§ 13F · FUND PROFILE
Elgethun Capital Management.
AUM · $718M (13F)Positions · 174Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 61K | $73M | 10.1% | +18% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 136K | $68M | 9.5% | +3% |
| 3 | FRFHF | FAIRFAX FINANCIAL | 25K | $42M | 5.8% | +2% |
| 4 | EFV | ISHARES TR | 473K | $36M | 5.0% | +3% |
| 5 | IEMG | ISHARES INC | 369K | $31M | 4.3% | +2% |
| 6 | FNDE | SCHWAB STRATEGIC TR | 556K | $22M | 3.1% | +3% |
| 7 | BOC | BOSTON OMAHA CORP | 1.46M | $20M | 2.8% | ±0% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 719K | $20M | 2.8% | +6% |
| 9 | CASH | PATHWARD FINANCIAL INC | 211K | $18M | 2.6% | +3% |
| 10 | TBBK | BANCORP INC DEL | 279K | $17M | 2.4% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELGETHUN SIGNAL
AC read
Elgethun Capital Management is a Other fund managing $718 million in assets. The fund runs a portfolio of 174 positions.
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