc. (C) | $93.9M | 0.49% | 723,565 | -155,331 | Trimmed |
| Trane Technologies plc (TT) | $93.9M | 0.49% | 207,317 | -4,397 | Trimmed |
| PepsiCo Inc. (PEP) | $92.8M | 0.48% | 729,609 | +147,661 | Added |
| Uber Technologies, Inc. (UBER) | $90.9M | 0.47% | 1,323,276 | -37,743 | Trimmed |
| Aon plc (AON) | $90.8M | 0.47% | 328,524 | -7,783 | Trimmed |
| Alphabet Inc. (GOOG) | $90.7M | 0.47% | 266,232 | -6,264 | Trimmed |
| Emerson Electric Co. (EMR) | $90.6M | 0.47% | 582,151 | +465,210 | Added |
| Enbridge Inc. (ENB) | $88.9M | 0.46% | 1,908,321 | -10,149 | Trimmed |
| Clean Harbors Inc. (CLH) | $86.6M | 0.45% | 278,329 | -15,055 | Trimmed |
| Dimensional ETF Trust (DFAS) | $85.4M | 0.44% | 1,103,239 | +201,954 | Added |
| Texas Instruments Inc. (TXN) | $84.6M | 0.44% | 301,720 | +198 | Held |
| Healthequity, Inc. (HQY) | $84.5M | 0.44% | 962,799 | -124,419 | Trimmed |
| Vanguard Growth ETF (VUG) | $84.0M | 0.43% | 932,539 | +32,892 | Added |
| Sanofi (SNY) | $81.8M | 0.42% | 1,990,147 | -11,304 | Trimmed |
| Eastman Chemical Co. (EMN) | $81.2M | 0.42% | 1,247,445 | -18,252 | Trimmed |
| Spotify Technology S.A. (SPOT) | $80.6M | 0.42% | 164,920 | -4,909 | Trimmed |
| Cintas Corp. (CTAS) | $79.8M | 0.41% | 407,629 | +4,150 | Added |
| Stryker Corp. (SYK) | $78.7M | 0.41% | 285,110 | -1,133 | Trimmed |
| Schwab Fundamental US Large Com (FNDX) | $78.1M | 0.41% | 2,483,015 | +523,517 | Added |
| Okta, Inc. (OKTA) | $78.1M | 0.40% | 376,237 | -431,267 | Trimmed |
| Vanguard Value ETF (VTV) | $77.7M | 0.40% | 359,798 | +4,360 | Added |
| United Parcel Service Inc. (UPS) | $77.5M | 0.40% | 827,823 | -13,640 | Trimmed |
| iShares Trust (FLOT) | $75.6M | 0.39% | 1,481,508 | +6,611 | Added |
| Wisdomtree Trust (EZM) | $75.6M | 0.39% | 1,054,847 | +165,729 | Added |
| Republic Services, Inc. (RSG) | $75.3M | 0.39% | 358,147 | -5,801 | Trimmed |
| Carrier Global Corp. (CARR) | $74.9M | 0.39% | 1,360,276 | +74,234 | Added |
| International Flavors & Fragrances Inc. (IFF) | $73.4M | 0.38% | 873,807 | -16,892 | Trimmed |
| Vanguard Short-Term Corp. BD Idx (VCSH) | $72.2M | 0.37% | 934,536 | +32,964 | Added |
| Wells Fargo & Company (WFC) | $71.8M | 0.37% | 895,341 | -6,588 | Trimmed |
| Home Depot, Inc. (HD) | $67.2M | 0.35% | 235,948 | -5,984 | Trimmed |
| Wisdomtree Trust (USFR) | $67.1M | 0.35% | 1,331,866 | +23,931 | Added |
| O'Reilly Automotive, Inc. (ORLY) | $66.9M | 0.35% | 781,264 | -38,491 | Trimmed |
| Quanta Services, Inc. (PWR) | $66.5M | 0.34% | 103,114 | -41,057 | Trimmed |
| Xylem Inc. (XYL) | $63.6M | 0.33% | 628,624 | -23,992 | Trimmed |
| Accenture plc (ACN) | $62.0M | 0.32% | 341,083 | -481,931 | Trimmed |
| Genuine Parts Co. (GPC) | $61.3M | 0.32% | 486,329 | -7,906 | Trimmed |
| SPDR Portfolio Small Cap ETF (SPSM) | $60.9M | 0.32% | 1,151,233 | +164,323 | Added |
| Vanguard Ftse Emerging Markets (VWO) | $60.8M | 0.32% | 1,025,897 | +141,841 | Added |