François Rochon / Portfolio / 2025-Q1

    Company Shares Market value Share price
    Berkshire Hathaway Inc. 503K $268M $533
    Meta Platforms, Inc. 315K $182M $576
    AMETEK, Inc. 977K $168M $172
    HEICO Corporation 742K $157M $211
    The Progressive Corporation 529K $150M $283
    Fiserv, Inc. 630K $139M $221
    Visa Inc. 394K $138M $350
    CarMax, Inc. 1.6M $128M $78
    Alphabet Inc. 755K $118M $156
    NVR, Inc. 13K $98M $7.2K
    Booking Holdings Inc. 21K $97M $4.6K
    Installed Building Products, Inc. 508K $87M $171
    Kinsale Capital Group, Inc. 170K $83M $487
    Markel Corporation 43K $81M $1.9K
    Medpace Holdings, Inc. 252K $77M $305
    The Charles Schwab Corporation 949K $74M $78
    Starbucks Corporation 747K $73M $98
    M & T BK CORP 368K $66M $179
    Bank OZK 1.2M $53M $43
    Keysight Technologies, Inc. 331K $50M $150
    Five Below, Inc. 622K $47M $75
    Bank of America Corporation 998K $42M $42
    Lululemon Athletica Inc. 143K $41M $283
    Alphabet Inc. 256K $40M $155
    Brown & Brown, Inc. 295K $37M $124
    ARISTA NETWORKS INC 467K $36M $77
    Analog Devices, Inc. 171K $35M $202
    The Walt Disney Company 248K $24M $99
    Floor & Decor Holdings, Inc. 234K $19M $80
    Littelfuse, Inc. 81K $16M $197
    Credit Acceptance Corporation 30K $15M $516
    Mastercard Incorporated 27K $15M $548
    JPMorgan Chase & Co. 44K $11M $245
    Builders FirstSource, Inc. 82K $10M $125
    Berkshire Hathaway Inc. 11 $8.8M $798K
    Align Technology, Inc. 45K $7.2M $159
    Ferguson plc 34K $5.5M $160
    Capital One Financial Corporation 12K $2.2M $179
    Apple Inc. 9.4K $2.1M $222
    Taiwan Semiconductor Manufacturing Company Limited 12K $1.9M $166
    Yum China Holdings, Inc. 36K $1.9M $52
    Copart, Inc. 27K $1.6M $57
    SPDR S&P 500 ETF 2.6K $1.4M $559
    BLACKROCK ISHS PRM MM ETF 13K $1.3M $100
    BIRKENSTOCK HLDG PLC 27K $1.3M $46
    SPDR GOLD TR 3.9K $1.1M $288
    ISHARES TR 11K $1M $95
    Old Dominion Freight Line, Inc. 5.3K $869K $165
    Novo Nordisk A/S 12K $861K $69
    Microsoft Corporation 2K $746K $375
    Dream Finders Homes, Inc. 32K $726K $23
    SiteOne Landscape Supply, Inc. 3.8K $456K $121
    Costco Wholesale Corporation 240 $227K $946
    Intuitive Surgical, Inc. 405 $201K $495

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