#	Issuer	Ticker	Shares	Value	% of Portfolio
1	WARNER BROS DISCOVERY INC	WBD	325,574	$9.4M	9.50%
2	ALPHABET INC	GOOG	20,648	$6.5M	6.56%
3	ROPER TECHNOLOGIES INC	ROP	12,144	$5.4M	5.48%
4	WHITE MTNS INS GROUP LTD	G9618E107	2,548	$5.3M	5.36%
5	VANGUARD SCOTTSDALE FDS	92206C102	87,845	$5.2M	5.23%
6	DANAHER CORPORATION	235851102	21,540	$4.9M	4.99%
7	VISA INC	V	12,705	$4.5M	4.51%
8	BROWN & BROWN INC	BRO	54,122	$4.3M	4.37%
9	THOR INDS INC	885160101	41,652	$4.3M	4.33%
10	MACERICH CO	MAC	206,916	$3.8M	3.87%
11	MEDIAALPHA INC	MAX	275,437	$3.6M	3.61%
12	ASML HOLDING N V	ASMLF	3,040	$3.3M	3.29%
13	HEICO CORP NEW	HEI-A	12,522	$3.2M	3.20%
14	AMERICAN EXPRESS CO	AXP	8,138	$3.0M	3.05%
15	CDW CORP	CDW	21,585	$2.9M	2.98%
16	GARTNER INC	IT	10,906	$2.8M	2.79%
17	NXP SEMICONDUCTORS N V	NXPI	12,586	$2.7M	2.77%
18	SIMPLIFY EXCHANGE TRADED FUN	82889N525	51,809	$2.6M	2.65%
19	OAKTREE SPECIALTY LENDING CO	OCSL	200,853	$2.6M	2.59%
20	INTUIT	INTU	3,793	$2.5M	2.54%