Total number of stocks: 1702
Portfolio value: $950 B
Portfolio value: $950 B
| Symbol | Stock | % | Ownership count▼ |
Hold Price* | Max % | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| GOOGL | Alphabet Inc. | 1.747 | 33 | $142.24 | 17.25 | $168.81 | $114.41 | 47.55 | $174.71 |
| MSFT | Microsoft Corp. | 2.731 | 31 | $385.71 | 33.98 | $411.63 | $302.59 | 36.04 | $430.82 |
| GOOG | Alphabet Inc. CL C | 1.922 | 26 | $143.22 | 20.83 | $170.55 | $114.93 | 48.39 | $176.42 |
| META | Meta Platforms Inc. | 2.077 | 24 | $396.49 | 25.73 | $473.33 | $230.96 | 104.94 | $531.49 |
| AMZN | Amazon.com Inc. | 1.904 | 24 | $156.52 | 22.84 | $189.77 | $109.25 | 73.70 | $189.94 |
| V | Visa Inc. | 1.408 | 24 | $263.72 | 12.16 | $278.44 | $214.88 | 29.58 | $290.96 |
| BRK.B | Berkshire Hathaway CL B | 1.432 | 19 | $377.64 | 22.57 | $407.36 | $317.71 | 28.22 | $430.00 |
| WFC | Wells Fargo | 1.089 | 17 | $56.19 | 46.22 | $61.19 | $36.10 | 69.50 | $61.41 |
| MA | Mastercard Inc. | 1.067 | 17 | $440.97 | 18.17 | $455.06 | $355.76 | 27.91 | $489.32 |
| UNH | United Health Group Inc. | 0.476 | 16 | $513.52 | 6.29 | $506.38 | $436.38 | 16.04 | $552.52 |
| BRK.A | Berkshire Hathaway CL A | 2.191 | 14 | $554676.11 | 57.06 | $613615.00 | $482500.00 | 27.17 | $647039.00 |
| BAC | Bank of America Corp. | 1.326 | 14 | $36.06 | 42.80 | $38.00 | $24.59 | 54.53 | $38.49 |
| AAPL | Apple Inc. | 1.007 | 14 | $188.55 | 50.19 | $183.83 | $164.08 | 12.04 | $199.11 |
| MCO | Moody's Corp. | 0.892 | 14 | $390.81 | 15.70 | $394.41 | $297.55 | 32.55 | $406.70 |
| TSM | Taiwan Semiconductor S.A. | 0.421 | 14 | $117.00 | 6.94 | $142.13 | $81.04 | 75.38 | $157.76 |
| JPM | JPMorgan Chase & Co. | 0.505 | 13 | $185.54 | 8.53 | $196.85 | $129.69 | 51.79 | $199.77 |
| DIS | Walt Disney Co. | 0.978 | 12 | $95.57 | 41.67 | $105.79 | $78.48 | 34.80 | $123.74 |
| CHTR | Charter Communications | 0.693 | 12 | $371.05 | 18.40 | $273.66 | $236.08 | 15.92 | $458.30 |
| AXP | American Express | 0.459 | 12 | $210.92 | 18.25 | $238.49 | $140.02 | 70.33 | $240.55 |
| SCHW | Charles Schwab Corp. | 0.388 | 12 | $70.01 | 6.53 | $76.21 | $45.83 | 66.29 | $76.80 |
| BABA | Alibaba Group Holdings | 0.337 | 12 | $75.08 | 7.96 | $79.51 | $66.63 | 19.33 | $101.14 |
| ORCL | Oracle Corp. | 0.316 | 12 | $112.99 | 5.57 | $117.22 | $94.97 | 23.43 | $132.35 |
| JNJ | Johnson & Johnson | 0.214 | 12 | $157.66 | 3.01 | $149.94 | $142.71 | 5.07 | $172.01 |
| COF | Capital One Financial | 0.516 | 11 | $133.76 | 8.46 | $143.20 | $83.34 | 71.83 | $149.94 |
| FI | Fiserv Inc. | 0.510 | 11 | $137.50 | 11.14 | $154.23 | $109.12 | 41.34 | $159.99 |
| DHR | Danaher Corp. | 0.392 | 11 | $234.10 | 9.35 | $249.95 | $181.70 | 37.56 | $268.71 |
| PEP | PepsiCo Inc. | 0.300 | 11 | $171.66 | 10.69 | $178.08 | $151.16 | 17.81 | $187.02 |
| CMCSA | Comcast Corp. | 0.239 | 11 | $43.39 | 4.90 | $39.00 | $36.43 | 7.05 | $46.42 |
| C | Citigroup Inc. | 0.558 | 10 | $56.40 | 9.80 | $63.12 | $37.00 | 70.59 | $63.43 |
| GS | Goldman Sachs Group | 0.356 | 10 | $405.68 | 8.83 | $450.82 | $284.98 | 58.19 | $451.50 |
| CVS | CVS Health Corp. | 0.258 | 10 | $79.44 | 5.43 | $55.15 | $53.70 | 2.70 | $81.71 |
| FDX | FedEx Corp. | 0.249 | 10 | $268.11 | 5.43 | $261.03 | $209.51 | 24.59 | $291.27 |
| CRM | Salesforce.com | 0.542 | 9 | $270.85 | 18.36 | $274.37 | $193.43 | 41.84 | $318.30 |
| GE | GE Aerospace | 0.498 | 9 | $130.00 | 14.78 | $169.00 | $77.49 | 118.09 | $170.80 |
| KKR | KKR & Co. L.P. | 0.470 | 9 | $83.53 | 11.61 | $101.52 | $47.30 | 114.63 | $103.48 |
| KMX | CarMax Inc. | 0.403 | 9 | $79.16 | 11.08 | $71.52 | $59.66 | 19.88 | $88.22 |
| CBRE | CBRE Group | 0.369 | 9 | $93.71 | 8.64 | $87.46 | $64.63 | 35.32 | $98.65 |
| ACN | Accenture | 0.260 | 9 | $348.85 | 6.40 | $304.19 | $264.12 | 15.17 | $386.02 |
| TMO | Thermo Fisher Scientific | 0.239 | 9 | $555.99 | 4.78 | $575.77 | $415.05 | 38.72 | $603.42 |
| NKE | NIKE Inc. | 0.173 | 9 | $102.14 | 3.29 | $93.68 | $88.05 | 6.39 | $122.95 |
| AON | Aon Plc | 0.127 | 9 | $329.80 | 3.39 | $284.91 | $267.42 | 6.54 | $344.47 |
| INTU | Intuit Inc. | 0.629 | 8 | $627.82 | 15.14 | $629.61 | $395.15 | 59.33 | $669.14 |
| SPGI | S&P Global Inc. | 0.544 | 8 | $436.32 | 20.73 | $429.33 | $339.05 | 26.63 | $460.20 |
| BKNG | Booking Holdings Inc. | 0.339 | 8 | $3592.46 | 5.86 | $3721.41 | $2444.38 | 52.24 | $3897.99 |
| FIS | Fidelity National Information Services | 0.288 | 8 | $63.47 | 8.33 | $73.94 | $46.26 | 59.84 | $75.71 |
| PM | Philip Morris Intl. | 0.284 | 8 | $93.84 | 5.92 | $98.70 | $84.34 | 17.03 | $99.90 |
| FERG | Ferguson plc | 0.256 | 8 | $199.34 | 11.55 | $221.45 | $139.76 | 58.45 | $224.86 |
| USB | U.S. Bancorp | 0.249 | 8 | $44.32 | 3.74 | $41.78 | $27.07 | 54.34 | $44.91 |
| BK | Bank of New York Mellon Corp. | 0.206 | 8 | $56.36 | 3.71 | $58.07 | $38.31 | 51.58 | $58.10 |
| UBER | Uber Technologies Inc. | 0.198 | 8 | $62.75 | 6.53 | $67.76 | $37.07 | 82.79 | $82.14 |
| MRK | Merck & Co. | 0.197 | 8 | $109.09 | 10.73 | $129.83 | $97.81 | 32.74 | $133.10 |
| EFX | Equifax Inc. | 0.162 | 8 | $262.98 | 3.32 | $236.07 | $159.41 | 48.09 | $275.10 |
| IFF | International Flavors & Fragrances Inc. | 0.150 | 8 | $84.61 | 3.56 | $96.78 | $60.50 | 59.97 | $97.48 |
| CP | Canadian Pacific Kansas City | 0.496 | 7 | $79.54 | 12.21 | $83.18 | $68.69 | 21.09 | $91.43 |
| ELV | Elevance Health Inc. | 0.425 | 7 | $476.88 | 19.76 | $538.60 | $408.05 | 31.99 | $542.07 |
| WBD | Warner Bros. Discovery Inc. | 0.285 | 7 | $10.87 | 6.26 | $7.85 | $7.34 | 6.95 | $14.76 |
| LBRDK | Liberty Broadband Corp. CL C | 0.264 | 7 | $79.20 | 9.94 | $52.87 | $46.46 | 13.80 | $95.68 |
| ADI | Analog Devices | 0.261 | 7 | $197.94 | 4.57 | $204.88 | $152.10 | 34.70 | $205.77 |
| GM | General Motors | 0.238 | 7 | $41.37 | 9.67 | $45.47 | $26.15 | 73.88 | $46.17 |
| TXN | Texas Instruments | 0.161 | 7 | $172.94 | 2.97 | $184.51 | $133.52 | 38.19 | $184.07 |
| PG | Procter & Gamble | 0.140 | 7 | $155.66 | 3.59 | $165.95 | $138.36 | 19.94 | $166.37 |
| KHC | Kraft Heinz Co. | 0.137 | 7 | $36.96 | 3.47 | $35.91 | $29.31 | 22.52 | $38.96 |
| MDT | Medtronic plc | 0.136 | 7 | $87.06 | 2.81 | $82.26 | $67.71 | 21.49 | $88.75 |
| ADBE | Adobe Inc. | 0.132 | 7 | $567.90 | 5.98 | $485.78 | $331.89 | 46.37 | $638.25 |
| KO | Coca Cola Co. | 0.108 | 7 | $59.32 | 6.79 | $62.97 | $50.74 | 24.10 | $63.00 |
| SBUX | Starbucks Corp. | 0.093 | 7 | $92.66 | 3.37 | $75.06 | $71.80 | 4.54 | $106.38 |
| LAD | Lithia Motors Inc. | 0.841 | 6 | $329.27 | 24.47 | $261.83 | $205.58 | 27.36 | $330.72 |
| CPNG | Coupang Inc. | 0.619 | 6 | $16.19 | 24.39 | $21.86 | $13.51 | 61.81 | $23.77 |
| MU | Micron Technology Inc. | 0.464 | 6 | $93.46 | 22.72 | $118.94 | $59.42 | 100.17 | $130.54 |
| PGR | Progressive Corp. | 0.319 | 6 | $162.15 | 16.75 | $214.91 | $111.21 | 93.25 | $217.77 |
| ICE | Intercontinental Exchange Inc. | 0.288 | 6 | $129.73 | 7.18 | $134.05 | $102.34 | 30.98 | $139.97 |
| WTW | Willis Towers Watson plc | 0.267 | 6 | $248.50 | 8.18 | $254.05 | $191.15 | 32.91 | $277.07 |
| PFE | Pfizer Inc. | 0.163 | 6 | $28.32 | 4.65 | $27.67 | $24.83 | 11.44 | $38.23 |
| BMY | Bristol-Myers Squibb | 0.151 | 6 | $52.60 | 6.74 | $43.93 | $43.33 | 1.38 | $66.25 |
| HD | Home Depot | 0.137 | 6 | $373.53 | 3.48 | $345.32 | $269.93 | 27.93 | $396.87 |
| HCA | HCA Healthcare Inc. | 0.132 | 6 | $291.54 | 5.72 | $314.58 | $215.03 | 46.30 | $335.83 |
| RTX | RTX Corp. | 0.122 | 6 | $91.36 | 4.48 | $105.42 | $67.61 | 55.92 | $105.44 |
| TEL | TE Connectivity | 0.115 | 6 | $145.24 | 4.33 | $145.42 | $114.01 | 27.55 | $147.98 |
| ZBH | Zimmer Biomet Holdings | 0.110 | 6 | $129.54 | 2.41 | $121.49 | $101.61 | 19.57 | $146.61 |
| UPS | United Parcel Service | 0.099 | 6 | $155.66 | 4.73 | $147.82 | $130.67 | 13.12 | $186.94 |
| CSCO | Cisco Systems | 0.081 | 6 | $49.95 | 3.02 | $47.88 | $43.34 | 10.48 | $56.01 |
| LLY | Eli Lilly & Co. | 0.075 | 6 | $626.72 | 3.69 | $775.40 | $417.40 | 85.77 | $800.78 |
| BDX | Becton Dickinson | 0.070 | 6 | $247.44 | 2.46 | $235.57 | $228.00 | 3.32 | $284.02 |
| TEVA | Teva Pharmaceutical Industries Ltd. | 0.069 | 6 | $10.51 | 3.23 | $15.75 | $7.09 | 122.14 | $16.13 |
| XOM | Exxon Mobil Corp. | 0.066 | 6 | $111.31 | 3.49 | $117.67 | $94.89 | 24.01 | $123.75 |
| GD | General Dynamics | 0.065 | 6 | $272.00 | 2.36 | $294.83 | $197.87 | 49.00 | $295.05 |
| ABT | Abbott Labs | 0.058 | 6 | $110.81 | 3.58 | $104.73 | $88.80 | 17.94 | $121.04 |
| VRSK | Verisk Analytics Inc. | 0.043 | 6 | $237.11 | 1.62 | $243.84 | $210.37 | 15.91 | $251.15 |
| MSCI | MSCI Inc. | 0.028 | 6 | $563.78 | 0.79 | $478.49 | $439.95 | 8.76 | $615.67 |
| IAC | IAC Inc. | 0.541 | 5 | $52.43 | 30.84 | $55.41 | $41.39 | 33.87 | $69.85 |
| CNI | Canadian Natl Railway Co. | 0.469 | 5 | $125.66 | 16.29 | $127.97 | $102.95 | 24.30 | $134.02 |
| BN | Brookfield Corp. | 0.414 | 5 | $40.31 | 20.07 | $43.87 | $28.73 | 52.70 | $44.13 |
| BBWI | Bath & Body Works Inc. | 0.390 | 5 | $43.16 | 15.34 | $48.59 | $27.02 | 79.83 | $50.34 |
| APO | Apollo Global Management | 0.347 | 5 | $93.97 | 10.01 | $113.48 | $60.70 | 86.95 | $117.15 |
| PYPL | PayPal Holdings Inc. | 0.341 | 5 | $61.04 | 9.70 | $63.74 | $50.25 | 26.85 | $76.54 |
| CACC | Credit Acceptance Corp. | 0.333 | 5 | $547.66 | 20.28 | $514.35 | $379.77 | 35.44 | $616.66 |
| OMF | OneMain Holdings | 0.234 | 5 | $49.75 | 7.53 | $51.01 | $32.69 | 56.04 | $53.65 |
| NVDA | NVIDIA Corp. | 0.231 | 5 | $630.82 | 6.92 | $889.37 | $280.36 | 217.22 | $974.00 |
| WCC | WESCO International Inc. | 0.224 | 5 | $173.61 | 14.55 | $176.34 | $121.72 | 44.87 | $194.94 |
| CRH | CRH plc | 0.214 | 5 | $77.90 | 8.76 | $80.61 | $50.55 | 59.47 | $88.00 |
* "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.