Not much to add, but just added a bit more Apple today.
Portfolio looks like (from large to small) Larger positions:
BRK.B Berkshire Hathaway
CMI Cummins
NEU Newmarket
AAPL Apple
INTC Intel
CSTR Coinstar
WDC Western Digital
CF CF Industries
Smaller positions of note:
GES Guess
APEI American Public Education
TESS Tessco
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