Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
BRK.B Berkshire Hathaway CL B 8.37 Nákup 1.12% 462,807 $267.02 $123,579,000 $305.99 14.59% $259.85 $362.10
AME Ametek Inc. 6.50 Nákup 2.32% 846,848 $113.41 $96,041,000 $140.76 24.12% $105.82 $147.07
MKL Markel Corp. 6.03 Nákup 2.02% 82,153 $1084.22 $89,072,000 $1289.36 18.92% $1064.09 $1519.25
SCHW Charles Schwab Corp. 5.98 Nákup 2.92% 1,228,551 $71.87 $88,296,000 $80.25 11.66% $58.83 $94.91
GOOG Alphabet Inc. CL C 5.82 Nákup 1.45% 893,040 $96.15 $85,866,000 $93.98 -2.26% $83.45 $152.10
FIVE Five Below Inc. 5.75 Nákup 1.16% 616,382 $137.67 $84,857,000 $182.10 32.27% $109.49 $214.50
KMX CarMax Inc. 5.49 Nákup 2.56% 1,227,537 $66.02 $81,042,000 $65.48 -0.82% $54.85 $150.32
HEI.A HEICO Corp. CL A 5.16 Nákup 1.11% 665,048 $114.62 $76,228,000 $123.82 8.03% $102.24 $134.68
KEYS Keysight Technologies Inc. 4.96 Nákup 1.55% 465,237 $157.36 $73,210,000 $181.05 15.05% $127.93 $209.08
V Visa Inc. 4.33 Nákup 2.43% 360,179 $177.65 $63,986,000 $209.10 17.70% $173.81 $233.54
MTB M&T Bank Corp. 3.61 Nákup 1.29% 302,370 $176.32 $53,314,000 $150.12 -14.86% $138.61 $191.21
PGR Progressive Corp. 3.55 Prodej 22.10% 450,924 $116.21 $52,402,000 $131.18 12.88% $92.41 $134.50
NVR NVR Inc. 3.43 Prodej 23.11% 12,696 $3987.08 $50,620,000 $4694.28 17.74% $3576.01 $5982.45
META Meta Platforms Inc. 2.47 Nákup 1.76% 268,430 $135.68 $36,421,000 $115.34 -14.99% $88.09 $352.71
EW Edwards Lifesciences Corp. 2.41 Nákup 3.19% 430,196 $82.63 $35,547,000 $72.48 -12.28% $67.13 $131.73
FBHS Fortune Brands Home & Security 2.31 Nákup 2.79% 635,395 $53.69 $34,114,000 $60.77 13.19% $52.72 $106.68
SSNC SS&C Technologies Holdings Inc. 2.31 Nákup 1.75% 712,786 $47.75 $34,036,000 $50.53 5.82% $45.07 $84.00
IBP Installed Building Products 2.27 Nákup 1.49% 413,974 $80.99 $33,528,000 $87.58 8.14% $69.20 $139.12
ICE Intercontinental Exchange Inc. 2.15 Nákup 1.80% 350,613 $90.35 $31,678,000 $104.44 15.59% $88.60 $136.99
FRC First Republic Bank 1.94 Nákup 655.16% 219,420 $130.55 $28,645,000 $116.83 -10.51% $106.86 $212.17
BAC Bank of America Corp. 1.90 Nákup 0.23% 931,088 $30.20 $28,119,000 $32.44 7.42% $29.14 $48.97
CIEN Ciena Corp. 1.87 Nákup 1.15% 682,286 $40.43 $27,585,000 $51.87 28.30% $38.33 $78.28
DIS Walt Disney Co. 1.44 Nákup 1.02% 225,258 $94.33 $21,249,000 $92.55 -1.89% $86.28 $160.32
GOOGL Alphabet Inc. 1.30 Nákup 4.10% 199,944 $95.65 $19,125,000 $93.73 -2.01% $83.34 $151.55
LULU Lululemon Athletica Inc. 1.14 Nákup 1199.09% 59,953 $279.55 $16,760,000 $375.14 34.19% $251.51 $427.47
FND Floor & Decor Holdings 1.12 Nákup 363.49% 235,613 $70.26 $16,554,000 $75.86 7.97% $59.91 $133.29
LFUS Littelfuse Inc. 0.94 Nákup 1.08% 69,928 $198.69 $13,894,000 $238.85 20.21% $191.71 $323.84
SNBR Sleep Number Corp. 0.88 Nákup 1.01% 386,262 $33.81 $13,060,000 $29.28 -13.40% $24.04 $80.77
ANET Arista Networks Inc. 0.72 Nákup 3.76% 93,983 $112.89 $10,610,000 $128.13 13.50% $89.12 $148.57
ATHM Autohome Inc. 0.67 Nákup 1.10% 341,881 $28.76 $9,832,000 $31.85 10.74% $20.11 $40.89
OZK Bank OZK 0.57 Nákup 1.43% 211,023 $39.56 $8,348,000 $41.48 4.85% $34.21 $49.85
CACC Credit Acceptance Corp. 0.49 Nákup 6.52% 16,534 $438.01 $7,242,000 $454.86 3.85% $397.58 $699.08
MA Mastercard Inc. 0.30 Nákup 3.31% 15,507 $284.32 $4,409,000 $351.17 23.51% $276.87 $398.11
ADI Analog Devices 0.25 Nákup 2.95% 26,135 $139.35 $3,642,000 $169.66 21.75% $132.89 $184.17
BRK.A Berkshire Hathaway CL A 0.22 8 $406500.00 $3,252,000 $462780.00 13.85% $393012.25 $544389.26
JPM JPMorgan Chase & Co. 0.20 Prodej 89.96% 28,519 $104.49 $2,980,000 $132.88 27.17% $101.28 $167.07
COHR Coherent Corp. 0.18 Nákup 3.54% 74,202 $34.85 $2,586,000 $36.71 5.34% $29.90 $75.05
AAPL Apple Inc. 0.14 14,638 $138.20 $2,023,000 $142.61 3.19% $128.65 $181.88
SPY SPDR S&P 500 ETF Trust 0.12 Prodej 0.19% 4,761 $357.28 $1,701,000 $396.24 10.90% $348.11 $474.49
ODFL Old Dominion Freight Line 0.07 4,067 $248.83 $1,012,000 $287.24 15.44% $231.07 $362.20
MSFT Microsoft Corp. 0.06 3,578 $232.81 $833,000 $247.41 6.27% $212.83 $341.10
BAM Brookfield Asset Management Inc. 0.05 Prodej 2.00% 16,650 $40.90 $681,000 $43.61 6.63% $36.82 $61.75
CPRT Copart Inc. 0.05 13,742 $53.19 $731,000 $63.91 20.15% $51.11 $76.29
GLD SPDR Gold Trust 0.04 4,265 $154.75 $660,000 $166.47 7.57% $150.57 $193.30
NVO Novo Nordisk A S 0.04 6,200 $99.68 $618,000 $127.79 28.20% $90.15 $127.93
ROP Roper Technologies Inc. 0.04 1,460 $359.59 $525,000 $433.63 20.59% $356.22 $491.46
SBUX Starbucks Corp. 0.04 Prodej 0.90% 6,265 $84.28 $528,000 $103.73 23.08% $67.22 $114.40
TJX TJX Companies Inc. 0.04 9,197 $62.09 $571,000 $78.68 26.72% $53.22 $81.17
TSM Taiwan Semiconductor S.A. 0.04 8,240 $68.57 $565,000 $80.80 17.84% $59.43 $142.74
BABA Alibaba Group Holdings 0.03 Prodej 1.48% 4,976 $79.98 $398,000 $94.17 17.74% $58.01 $138.70
BOOT Boot Barn Holdings 0.03 8,253 $58.40 $482,000 $65.09 11.46% $50.20 $131.02
FAST Fastenal 0.03 9,704 $46.06 $447,000 $51.19 11.14% $43.44 $63.21
ITB Ishares U.S. Home Constructi 0.03 Nákup 7.88% 9,254 $52.09 $482,000 $61.10 17.30% $47.89 $82.86
KNX Knight 0.03 8,046 $48.97 $394,000 $55.13 12.58% $42.20 $61.72
LEVI Levi Strauss & Co. 0.03 32,939 $14.48 $477,000 $16.83 16.23% $13.46 $25.43
SITE SiteOne Landscape Supply Inc. 0.03 3,753 $104.18 $391,000 $122.54 17.62% $97.36 $246.02
SLV iShares Silver Trust 0.03 23,000 $17.52 $403,000 $21.21 21.06% $16.19 $24.90
COST Costco Co. 0.01 350 $471.43 $165,000 $481.25 2.08% $405.08 $609.12
GIB CGI Inc. 0.01 1,665 $75.08 $125,000 $86.03 14.58% $72.23 $89.11
IYF Ishares Us Financials ETF 0.01 3,110 $67.52 $210,000 $76.55 13.37% $66.04 $90.76
LLY Eli Lilly & Co. 0.01 432 $324.07 $140,000 $371.79 14.73% $229.54 $375.25
RMD ResMed Inc. 0.01 437 $217.39 $95,000 $222.50 2.35% $188.66 $266.48
RBA Ritchie Bros. Auctioneers Inc. 0.00 1,070 $62.62 $67,000 $57.12 -8.78% $48.03 $72.10