Total number of stocks: 1665
Portfolio value: $903 B
Portfolio value: $903 B
| Symbol | Stock | % | Ownership count▼ |
Hold Price* | Max % | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| MSFT | Microsoft Corp. | 2.478 | 32 | $430.16 | 27.64 | $431.36 | $360.21 | 19.75 | $466.57 |
| GOOGL | Alphabet Inc. | 1.646 | 31 | $166.69 | 17.06 | $171.76 | $127.58 | 34.63 | $191.50 |
| GOOG | Alphabet Inc. CL C | 1.865 | 26 | $167.19 | 20.58 | $173.29 | $129.08 | 34.25 | $193.06 |
| AMZN | Amazon.com Inc. | 1.919 | 25 | $186.33 | 21.17 | $212.26 | $142.81 | 48.63 | $215.90 |
| V | Visa Inc. | 1.272 | 25 | $277.40 | 14.34 | $314.17 | $250.23 | 25.55 | $317.42 |
| META | Meta Platforms Inc. | 1.837 | 22 | $572.89 | 18.23 | $605.50 | $312.72 | 93.62 | $605.50 |
| AAPL | Apple Inc. | 0.963 | 20 | $232.27 | 26.24 | $241.20 | $163.48 | 47.54 | $241.20 |
| BRK.B | Berkshire Hathaway CL B | 1.545 | 19 | $460.26 | 22.66 | $472.05 | $350.85 | 34.54 | $491.67 |
| MA | Mastercard Inc. | 1.009 | 16 | $493.80 | 16.29 | $527.54 | $401.99 | 31.23 | $535.77 |
| UNH | United Health Group Inc. | 0.546 | 16 | $587.81 | 6.38 | $608.05 | $433.00 | 40.43 | $630.73 |
| MCO | Moody's Corp. | 0.954 | 15 | $474.59 | 14.28 | $494.27 | $358.01 | 38.06 | $503.95 |
| WFC | Wells Fargo | 0.422 | 15 | $56.49 | 4.52 | $74.50 | $43.27 | 72.17 | $78.13 |
| BRK.A | Berkshire Hathaway CL A | 2.343 | 14 | $691179.13 | 72.10 | $715880.00 | $533700.01 | 34.14 | $741971.39 |
| BAC | Bank of America Corp. | 0.851 | 14 | $39.68 | 29.02 | $46.67 | $29.74 | 56.93 | $48.08 |
| DIS | Walt Disney Co. | 0.666 | 13 | $96.19 | 16.42 | $116.08 | |||
| JPM | JPMorgan Chase & Co. | 0.273 | 13 | $210.86 | 4.67 | $245.70 | $152.24 | 61.39 | $254.31 |
| CHTR | Charter Communications | 0.598 | 12 | $324.08 | 14.95 | $394.54 | $236.08 | 67.12 | $415.27 |
| TSM | Taiwan Semiconductor S.A. | 0.468 | 12 | $176.60 | 8.34 | $195.12 | $93.40 | 108.91 | $212.60 |
| ORCL | Oracle Corp. | 0.350 | 12 | $170.40 | 6.61 | $181.39 | $98.06 | 84.98 | $196.04 |
| SCHW | Charles Schwab Corp. | 0.314 | 12 | $64.81 | 5.22 | $81.09 | $58.80 | 37.91 | $83.35 |
| CRM | Salesforce.com | 0.561 | 11 | $273.71 | 24.49 | $328.17 | $211.34 | 55.28 | $348.86 |
| AXP | American Express | 0.527 | 11 | $271.20 | 19.94 | $301.52 | $163.97 | 83.89 | $307.82 |
| COF | Capital One Financial | 0.448 | 11 | $149.73 | 8.09 | $186.96 | $110.81 | 68.72 | $197.66 |
| CMCSA | Comcast Corp. | 0.237 | 11 | $41.77 | 4.62 | $43.06 | $35.87 | 20.04 | $46.04 |
| JNJ | Johnson & Johnson | 0.221 | 11 | $162.05 | 2.86 | $153.80 | $139.79 | 10.02 | $167.51 |
| SPGI | S&P Global Inc. | 0.554 | 10 | $516.29 | 19.58 | $520.19 | $405.38 | 28.32 | $532.36 |
| FI | Fiserv Inc. | 0.363 | 10 | $179.65 | 4.67 | $217.56 | $129.60 | 67.87 | $223.23 |
| TXN | Texas Instruments | 0.192 | 10 | $206.57 | 3.21 | $198.78 | $149.75 | 32.74 | $220.39 |
| INTU | Intuit Inc. | 0.530 | 9 | $621.00 | 12.84 | $634.45 | $555.59 | 14.19 | $714.78 |
| PYPL | PayPal Holdings Inc. | 0.476 | 9 | $79.97 | 9.78 | $85.64 | $55.77 | 53.56 | $88.74 |
| KMX | CarMax Inc. | 0.308 | 9 | $77.38 | 6.71 | $83.63 | $64.72 | 29.22 | $88.22 |
| PEP | PepsiCo Inc. | 0.289 | 9 | $170.05 | 10.63 | $162.66 | $155.85 | 4.37 | $180.60 |
| FDX | FedEx Corp. | 0.249 | 9 | $273.68 | 6.87 | $286.02 | $230.87 | 23.89 | $312.31 |
| ADBE | Adobe Inc. | 0.231 | 9 | $517.78 | 4.95 | $511.64 | $433.97 | 17.90 | $638.25 |
| GS | Goldman Sachs Group | 0.226 | 9 | $495.12 | 5.89 | $602.63 | $332.49 | 81.25 | $612.73 |
| SBUX | Starbucks Corp. | 0.223 | 9 | $97.49 | 3.85 | $100.99 | $70.40 | 43.45 | $103.32 |
| CVS | CVS Health Corp. | 0.210 | 9 | $62.88 | 3.92 | $59.36 | $51.61 | 15.02 | $79.91 |
| AON | Aon Plc | 0.159 | 9 | $345.99 | 4.49 | $386.28 | |||
| PM | Philip Morris Intl. | 0.353 | 8 | $121.40 | 6.71 | $130.22 | $85.02 | 53.16 | $134.15 |
| DHR | Danaher Corp. | 0.335 | 8 | $278.02 | 8.92 | $240.13 | $214.78 | 11.80 | $281.43 |
| NVDA | NVIDIA Corp. | 0.304 | 8 | $121.44 | 7.51 | $138.81 | $45.00 | 208.47 | $152.89 |
| NKE | NIKE Inc. | 0.251 | 8 | $88.40 | 11.15 | $78.75 | $70.08 | 12.37 | $121.31 |
| EFX | Equifax Inc. | 0.168 | 8 | $293.86 | 3.73 | $258.97 | $212.08 | 22.11 | $309.15 |
| BABA | Alibaba Group Holdings | 0.598 | 7 | $106.12 | 25.55 | $86.05 | $65.22 | 31.94 | $117.82 |
| C | Citigroup Inc. | 0.538 | 7 | $62.60 | 12.79 | $71.53 | $44.74 | 59.88 | $72.58 |
| CP | Canadian Pacific Kansas City | 0.415 | 7 | $85.54 | 10.67 | $75.40 | $71.61 | 5.29 | $90.98 |
| ICE | Intercontinental Exchange Inc. | 0.346 | 7 | $160.64 | 7.98 | $157.13 | $110.38 | 42.35 | $167.99 |
| WCC | WESCO International Inc. | 0.307 | 7 | $167.98 | 15.91 | $210.38 | $131.37 | 60.14 | $216.17 |
| FLUT | Flutter Entertainment Plc | 0.281 | 7 | $237.28 | 6.08 | $280.67 | $152.77 | 83.72 | $280.67 |
| BKNG | Booking Holdings Inc. | 0.267 | 7 | $4414.65 | 5.51 | $5230.94 | $3082.30 | 69.71 | $5237.00 |
| ADI | Analog Devices | 0.259 | 7 | $230.17 | 5.01 | $221.66 | $177.38 | 24.96 | $243.18 |
| USB | U.S. Bancorp | 0.256 | 7 | $45.73 | 5.60 | $51.90 | $36.93 | 40.54 | $53.98 |
| ACN | Accenture | 0.249 | 7 | $353.48 | 6.83 | $348.38 | $276.35 | 26.06 | $382.77 |
| FIS | Fidelity National Information Services | 0.234 | 7 | $83.75 | 7.41 | $85.15 | $56.32 | 51.19 | $91.98 |
| TMO | Thermo Fisher Scientific | 0.220 | 7 | $618.57 | 4.91 | $532.27 | $485.77 | 9.57 | $627.48 |
| BMY | Bristol-Myers Squibb | 0.209 | 7 | $51.74 | 7.36 | $59.90 | $38.60 | 55.18 | $61.08 |
| IFF | International Flavors & Fragrances Inc. | 0.177 | 7 | $104.93 | 4.26 | $89.78 | $72.01 | 24.68 | $106.77 |
| KHC | Kraft Heinz Co. | 0.162 | 7 | $35.11 | 4.29 | $31.66 | $30.02 | 5.46 | $37.60 |
| PG | Procter & Gamble | 0.155 | 7 | $173.20 | 3.88 | $177.28 | $139.04 | 27.50 | $180.43 |
| MDT | Medtronic plc | 0.140 | 7 | $90.03 | 3.09 | $85.76 | $75.37 | 13.79 | $92.68 |
| UBER | Uber Technologies Inc. | 0.138 | 7 | $75.16 | 2.93 | $72.02 | $54.84 | 31.33 | $87.00 |
| RTX | RTX Corp. | 0.138 | 7 | $121.16 | 5.20 | $118.54 | $77.84 | 52.29 | $128.02 |
| HD | Home Depot | 0.129 | 7 | $405.20 | 3.36 | $423.51 | $311.33 | 36.03 | $437.07 |
| SHW | Sherwin-Williams | 0.099 | 7 | $381.67 | 2.17 | $390.97 | $276.14 | 41.58 | $400.42 |
| COST | Costco Co. | 0.015 | 7 | $886.55 | 0.65 | $973.69 | $574.95 | 69.35 | $976.50 |
| LAD | Lithia Motors Inc. | 0.703 | 6 | $317.64 | 25.45 | $384.01 | $241.70 | 58.88 | $405.68 |
| GE | GE Aerospace | 0.665 | 6 | $188.58 | 20.64 | $180.03 | $93.79 | 91.95 | $194.80 |
| BN | Brookfield Corp. | 0.634 | 6 | $53.15 | 16.71 | $60.87 | $35.25 | 72.68 | $62.36 |
| PGR | Progressive Corp. | 0.469 | 6 | $253.76 | 19.70 | $263.88 | $148.20 | 78.06 | $270.62 |
| ELV | Elevance Health Inc. | 0.412 | 6 | $520.00 | 17.71 | $409.95 | $391.02 | 4.84 | $565.56 |
| IAC | IAC Inc. | 0.346 | 6 | $53.82 | 10.74 | $48.22 | $43.51 | 10.83 | $58.29 |
| WTW | Willis Towers Watson plc | 0.330 | 6 | $294.53 | 14.97 | $323.23 | $230.97 | 39.94 | $323.23 |
| CRH | CRH plc | 0.327 | 6 | $92.74 | 12.13 | $101.77 | $60.81 | 67.36 | $104.19 |
| GM | General Motors | 0.277 | 6 | $44.84 | 12.53 | $53.88 | $32.34 | 66.60 | $61.24 |
| KKR | KKR & Co. L.P. | 0.273 | 6 | $130.58 | 12.38 | $157.79 | $72.59 | 117.37 | $163.68 |
| CPNG | Coupang Inc. | 0.261 | 6 | $24.55 | 9.19 | $23.82 | |||
| CBRE | CBRE Group | 0.257 | 6 | $124.48 | 8.13 | $137.25 | $80.59 | 70.31 | $142.00 |
| MRK | Merck & Co. | 0.203 | 6 | $113.56 | 11.35 | $102.29 | $94.48 | 8.27 | $133.74 |
| DE | Deere & Co. | 0.201 | 6 | $417.33 | 6.96 | $460.92 | $339.00 | 35.96 | $469.39 |
| PFE | Pfizer Inc. | 0.192 | 6 | $28.94 | 4.97 | $25.81 | $24.11 | 7.05 | $31.06 |
| KO | Coca Cola Co. | 0.163 | 6 | $71.86 | 10.79 | $63.63 | $55.77 | 14.09 | $72.48 |
| BK | Bank of New York Mellon Corp. | 0.162 | 6 | $71.86 | 4.11 | $81.12 | $46.14 | 75.81 | $82.72 |
| LPLA | LPL Financial Holdings Inc. | 0.146 | 6 | $232.63 | 3.78 | $323.88 | $186.73 | 73.45 | $330.72 |
| ZBH | Zimmer Biomet Holdings | 0.102 | 6 | $107.95 | 2.60 | $110.50 | $101.47 | 8.90 | $133.31 |
| LLY | Eli Lilly & Co. | 0.092 | 6 | $885.95 | 3.67 | $810.99 | $558.01 | 45.34 | $970.92 |
| MSCI | MSCI Inc. | 0.078 | 6 | $582.93 | 3.35 | $610.42 | $436.11 | 39.97 | $630.03 |
| POOL | Pool Corp. | 0.070 | 6 | $366.89 | 2.55 | $376.03 | $291.50 | 29.00 | $417.37 |
| UNP | Union Pacific | 0.064 | 6 | $246.48 | 2.38 | $237.49 | $217.39 | 9.25 | $258.07 |
| XOM | Exxon Mobil Corp. | 0.062 | 6 | $117.22 | 3.18 | $117.89 | $92.61 | 27.30 | $125.31 |
| UHAL | U-Haul Holding Co. | 0.056 | 6 | $74.94 | 2.06 | $71.55 | $57.31 | 24.85 | $79.04 |
| TEVA | Teva Pharmaceutical Industries Ltd. | 0.056 | 6 | $18.02 | 3.50 | $17.32 | $9.35 | 85.24 | $19.31 |
| VRSK | Verisk Analytics Inc. | 0.042 | 6 | $267.96 | 1.56 | $287.77 | $216.70 | 32.80 | $296.59 |
| MCD | McDonald's Corp. | 0.039 | 6 | $304.51 | 1.57 | $291.99 | $240.67 | 21.32 | $316.00 |
| OXY | Occidental Petroleum | 0.573 | 5 | $51.53 | 28.21 | $50.33 | $48.42 | 3.94 | $70.62 |
| JD | JD.com Inc. | 0.380 | 5 | $40.00 | 24.08 | $37.45 | $20.24 | 85.03 | $47.82 |
| CNI | Canadian Natl Railway Co. | 0.300 | 5 | $117.14 | 14.25 | $109.47 | $105.28 | 3.98 | $132.65 |
| APO | Apollo Global Management | 0.286 | 5 | $124.91 | 7.36 | $172.74 | $87.28 | 97.91 | $176.75 |
| SOLV | Solventum Corp | 0.234 | 5 | $69.72 | 12.77 | $70.59 | $47.16 | 49.68 | $77.17 |
| VST | Vistra Corp. | 0.218 | 5 | $118.54 | 6.02 | $155.35 | $35.49 | 337.73 | $168.67 |
| CACC | Credit Acceptance Corp. | 0.212 | 5 | $443.42 | 12.27 | $479.60 | $409.22 | 17.20 | $616.66 |
* "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.