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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Elgethun Capital Management

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001420506-25-001875

Total Value
$497.0M
Positions
151
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (151)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A119,219$57.9M11.65%
2FAIRFAX FINANCIALFRFFF24,782$44.8M9.01%
3ISHARES TR464288877384,036$24.4M4.91%
4ISHARES INC46434G103349,535$21.0M4.22%
5ELI LILLY & COLLY24,637$19.2M3.86%
6SCHWAB STRATEGIC TR808524102661,901$15.8M3.17%
7SCHWAB STRATEGIC TR808524730446,527$14.7M2.97%
8CITIGROUP INCC-PR172,895$14.7M2.96%
9BOSTON OMAHA CORPBOC1,047,984$14.7M2.96%
10SCHWAB CHARLES CORPSCHW-PJ160,598$14.7M2.95%
11PATHWARD FINANCIAL INCCASH175,215$13.9M2.79%
12LIBERTY MEDIA CORP DELFWONB143,968$13.7M2.75%
13BANCORP INC DELTBBK221,559$12.6M2.54%
14SCHWAB STRATEGIC TR808524805569,419$12.6M2.53%
15MICROSOFT CORPMSFT24,412$12.1M2.44%
16DREAM FINDERS HOMES INCDFH454,112$11.4M2.30%
17LIBERTY GLOBAL LTDLBTYK843,187$8.7M1.75%
18CRIMSON WINE GROUPCWGL1,555,453$8.6M1.72%
19ALPS ETF TR00162Q452172,888$8.4M1.70%
20ADVANCE AUTO PARTS INCAAP167,284$7.8M1.56%
21ATLANTA BRAVES HLDGS INCBATRB145,531$6.8M1.37%
22VANGUARD WORLD FD92204A30651,697$6.2M1.24%
23FAIRFAX INDIA303897102309,029$5.7M1.15%
24KROGER COKR79,608$5.7M1.15%
25INVESCO EXCHANGE TRADED FD TIVZ31,087$5.6M1.14%
26VANGUARD INDEX FDS92290861128,515$5.6M1.12%
27AMERICAN EXPRESS COAXP17,113$5.5M1.10%
28OCCIDENTAL PETE CORP674599105129,277$5.4M1.09%
29ENTERPRISE PRODS PARTNERS L293792107172,285$5.3M1.07%
30ALBERTSONS COS INC013091103201,558$4.3M0.87%
31NVR INCNVR580$4.3M0.86%
32AMAZON COM INCAMZN17,429$3.8M0.77%
33STELLANTIS N.VSTLA342,727$3.4M0.69%
34UNITEDHEALTH GROUP INCUNH10,692$3.3M0.67%
35ISHARES TR46428749935,515$3.3M0.66%
36APPLE INCAAPL15,759$3.2M0.65%
37INTEL CORPINTC132,415$3.0M0.60%
38BLACKROCK MUN TARGET TERM TRBLK132,251$2.9M0.58%
39SPDR SERIES TRUST78468R85355,395$2.4M0.47%
40WALMART INCWMT23,337$2.3M0.46%
41SCHWAB STRATEGIC TR80852420187,618$2.1M0.43%
42SCHWAB STRATEGIC TR80852440973,805$2.0M0.41%
43BERKLEY W R CORPWRB-PH24,066$1.8M0.36%
44ALPHABET INCGOOG9,052$1.6M0.32%
45VANGUARD INTL EQUITY INDEX F92204285829,907$1.5M0.30%
46ALPHABET INCGOOG8,268$1.5M0.30%
47JPMORGAN CHASE & CO.VYLD4,902$1.4M0.29%
48VISA INCV3,952$1.4M0.28%
49BRIDGEWATER BANCSHARES INCBWBBP82,225$1.3M0.26%
50HOME DEPOT INCHD3,292$1.2M0.24%
51ABBVIE INCABBV6,218$1.2M0.23%
523M COMMM7,112$1.1M0.22%
53BROADCOM INCAVGO3,880$1.1M0.22%
54MCDONALDS CORPMCD3,400$993,3020.20%
55MERCK & CO INCMRK11,979$948,2870.19%
56ISHARES TR4642876554,129$890,9490.18%
57NVIDIA CORPORATIONNVDA5,573$880,5220.18%
58TAIWAN SEMICONDUCTOR MFG LTD8740391003,823$865,8710.17%
59ISHARES TR4642872001,387$861,4030.17%
60SERVICENOW INCNOW830$853,3060.17%
61EXXON MOBIL CORPXOM7,845$845,6550.17%
62PHILIP MORRIS INTL INC7181721094,626$842,5720.17%
63PEPSICO INCPEP6,351$838,6340.17%
64ISHARES TR4642874659,137$816,7980.16%
65ISHARES TR46432F8429,636$804,4090.16%
66CHEVRON CORP NEWCVX5,600$801,9200.16%
67COCA COLA COKO11,155$789,2010.16%
68BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.15%
69VANGUARD INDEX FDS9229087692,350$714,2360.14%
70VANGUARD TAX-MANAGED FDS92194385812,283$700,2540.14%
71ORACLE CORPORCL-PD3,012$658,4250.13%
72SELECT SECTOR SPDR TR81369Y60512,154$636,5230.13%
73JOHNSON & JOHNSONJNJ4,062$620,4730.12%
74PROCTER AND GAMBLE CO7427181093,855$614,1750.12%
75ISHARES TR4642876482,075$593,2150.12%
76BOOKING HOLDINGS INCBKNG95$549,9780.11%
77MARATHON PETE CORPMARA3,168$526,2360.11%
78MARKEL GROUP INCMKL262$523,3080.11%
79S&P GLOBAL INCSPGI983$518,4830.10%
80UNITED RENTALS INCURI683$514,5720.10%
81VANGUARD WHITEHALL FDS9219464063,700$493,2470.10%
82DANAHER CORPORATION2358511022,432$480,3280.10%
83ACCENTURE PLC IRELANDACN1,512$451,9220.09%
84MASTERCARD INCORPORATEDMA756$424,6590.09%
85GREIF INCGEF-B6,091$420,3520.08%
86VANGUARD BD INDEX FDS9219378275,310$417,8700.08%
87HONEYWELL INTL INC4385161061,750$407,6400.08%
88ABBOTT LABSABLZF2,969$403,8050.08%
89CATERPILLAR INCCAT1,038$402,7880.08%
90CSX CORPCSX12,310$401,6810.08%
91BP PLCBPPFF13,355$399,7110.08%
92INTUITINTU506$398,8570.08%
93ISHARES TR4642878043,598$393,2260.08%
94VANGUARD MUN BD FDS9229077468,011$392,7890.08%
95DEERE & CODE756$384,3890.08%
96COSTCO WHSL CORP NEW22160K105384$379,8110.08%
97GREEN BRICK PARTNERS INCGRBK-PA6,000$377,2800.08%
98RTX CORPORATIONRTX2,496$364,5200.07%
99INTERNATIONAL BUSINESS MACHSINTR1,235$364,1230.07%
100SPDR S&P 500 ETF TRSPY589$363,9250.07%
101CHUBB LIMITEDCB1,219$353,1690.07%
102SCHWAB STRATEGIC TR8085247558,189$327,7420.07%
103INTERCONTINENTAL EXCHANGE IN45866F1041,784$327,2380.07%
104ILLINOIS TOOL WKS INC4523081091,282$317,0320.06%
105UNION PAC CORPUNP1,319$303,5730.06%
106BANK AMERICA CORP0605051046,182$292,5120.06%
107SYSCO CORPSYY3,669$277,9110.06%
108CASEYS GEN STORES INC147528103539$274,8280.06%
109WISDOMTREE TRWT5,905$267,4370.05%
110SALESFORCE INCCRM961$261,9780.05%
111LOCKHEED MARTIN CORPLMT560$259,1480.05%
112EATON CORP PLCETN725$258,8180.05%
113SCHWAB STRATEGIC TR80852486210,478$255,4540.05%
114WERNER ENTERPRISES INCWERN9,150$250,3540.05%
115TRAVELERS COMPANIES INCTRV910$243,5810.05%
116SCHWAB STRATEGIC TR80852483910,000$232,4000.05%
117NORTHROP GRUMMAN CORPNOC448$224,2350.05%
118LOWES COS INC5486611071,004$222,7550.04%
119D R HORTON INC23331A1091,717$221,3560.04%
120VANGUARD INDEX FDS922908363387$219,8280.04%
121NEXTERA ENERGY INCNEE-PW3,094$214,7830.04%
122NEWMONT CORPNEMCL3,619$210,8320.04%
123MONSTER BEVERAGE CORP NEWMNST3,360$210,4700.04%
124SCHWAB STRATEGIC TR8085246078,215$207,8380.04%
125VITESSE ENERGY INCVTS9,402$207,6900.04%
126ISHARES TR46435G4096,129$201,5830.04%
127UNITED PARCEL SERVICE INCUPS1,889$190,6770.04%
128ECOLAB INCECL707$190,4900.04%
129KNIFE RIVER CORPKNF2,307$188,3430.04%
130SPDR GOLD TRGLD615$187,4700.04%
131LPL FINL HLDGS INC50212V100493$184,8600.04%
132ADVANCED MICRO DEVICES INCAMD1,288$182,7670.04%
133MDU RES GROUP INC55269010910,713$178,5830.04%
134TEXAS INSTRS INC882508104844$175,1720.04%
135SHELL PLCRYDAF2,426$170,8150.03%
136APPLIED MATLS INC038222105917$167,8750.03%
137AMERICAN TOWER CORP NEW03027X100759$167,7070.03%
138ISHARES TR4642875072,649$164,2950.03%
139ISHARES TR4642887521,644$153,1710.03%
140GENERAL MTRS CO37045V1002,898$142,6110.03%
141NIKE INCNKE2,002$142,2220.03%
142MONDELEZ INTL INC6092071051,945$131,2030.03%
143VANGUARD BD INDEX FDS9219378351,688$124,2870.03%
144HERSHEY COHSY707$117,3430.02%
145SUMMIT HOTEL PPTYS INC86608210022,405$114,0400.02%
146VANGUARD INDEX FDS9229085531,248$111,1820.02%
147QUALCOMM INCQCOM693$110,3670.02%
148STARBUCKS CORPSBUX1,114$102,0760.02%
149NEW GOLD INC CDA64453510615,000$74,2500.01%
150LINEAGE CELL THERAPEUTICS IN53566P10915,000$13,6110.00%
151VANGUARD BD INDEX FDS92203C303113$5,6470.00%