Total number of stocks: 1689
Portfolio value: $898 B
Portfolio value: $898 B
| Symbol | Stock | % | Ownership count▼ |
Hold Price* | Max % | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| GOOGL | Alphabet Inc. | 1.947 | 33 | $179.60 | 18.08 | $171.11 | $123.41 | 38.65 | $191.50 |
| MSFT | Microsoft Corp. | 2.789 | 32 | $443.79 | 32.71 | $406.35 | $337.12 | 20.54 | $467.51 |
| GOOG | Alphabet Inc. CL C | 2.060 | 26 | $181.30 | 21.80 | $172.69 | $124.62 | 38.57 | $193.06 |
| META | Meta Platforms Inc. | 1.921 | 25 | $511.32 | 22.21 | $567.58 | $300.94 | 88.60 | $602.95 |
| AMZN | Amazon.com Inc. | 2.080 | 24 | $192.45 | 25.52 | $186.40 | $133.71 | 39.41 | $201.20 |
| V | Visa Inc. | 1.190 | 23 | $263.29 | 10.77 | $289.85 | $233.84 | 23.95 | $296.34 |
| BRK.B | Berkshire Hathaway CL B | 1.476 | 19 | $421.36 | 22.66 | $450.92 | $340.58 | 32.40 | $484.82 |
| AAPL | Apple Inc. | 1.019 | 18 | $213.54 | 30.09 | $225.91 | $163.66 | 38.04 | $237.49 |
| UNH | United Health Group Inc. | 0.557 | 17 | $535.01 | 6.80 | $564.50 | $433.00 | 30.37 | $608.63 |
| MA | Mastercard Inc. | 0.981 | 16 | $452.58 | 16.94 | $499.59 | $372.88 | 33.98 | $527.90 |
| WFC | Wells Fargo | 0.443 | 15 | $57.69 | 5.17 | $64.92 | $38.15 | 70.17 | $66.40 |
| BRK.A | Berkshire Hathaway CL A | 2.169 | 14 | $618891.86 | 63.17 | $676959.50 | $515921.31 | 31.21 | $741971.39 |
| DIS | Walt Disney Co. | 0.714 | 14 | $98.15 | 17.12 | $96.20 | $79.55 | 20.93 | $123.17 |
| MCO | Moody's Corp. | 0.966 | 13 | $424.35 | 15.63 | $454.04 | $304.70 | 49.01 | $495.10 |
| BAC | Bank of America Corp. | 0.851 | 13 | $39.75 | 28.07 | $41.82 | $25.44 | 64.39 | $44.15 |
| CHTR | Charter Communications | 0.748 | 13 | $303.59 | 22.01 | $327.61 | $236.08 | 38.77 | $424.87 |
| JPM | JPMorgan Chase & Co. | 0.291 | 13 | $206.04 | 4.67 | $221.92 | $135.24 | 64.09 | $226.75 |
| TSM | Taiwan Semiconductor S.A. | 0.511 | 12 | $172.51 | 8.48 | $190.54 | $84.66 | 125.06 | $212.60 |
| FI | Fiserv Inc. | 0.428 | 12 | $156.17 | 4.63 | $197.90 | $113.59 | 74.22 | $204.50 |
| ORCL | Oracle Corp. | 0.312 | 12 | $146.63 | 6.56 | $167.84 | $98.06 | 71.16 | $178.30 |
| AXP | American Express | 0.485 | 11 | $252.61 | 19.94 | $270.08 | $143.42 | 88.31 | $286.36 |
| SCHW | Charles Schwab Corp. | 0.350 | 11 | $71.17 | 6.48 | $70.83 | $51.04 | 38.77 | $79.17 |
| JNJ | Johnson & Johnson | 0.209 | 11 | $153.70 | 2.72 | $159.86 | $140.91 | 13.45 | $168.85 |
| CRM | Salesforce.com | 0.595 | 10 | $259.16 | 28.30 | $291.37 | $199.60 | 45.98 | $317.31 |
| COF | Capital One Financial | 0.429 | 10 | $140.25 | 7.56 | $162.79 | $97.51 | 66.95 | $167.93 |
| KMX | CarMax Inc. | 0.339 | 10 | $74.47 | 6.71 | $72.38 | $59.77 | 21.10 | $88.22 |
| FDX | FedEx Corp. | 0.291 | 10 | $291.46 | 8.79 | $273.85 | $230.87 | 18.62 | $312.31 |
| ADBE | Adobe Inc. | 0.244 | 10 | $546.64 | 4.86 | $478.08 | $433.97 | 10.16 | $638.25 |
| CMCSA | Comcast Corp. | 0.232 | 10 | $41.12 | 4.62 | $43.67 | $35.87 | 21.75 | $46.04 |
| UBER | Uber Technologies Inc. | 0.165 | 10 | $72.89 | 2.80 | $72.05 | $42.91 | 67.91 | $87.00 |
| INTU | Intuit Inc. | 0.619 | 9 | $647.69 | 12.84 | $610.30 | $479.08 | 27.39 | $674.55 |
| PEP | PepsiCo Inc. | 0.289 | 9 | $168.30 | 10.63 | $166.08 | $156.84 | 5.89 | $180.60 |
| GS | Goldman Sachs Group | 0.246 | 9 | $467.15 | 6.81 | $517.79 | $294.72 | 75.69 | $540.51 |
| CVS | CVS Health Corp. | 0.192 | 9 | $61.68 | 3.92 | $56.46 | $51.61 | 9.40 | $79.91 |
| SPGI | S&P Global Inc. | 0.536 | 8 | $453.40 | 19.09 | $480.36 | $344.17 | 39.57 | $533.29 |
| BABA | Alibaba Group Holdings | 0.509 | 8 | $73.50 | 21.26 | $97.98 | $65.22 | 50.23 | $117.82 |
| PYPL | PayPal Holdings Inc. | 0.385 | 8 | $65.79 | 8.28 | $79.30 | $51.10 | 55.19 | $83.70 |
| PM | Philip Morris Intl. | 0.354 | 8 | $101.34 | 5.98 | $132.70 | $84.08 | 57.83 | $134.15 |
| KKR | KKR & Co. L.P. | 0.327 | 8 | $105.24 | 12.68 | $138.24 | $55.37 | 149.67 | $147.15 |
| NVDA | NVIDIA Corp. | 0.304 | 8 | $122.87 | 7.51 | $132.76 | $40.86 | 224.91 | $144.42 |
| ACN | Accenture | 0.232 | 8 | $312.69 | 6.06 | $344.82 | $276.35 | 24.78 | $382.77 |
| TXN | Texas Instruments | 0.193 | 8 | $196.69 | 3.46 | $203.16 | $136.91 | 48.39 | $213.26 |
| IFF | International Flavors & Fragrances Inc. | 0.186 | 8 | $101.80 | 4.26 | $99.43 | $65.56 | 51.66 | $106.77 |
| EFX | Equifax Inc. | 0.168 | 8 | $258.77 | 3.73 | $265.02 | $163.20 | 62.39 | $309.63 |
| NKE | NIKE Inc. | 0.151 | 8 | $78.72 | 3.02 | $77.13 | $70.44 | 9.50 | $121.93 |
| AON | Aon Plc | 0.140 | 8 | $328.85 | 4.49 | $366.87 | $266.87 | 37.47 | $389.21 |
| MSCI | MSCI Inc. | 0.130 | 8 | $482.15 | 3.27 | $571.20 | $437.27 | 30.63 | $631.70 |
| C | Citigroup Inc. | 0.552 | 7 | $63.04 | 12.74 | $64.17 | $37.72 | 70.12 | $67.16 |
| DHR | Danaher Corp. | 0.316 | 7 | $255.57 | 9.12 | $245.66 | $188.07 | 30.62 | $281.43 |
| FIS | Fidelity National Information Services | 0.300 | 7 | $77.39 | 7.49 | $89.73 | $47.36 | 89.46 | $91.54 |
| BKNG | Booking Holdings Inc. | 0.294 | 7 | $3897.07 | 4.69 | $4676.25 | $2736.43 | 70.89 | $4856.60 |
| ADI | Analog Devices | 0.277 | 7 | $228.95 | 5.01 | $223.11 | $152.80 | 46.01 | $243.18 |
| CBRE | CBRE Group | 0.238 | 7 | $91.93 | 7.57 | $130.97 | $68.72 | 90.58 | $136.06 |
| USB | U.S. Bancorp | 0.227 | 7 | $43.08 | 3.88 | $48.31 | $29.99 | 61.09 | $50.47 |
| WCC | WESCO International Inc. | 0.222 | 7 | $159.38 | 11.96 | $191.97 | $124.55 | 54.13 | $195.99 |
| FERG | Ferguson Enterprises Inc. | 0.221 | 7 | $194.26 | 9.23 | $196.74 | $182.91 | 7.56 | $222.71 |
| MRK | Merck & Co. | 0.220 | 7 | $123.77 | 12.32 | $102.32 | $97.22 | 5.25 | $133.74 |
| BMY | Bristol-Myers Squibb | 0.180 | 7 | $46.39 | 5.77 | $55.77 | $38.60 | 44.48 | $56.20 |
| SBUX | Starbucks Corp. | 0.161 | 7 | $81.37 | 3.20 | $97.70 | $70.83 | 37.94 | $105.57 |
| PG | Procter & Gamble | 0.155 | 7 | $167.57 | 3.88 | $165.18 | $139.04 | 18.80 | $176.90 |
| MDT | Medtronic plc | 0.138 | 7 | $88.07 | 3.09 | $89.25 | $67.05 | 33.11 | $92.68 |
| HD | Home Depot | 0.120 | 7 | $357.54 | 3.12 | $393.75 | $274.88 | 43.24 | $421.56 |
| LAD | Lithia Motors Inc. | 0.612 | 6 | $252.45 | 21.67 | $332.37 | $234.39 | 41.80 | $347.60 |
| GE | GE Aerospace | 0.589 | 6 | $160.11 | 18.72 | $171.78 | $83.99 | 104.52 | $194.80 |
| ELV | Elevance Health Inc. | 0.436 | 6 | $540.70 | 19.61 | $405.76 | $397.98 | 1.95 | $565.56 |
| CP | Canadian Pacific Kansas City | 0.429 | 6 | $78.74 | 11.32 | $77.16 | $68.50 | 12.64 | $90.98 |
| PGR | Progressive Corp. | 0.408 | 6 | $207.71 | 19.60 | $242.83 | $148.20 | 63.85 | $260.36 |
| IAC | IAC Inc. | 0.391 | 6 | $47.54 | 15.85 | $47.95 | $41.39 | 15.85 | $58.29 |
| APO | Apollo Global Management | 0.344 | 6 | $118.07 | 9.89 | $143.26 | $79.15 | 81.00 | $147.04 |
| WTW | Willis Towers Watson plc | 0.298 | 6 | $263.93 | 12.27 | $302.19 | $229.75 | 31.53 | $308.87 |
| ICE | Intercontinental Exchange Inc. | 0.284 | 6 | $136.89 | 7.10 | $155.87 | $103.56 | 50.51 | $167.99 |
| GM | General Motors | 0.283 | 6 | $45.46 | 12.53 | $50.76 | $26.01 | 95.16 | $54.30 |
| TMO | Thermo Fisher Scientific | 0.225 | 6 | $576.16 | 4.91 | $546.32 | $432.85 | 26.21 | $627.48 |
| PFE | Pfizer Inc. | 0.187 | 6 | $28.39 | 4.71 | $28.30 | $24.48 | 15.60 | $31.54 |
| AMAT | Applied Materials | 0.171 | 6 | $235.99 | 5.60 | $181.58 | $131.77 | 37.80 | $255.40 |
| DE | Deere & Co. | 0.170 | 6 | $378.37 | 5.20 | $404.69 | $339.00 | 19.38 | $420.47 |
| BK | Bank of New York Mellon Corp. | 0.165 | 6 | $67.50 | 4.11 | $75.36 | $41.22 | 82.82 | $77.55 |
| QCOM | QUALCOMM Inc. | 0.155 | 6 | $185.78 | 3.17 | $162.77 | $106.48 | 52.86 | $229.44 |
| KO | Coca Cola Co. | 0.141 | 6 | $64.92 | 9.09 | $65.31 | $54.37 | 20.12 | $73.03 |
| CVX | Chevron Corp. | 0.141 | 6 | $156.42 | 6.63 | $148.82 | $135.22 | 10.06 | $163.61 |
| SPOT | Spotify Technology S.A. | 0.138 | 6 | $313.79 | 5.97 | $385.10 | $163.65 | 135.32 | $397.20 |
| KHC | Kraft Heinz Co. | 0.129 | 6 | $33.13 | 3.75 | $33.46 | $29.71 | 12.62 | $38.07 |
| RTX | RTX Corp. | 0.127 | 6 | $111.61 | 4.40 | $120.99 | $76.62 | 57.91 | $128.70 |
| ZBH | Zimmer Biomet Holdings | 0.104 | 6 | $108.08 | 2.60 | $106.92 | $101.47 | 5.37 | $133.31 |
| CSCO | Cisco Systems | 0.089 | 6 | $52.68 | 3.40 | $54.77 | $44.16 | 24.03 | $57.06 |
| POOL | Pool Corp. | 0.069 | 6 | $323.41 | 2.37 | $361.64 | $292.49 | 23.64 | $418.78 |
| XOM | Exxon Mobil Corp. | 0.066 | 6 | $115.16 | 3.43 | $116.78 | $93.37 | 25.07 | $126.34 |
| UNP | Union Pacific | 0.058 | 6 | $234.52 | 1.98 | $232.07 | $201.04 | 15.43 | $258.07 |
| UHAL | U-Haul Holding Co. | 0.057 | 6 | $67.63 | 2.06 | $73.33 | $48.07 | 52.55 | $79.04 |
| VRSK | Verisk Analytics Inc. | 0.048 | 6 | $269.54 | 1.87 | $274.72 | $214.04 | 28.35 | $286.71 |
| BN | Brookfield Corp. | 0.431 | 5 | $41.54 | 17.54 | $53.00 | $28.98 | 82.88 | $56.83 |
| CNI | Canadian Natl Railway Co. | 0.378 | 5 | $118.14 | 13.59 | $107.92 | $103.70 | 4.07 | $132.65 |
| CPNG | Coupang Inc. | 0.352 | 5 | $20.95 | 11.62 | $25.79 | $13.51 | 90.90 | $26.45 |
| CRH | CRH plc | 0.312 | 5 | $83.72 | 12.13 | $95.43 | $52.49 | 81.81 | $96.82 |
| BBWI | Bath & Body Works Inc. | 0.304 | 5 | $39.05 | 12.26 | $28.38 | $26.21 | 8.28 | $52.45 |
| CACC | Credit Acceptance Corp. | 0.290 | 5 | $514.68 | 17.05 | $425.00 | $400.30 | 6.17 | $616.66 |
| JD | JD.com Inc. | 0.205 | 5 | $25.84 | 12.31 | $40.62 | $20.24 | 100.69 | $47.82 |
| HUM | Humana Inc. | 0.185 | 5 | $358.44 | 4.89 | $257.83 | $213.31 | 20.87 | $522.08 |
| AMT | American Tower Corp. | 0.185 | 5 | $194.38 | 10.49 | $213.54 | $167.84 | 27.23 | $241.80 |
| AVGO | Broadcom Inc. | 0.183 | 5 | $161.49 | 8.29 | $169.77 | $82.29 | 106.31 | $186.42 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.