Total number of stocks: 1676
Portfolio value: $882 B
Portfolio value: $882 B
| Symbol | Stock | % | Ownership count▼ |
Hold Price* | Max % | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| MSFT | Microsoft Corp. | 2.439 | 33 | $421.50 | 28.55 | $382.64 | $367.24 | 4.19 | $465.64 |
| GOOGL | Alphabet Inc. | 1.761 | 30 | $189.30 | 17.76 | $156.91 | $146.88 | 6.83 | $206.81 |
| AMZN | Amazon.com Inc. | 2.123 | 26 | $219.39 | 23.82 | $195.77 | $151.61 | 29.13 | $242.52 |
| GOOG | Alphabet Inc. CL C | 2.077 | 26 | $190.44 | 21.38 | $158.86 | $147.86 | 7.44 | $208.46 |
| V | Visa Inc. | 1.393 | 25 | $316.04 | 14.66 | $345.10 | $251.29 | 37.33 | $366.54 |
| META | Meta Platforms Inc. | 1.823 | 22 | $585.51 | 18.77 | $587.49 | $412.99 | 42.25 | $740.25 |
| BRK.B | Berkshire Hathaway CL B | 1.503 | 19 | $453.28 | 22.16 | $534.06 | $395.66 | 34.98 | $537.63 |
| UNH | United Health Group Inc. | 0.395 | 17 | $505.86 | 5.52 | $523.30 | $429.51 | 21.84 | $625.65 |
| MA | Mastercard Inc. | 1.053 | 16 | $526.57 | 17.22 | $545.06 | $427.66 | 27.45 | $582.23 |
| AAPL | Apple Inc. | 0.921 | 16 | $250.42 | 28.12 | $224.02 | $163.30 | 37.18 | $259.81 |
| MCO | Moody's Corp. | 0.939 | 15 | $473.37 | 14.78 | $466.29 | $357.34 | 30.49 | $530.93 |
| COF | Capital One Financial | 0.611 | 15 | $178.32 | 9.59 | $182.48 | $126.86 | 43.84 | $210.67 |
| WFC | Wells Fargo | 0.413 | 15 | $70.24 | 4.31 | $71.95 | $49.24 | 46.12 | $81.30 |
| BRK.A | Berkshire Hathaway CL A | 2.356 | 14 | $680919.41 | 75.42 | $802200.00 | $596000.00 | 34.60 | $806024.00 |
| BAC | Bank of America Corp. | 0.881 | 14 | $43.95 | 29.31 | $41.71 | $33.33 | 25.14 | $47.68 |
| CHTR | Charter Communications | 0.616 | 13 | $342.77 | 19.95 | $373.78 | $236.08 | 58.33 | $415.27 |
| TSM | Taiwan Semiconductor S.A. | 0.535 | 13 | $197.49 | 9.21 | $170.24 | $124.05 | 37.23 | $225.52 |
| JPM | JPMorgan Chase & Co. | 0.317 | 13 | $239.71 | 5.79 | $246.00 | $176.22 | 39.60 | $280.25 |
| DIS | Walt Disney Co. | 0.701 | 12 | $111.35 | 16.66 | $97.99 | $83.54 | 17.30 | $122.58 |
| SCHW | Charles Schwab Corp. | 0.382 | 12 | $74.01 | 5.79 | $78.54 | $60.36 | 30.12 | $84.22 |
| ORCL | Oracle Corp. | 0.293 | 12 | $166.64 | 4.95 | $147.21 | $111.94 | 31.51 | $197.82 |
| CMCSA | Comcast Corp. | 0.250 | 11 | $37.53 | 4.27 | $36.31 | $32.50 | 11.72 | $44.93 |
| AXP | American Express | 0.567 | 10 | $296.79 | 21.67 | $274.20 | $212.82 | 28.84 | $326.28 |
| CRM | Salesforce.com | 0.522 | 10 | $334.33 | 22.08 | $271.59 | $211.10 | 28.65 | $368.58 |
| FI | Fiserv Inc. | 0.363 | 10 | $205.42 | 5.52 | $224.82 | $145.98 | 54.01 | $238.59 |
| EFX | Equifax Inc. | 0.218 | 10 | $254.85 | 3.71 | $245.51 | $211.74 | 15.95 | $308.65 |
| JNJ | Johnson & Johnson | 0.209 | 10 | $144.62 | 3.14 | $154.53 | $138.68 | 11.43 | $169.99 |
| AON | Aon Plc | 0.169 | 10 | $359.16 | 4.83 | $393.95 | $265.89 | 48.16 | $412.97 |
| INTU | Intuit Inc. | 0.563 | 9 | $628.50 | 12.09 | $618.46 | $553.24 | 11.79 | $713.59 |
| SPGI | S&P Global Inc. | 0.541 | 9 | $498.03 | 19.25 | $511.73 | $404.65 | 26.46 | $544.41 |
| PYPL | PayPal Holdings Inc. | 0.504 | 9 | $85.35 | 11.45 | $67.22 | $56.97 | 17.99 | $93.66 |
| ICE | Intercontinental Exchange Inc. | 0.363 | 9 | $149.01 | 8.08 | $170.64 | $122.88 | 38.87 | $177.45 |
| TMO | Thermo Fisher Scientific | 0.279 | 9 | $520.23 | 5.30 | $486.38 | $481.21 | 1.07 | $626.49 |
| PEP | PepsiCo Inc. | 0.278 | 9 | $152.06 | 9.72 | $148.79 | $140.27 | 6.07 | $177.51 |
| FDX | FedEx Corp. | 0.269 | 9 | $281.33 | 7.28 | $244.61 | $217.22 | 12.61 | $309.09 |
| NKE | NIKE Inc. | 0.254 | 9 | $75.67 | 11.26 | $64.61 | $62.65 | 3.13 | $96.62 |
| SBUX | Starbucks Corp. | 0.209 | 9 | $91.25 | 4.39 | $98.91 | $70.02 | 41.26 | $117.46 |
| TXN | Texas Instruments | 0.178 | 9 | $187.51 | 3.12 | $177.80 | $154.78 | 14.87 | $218.77 |
| C | Citigroup Inc. | 0.658 | 8 | $70.39 | 17.57 | $71.40 | $52.67 | 35.56 | $84.74 |
| FLUT | Flutter Entertainment Plc | 0.381 | 8 | $258.45 | 8.00 | $230.45 | $174.03 | 32.42 | $299.73 |
| PM | Philip Morris Intl. | 0.353 | 8 | $120.35 | 7.06 | $155.09 | $84.94 | 82.59 | $159.35 |
| NVDA | NVIDIA Corp. | 0.312 | 8 | $134.29 | 8.37 | $110.57 | $75.58 | 46.30 | $153.12 |
| KMX | CarMax Inc. | 0.305 | 8 | $81.76 | 7.13 | $81.68 | $65.83 | 24.08 | $91.25 |
| CVS | CVS Health Corp. | 0.296 | 8 | $44.89 | 7.82 | $67.90 | $43.01 | 57.87 | $71.99 |
| BMY | Bristol-Myers Squibb | 0.251 | 8 | $56.56 | 8.48 | $59.44 | $38.18 | 55.68 | $63.33 |
| FERG | Ferguson Enterprises Inc. | 0.236 | 8 | $173.57 | 5.74 | $163.92 | $151.75 | 8.02 | $221.03 |
| GS | Goldman Sachs Group | 0.211 | 8 | $572.61 | 6.14 | $562.45 | $378.76 | 48.50 | $668.87 |
| ADBE | Adobe Inc. | 0.155 | 8 | $444.67 | 3.62 | $384.79 | $374.50 | 2.75 | $587.75 |
| LAD | Lithia Motors Inc. | 0.691 | 7 | $357.43 | 23.04 | $303.90 | $241.29 | 25.95 | $404.99 |
| PDD | Pinduoduo Inc. | 0.382 | 7 | $96.99 | 9.39 | $118.91 | $88.01 | 35.11 | $164.69 |
| CP | Canadian Pacific Kansas City | 0.370 | 7 | $72.37 | 9.37 | $72.00 | $68.00 | 5.88 | $88.63 |
| WTW | Willis Towers Watson plc | 0.353 | 7 | $313.24 | 16.82 | $336.62 | $242.14 | 39.02 | $343.20 |
| DHR | Danaher Corp. | 0.315 | 7 | $229.55 | 9.34 | $202.73 | $196.50 | 3.17 | $280.67 |
| KKR | KKR & Co. L.P. | 0.288 | 7 | $147.91 | 13.16 | $120.20 | $91.39 | 31.52 | $170.19 |
| ACN | Accenture | 0.266 | 7 | $351.79 | 7.27 | $316.05 | $275.18 | 14.85 | $398.35 |
| CSGP | CoStar Group Inc. | 0.256 | 7 | $71.59 | 8.63 | $79.58 | $68.26 | 16.58 | $95.71 |
| KHC | Kraft Heinz Co. | 0.244 | 7 | $30.71 | 6.54 | $30.18 | $26.90 | 12.19 | $37.12 |
| ADI | Analog Devices | 0.237 | 7 | $212.46 | 4.74 | $199.80 | $179.59 | 11.25 | $246.03 |
| USB | U.S. Bancorp | 0.231 | 7 | $47.83 | 4.00 | $42.58 | $36.12 | 17.88 | $52.79 |
| LPLA | LPL Financial Holdings Inc. | 0.228 | 7 | $326.51 | 4.66 | $335.08 | $186.55 | 79.62 | $383.67 |
| LLY | Eli Lilly & Co. | 0.194 | 7 | $772.00 | 4.49 | $805.00 | $710.18 | 13.35 | $969.25 |
| PG | Procter & Gamble | 0.165 | 7 | $167.65 | 4.23 | $168.43 | $150.79 | 11.70 | $179.99 |
| ZBH | Zimmer Biomet Holdings | 0.140 | 7 | $105.63 | 2.79 | $112.30 | $97.48 | 15.20 | $129.74 |
| HD | Home Depot | 0.125 | 7 | $388.99 | 3.15 | $369.07 | $315.91 | 16.83 | $434.31 |
| UBER | Uber Technologies Inc. | 0.091 | 7 | $60.32 | 2.83 | $74.89 | $54.84 | 36.56 | $87.00 |
| MSCI | MSCI Inc. | 0.090 | 7 | $600.01 | 3.29 | $569.40 | $434.74 | 30.97 | $640.43 |
| SHW | Sherwin-Williams | 0.083 | 7 | $339.93 | 2.02 | $349.80 | $280.39 | 24.75 | $399.55 |
| COST | Costco Co. | 0.017 | 7 | $916.28 | 0.71 | $961.68 | $693.47 | 38.68 | $1078.24 |
| BN | Brookfield Corp. | 0.699 | 6 | $57.45 | 17.23 | $53.70 | $37.92 | 41.61 | $62.66 |
| GE | GE Aerospace | 0.610 | 6 | $166.79 | 18.09 | $201.16 | $132.86 | 51.41 | $214.21 |
| PGR | Progressive Corp. | 0.357 | 6 | $239.61 | 12.31 | $279.55 | $197.37 | 41.64 | $292.99 |
| GM | General Motors | 0.345 | 6 | $53.27 | 18.69 | $47.84 | $38.68 | 23.68 | $60.95 |
| IAC | IAC Inc. | 0.277 | 6 | $43.14 | 8.52 | $39.83 | $37.76 | 5.48 | $58.29 |
| APO | Apollo Global Management | 0.262 | 6 | $165.16 | 8.67 | $141.79 | $94.18 | 50.55 | $188.95 |
| JD | JD.com Inc. | 0.258 | 6 | $34.67 | 13.43 | $41.02 | $24.13 | 70.00 | $47.82 |
| DG | Dollar General | 0.234 | 6 | $75.82 | 8.29 | $89.18 | $66.43 | 34.25 | $160.38 |
| BKNG | Booking Holdings Inc. | 0.217 | 6 | $4968.51 | 5.69 | $4711.73 | $3160.92 | 49.06 | $5326.33 |
| CRH | CRH plc | 0.203 | 6 | $92.52 | 7.14 | $90.66 | $70.37 | 28.83 | $110.54 |
| DE | Deere & Co. | 0.196 | 6 | $423.70 | 6.53 | $472.10 | $336.53 | 40.28 | $513.26 |
| IFF | International Flavors & Fragrances Inc. | 0.167 | 6 | $84.55 | 4.28 | $77.51 | $75.73 | 2.35 | $105.74 |
| WCC | WESCO International Inc. | 0.157 | 6 | $180.96 | 7.59 | $161.98 | $141.97 | 14.09 | $215.09 |
| KO | Coca Cola Co. | 0.144 | 6 | $62.26 | 9.32 | $71.40 | $56.25 | 26.93 | $72.68 |
| BK | Bank of New York Mellon Corp. | 0.138 | 6 | $76.83 | 4.11 | $84.02 | $51.27 | 63.88 | $90.34 |
| RTX | RTX Corp. | 0.133 | 6 | $115.72 | 5.12 | $133.08 | $94.95 | 40.16 | $136.17 |
| QCOM | QUALCOMM Inc. | 0.123 | 6 | $153.62 | 2.92 | $153.79 | $147.88 | 4.00 | $227.03 |
| MDT | Medtronic plc | 0.114 | 6 | $79.88 | 2.83 | $88.38 | $74.13 | 19.22 | $95.49 |
| CPNG | Coupang Inc. | 0.104 | 6 | $21.98 | 4.60 | $22.29 | $17.67 | 26.15 | $26.91 |
| LBRDK | Liberty Broadband Corp. CL C | 0.075 | 6 | $74.76 | 2.02 | $86.24 | $46.46 | 85.62 | $101.50 |
| POOL | Pool Corp. | 0.067 | 6 | $340.93 | 2.49 | $323.28 | $290.48 | 11.29 | $397.03 |
| TEVA | Teva Pharmaceutical Industries Ltd. | 0.059 | 6 | $22.04 | 3.47 | $15.30 | $12.51 | 22.30 | $22.80 |
| UHAL | U-Haul Holding Co. | 0.059 | 6 | $66.78 | 2.14 | $66.93 | $59.70 | 12.11 | $79.04 |
| XOM | Exxon Mobil Corp. | 0.048 | 6 | $107.57 | 2.09 | $118.22 | $103.67 | 14.03 | $124.20 |
| VRSK | Verisk Analytics Inc. | 0.039 | 6 | $275.43 | 1.24 | $297.76 | $216.07 | 37.81 | $305.62 |
| BABA | Alibaba Group Holdings | 0.459 | 5 | $84.79 | 16.43 | $130.62 | $66.91 | 95.22 | $148.43 |
| OXY | Occidental Petroleum | 0.365 | 5 | $49.41 | 19.11 | $49.26 | $44.47 | 10.77 | $69.95 |
| ELV | Elevance Health Inc. | 0.352 | 5 | $368.90 | 14.96 | $429.06 | $360.70 | 18.95 | $560.90 |
| ET | Energy Transfer LP | 0.285 | 5 | $19.59 | 9.39 | $18.86 | $13.89 | 35.78 | $21.11 |
| CBRE | CBRE Group | 0.224 | 5 | $131.29 | 5.43 | $132.04 | $84.24 | 56.74 | $147.75 |
| VST | Vistra Corp. | 0.197 | 5 | $137.87 | 5.76 | $126.50 | $63.73 | 98.49 | $199.50 |
| AVGO | Broadcom Inc. | 0.197 | 5 | $231.84 | 10.33 | $171.81 | $118.31 | 45.22 | $250.45 |
* "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.