PYA Waltman Capital LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$31.34M5.1974,530-2.35%-$754,830.3311.63
Post Holdings, Inc.
POST
$15.98M0.25150,375+0.62%+$99,052.745.93
Nomad Foods Limited
NOMD
$3.2M0.1163,510+6.32%+$190,161.931.19
Markel Corporation
MKL
$16.01M0.0810,523+1.79%+$281,478.515.94
BellRing Brands, Inc.
BRBR
$4.5M0.0676,249+0.15%+$6,906.491.67
HEICO Corp
HEI.A
$10.07M0.0565,417New+$10.07M3.74
Vail Resorts, Inc.
MTN
$3.96M0.0517,773+3.83%+$145,952.081.47
Ross Stores, Inc.
ROST
$18.75M0.04127,762-0.76%-$143,237.486.96
Liberty Broadband Corporation
LBRDK
$2.47M0.0343,185+5.99%+$139,757.100.92
TransDigm Group Incorporated
TDG
$18.42M0.0314,960-1.64%-$307,896.976.84
Etsy, Inc.
ETSY
$1.17M0.0217,079+7.33%+$80,128.690.44
NVR, Inc.
NVR
$3.48M0.01430+1.42%+$48,599.761.29
T. Rowe Price Group, Inc.
TROW
$1.8M0.0114,745+9.28%+$152,647.370.67
S&P Global Inc.
SPGI
$9.52M0.0122,387+0.25%+$23,825.713.53
Charter Communications, Inc.
CHTR
$2.67M0.019,191+6.08%+$153,158.840.99
The Allstate Corporation
ALL
$2.43M0.0114,023+5.21%+$120,072.740.9
Genuine Parts Company
GPC
$855,833.00<0.015,524+2.03%+$17,042.290.32
Danaher Corporation
DHR
$8.1M<0.0132,429+9.95%+$732,923.143
Johnson & Johnson
JNJ
$5.91M<0.0137,372+7.05%+$389,619.622.19
United Parcel Service, Inc.
UPS
$2.38M<0.0116,010+12.05%+$255,939.210.88
The Travelers Companies, Inc.
TRV
$1.1M<0.014,795+1.59%+$17,261.760.41
General Dynamics Corporation
GD
$1.82M<0.016,439+1.95%+$34,744.380.68
American Tower Corporation
AMT
$1.55M<0.017,854+2.15%+$32,602.580.58
Lockheed Martin Corporation
LMT
$1.7M<0.013,729+14.32%+$212,430.270.63
Amgen Inc.
AMGN
$2.71M<0.019,541+16.44%+$382,959.961.01
Chevron Corporation
CVX
$2.16M<0.0113,699+8.46%+$168,628.640.8
The Procter & Gamble Company
PG
$2.43M<0.0115,002+2.1%+$49,974.360.9
PepsiCo, Inc.
PEP
$2.51M<0.0114,348+18.29%+$388,169.480.93
AbbVie Inc.
ABBV
$2.93M<0.0116,088+1.78%+$51,352.361.09
Texas Instruments Incorporated
TXN
$2.34M<0.0113,443+2.24%+$51,217.040.87
The Home Depot, Inc.
HD
$3.5M<0.019,136+5.33%+$177,217.861.3
Alphabet Inc.
GOOGL
$10.54M<0.0169,841+0.58%+$60,372.003.91
Amazon.com, Inc.
AMZN
$10.1M<0.0155,991+0.59%+$59,345.023.75
McDonald's Corporation
MCD
$1.05M<0.013,732+1.58%+$16,353.030.39
Verizon Communications Inc.
VZ
$946,964.00<0.0122,568+2.19%+$20,308.870.35
JPMorgan Chase & Co.
JPM
$2.25M<0.0111,251+1.61%+$35,653.850.84
Vanguard Intermediate-Term Treasury Index Fund
VGIT
$3.89M<0.0166,376+9.88%+$349,367.691.44
iShares Core U.S. Aggregate Bond ETF
AGG
$929,380.00<0.019,489-7.23%-$72,477.730.35
Sprott Physical Gold and Silver Trust
CEF
$12.21M<0.01600,426+1%+$121,368.754.53
Apple Inc.
AAPL
$1.37M<0.017,985+0.16%+$2,229.240.51
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$935,062.00<0.0110,186+0.04%+$367.190.35
Microsoft Corporation
MSFT
$1.6M<0.013,796+0.16%+$2,524.320.59
T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
TCAF
$16.49M<0.01545,520+4.19%+$663,215.426.12
Broadcom Inc.
AVGO
$2.74M<0.012,071+1.12%+$30,478.281.02
Exxon Mobil Corporation
XOM
$982,693.00<0.018,4540%+$00.37
Grayscale Bitcoin Trust (BTC)
GBTC
$2.39M<0.0137,864New+$2.39M0.89
Fidelity Wise Origin Bitcoin Trust
FBTC
$2M<0.0132,220New+$2M0.74
Vanguard Total Stock Market Index Fund
VTI
$964,969.00<0.013,713+47.34%+$310,047.940.36
Invesco QQQ Trust
QQQ
$853,133.00<0.011,921-2.54%-$22,205.440.32
Vanguard Short-Term Treasury Index Fund
VGSH
$2.79M<0.0148,096-15.84%-$525,765.461.04