Total number of stocks: 110
Portfolio value: $331 B
Portfolio value: $331 B
| Symbol | Stock | % | Ownership count▲ |
Hold Price* | Max % | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| MCO | Moody's Corp. | 0.954 | 15 | $474.59 | 14.28 | $466.35 | $358.01 | 30.26 | $503.95 |
| MA | Mastercard Inc. | 1.009 | 16 | $493.80 | 16.29 | $528.03 | $414.59 | 27.36 | $537.13 |
| BRK.B | Berkshire Hathaway CL B | 1.545 | 19 | $460.26 | 22.66 | $453.20 | $353.63 | 28.16 | $491.67 |
| AAPL | Apple Inc. | 0.963 | 20 | $232.27 | 26.24 | $254.49 | $163.48 | 55.67 | $255.00 |
| META | Meta Platforms Inc. | 1.837 | 22 | $572.89 | 18.23 | $585.25 | $338.72 | 72.78 | $637.89 |
| V | Visa Inc. | 1.272 | 25 | $277.40 | 14.34 | $317.71 | $251.72 | 26.22 | $321.62 |
| AMZN | Amazon.com Inc. | 1.919 | 25 | $186.33 | 21.17 | $224.92 | $144.05 | 56.14 | $233.00 |
| GOOG | Alphabet Inc. CL C | 1.865 | 26 | $167.19 | 20.58 | $192.96 | $131.08 | 47.21 | $202.88 |
| GOOGL | Alphabet Inc. | 1.646 | 31 | $166.69 | 17.06 | $191.41 | $130.19 | 47.02 | $201.42 |
| MSFT | Microsoft Corp. | 2.478 | 32 | $430.16 | 27.64 | $436.60 | $363.78 | 20.02 | $466.57 |
* "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.