Elgethun Capital Management

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$604.6M
Q ending 2026-03-31
Prior quarter
$578.9M
Q ending 2025-12-31
Change
+4.4% QoQ · +35.1% YoY
Positions
166
reported holdings

Largest positions

Top 100 of 166 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Berkshire Hathaway Inc DelBRK/BShares$63.4M132K
Eli Lilly & CoLLYShares$47.2M51K
Fairfax FinancialFRFHFShares$42.3M25K
Ishares TrEFVShares$34.0M457K
Ishares IncIEMGShares$25.2M361K
Schwab Strategic TrFNDEShares$20.7M540K
Citigroup IncCShares$19.0M167K
Pathward Financial IncCASHShares$18.2M204K
Boston Omaha CorpBOCShares$17.0M1.5M
Schwab Strategic TrSCHFShares$16.8M680K
Schwab Charles CorpSCHWShares$14.6M156K
Schwab Strategic TrSCHBShares$14.2M567K
Bancorp Inc DelTBBKShares$12.1M225K
Driven Brands Hldgs IncDRVNShares$11.9M942K
Liberty Media Corp DelFWONAShares$11.7M149K
Vanguard World FdVDEShares$10.3M59K
Liberty Global LtdShares$10.1M858K
Alps Etf TrAMLPShares$10.0M189K
Microsoft CorpMSFTShares$9.9M27K
Occidental Pete CorpOXYShares$9.6M148K
Advance Auto Parts IncAAPShares$9.1M172K
Vanguard Index FdsVBRShares$8.1M37K
Crimson Wine GroupCWGLShares$7.8M1.8M
Enterprise Prods Partners LEPDShares$7.1M187K
Dream Finders Homes IncDFHShares$7.0M505K
Atlanta Braves Hldgs IncBATRKShares$7.0M164K
Invesco Exchange Traded Fd TRSPShares$6.0M31K
Kroger CoKRShares$5.7M78K
Fairfax IndiaFFXDFShares$5.5M340K
American Express CoAXPShares$5.1M17K
Nvidia CorporationNVDAShares$4.7M27K
Amazon Com IncAMZNShares$4.6M22K
Nvr IncNVRShares$4.3M660
Berkshire Hathaway Inc DelBRK/AShares$4.3M6
Apple IncAAPLShares$3.8M15K
Albertsons Cos IncACIShares$3.6M214K
Ishares TrIWRShares$3.5M36K
Blackrock Mun Target Term TrBTTShares$3.1M137K
Schwab Strategic TrSCHGShares$3.1M105K
Walmart IncWMTShares$3.0M24K
Alphabet IncGOOGShares$2.8M10K
Unitedhealth Group IncUNHShares$2.8M10K
Alphabet IncGOOGLShares$2.8M10K
Schwab Strategic TrSCHVShares$2.4M80K
Stellantis N.VShares$2.1M296K
Schwab Strategic TrSCHXShares$2.0M78K
Merck & Co IncMRKShares$1.8M15K
Vanguard Index FdsVTIShares$1.7M5K
Berkley W R CorpWRBShares$1.6M24K
Jpmorgan Chase & CoJPMShares$1.6M5K
Vanguard Intl Equity Index FVWOShares$1.5M28K
Csx CorpCSXShares$1.4M35K
Bridgewater Bancshares IncBWBShares$1.4M79K
Abbvie IncABBVShares$1.3M6K
Exxon Mobil CorpXOMShares$1.3M8K
Johnson & JohnsonJNJShares$1.3M5K
Taiwan Semiconductor ManufacTSMShares$1.3M4K
Visa IncVShares$1.2M4K
Broadcom IncAVGOShares$1.2M4K
Chevron CorporationCVXShares$1.2M6K
Home Depot IncHDShares$1.2M4K
Mcdonalds CorpMCDShares$1.1M3K
Ishares TrIWMShares$1.0M4K
3M CoMMMShares$1.0M7K
Vanguard Index FdsVTVShares$1.0M5K
Caterpillar IncCATShares$964K1K
Philip Morris Intl IncPMShares$942K6K
Ishares TrIEFAShares$929K10K
Ishares TrEFAShares$888K9K
Best Buy IncBBYShares$881K14K
Ishares TrIVVShares$878K1K
Spdr Series TrustSPSMShares$876K18K
United Parcel Svcs IncUPSShares$871K9K
Vistra CorpVSTShares$847K6K
Carmax IncKMXShares$825K20K
Vanguard Tax-Managed FdsVEAShares$812K13K
Vanguard Index FdsVUGShares$809K2K
Marathon Pete CorpMPCShares$774K3K
Coca Cola CoKOShares$769K10K
Oracle CorpORCLShares$758K5K
Pepsico IncPEPShares$743K5K
Vitesse Energy IncVTSShares$736K41K
Ishares TrIWOShares$651K2K
Select Sector Spdr TrXLFShares$600K12K
Illinois Tool Wks IncITWShares$581K2K
Delta Air Lines IncDALShares$572K9K
Vanguard Index FdsVOOShares$565K945
Bp PlcBPShares$554K12K
Vanguard Whitehall FdsVYMShares$548K4K
Evolution Metals & Tech CorpEMATShares$532K70K
Ishares TrACWXShares$514K8K
United Rentals IncURIShares$498K683
State Str Spdr S&P 500 Etf TSPYShares$471K724
Danaher Corp DelDHRShares$461K2K
Markel Group IncMKLShares$456K238
Occidental Pete CorpOXY/WSShares$446K10K
Tesla IncTSLAShares$441K1K
Rtx CorporationRTXShares$437K2K
Servicenow IncNOWShares$434K4K
Deere & CoDEShares$428K759

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.