BALTIMORE · Last Updated: Q4 2025
AUM
$312.43MHoldings
Filings
JPMORGAN CHASE & CO COM
JPM · 48.7%MARKEL GROUP INC COM
MKL · 5.4%BERKSHIRE HATHAWAY INC DEL CL A
BRK-A · 5.3%ALPHABET INC CAP STK CL C
GOOG · 4.7%Banking
49.0%
Financial Services
16.5%
Insurance
5.3%
Communication Services
5.3%
Quarter | Form Type | Accession # | Filed Date | Holdings | Value | Top Shares |
|---|---|---|---|---|---|---|
| Q4 2025 | 13F-HR/A | 3/11/2026 | 5 | $158,361,571 | JPM AAPL SBCF SCHM | |
| Q4 2025 | 13F-HR | 3/4/2026 | 204 | $332,173,676 | JPM MKL GOOG BRK-A |
1–2 of 2
Q4 2025
Name | Symbol | CUSIP | Type | Current Shares | Previous Shares | Change |
|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO COM | JPM | 46625H100 | New | 471,920 | 0 | +471,920 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 084670702 | New | 48,458 | 0 | +48,458 | |
| MARKEL GROUP INC COM | MKL | 570535104 | New | 7,777 | 0 | +7,777 |
| ALPHABET INC CAP STK CL C | GOOG | 02079K107 | New | 47,156 | 0 | +47,156 |
| BERKSHIRE HATHAWAY INC DEL CL A | BRK-A | 084670108 | New | 11 | 0 | +11 |
| BERKSHIRE HATHAWAY INC DEL CL A | BRK-A | 084670108 | New | 11 | 0 | +11 |
| GOLDMAN SACHS GROUP INC COM | GS | 38141G104 | New | 9,405 | 0 | +9,405 |
| BLACKSTONE INC COM | BBN1.F | 09260D107 | New | 41,248 | 0 | +41,248 |
| BLACKSTONE INC COM | BX | 09260D107 | New | 41,248 | 0 | +41,248 |
| AMAZON COM INC COM | AMZN | 023135106 | New | 25,262 | 0 | +25,262 |
1–10 of 217
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