ALPHABET INC COM 02079K107 BBG009S4MVF2 128554881 363838 SH SOLE 0 0 363838 ALPHABET INC COM 02079K305 BBG009S4MT03 16560883 46341 SH SOLE 0 0 46341 AMAZON COM INC COM 023135106 BBG000BVQ4Z3 48173281 202120 SH SOLE 0 0 202120 AMERICAN TOWER CORP COM 03027X100 BBG000B9Y214 13744951 84031 SH SOLE 0 0 84031 APPLE INC COM 037833100 BBG000B9Y5X2 54428616 188100 SH SOLE 0 0 188100 ASML HLDG NV SHS N07059210 BBG000K6N6G7 65500323 32924 SH SOLE 0 0 32924 BLACKSTONE INC COM 09260D107 BBG000BH02H6 15450306 131302 SH SOLE 0 0 131302 BOEING CO COM 097023105 BBG000BCSV38 529919 2448 SH SOLE 0 0 2448 BOOKING HOLDINGS INC COM 09857L108 BBG000BLC4L5 43594830 244585 SH SOLE 0 0 244585 BROADCOM INC COM 11135F101 BBG00KHY5SQ7 18546014 49096 SH SOLE 0 0 49096 CATERPILLAR INC COM 149123101 BBG000BF0LJ6 23822878 22371 SH SOLE 0 0 22371 CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG000QX7705 5020168 147652 SH SOLE 0 0 147652 CISCO SYS INC COM 17275R102 BBG000C3JBN9 20150615 171553 SH SOLE 0 0 171553 CORPAY INC COM 219948106 BBG0014KPDL9 51423894 154301 SH SOLE 0 0 154301 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG000F6HLL1 7742885 8277 SH SOLE 0 0 8277 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZH4 16270373 92561 SH SOLE 0 0 92561 EATON CORP PLC SHS G29183103 BBG000BJ3QG7 18521306 43465 SH SOLE 0 0 43465 ELI LILLY & CO COM 532457108 BBG000BNBG44 54569267 45496 SH SOLE 0 0 45496 EQT CORP COM 26884L109 BBG000BHZ8B1 48503163 912228 SH SOLE 0 0 912228 FASTENAL CO COM 311900104 BBG000BJ96W7 17092292 355867 SH SOLE 0 0 355867 FERROVIAL SE ORD SHS N3168P101 BBG01H7CZ9X3 24145986 351931 SH SOLE 0 0 351931 HEICO CORP NEW COM 422806109 BBG000BL18H3 10736991 30144 SH SOLE 0 0 30144 HEICO CORP NEW CL A 422806208 BBG000F0CGS3 19926385 77261 SH SOLE 0 0 77261 IDEXX LABS INC COM 45168D104 BBG000BLS2X9 28345109 53843 SH SOLE 0 0 53843 INTUITIVE SURGICAL INC COM 46120E602 BBG000BJPPW7 6401853 16098 SH SOLE 0 0 16098 ISHARES BITCOIN TRUST ETF ETF 46438F101 BBG01KYQ6Q23 636904 19132 SH SOLE 0 0 19132 ISHARES TR INTRM GOV CR ETF 464288612 BBG000QN34L5 1651581 15567 SH SOLE 0 0 15567 ISHARES TR SELECT DIV ETF 464287168 BBG000C1L8B0 438578 2806 SH SOLE 0 0 2806 ISHARES TR SEMICDTR ETF 464287523 BBG01X4L1T19 26034079 40630 SH SOLE 0 0 40630 JPMORGAN CHASE & CO COM 46625H100 BBG000DMBZW1 57246089 174888 SH SOLE 0 0 174888 LOCKHEED MARTIN CORP COM 539830109 BBG000C1BXJ8 16002139 31410 SH SOLE 0 0 31410 LOWES COS INC COM 548661107 BBG000BNDQS4 15018456 68114 SH SOLE 0 0 68114 MARKEL GROUP INC COM 570535104 BBG000FC74N5 6858971 3512 SH SOLE 0 0 3512 MASTERCARD INCORPORATED COM 57636Q104 BBG000F20WW2 7334722 14281 SH SOLE 0 0 14281 MCDONALDS CORP COM 580135101 BBG000BNT1L9 15048158 55670 SH SOLE 0 0 55670 META PLATFORMS INC COM 30303M102 BBG002GPKKZ7 50888745 90342 SH SOLE 0 0 90342 MICROSOFT CORP COM 594918104 BBG000BPHFS9 73882579 198066 SH SOLE 0 0 198066 MONOLITHIC PWR SYS INC COM 609839105 BBG000C30VQ2 11416911 8259 SH SOLE 0 0 8259 NEXTERA ENERGY INC COM 65339F101 BBG000BJSF01 15377128 175198 SH SOLE 0 0 175198 NIKE INC COM 654106103 BBG000C5HTN7 7344994 178928 SH SOLE 0 0 178928 NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2F03 6900641 13549 SH SOLE 0 0 13549 NVIDIA CORPORATION COM 67066G104 BBG000BBK0R0 68877981 344235 SH SOLE 0 0 344235 NXP SEMICONDUCTORS N V COM N6596X109 BBG000BNDGF0 9519329 33873 SH SOLE 0 0 33873 ORACLE CORP COM 68389X105 BBG000BQLY10 8243438 56250 SH SOLE 0 0 56250 OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGZ8C2 39549984 429471 SH SOLE 0 0 429471 PAYCHEX INC COM 704326107 BBG000BQT1J5 11541484 117375 SH SOLE 0 0 117375 RTX CORPORATION COM 75513E101 BBG000BW8TX8 18553317 97788 SH SOLE 0 0 97788 S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 5839701 14339 SH SOLE 0 0 14339 SHERWIN WILLIAMS CO COM 824348106 BBG000BSXT78 7859793 22827 SH SOLE 0 0 22827 SNOWFLAKE INC COM 833445109 BBG00WXXS1W2 9406829 36962 SH SOLE 0 0 36962 SOUTHERN COPPER CORP COM 84265V105 BBG000BSHKK0 19884112 114106 SH SOLE 0 0 114106 SPDR INDEX SHS FDS ETF 78463X889 BBG000Q8SXL7 201157 3992 SH SOLE 0 0 3992 SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788 BBG00B6WD8B4 255964 5365 SH SOLE 0 0 5365 SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854 BBG000KMV9Z6 1023011 11641 SH SOLE 0 0 11641 SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200 BBG0029J2H86 227210 7365 SH SOLE 0 0 7365 STATE STR SPDR S&P 500 ETF T ETF 78462F103 BBG000BDTF76 391307 524 SH SOLE 0 0 524 TAIWAN SEMICONDUCTOR MANUFAC ADS 874039100 BBG000BD90Z0 56151248 117577 SH SOLE 0 0 117577 TOYOTA MOTOR CORP ADS 892331307 BBG000BPH4N9 14447236 85781 SH SOLE 0 0 85781 UBER TECHNOLOGIES INC COM 90353T100 BBG00NW4HS14 41249037 571633 SH SOLE 0 0 571633 UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 114751702 276091 SH SOLE 0 0 276091 VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 BBG000HRBDF4 786705 2126 SH SOLE 0 0 2126 VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775 BBG000HMP013 428800 5120 SH SOLE 0 0 5120 VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406 BBG000QBYYJ4 1256339 7950 SH SOLE 0 0 7950 VISA INC COM 92826C839 BBG000PSL0X0 8273615 24115 SH SOLE 0 0 24115 WABTEC COM 929740108 BBG000BDDBD5 54529566 202261 SH SOLE 0 0 202261 WATSCO INC COM 942622200 BBG000DJN962 58568901 140544 SH SOLE 0 0 140544 ZOETIS INC COM 98978V103 BBG003932MF0 12045676 167627 SH SOLE 0 0 167627