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Elgethun Capital Management

Portfolio Manager
Elgethun Capital Management
Performance
+1.74% (2025 Q4)
AUM (13F)
$604.62M
# of Holdings
166
Performance Rank
Allocation (Top 20)
69.13%

Elgethun Capital Management Holdings Map

Top 50 Elgethun Capital Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
10.48%132.2K$63.4M
+0.21%(+276)
2025-Q1: 128.0K shares2025-Q2: 119.2K shares2025-Q3: 130.1K shares2025-Q4: 131.9K shares2026-Q1: 132.2K shares
$232.06(+108.59%)
2026-03-31
LLY
ELI LILLY & CO
7.8%51.3K$47.2M
+108.11%(+26.64K)
2025-Q1: 24.6K shares2025-Q2: 24.6K shares2025-Q3: 24.6K shares2025-Q4: 24.6K shares2026-Q1: 51.3K shares
$731.46(+37.63%)
2026-03-31
FRFHF
FAIRFAX FINANCIAL
6.99%24.8K$42.3M
-0.12%(-31)
2025-Q1: 24.5K shares2025-Q2: 24.8K shares2025-Q3: 24.6K shares2025-Q4: 24.9K shares2026-Q1: 24.8K shares
$700.89(+128.28%)
2026-03-31
EFV
ISHARES TR
5.62%457.4K$34.0M
+0.53%(+2.40K)
2025-Q1: 359.4K shares2025-Q2: 384.0K shares2025-Q3: 422.1K shares2025-Q4: 455.0K shares2026-Q1: 457.4K shares
$50.65(+54.76%)
2026-03-31
IEMG
ISHARES INC
4.17%361.4K$25.2M
-0.39%(-1.41K)
2025-Q1: 337.6K shares2025-Q2: 349.5K shares2025-Q3: 354.2K shares2025-Q4: 362.8K shares2026-Q1: 361.4K shares
$46.69(+76.26%)
2026-03-31
FNDE
SCHWAB STRATEGIC TR
3.42%539.8K$20.7M
+0.56%(+3.03K)
2025-Q1: 413.2K shares2025-Q2: 446.5K shares2025-Q3: 489.7K shares2025-Q4: 536.7K shares2026-Q1: 539.8K shares
$29.75(+38.34%)
2026-03-31
C
CITIGROUP INC
3.13%167.1K$19.0M
-4.36%(-7.61K)
2025-Q1: 169.5K shares2025-Q2: 172.9K shares2025-Q3: 172.9K shares2025-Q4: 174.7K shares2026-Q1: 167.1K shares
$62.29(+100.39%)
2026-03-31
CASH
PATHWARD FINANCIAL INC
3.01%203.8K$18.2M
+0.48%(+981)
2025-Q1: 174.0K shares2025-Q2: 175.2K shares2025-Q3: 197.2K shares2025-Q4: 202.8K shares2026-Q1: 203.8K shares
$36.19(+124.47%)
2026-03-31
BOC
BOSTON OMAHA CORP
2.82%1.46M$17.0M
+0.29%(+4.15K)
2025-Q1: 1.01M shares2025-Q2: 1.05M shares2025-Q3: 1.43M shares2025-Q4: 1.45M shares2026-Q1: 1.46M shares
$16.28(-28.86%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
2.78%680.0K$16.8M
+3.37%(+22.18K)
2025-Q1: 534.2K shares2025-Q2: 569.4K shares2025-Q3: 599.1K shares2025-Q4: 657.8K shares2026-Q1: 680.0K shares
$18.92(+44.22%)
2026-03-31

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