Berkshire Hathaway Inc BRK.B | $26.37M | 4.37 | 62,712 | +4.86% | +$1.22M | 3.05 | |
| The Shyft Group, Inc. SHYF | $16.27M | 3.81 | 1.31M | +17.27% | +$2.4M | 1.88 | |
| Portillo's Inc. PTLO | $18.12M | 1.75 | 1.28M | +26.42% | +$3.79M | 2.1 | |
| Capital Southwest Corporation CSWC | $16.05M | 1.43 | 643,120 | +4.89% | +$748,375.90 | 1.86 | |
| KAR Auction Services, Inc. KAR | $13.98M | 0.75 | 808,025 | +4.52% | +$604,444.68 | 1.62 | |
| CSW Industrials, Inc. CSWI | $20.61M | 0.57 | 87,836 | +2.13% | +$429,552.61 | 2.38 | |
| The Brink's Company BCO | $19.19M | 0.47 | 207,779 | -20.06% | -$4.82M | 2.22 | |
| Vertiv Holdings Co VRT | $90.13M | 0.3 | 1.1M | -15.07% | -$16M | 10.42 | |
| Advance Auto Parts, Inc. AAP | $14.13M | 0.28 | 166,005 | +2.76% | +$379,501.39 | 1.63 | |
| Hillman Solutions Corp. HLMN | $4.7M | 0.23 | 442,047 | +6.92% | +$304,357.20 | 0.54 | |
| Pentair plc PNR | $31.48M | 0.22 | 368,448 | +1.92% | +$592,270.08 | 3.64 | |
| Henry Schein, Inc. HSIC | $20.99M | 0.22 | 278,000 | +4.86% | +$972,622.08 | 2.43 | |
| DICK'S Sporting Goods, Inc. DKS | $31.27M | 0.17 | 139,084 | -24.02% | -$9.89M | 3.62 | |
| Ulta Beauty, Inc. ULTA | $38.27M | 0.15 | 73,200 | +2.86% | +$1.06M | 4.43 | |
| Avantor, Inc. AVTR | $22.93M | 0.13 | 896,710 | +2.68% | +$598,951.69 | 2.65 | |
| Yum China Holdings, Inc. YUMC | $15.4M | 0.1 | 387,008 | +36.58% | +$4.12M | 1.78 | |
| U-Haul Holding Company UHAL | $7.39M | 0.06 | 110,861 | +4.06% | +$288,190.94 | 0.86 | |
Kenvue Inc. KVUE | $19.61M | 0.05 | 913,608 | +69.93% | +$8.07M | 2.27 | |
| McKesson Corporation MCK | $32.33M | 0.05 | 60,219 | +1.61% | +$512,154.90 | 3.74 | |
| CDW Corporation CDW | $15.27M | 0.04 | 59,688 | +5.98% | +$861,722.84 | 1.77 | |
| KKR & Co. Inc. KKR | $20.37M | 0.02 | 202,567 | -1.17% | -$240,185.04 | 2.36 | |
| The Progressive Corporation PGR | $23.65M | 0.02 | 114,347 | +1.67% | +$388,407.97 | 2.74 | |
| Starbucks Corporation SBUX | $10.05M | 0.01 | 109,975 | +69.29% | +$4.11M | 1.16 | |
| Palantir Technologies Inc. PLTR | $4.31M | 0.01 | 187,302 | +295.97% | +$3.22M | 0.5 | |
| Abbott Laboratories ABT | $8.21M | <0.01 | 72,270 | +4.36% | +$343,025.87 | 0.95 | |
| AbbVie Inc. ABBV | $13.84M | <0.01 | 76,029 | +4.63% | +$612,038.10 | 1.6 | |
| Merck & Co., Inc. MRK | $8.99M | <0.01 | 68,122 | +1.17% | +$103,844.65 | 1.04 | |
| Meta Platforms, Inc. META | $19.08M | <0.01 | 39,291 | -8.77% | -$1.84M | 2.21 | |
| The Walt Disney Company DIS | $3.59M | <0.01 | 29,300 | +26.12% | +$742,480.48 | 0.42 | |
| JPMorgan Chase & Co. JPM | $12.12M | <0.01 | 60,513 | -0.02% | -$2,003.00 | 1.4 | |
| Amazon.com, Inc. AMZN | $15.73M | <0.01 | 87,230 | +1.39% | +$216,275.61 | 1.82 | |
Alphabet Inc. GOOGL | $23.66M | <0.01 | 156,746 | +4.61% | +$1.04M | 2.74 | |
| Apple Inc. AAPL | $16.12M | <0.01 | 94,007 | +3.71% | +$576,688.62 | 1.86 | |
| Johnson & Johnson JNJ | $2.17M | <0.01 | 13,699 | +9.49% | +$187,771.55 | 0.25 | |
| Pfizer Inc. PFE | $2.25M | <0.01 | 81,075 | +89.14% | +$1.06M | 0.26 | |
| Microsoft Corporation MSFT | $27.23M | <0.01 | 64,720 | +2.14% | +$570,074.61 | 3.15 | |
Berkshire Hathaway Inc BRK.A | $13.32M | <0.01 | 21 | 0% | +$0 | 1.54 | |
| International Business Machines Corporation IBM | $2.26M | <0.01 | 11,860 | +34.19% | +$577,081.22 | 0.26 | |
Financial Select Sector SPDR Fund XLF | $7.39M | <0.01 | 175,432 | -3.33% | -$254,826.01 | 0.85 | |
Vanguard Emerging Markets Stock Index Fund VWO | $12.58M | <0.01 | 301,066 | +79.72% | +$5.58M | 1.45 | |
Invesco QQQ Trust QQQ | $4.71M | <0.01 | 10,597 | +9.95% | +$425,805.59 | 0.54 | |
Vanguard Russell 2000 Index Fund VTWO | $5.25M | <0.01 | 61,754 | +12.28% | +$574,494.99 | 0.61 | |
Vanguard 500 Index Fund VOO | $10.48M | <0.01 | 21,796 | +5.58% | +$553,298.10 | 1.21 | |
Vanguard Mid Cap Index Fund VO | $7.21M | <0.01 | 28,871 | +10.86% | +$706,607.11 | 0.83 | |
Vanguard Developed Markets Index Fund VEA | $12.39M | <0.01 | 247,041 | +33.51% | +$3.11M | 1.43 | |
iShares Russell 1000 Growth ETF IWF | $4.51M | <0.01 | 13,381 | +4.07% | +$176,281.49 | 0.52 | |
Vanguard Energy Index Fund VDE | $15.7M | <0.01 | 119,216 | +3.43% | +$520,478.39 | 1.82 | |
VanEck Oil Services ETF OIH | $15.77M | <0.01 | 46,874 | +3.04% | +$465,477.61 | 1.82 | |
iShares Core S&P U.S. Value ETF IUSV | $3.92M | <0.01 | 43,338 | +7.48% | +$272,768.17 | 0.45 | |
iShares Core MSCI Emerging Markets ETF IEMG | $4.61M | <0.01 | 89,330 | -0.27% | -$12,487.20 | 0.53 |