Elgethun Capital Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1638022
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$717.8M
Holdings
174
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Elgethun Capital Management disclosed 174 positions worth $717.8M in its Form 13F-HR for Q2 2026, led by $LLY (ELI LILLY & Co) at 10.1% of the equity portfolio, followed by $BRK.B. During the quarter the fund opened 9 new positions and exited 1 — including a new stake in $LULU and a full exit from $HON. The portfolio is most concentrated in Other (34.4% of disclosed assets). All figures are sourced directly from Elgethun Capital Management’s Form 13F-HR filing with the SEC under CIK 1638022.
AI Fund Analysis
Diversifying
$LLY10.1% weight
Held 10 quarters
$BRK-A9.5% weight
Held 10 quarters
FAIRFAX FINANCIAL - COM
5.8% weight
Held 10 quarters
ISHARES TR - EAFE VALUE ET
5.0% weight
Held 10 quarters
ISHARES INC - CORE MSCI EM
4.3% weight
Held 10 quarters
ISHARES TR - EAFE VALUE ET
9 quarters accumulating
SCHWAB STRATEGIC TR - FUND
9 quarters accumulating
SCHWAB STRATEGIC TR - INTL
9 quarters accumulating
$DFH9 quarters accumulating
$FWONA9 quarters accumulating
Sector Allocation
OtherFinancialsHealthcareConsumer DiscretionaryTechnologyCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 87.5#2
Quality
$72.6M60,510 sh - 73.8#126
Quality
$68.0M135,910 sh FAIRFAX FINANCIAL - COM
—Quality
$41.9M25,417 shISHARES TR - EAFE VALUE ETF
—Quality
$36.2M472,684 shISHARES INC - CORE MSCI EMKT
—Quality
$30.5M368,546 shSCHWAB STRATEGIC TR - FUND EM EQUI ETF
—Quality
$22.1M556,068 sh- 31.3
Quality
$19.9M1,461,947 sh SCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$19.9M719,235 sh- 50.8
Quality
$18.3M210,540 sh - 61.1
Quality
$17.5M278,839 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ELI LILLY & Co$LLY | 87.5#2 | $72.6M | 60,510 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $68.0M | 135,910 |
| FAIRFAX FINANCIAL - COM | — | $41.9M | 25,417 |
| ISHARES TR - EAFE VALUE ETF | — | $36.2M | 472,684 |
| ISHARES INC - CORE MSCI EMKT | — | $30.5M | 368,546 |
| SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $22.1M | 556,068 |
 BOSTON OMAHA Corp$BOC | 31.3 | $19.9M | 1,461,947 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $19.9M | 719,235 |
 PATHWARD FINANCIAL, INC.$CASH | 50.8 | $18.3M | 210,540 |
 Bancorp, Inc.$TBBK | 61.1 | $17.5M | 278,839 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Elgethun Capital Management's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Other
$247.0M
Financials
$157.9M
Healthcare
$83.5M
Consumer Discretionary
$49.5M
Technology
$39.8M
Communication Services
$36.1M
Energy
$32.9M
Industrials
$32.6M
Full Holdings — Elgethun Capital Management (Q2 2026)
All 174 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LLY | ELI LILLY & Co | $72.6M | 10.1% | +18% | 87.5 |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $68.0M | 9.5% | +3% | 73.8 |
| 3 | — | FAIRFAX FINANCIAL - COM | $41.9M | 5.8% | +2% | — |
| 4 | — | ISHARES TR - EAFE VALUE ETF | $36.2M | 5.0% | +3% | — |
| 5 | — | ISHARES INC - CORE MSCI EMKT | $30.5M | 4.3% | +2% | — |
| 6 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $22.1M | 3.1% | +3% | — |
| 7 | $BOC | BOSTON OMAHA Corp | $19.9M | 2.8% | +0% | 31.3 |
| 8 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $19.9M | 2.8% | +6% | — |
| 9 | $CASH | PATHWARD FINANCIAL, INC. | $18.3M | 2.5% | +3% | 50.8 |
| 10 | $TBBK | Bancorp, Inc. | $17.5M | 2.4% | +24% | 61.1 |
| 11 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $16.3M | 2.3% | -1% | — |
| 12 |  $SCHW | SCHWAB CHARLES CORP | $14.9M | 2.1% | +4% | 79.4 |
| 13 |  $VTS | Vitesse Energy, Inc. | $14.8M | 2.1% | +2218% | 52.9 |
| 14 | $DFH | Dream Finders Homes, Inc. | $14.1M | 2.0% | +62% | 44.2 |
| 15 |  $LBTYA | Liberty Global Ltd. | $13.7M | 1.9% | +45% | — |
| 16 | $FWONA | Liberty Media Corp | $13.6M | 1.9% | +4% | 63.2 |
| 17 |  $DRVN | Driven Brands Holdings Inc. | $13.2M | 1.8% | +0% | 54.9 |
| 18 |  $C | CITIGROUP INC | $11.5M | 1.6% | -51% | 65 |
| 19 |  $AAP | ADVANCE AUTO PARTS INC | $11.0M | 1.5% | +3% | 38.6 |
| 20 | — | ALPS ETF TR - ALERIAN MLP | $10.2M | 1.4% | +4% | — |
| 21 |  $MSFT | MICROSOFT CORP | $10.2M | 1.4% | +2% | 79.8 |
| 22 |  $LULU | lululemon athletica inc. | $9.9M | 1.4% | NEW | 67.7 |
| 23 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $9.7M | 1.4% | +7% | — |
| 24 | — | VANGUARD WORLD FD - ENERGY ETF | $9.3M | 1.3% | +4% | — |
| 25 |  $BATRA | Atlanta Braves Holdings, Inc. | $8.8M | 1.2% | +3% | 20.5 |
| 26 | — | CRIMSON WINE GROUP - COM | $8.6M | 1.2% | +11% | — |
| 27 |  $ACI | Albertsons Companies, Inc. | $7.7M | 1.1% | +167% | 61.7 |
| 28 |  $IVZ | Invesco Ltd. | $7.6M | 1.1% | +15% | — |
| 29 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $7.4M | 1.0% | +3% | 62.6 |
| 30 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $6.9M | 1.0% | +1% | 61.4 |
| 31 | — | FAIRFAX INDIA - COM | $6.6M | 0.9% | +7% | — |
| 32 |  $NVDA | NVIDIA CORP | $5.8M | 0.8% | +8% | 85.9 |
| 33 |  $AXP | AMERICAN EXPRESS CO | $5.7M | 0.8% | -0% | 69.4 |
| 34 |  $AMZN | AMAZON COM INC | $5.4M | 0.8% | +4% | 68.7 |
| 35 |  $NVR | NVR INC | $4.9M | 0.7% | +10% | 56.3 |
| 36 |  $AAPL | Apple Inc. | $4.7M | 0.7% | +8% | 76.4 |
| 37 |  $BRK.A | BERKSHIRE HATHAWAY INC | $4.5M | 0.6% | +0% | 73.8 |
| 38 |  $KR | KROGER CO | $4.4M | 0.6% | +2% | 52.6 |
| 39 |  $UNH | UNITEDHEALTH GROUP INC | $4.3M | 0.6% | +1% | 62.7 |
| 40 | — | ISHARES TR - RUS MID CAP ETF | $3.9M | 0.6% | +0% | — |
| 41 |  $GOOG | Alphabet Inc. | $3.6M | 0.5% | +5% | 78.2 |
| 42 |  $GOOGL | Alphabet Inc. | $3.6M | 0.5% | +3% | 78.2 |
| 43 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $3.6M | 0.5% | +0% | — |
| 44 |  $BTT | BlackRock Municipal 2030 Target Term Trust | $3.1M | 0.4% | +0% | — |
| 45 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $2.8M | 0.4% | +1% | — |
| 46 |  $WMT | Walmart Inc. | $2.8M | 0.4% | +2% | 60.2 |
| 47 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.3M | 0.3% | -1% | — |
| 48 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.0M | 0.3% | +0% | — |
| 49 |  $MRK | Merck & Co., Inc. | $1.9M | 0.3% | -1% | 59.9 |
| 50 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.3% | +4% | 70.7 |
| 51 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.8M | 0.3% | +0% | — |
| 52 |  $WRB | BERKLEY W R CORP | $1.7M | 0.2% | +0% | 68.6 |
| 53 |  $CSX | CSX CORP | $1.7M | 0.2% | +1% | 65.2 |
| 54 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.6M | 0.2% | -1% | — |
| 55 |  $BWB | Bridgewater Bancshares Inc | $1.6M | 0.2% | -2% | 61.8 |
| 56 |  $KMX | CARMAX INC | $1.6M | 0.2% | +54% | 50 |
| 57 |  $AVGO | Broadcom Inc. | $1.6M | 0.2% | +9% | 84.5 |
| 58 |  $ABBV | AbbVie Inc. | $1.6M | 0.2% | +2% | 72.6 |
| 59 |  $UPS | UNITED PARCEL SERVICE INC | $1.6M | 0.2% | +66% | 58.6 |
| 60 |  $STLA | Stellantis N.V. | $1.5M | 0.2% | -11% | — |
| 61 |  $CAT | CATERPILLAR INC | $1.5M | 0.2% | +3% | 66.5 |
| 62 |  $V | VISA INC. | $1.4M | 0.2% | +3% | 82.9 |
| 63 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.2% | +3% | 69 |
| 64 |  $HD | HOME DEPOT, INC. | $1.3M | 0.2% | +2% | 60.3 |
| 65 | — | ISHARES TR - RUSSELL 2000 ETF | $1.2M | 0.2% | +0% | — |
| 66 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $1.2M | 0.2% | NEW | — |
| 67 |  $ARCC | ARES CAPITAL CORP | $1.2M | 0.2% | NEW | — |
| 68 |  $MMM | 3M CO | $1.1M | 0.2% | +1% | 64.9 |
| 69 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.2% | +5% | 57.9 |
| 70 | — | VANGUARD INDEX FDS - VALUE ETF | $1.1M | 0.1% | -1% | — |
| 71 |  $PM | Philip Morris International Inc. | $1.1M | 0.1% | +2% | 75.9 |
| 72 |  $BBY | BEST BUY CO INC | $1.1M | 0.1% | +1% | 60.2 |
| 73 | — | SPDR SERIES TRUST - ST STR SP600 SML | $1.0M | 0.1% | -3% | — |
| 74 | — | ISHARES TR - CORE MSCI EAFE | $993,379 | 0.1% | +0% | — |
| 75 |  $CVX | CHEVRON CORP | $988,732 | 0.1% | +3% | 62.8 |
| 76 | — | ISHARES TR - CORE S&P500 ETF | $976,553 | 0.1% | -3% | — |
| 77 |  $MCD | MCDONALDS CORP | $960,126 | 0.1% | +2% | 69 |
| 78 | — | VANGUARD INDEX FDS - GROWTH ETF | $957,705 | 0.1% | +500% | — |
| 79 | — | ISHARES TR - MSCI EAFE ETF | $949,232 | 0.1% | +0% | — |
| 80 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $903,165 | 0.1% | +0% | — |
| 81 |  $VST | Vistra Corp. | $896,260 | 0.1% | +0% | 71.9 |
| 82 |  $KO | COCA COLA CO | $848,649 | 0.1% | +3% | 69.5 |
| 83 | — | ISHARES TR - RUS 2000 GRW ETF | $817,544 | 0.1% | +0% | — |
| 84 |  $MPC | Marathon Petroleum Corp | $816,099 | 0.1% | +1% | 61 |
| 85 |  $TSLA | Tesla, Inc. | $813,861 | 0.1% | +63% | 53.9 |
| 86 |  $DAL | DELTA AIR LINES, INC. | $809,878 | 0.1% | +1% | 57.5 |
| 87 |  $MU | MICRON TECHNOLOGY INC | $790,433 | 0.1% | +6% | 86.2 |
| 88 |  $AMD | ADVANCED MICRO DEVICES INC | $790,038 | 0.1% | +9% | 79.8 |
| 89 |  $URI | UNITED RENTALS, INC. | $780,561 | 0.1% | +1% | 63.9 |
| 90 |  $ORCL | ORACLE CORP | $776,216 | 0.1% | +3% | 66.2 |
| 91 |  $AMAT | APPLIED MATERIALS INC /DE | $708,540 | 0.1% | +7% | 72.3 |
| 92 |  $PEP | PEPSICO INC | $661,239 | 0.1% | +2% | 63.4 |
| 93 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $652,746 | 0.1% | +1% | — |
| 94 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $651,595 | 0.1% | +0% | — |
| 95 |  $ITW | ILLINOIS TOOL WORKS INC | $612,779 | 0.1% | +1% | 63.6 |
| 96 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $584,711 | 0.1% | +0% | — |
| 97 | — | ISHARES TR - MSCI ACWI EX US | $570,825 | 0.1% | +0% | — |
| 98 |  $INTC | INTEL CORP | $535,978 | 0.1% | -24% | 45.6 |
| 99 |  $GRBK | Green Brick Partners, Inc. | $508,654 | 0.1% | +0% | 52.2 |
| 100 |  $DE | DEERE & CO | $495,476 | 0.1% | +3% | 55.4 |
| 101 |  $DHR | DANAHER CORP /DE/ | $471,201 | 0.1% | +2% | 64.8 |
| 102 |  $CASY | CASEYS GENERAL STORES INC | $467,014 | 0.1% | +1% | 65.1 |
| 103 |  $SPY | SPDR S&P 500 ETF TRUST | $466,199 | 0.1% | -14% | — |
| 104 |  $EMAT | Evolution Metals & Technologies Corp. | $463,183 | 0.1% | +0% | — |
| 105 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $461,499 | 0.1% | +0% | — |
| 106 |  $MKL | MARKEL GROUP INC. | $458,957 | 0.1% | -1% | 60.2 |
| 107 |  $RTX | RTX Corp | $449,335 | 0.1% | +5% | 73.2 |
| 108 |  $META | Meta Platforms, Inc. | $445,762 | 0.1% | +23% | 79.6 |
| 109 |  $BAC | BANK OF AMERICA CORP /DE/ | $442,760 | 0.1% | +7% | 67.6 |
| 110 |  $BKNG | Booking Holdings Inc. | $442,392 | 0.1% | +2459% | 58.5 |
| 111 |  $MA | Mastercard Inc | $439,578 | 0.1% | +9% | 85.1 |
| 112 |  $PG | PROCTER & GAMBLE Co | $438,657 | 0.1% | +8% | 64.6 |
| 113 |  $BP | BP PLC | $433,957 | 0.1% | -0% | — |
| 114 |  $ECG | Everus Construction Group, Inc. | $428,483 | 0.1% | -4% | 66.3 |
| 115 |  $CB | Chubb Ltd | $428,310 | 0.1% | +3% | — |
| 116 |  $COST | COSTCO WHOLESALE CORP /NEW | $421,508 | 0.1% | +8% | 66.2 |
| 117 |  $NOW | ServiceNow, Inc. | $421,046 | 0.1% | +2% | 72.9 |
| 118 | — | VANGUARD INDEX FDS - MID CAP ETF | $412,841 | 0.1% | +300% | — |
| 119 |  $UNP | UNION PACIFIC CORP | $410,510 | 0.1% | +3% | 69.7 |
| 120 |  $SPGI | S&P Global Inc. | $409,010 | 0.1% | +2% | 76.1 |
| 121 | — | ISHARES TR - CORE S&P SCP ETF | $386,051 | 0.1% | +0% | — |
| 122 |  $PANW | Palo Alto Networks Inc | $361,140 | 0.1% | NEW | 65.5 |
| 123 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $354,555 | 0.1% | -0% | — |
| 124 | — | ISHARES INC - EM MKTS DIV ETF | $352,113 | 0.1% | +0% | — |
| 125 |  $WT | WisdomTree, Inc. | $349,366 | 0.1% | +0% | 59.9 |
| 126 |  $NEM | NEWMONT Corp /DE/ | $348,293 | 0.1% | +2% | 86.8 |
| 127 |  $VRT | Vertiv Holdings Co | $343,860 | 0.1% | +3% | 81 |
| 128 |  $ASML | ASML HOLDING NV | $342,184 | 0.1% | NEW | — |
| 129 |  $MNST | Monster Beverage Corp | $328,538 | 0.1% | +2% | 71.3 |
| 130 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $326,611 | 0.1% | +0% | 38.7 |
| 131 |  $ETN | Eaton Corp plc | $319,590 | 0.0% | +3% | — |
| 132 |  $TRV | TRAVELERS COMPANIES, INC. | $306,499 | 0.0% | +2% | 75.9 |
| 133 |  $LMT | LOCKHEED MARTIN CORP | $291,501 | 0.0% | +3% | 65.6 |
| 134 |  $DHI | HORTON D R INC /DE/ | $290,578 | 0.0% | +2% | 53.6 |
| 135 |  $NEE | NEXTERA ENERGY INC | $283,699 | 0.0% | +5% | 64.6 |
| 136 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $276,952 | 0.0% | +0% | 62.6 |
| 137 |  $ABT | ABBOTT LABORATORIES | $275,578 | 0.0% | +5% | 65.5 |
| 138 |  $TXN | TEXAS INSTRUMENTS INC | $275,033 | 0.0% | +9% | 73.4 |
| 139 | $META | Meta Platforms, Inc. | $257,885 | 0.0% | +0% | 79.6 |
| 140 | — | ISHARES TR - MSCI INTL VLU FT | $243,392 | 0.0% | -3% | — |
| 141 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $242,107 | 0.0% | +2% | 62.9 |
| 142 |  $FAST | FASTENAL CO | $237,184 | 0.0% | NEW | 66.9 |
| 143 |  $LOW | LOWES COMPANIES INC | $232,616 | 0.0% | +5% | 60.8 |
| 144 |  $FCX | FREEPORT-MCMORAN INC | $227,293 | 0.0% | NEW | 62 |
| 145 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $226,803 | 0.0% | NEW | — |
| 146 |  $ICE | Intercontinental Exchange, Inc. | $223,643 | 0.0% | +2% | 73.7 |
| 147 |  $GLD | SPDR GOLD TRUST | $222,870 | 0.0% | -20% | — |
| 148 | — | VANECK ETF TRUST - GOLD MINERS ETF | $222,804 | 0.0% | NEW | — |
| 149 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $220,567 | 0.0% | -3% | — |
| 150 |  $WERN | WERNER ENTERPRISES INC | $215,561 | 0.0% | +0% | 45.7 |
| 151 |  $MDU | MDU RESOURCES GROUP INC | $212,447 | 0.0% | -9% | 49.1 |
| 152 |  $GM | General Motors Co | $210,274 | 0.0% | +3% | 54.3 |
| 153 |  $ECL | ECOLAB INC. | $201,784 | 0.0% | +2% | 63.3 |
| 154 |  $MO | ALTRIA GROUP, INC. | $201,748 | 0.0% | +4% | 67.4 |
| 155 |  $ACN | Accenture plc | $194,375 | 0.0% | +3% | — |
| 156 |  $TGT | TARGET CORP | $193,900 | 0.0% | +2% | 60.7 |
| 157 |  $SYY | SYSCO CORP | $182,981 | 0.0% | +3% | 54.7 |
| 158 |  $SHEL | Shell plc | $176,171 | 0.0% | -4% | — |
| 159 |  $KNF | Knife River Corp | $174,578 | 0.0% | -11% | 51.1 |
| 160 | — | ISHARES TR - US HOME CONS ETF | $171,765 | 0.0% | +0% | — |
| 161 |  $GFI | GOLD FIELDS LTD | $167,950 | 0.0% | +0% | — |
| 162 |  $CRM | Salesforce, Inc. | $158,070 | 0.0% | +16% | 77 |
| 163 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $150,894 | 0.0% | +0% | — |
| 164 |  $INTU | INTUIT INC. | $145,482 | 0.0% | +4% | 79.3 |
| 165 |  $LPLA | LPL Financial Holdings Inc. | $138,868 | 0.0% | +0% | 72.1 |
| 166 |  $QCOM | QUALCOMM INC/DE | $129,353 | 0.0% | +13% | 70.5 |
| 167 |  $HSY | HERSHEY CO | $127,219 | 0.0% | +3% | 65.7 |
| 168 |  $SBUX | STARBUCKS CORP | $124,570 | 0.0% | +9% | 58.2 |
| 169 | — | ISHARES TR - CORE S&P MCP ETF | $121,876 | 0.0% | +0% | — |
| 170 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $119,433 | 0.0% | +20% | 70 |
| 171 |  $AMT | AMERICAN TOWER CORP /MA/ | $108,091 | 0.0% | +8% | 66.3 |
| 172 |  $MDLZ | Mondelez International, Inc. | $102,867 | 0.0% | +5% | 56.4 |
| 173 |  $NKE | NIKE, Inc. | $85,671 | 0.0% | +4% | 49.3 |
| 174 |  $LCTX | Lineage Cell Therapeutics, Inc. | $19,650 | 0.0% | +0% | 25.4 |
New Positions (9)
$LULU lululemon athletica inc.$9.9M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.2M$ARCC ARES CAPITAL CORP$1.2M$PANW Palo Alto Networks Inc$361,140$ASML ASML HOLDING NV$342,184$FAST FASTENAL CO$237,184$FCX FREEPORT-MCMORAN INC$227,293 DIMENSIONAL ETF TRUST - US COR EQU 2 ETF$226,803
VANECK ETF TRUST - GOLD MINERS ETF$222,804
Exited Positions (1)
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