Salvus Wealth Management, LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$171.3B
Holdings
126
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,776 | $8.1B | 4.76% | |
| 2 | SCHWSCHWAB CHARLES CORP | 73,307 | $6.7B | 3.90% | |
| 3 | PGRPROGRESSIVE CORP | 24,491 | $6.5B | 3.82% | |
| 4 | BKNGBOOKING HOLDINGS INC | 944 | $5.5B | 3.19% | |
| 5 | AXPAMERICAN EXPRESS CO | 16,370 | $5.2B | 3.05% | |
| 6 | TPDSOMNIGROUP INTERNATIONAL INC | 74,351 | $5.1B | 2.95% | |
| 7 | ASTSAST SPACEMOBILE INC | 106,776 | $5.0B | 2.91% | |
| 8 | THOTHOR INDS INC | 53,681 | $4.8B | 2.78% | |
| 9 | AAPLAPPLE INC | 23,172 | $4.8B | 2.78% | |
| 10 | ADIANALOG DEVICES INC | 19,525 | $4.6B | 2.71% | |
| 11 | MSFTMICROSOFT CORP | 9,087 | $4.5B | 2.64% | |
| 12 | FISVFISERV INC | 24,282 | $4.2B | 2.44% | |
| 13 | FNDFLOOR & DECOR HLDGS INC | 54,109 | $4.1B | 2.40% | |
| 14 | GOOGALPHABET INC | 22,490 | $4.0B | 2.33% | |
| 15 | AWGASBURY AUTOMOTIVE GROUP INC | 13,559 | $3.2B | 1.89% | |
| 16 | IBPINSTALLED BLDG PRODS INC | 17,545 | $3.2B | 1.85% | |
| 17 | NVDANVIDIA CORPORATION | 19,550 | $3.1B | 1.80% | |
| 18 | AWIARMSTRONG WORLD INDS INC NEW | 17,507 | $2.8B | 1.66% | |
| 19 | BNBROOKFIELD CORP | 41,391 | $2.6B | 1.49% | |
| 20 | ELLAUDER ESTEE COS INC | 31,459 | $2.5B | 1.48% | |
| 21 | ANETARISTA NETWORKS INC | 24,625 | $2.5B | 1.47% | |
| 22 | NVRNVR INC | 333 | $2.5B | 1.44% | |
| 23 | AONAON PLC | 6,775 | $2.4B | 1.41% | |
| 24 | MKLMARKEL GROUP INC | 1,114 | $2.2B | 1.30% | |
| 25 | AMZNAMAZON COM INC | 9,531 | $2.1B | 1.22% | |
| 26 | ORLYOREILLY AUTOMOTIVE INC | 21,060 | $1.9B | 1.11% | |
| 27 | BILSPDR SERIES TRUST | 18,776 | $1.7B | 1.01% | |
| 28 | BLKBLACKROCK INC | 1,638 | $1.7B | 1.00% | |
| 29 | MCMOELIS & CO | 27,450 | $1.7B | 1.00% | |
| 30 | AMTAMERICAN TOWER CORP NEW | 7,721 | $1.7B | 1.00% | |
| 31 | AMATAPPLIED MATLS INC | 8,868 | $1.6B | 0.95% | |
| 32 | NSCNORFOLK SOUTHN CORP | 5,863 | $1.5B | 0.88% | |
| 33 | GBILGOLDMAN SACHS ETF TR | 14,898 | $1.5B | 0.87% | |
| 34 | LLYELI LILLY & CO | 1,890 | $1.5B | 0.86% | |
| 35 | OGM1COGENT COMMUNICATIONS HLDGS | 28,202 | $1.4B | 0.79% | |
| 36 | 4I1PHILIP MORRIS INTL INC | 7,382 | $1.3B | 0.78% | |
| 37 | ORCLORACLE CORP | 6,139 | $1.3B | 0.78% | |
| 38 | APDAIR PRODS & CHEMS INC | 4,717 | $1.3B | 0.78% | |
| 39 | WSCWILLSCOT HLDGS CORP | 48,470 | $1.3B | 0.78% | |
| 40 | CSCOCISCO SYS INC | 17,746 | $1.2B | 0.72% | |
| 41 | DISDISNEY WALT CO | 9,640 | $1.2B | 0.70% | |
| 42 | VVISA INC | 3,296 | $1.2B | 0.68% | |
| 43 | JNJJOHNSON & JOHNSON | 7,452 | $1.1B | 0.66% | |
| 44 | CVXCHEVRON CORP NEW | 7,830 | $1.1B | 0.65% | |
| 45 | TXNTEXAS INSTRS INC | 5,296 | $1.1B | 0.64% | |
| 46 | LLOEWS CORP | 11,713 | $1.1B | 0.63% | |
| 47 | SBUXSTARBUCKS CORP | 11,586 | $1.1B | 0.62% | |
| 48 | PAYXPAYCHEX INC | 7,251 | $1.1B | 0.62% | |
| 49 | ULUNILEVER PLC | 16,340 | $999.5M | 0.58% | |
| 50 | NUNU HLDGS LTD | 69,500 | $953.5M | 0.56% | |
| 51 | DDOMINION ENERGY INC | 16,774 | $948.1M | 0.55% | |
| 52 | CINFCINCINNATI FINL CORP | 6,345 | $944.9M | 0.55% | |
| 53 | KMXCARMAX INC | 13,869 | $932.1M | 0.54% | |
| 54 | GLWCORNING INC | 17,720 | $931.9M | 0.54% | |
| 55 | FNVFRANCO NEV CORP | 5,565 | $912.2M | 0.53% | |
| 56 | MOALTRIA GROUP INC | 15,258 | $894.6M | 0.52% | |
| 57 | MAMASTERCARD INCORPORATED | 1,584 | $890.1M | 0.52% | |
| 58 | LOWLOWES COS INC | 3,842 | $852.4M | 0.50% | |
| 59 | FISFIDELITY NATL INFORMATION SV | 10,090 | $821.4M | 0.48% | |
| 60 | ENBENBRIDGE INC | 18,103 | $820.4M | 0.48% | |
| 61 | NOWSERVICENOW INC | 789 | $811.2M | 0.47% | |
| 62 | SHOPSHOPIFY INC | 6,721 | $775.3M | 0.45% | |
| 63 | TELTE CONNECTIVITY PLC | 4,413 | $744.3M | 0.43% | |
| 64 | AEMAGNICO EAGLE MINES LTD | 6,239 | $742.0M | 0.43% | |
| 65 | FASTFASTENAL CO | 17,615 | $739.8M | 0.43% | |
| 66 | METAMETA PLATFORMS INC | 990 | $730.7M | 0.43% | |
| 67 | CDWCDW CORP | 3,931 | $702.0M | 0.41% | |
| 68 | MDTMEDTRONIC PLC | 8,051 | $701.8M | 0.41% | |
| 69 | ABTABBOTT LABS | 5,113 | $695.4M | 0.41% | |
| 70 | NFLXNETFLIX INC | 498 | $666.9M | 0.39% | |
| 71 | NOCNORTHROP GRUMMAN CORP | 1,329 | $664.5M | 0.39% | |
| 72 | CTVACORTEVA INC | 8,562 | $638.1M | 0.37% | |
| 73 | ZTSZOETIS INC | 4,005 | $624.6M | 0.36% | |
| 74 | TRVTRAVELERS COMPANIES INC | 2,321 | $621.0M | 0.36% | |
| 75 | ADBEADOBE INC | 1,511 | $584.6M | 0.34% | |
| 76 | BAMBROOKFIELD ASSET MANAGMT LTD | 10,374 | $573.5M | 0.33% | |
| 77 | ECPGENCORE CAP GROUP INC | 14,698 | $569.0M | 0.33% | |
| 78 | EPDENTERPRISE PRODS PARTNERS L | 17,058 | $529.0M | 0.31% | |
| 79 | STXSEAGATE TECHNOLOGY HLDNGS PL | 3,416 | $493.0M | 0.29% | |
| 80 | 8CWCROWN CASTLE INC | 4,759 | $488.9M | 0.29% | |
| 81 | EOGEOG RES INC | 4,073 | $487.2M | 0.28% | |
| 82 | HSYHERSHEY CO | 2,916 | $483.9M | 0.28% | |
| 83 | CMCSACOMCAST CORP NEW | 13,510 | $482.2M | 0.28% | |
| 84 | MSCIMSCI INC | 819 | $472.4M | 0.28% | |
| 85 | CBCHUBB LIMITED | 1,608 | $465.9M | 0.27% | |
| 86 | ABNBAIRBNB INC | 3,467 | $458.8M | 0.27% | |
| 87 | HONHONEYWELL INTL INC | 1,948 | $453.6M | 0.26% | |
| 88 | TMOTHERMO FISHER SCIENTIFIC INC | 1,112 | $450.9M | 0.26% | |
| 89 | ACNACCENTURE PLC IRELAND | 1,431 | $427.7M | 0.25% | |
| 90 | EMREMERSON ELEC CO | 3,175 | $423.3M | 0.25% | |
| 91 | GEHCGE HEALTHCARE TECHNOLOGIES I | 5,621 | $416.3M | 0.24% | |
| 92 | WDAYWORKDAY INC | 1,655 | $397.2M | 0.23% | |
| 93 | RHRH | 2,078 | $392.8M | 0.23% | |
| 94 | DEODIAGEO PLC | 3,731 | $376.2M | 0.22% | |
| 95 | GDGENERAL DYNAMICS CORP | 1,274 | $371.6M | 0.22% | |
| 96 | KOCOCA COLA CO | 4,948 | $350.1M | 0.20% | |
| 97 | ETENERGY TRANSFER L P | 18,640 | $337.9M | 0.20% | |
| 98 | TAT&T INC | 11,405 | $330.1M | 0.19% | |
| 99 | IDXXIDEXX LABS INC | 613 | $328.8M | 0.19% | |
| 100 | SYYSYSCO CORP | 4,340 | $328.7M | 0.19% |
Page 1 of 2Next