| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COPART INC | 169,013 | 9,365,000 | 6.57% | ||
| 2 | FEDERAL AGRIC MTG CORP CL C | 156,937 | 8,988,000 | 6.31% | ||
| 3 | GENERAL DYNAMICS CORP | 48,847 | 8,434,000 | 5.92% | ||
| 4 | BERKSHIRE HATHAWAY INC DEL | 47,991 | 7,822,000 | 5.49% | ||
| 5 | JOHNSON & JOHNSON | 64,300 | 7,408,000 | 5.20% | ||
| 6 | DEERE & CO | 67,956 | 7,002,000 | 4.91% | ||
| 7 | CSRA INC | 218,580 | 6,960,000 | 4.89% | ||
| 8 | CANADIAN NATL RY CO | 97,121 | 6,546,000 | 4.59% | ||
| 9 | CAPITAL ONE FINL CORP | 70,981 | 6,192,000 | 4.35% | ||
| 10 | TC PIPELINES LP | 103,544 | 6,093,000 | 4.28% | ||
| 11 | TJX COS INC NEW | 77,095 | 5,792,000 | 4.07% | ||
| 12 | CUMMINS INC | 40,618 | 5,551,000 | 3.90% | ||
| 13 | MIDDLEBY CORP | 42,399 | 5,461,000 | 3.83% | ||
| 14 | PRAXAIR INC | 42,936 | 5,032,000 | 3.53% | ||
| 15 | ANHEUSER BUSCH INBEV SA/NV | 45,984 | 4,849,000 | 3.40% | ||
| 16 | COLGATE PALMOLIVE CO | 66,223 | 4,334,000 | 3.04% | ||
| 17 | AGRIUM INC | 37,175 | 3,738,000 | 2.62% | ||
| 18 | QUEST DIAGNOSTICS INC | 38,605 | 3,548,000 | 2.49% | ||
| 19 | LABORATORY CORP AMER HLDGS | 25,977 | 3,335,000 | 2.34% | ||
| 20 | INGREDION INC | 24,000 | 2,999,000 | 2.11% | ||
| 21 | EXXON MOBIL CORP | 30,559 | 2,758,000 | 1.94% | ||
| 22 | ARES CAPITAL CORP | 144,794 | 2,388,000 | 1.68% | ||
| 23 | HENRY JACK & ASSOC INC COM | 26,406 | 2,344,000 | 1.65% | ||
| 24 | POLARIS INDS INC | 23,495 | 1,936,000 | 1.36% | ||
| 25 | GOODYEAR TIRE & RUBB | 36,482 | 1,126,000 | 0.79% | ||
| 26 | UNION PAC CORP | 10,690 | 1,108,000 | 0.78% | ||
| 27 | GENERAL ELECTRIC CO | 21,772 | 688,000 | 0.48% | ||
| 28 | COCA COLA CO | 16,088 | 667,000 | 0.47% | ||
| 29 | APPLE INC | 5,129 | 594,000 | 0.42% | ||
| 30 | PROCTER AND GAMBLE CO | 6,668 | 561,000 | 0.39% | ||
| 31 | DU PONT E I DE NEMOURS & CO | 6,850 | 503,000 | 0.35% | ||
| 32 | BERKSHIRE HATHAWAY INC DEL | 2 | 488,000 | 0.34% | ||
| 33 | SCHLUMBERGER LTD | 5,475 | 460,000 | 0.32% | ||
| 34 | UNITED TECHNOLOGIES CORP | 4,168 | 457,000 | 0.32% | ||
| 35 | 3M CO | 2,525 | 451,000 | 0.32% | ||
| 36 | M & T BK CORP | 2,865 | 448,000 | 0.31% | ||
| 37 | MCDONALDS CORP | 3,520 | 428,000 | 0.30% | ||
| 38 | CVS HEALTH CORP | 5,350 | 422,000 | 0.30% | ||
| 39 | UNIVERSAL FOREST PRODS INC | 3,900 | 399,000 | 0.28% | ||
| 40 | WYNN RESORTS LTD | 4,356 | 377,000 | 0.26% | ||
| 41 | PFIZER INC | 11,347 | 369,000 | 0.26% | ||
| 42 | UNITED PARCEL SERVICE INC | 3,200 | 367,000 | 0.26% | ||
| 43 | ILLINOIS TOOL WKS INC | 2,900 | 355,000 | 0.25% | ||
| 44 | RAYTHEON CO | 2,450 | 348,000 | 0.24% | ||
| 45 | CISCO SYS INC | 11,252 | 340,000 | 0.24% | ||
| 46 | AMAZON COM INC | 441 | 331,000 | 0.23% | ||
| 47 | MICROSOFT CORP | 5,288 | 329,000 | 0.23% | ||
| 48 | JPMORGAN CHASE & CO | 3,376 | 291,000 | 0.20% | ||
| 49 | CATERPILLAR INC | 3,100 | 287,000 | 0.20% | ||
| 50 | ACCENTURE PLC IRELAND | 2,000 | 234,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-17-000348, filed 2017.01.24).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.