MSFTMicrosoft
3.36%-37.84K-0.00%6.10B0.21%Computer391.160Dec 31, 2024Aggregated 13FAAPLApple
2.51%-142.77K-0.00%4.56B0.15%Computer210.140Dec 31, 2024Aggregated 13FNVDANVIDIA
2.10%-358.41K-0.00%3.80B0.15%Electronics108.730Dec 31, 2024Aggregated 13FAMZNAmazon
2.06%-299.77K-0.00%3.73B0.19%Commerce187.700Dec 31, 2024Aggregated 13FGOOGLAlphabet-A
1.94%-384.52K-0.00%3.53B0.18%Internet & Media160.610Dec 31, 2024Aggregated 13FTDGTransDigm
1.62%+185.72K+0.33%2.95B3.80%Defense1395.720Dec 31, 2024Aggregated 13FBNBrookfield Corp
1.53%-6.81M-0.41%2.78B3.18%Non-Bank Financials73.720Dec 31, 2024Aggregated 13FHEIHeico
1.43%-104.04K-0.07%2.60B7.59%Defense247.400Dec 31, 2024Aggregated 13FORLYO'Reilly Automotive
1.35%-31.78K-0.06%2.45B3.14%Auto1370.160Dec 31, 2024Aggregated 13FHLTHilton Worldwide
1.26%-363.88K-0.15%2.29B4.34%Leisure Services221.600Dec 31, 2024Aggregated 13FCPRTCopart
1.26%-716.42K-0.07%2.28B3.95%Other59.810Dec 31, 2024Aggregated 13FKKRKKR & Co
1.17%-1.76M-0.20%2.13B2.13%Non-Bank Financials113.930Dec 31, 2024Aggregated 13FVVisa
1.02%-254.92K-0.01%1.86B0.28%Non-Bank Financials337.510Dec 31, 2024Aggregated 13FMETAMeta Platforms
1.02%-15.63K-0.00%1.85B0.13%Internet & Media549.740Dec 31, 2024Aggregated 13FWELLWelltower
0.97%-265.83K-0.04%1.76B1.84%Real Estate149.050Dec 31, 2024Aggregated 13FNFLXNetflix
0.97%-101.26K-0.02%1.75B0.38%Internet & Media1110.380Dec 31, 2024Aggregated 13FEQIXEquinix Inc
0.89%+44.44K+0.05%1.62B1.98%Real Estate844.680Dec 31, 2024Aggregated 13FCSGPCoStar
0.86%-201.64K-0.05%1.56B4.68%Real Estate81.740Dec 31, 2024Aggregated 13FAVGOBroadcom
0.84%+900.79K+0.02%1.53B0.17%Electronics192.470Dec 31, 2024Aggregated 13FMAMasterCard
0.83%-227.46K-0.02%1.51B0.31%Non-Bank Financials534.490Dec 31, 2024Aggregated 13FVMCVulcan Materials
0.82%+742.85K+0.56%1.48B4.59%Building Materials245.390Dec 31, 2024Aggregated 13FBROBrown & Brown
0.81%+94.18K+0.03%1.48B4.50%Non-Bank Financials114.880Dec 31, 2024Aggregated 13FROPRoper Technologies
0.79%-96.50K-0.09%1.43B2.42%Computer551.950Dec 31, 2024Aggregated 13FPGRProgressive
0.75%-302.82K-0.05%1.37B0.87%Non-Bank Financials269.580Dec 31, 2024Aggregated 13FJPMJPMorgan
0.75%-241.56K-0.01%1.36B0.20%Banks243.220Dec 31, 2024Aggregated 13FBRK.ABerkshire Hathaway-A
0.74%-6.00-0.00%1.33B0.12%Non-Bank Financials797750.000Dec 31, 2024Aggregated 13FVTRVentas Inc
0.70%-233.07K-0.05%1.27B4.26%Real Estate68.500Dec 31, 2024Aggregated 13FAMTAmerican Tower Corp
0.69%-229.75K-0.05%1.25B1.27%Real Estate211.300Dec 31, 2024Aggregated 13FCOSTCostco
0.68%-43.18K-0.01%1.23B0.29%Commerce978.540Dec 31, 2024Aggregated 13FPLDPrologis
0.67%-174.33K-0.02%1.22B1.28%Real Estate103.320Dec 31, 2024Aggregated 13FLLYEli Lilly and Co
0.63%+85.58K+0.01%1.14B0.15%Medical Biology877.290Dec 31, 2024Aggregated 13FTSLATesla
0.58%+121.22K+0.00%1.05B0.12%Auto285.880Dec 31, 2024Aggregated 13FMKLMarkel Group
0.55%+57.00+0.00%991.52M4.32%Non-Bank Financials1813.280Dec 31, 2024Aggregated 13FLYVLive Nation Entertainment
0.53%+106.25K+0.05%966.47M3.16%Internet & Media133.270Dec 31, 2024Aggregated 13FAVBAvalonBay Communities Inc
0.52%+27.70K+0.02%944.90M3.23%207.800Dec 31, 2024Aggregated 13FEXRExtra Space Storage Inc
0.52%-15.88K-0.01%942.16M3.16%Real Estate141.910Dec 31, 2024Aggregated 13FCBRECBRE Group
0.50%+180.06K+0.06%915.98M2.59%Real Estate121.360Dec 31, 2024Aggregated 13FMLMMartin Marietta Materials
0.50%+191.12K+0.32%909.85M3.01%Building Materials502.900Dec 31, 2024Aggregated 13FFWONKLiberty Formula One-C
0.50%+885.82K+0.36%908.45M4.16%Internet & Media87.820Dec 31, 2024Aggregated 13FMSCIMSCI Inc
0.47%+119.60K+0.15%860.23M2.09%Non-Bank Financials534.950Dec 31, 2024Aggregated 13FITGartner
0.46%+10.49K+0.01%830.15M2.61%Computer415.810Dec 31, 2024Aggregated 13FUNHUnitedHealth
0.45%+176.01K+0.02%825.09M0.22%Medical Biology420.000Dec 31, 2024Aggregated 13FINTUIntuit
0.45%-78.82K-0.03%822.91M0.48%Computer618.230Dec 31, 2024Aggregated 13FDPZDomino's Pizza
0.45%+21.74K+0.06%821.71M4.92%Leisure Services490.640Dec 31, 2024Aggregated 13FVICIVICI Properties
0.43%+138.57K+0.01%775.88M2.29%32.240Dec 31, 2024Aggregated 13FBIPBrookfield Infrastructure Partners LP
0.43%+2.87M+0.62%775.52M5.78%Utilities29.170Dec 31, 2024Aggregated 13FPGProcter & Gamble
0.43%+16.61K+0.00%772.52M0.20%Manufacturing161.850Dec 31, 2024Aggregated 13FTSMTaiwan Semiconductor
0.42%-1.27M-0.02%754.05M0.09%Electronics163.400Feb 28, 2025MultipleACGLArch Capital
0.41%+779.54K+0.21%749.74M2.20%Non-Bank Financials91.190Dec 31, 2024Aggregated 13FXOMExxon Mobil
0.40%-51.06K-0.00%728.49M0.16%Mining108.630Dec 31, 2024Aggregated 13F