Elgethun Capital Management Top Holdings and 13F Report (2026) About Elgethun Capital ManagementInvestment ActivityElgethun Capital Management has $604.62 million in total holdings as of March 31, 2026.Elgethun Capital Management owns shares of 166 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 7.43% of the portfolio was purchased this quarter.About 1.55% of the portfolio was sold this quarter.This quarter, Elgethun Capital Management has purchased 164 new stocks and bought additional shares in 69 stocks.Elgethun Capital Management sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $63,351,757Eli Lilly and Company $47,164,968Fairfax Financial $42,291,239iShares MSCI EAFE Value ETF $34,007,405iShares Core MSCI Emerging Markets ETF $25,207,486 Largest New Holdings this Quarter 086516101 - Best Buy $880,665 Holding247361702 - Delta Air Lines $571,728 Holding30054B107 - EVOLUTION METALS & TECH CORP $531,854 Holding30303M102 - Meta Platforms $366,886 Holding92537N108 - Vertiv $250,580 Holding Largest Purchases this Quarter Eli Lilly and Company 26,639 shares (about $24.50M)Driven Brands 409,747 shares (about $5.17M)Berkshire Hathaway 3 shares (about $2.15M)Microsoft 3,082 shares (about $1.14M)Vanguard Total Stock Market ETF 2,920 shares (about $936.77K) Largest Sales this Quarter Intel 132,853 shares (about $5.86M)Citigroup 7,609 shares (about $862.93K)Charles Schwab 4,728 shares (about $444.34K)Target 2,809 shares (about $340.35K)International Business Machines 893 shares (about $216.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElgethun Capital Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$63,351,757$132,259 â–²0.2%132,20310.5%FinanceLLYEli Lilly and Company$47,164,968$24,501,796 â–²108.1%51,2797.8%MedicalFRFHFFairfax Financial$42,291,239$52,821 â–¼-0.1%24,8207.0%FinanceEFViShares MSCI EAFE Value ETF$34,007,405$178,440 â–²0.5%457,3965.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$25,207,486$98,626 â–¼-0.4%361,3984.2%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$20,651,702$115,851 â–²0.6%539,7733.4%ETFCCitigroup$18,951,447$862,935 â–¼-4.4%167,1063.1%Financial ServicesCASHPathward Financial$18,181,816$87,535 â–²0.5%203,7633.0%FinanceBOCBoston Omaha$17,029,347$48,472 â–²0.3%1,457,9922.8%FinanceSCHFSchwab International Equity ETF$16,829,916$549,078 â–²3.4%679,9972.8%ETFSCHWCharles Schwab$14,621,009$444,337 â–¼-2.9%155,5762.4%FinanceSCHBSchwab US Broad Market ETF$14,222,797$875,112 â–²6.6%566,6452.4%ETFTBBKBancorp$12,083,393$253,552 â–²2.1%224,8912.0%FinanceDRVNDriven Brands$11,882,176$5,166,910 â–²76.9%942,2822.0%Retail/WholesaleFWONALiberty Media Corporation - Liberty Formula One Series A$11,668,275$152,256 â–²1.3%149,4401.9%Consumer DiscretionaryVDEVanguard Energy ETF$10,273,156$270,287 â–²2.7%59,3691.7%ETFLIBERTY GLOBAL LTD$10,064,305$327,091 â–²3.4%857,9971.7%COM CL CAMLPAlerian MLP ETF$9,966,182$40,164 â–²0.4%189,3271.6%ETFMSFTMicrosoft$9,898,354$1,140,865 â–²13.0%26,7401.6%Computer and TechnologyOXYOccidental Petroleum$9,595,028$127,140 â–²1.3%147,6161.6%EnergyAAPAdvance Auto Parts$9,069,466$87,249 â–²1.0%171,9331.5%Retail/WholesaleVBRVanguard Small-Cap Value ETF$8,131,997$181,401 â–²2.3%37,4321.3%ETFCWGLCrimson Wine Group$7,767,448$455,897 â–²6.2%1,761,3261.3%Consumer StaplesEPDEnterprise Products Partners$7,079,507$104,438 â–²1.5%187,0911.2%EnergyDREAM FINDERS HOMES INC$7,034,862$143,947 â–²2.1%505,3781.2%COM CL ABATRKAtlanta Braves$7,016,891$170,971 â–²2.5%164,3301.2%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$5,959,407$137,221 â–²2.4%31,0521.0%ETFKRKroger$5,673,183$71,347 â–¼-1.2%78,4020.9%Retail/WholesaleFFXDFFairfax India$5,471,971$45,354 â–²0.8%339,8740.9%FinanceAXPAmerican Express$5,104,667$49,304 â–¼-1.0%16,8760.8%FinanceNVDANVIDIA$4,662,735$64,528 â–¼-1.4%26,7360.8%Computer and TechnologyAMZNAmazon.com$4,595,686$25,409 â–²0.6%22,0660.8%Retail/WholesaleNVRNVR$4,349,288$131,797 â–²3.1%6600.7%ConstructionBRK.ABerkshire Hathaway$4,308,840$2,154,420 â–²100.0%60.7%FinanceAAPLApple$3,801,148$254 â–²0.0%14,9780.6%Computer and TechnologyACIAlbertsons Companies$3,640,024$30,076 â–²0.8%213,6160.6%Consumer StaplesIWRiShares Russell Mid-Cap ETF$3,453,1670.0%35,5150.6%ETFBTTBlackrock Municipal 2030 Target Term Trust$3,113,735$3,677 â–²0.1%137,1690.5%Financial ServicesSCHGSchwab U.S. Large-Cap Growth ETF$3,057,0800.0%104,9460.5%ETFWALMART INC$2,977,619$8,700 â–¼-0.3%23,9590.5%COMGOOGAlphabet$2,835,051$287 â–²0.0%9,8830.5%Computer and TechnologyUNHUnitedHealth Group$2,806,438$88,479 â–¼-3.1%10,3720.5%MedicalGOOGLAlphabet$2,800,461$288 â–²0.0%9,7390.5%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$2,432,092$45,262 â–²1.9%79,7410.4%ETFSTLAStellantis$2,097,343$162,482 â–¼-7.2%295,8170.3%Auto/Tires/TrucksSCHXSchwab US Large-Cap ETF$2,006,796$5,051 â–¼-0.3%78,2680.3%ETFMRKMerck & Co., Inc.$1,765,517$333,929 â–²23.3%14,6770.3%MedicalVTIVanguard Total Stock Market ETF$1,690,669$936,765 â–²124.3%5,2700.3%ETFWRBW.R. Berkley$1,595,397$133 â–²0.0%24,0710.3%FinanceJPMJPMorgan Chase & Co.$1,572,312$294 â–²0.0%5,3450.3%FinanceVWOVanguard FTSE Emerging Markets ETF$1,505,478$7,027 â–¼-0.5%27,8530.2%ETFCSXCSX$1,424,802$919,477 â–²182.0%34,7090.2%TransportationBWBBridgewater Bancshares$1,402,353$372 â–¼0.0%79,2290.2%FinanceABBVAbbVie$1,340,363$30,230 â–¼-2.2%6,1630.2%MedicalXOMExxonMobil$1,320,750$40,377 â–¼-3.0%7,7850.2%EnergyJNJJohnson & Johnson$1,315,217$309,678 â–²30.8%5,3810.2%MedicalTSMTaiwan Semiconductor Manufacturing$1,256,1600.0%3,7170.2%Computer and TechnologyVVisa$1,214,4620.0%4,0180.2%Business ServicesAVGOBroadcom$1,202,446$1,548 â–²0.1%3,8850.2%Computer and TechnologyCVXChevron$1,197,105$170,483 â–²16.6%5,7860.2%EnergyHDHome Depot$1,153,698$67,420 â–²6.2%3,5080.2%Retail/WholesaleMCDMcDonald's$1,084,116$3,108 â–²0.3%3,4880.2%Retail/WholesaleIWMiShares Russell 2000 ETF$1,023,9370.0%4,1290.2%FinanceMMM3M$1,005,608$1,307 â–²0.1%6,9240.2%Multi-Sector ConglomeratesVTVVanguard Value ETF$1,003,6680.0%5,1160.2%ETFCATCaterpillar$963,795$175,042 â–²22.2%1,3600.2%IndustrialsPMPhilip Morris International$941,822$173,946 â–²22.7%5,6960.2%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$929,2010.0%10,2640.2%ETFEFAiShares MSCI EAFE ETF$887,5380.0%9,1380.1%FinanceBBYBest Buy$880,665$880,665 â–²New Holding13,7180.1%Retail/WholesaleIVViShares Core S&P 500 ETF$877,9140.0%1,3440.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$875,848$45,228 â–¼-4.9%18,1260.1%ETFUPSUnited Parcel Service$870,793$233,071 â–²36.5%8,8510.1%TransportationVSTVistra$846,8090.0%5,6330.1%UtilitiesKMXCarMax$824,739$320,582 â–²63.6%19,8350.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$812,2780.0%12,6760.1%ETFVUGVanguard Growth ETF$809,372$17,908 â–¼-2.2%1,8530.1%ETFMPCMarathon Petroleum$773,5620.0%3,1680.1%EnergyKOCocaCola$768,626$22,206 â–¼-2.8%10,1070.1%Consumer StaplesORCLOracle$757,851$1,471 â–²0.2%5,1520.1%Computer and TechnologyPEPPepsiCo$742,534$311 â–²0.0%4,7820.1%Consumer StaplesVTSVitesse Energy$735,734$606,090 â–²467.5%40,5140.1%EnergyIWOiShares Russell 2000 Growth ETF$651,2170.0%2,0750.1%ETFXLFFinancial Select Sector SPDR Fund$600,0600.0%12,1540.1%ETFITWIllinois Tool Works$581,222$245,711 â–²73.2%2,2330.1%IndustrialsDALDelta Air Lines$571,728$571,728 â–²New Holding8,6000.1%TransportationVOOVanguard S&P 500 ETF$564,925$1,196 â–²0.2%9450.1%ETFBPBP$553,863$42,771 â–¼-7.2%11,7840.1%EnergyVYMVanguard High Dividend Yield ETF$547,9700.0%3,7000.1%Financial ServicesEVOLUTION METALS & TECH CORP$531,854$531,854 â–²New Holding70,0730.1%COMACWXiShares MSCI ACWI ex U.S. ETF$513,5250.0%7,5000.1%ManufacturingURIUnited Rentals$497,6060.0%6830.1%ConstructionSPYSPDR S&P 500 ETF Trust$470,984$37,080 â–¼-7.3%7240.1%FinanceDHRDanaher$461,0480.0%2,4320.1%MedicalMKLMarkel Group$455,5490.0%2380.1%Multi-Sector ConglomeratesOCCIDENTAL PETE CORP$446,1600.0%10,4000.1%*W EXP 08/03/202TSLATesla$441,267$21,190 â–¼-4.6%1,1870.1%Auto/Tires/TrucksRTXRTX$436,602$772 â–²0.2%2,2630.1%AerospaceNOWServiceNow$433,8830.0%4,1500.1%Computer and TechnologyDEDeere & Company$427,624$563 â–²0.1%7590.1%IndustrialsShowing largest 100 holdings. 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