Total number of stocks: 250
Portfolio value: $448 B
Portfolio value: $448 B
| Symbol | Stock | % | Ownership count▲ |
Hold Price* | Max % | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| GE | GE Aerospace | 0.610 | 6 | $166.79 | 18.09 | $187.63 | $144.98 | 29.42 | $214.21 |
| BN | Brookfield Corp. | 0.699 | 6 | $57.45 | 17.23 | $50.35 | $37.92 | 32.78 | $62.66 |
| KHC | Kraft Heinz Co. | 0.244 | 7 | $30.71 | 6.54 | $30.81 | $26.90 | 14.54 | $37.12 |
| CSGP | CoStar Group Inc. | 0.256 | 7 | $71.59 | 8.63 | $76.35 | $68.26 | 11.85 | $95.71 |
| ACN | Accenture | 0.266 | 7 | $351.79 | 7.27 | $301.46 | $275.18 | 9.55 | $398.35 |
| KKR | KKR & Co. L.P. | 0.288 | 7 | $147.91 | 13.16 | $102.55 | $91.39 | 12.21 | $170.19 |
| DHR | Danaher Corp. | 0.315 | 7 | $229.55 | 9.34 | $197.90 | $196.50 | 0.71 | $280.67 |
| WTW | Willis Towers Watson plc | 0.353 | 7 | $313.24 | 16.82 | $332.41 | $242.14 | 37.28 | $343.20 |
| CP | Canadian Pacific Kansas City | 0.370 | 7 | $72.37 | 9.37 | $70.48 | $68.00 | 3.65 | $88.63 |
| PDD | Pinduoduo Inc. | 0.382 | 7 | $96.99 | 9.39 | $113.67 | $88.01 | 29.16 | $164.69 |
| LAD | Lithia Motors Inc. | 0.691 | 7 | $357.43 | 23.04 | $282.32 | $241.29 | 17.00 | $404.99 |
| GS | Goldman Sachs Group | 0.211 | 8 | $572.58 | 6.14 | $511.23 | $378.76 | 34.97 | $668.87 |
| FERG | Ferguson Enterprises Inc. | 0.236 | 8 | $173.57 | 5.74 | $158.41 | $151.75 | 4.39 | $221.03 |
| BMY | Bristol-Myers Squibb | 0.251 | 8 | $56.56 | 8.48 | $57.82 | $38.18 | 51.44 | $63.33 |
| CVS | CVS Health Corp. | 0.296 | 8 | $44.89 | 7.82 | $67.51 | $43.01 | 56.96 | $71.99 |
| KMX | CarMax Inc. | 0.305 | 8 | $81.76 | 7.13 | $76.46 | $65.83 | 16.15 | $91.25 |
| NVDA | NVIDIA Corp. | 0.312 | 8 | $134.29 | 8.37 | $101.80 | $75.58 | 34.69 | $153.12 |
| PM | Philip Morris Intl. | 0.353 | 8 | $120.35 | 7.06 | $162.07 | $84.94 | 90.81 | $163.08 |
| FLUT | Flutter Entertainment Plc | 0.381 | 8 | $258.45 | 8.00 | $217.62 | $174.03 | 25.05 | $299.73 |
| C | Citigroup Inc. | 0.673 | 8 | $70.60 | 18.80 | $63.05 | $52.67 | 19.71 | $84.74 |
| NKE | NIKE Inc. | 0.254 | 9 | $75.67 | 11.26 | $55.58 | $55.40 | 0.32 | $96.62 |
| FDX | FedEx Corp. | 0.269 | 9 | $281.33 | 7.28 | $215.86 | $213.67 | 1.02 | $309.09 |
| PEP | PepsiCo Inc. | 0.278 | 9 | $152.06 | 9.72 | $151.37 | $140.27 | 7.91 | $177.51 |
| TMO | Thermo Fisher Scientific | 0.279 | 9 | $520.23 | 5.30 | $470.03 | $468.17 | 0.40 | $626.49 |
| ICE | Intercontinental Exchange Inc. | 0.363 | 9 | $149.01 | 8.08 | $167.56 | $122.88 | 36.36 | $177.45 |
| PYPL | PayPal Holdings Inc. | 0.504 | 9 | $85.35 | 11.45 | $61.71 | $56.97 | 8.32 | $93.66 |
| SPGI | S&P Global Inc. | 0.541 | 9 | $498.03 | 19.25 | $489.38 | $404.65 | 20.94 | $544.41 |
| INTU | Intuit Inc. | 0.563 | 9 | $628.50 | 12.09 | $598.53 | $553.24 | 8.19 | $713.59 |
| FI | Fiserv Inc. | 0.363 | 10 | $205.42 | 5.52 | $216.90 | $145.98 | 48.58 | $238.59 |
| CRM | Salesforce.com | 0.522 | 10 | $334.33 | 22.08 | $255.23 | $211.10 | 20.90 | $368.58 |
| AXP | American Express | 0.567 | 10 | $296.79 | 21.67 | $247.82 | $212.82 | 16.45 | $326.28 |
| SCHW | Charles Schwab Corp. | 0.382 | 12 | $74.01 | 5.79 | $74.87 | $60.36 | 24.04 | $84.22 |
| DIS | Walt Disney Co. | 0.701 | 12 | $111.35 | 16.66 | $88.84 | $83.54 | 6.34 | $119.11 |
| JPM | JPMorgan Chase & Co. | 0.317 | 13 | $239.71 | 5.79 | $228.69 | $176.22 | 29.78 | $280.25 |
| TSM | Taiwan Semiconductor S.A. | 0.535 | 13 | $197.49 | 9.21 | $157.38 | $124.05 | 26.87 | $225.52 |
| CHTR | Charter Communications | 0.616 | 13 | $342.77 | 19.95 | $368.40 | $236.08 | 56.05 | $415.27 |
| BAC | Bank of America Corp. | 0.881 | 14 | $43.95 | 29.31 | $37.22 | $33.33 | 11.67 | $47.68 |
| BRK.A | Berkshire Hathaway CL A | 2.356 | 14 | $680919.41 | 75.42 | $794514.00 | $596000.00 | 33.31 | $808029.50 |
| COF | Capital One Financial | 0.611 | 15 | $178.32 | 9.59 | $164.04 | $126.86 | 29.31 | $210.67 |
| MCO | Moody's Corp. | 0.939 | 15 | $473.37 | 14.78 | $442.39 | $357.34 | 23.80 | $530.93 |
| AAPL | Apple Inc. | 0.921 | 16 | $250.42 | 28.12 | $203.19 | $163.30 | 24.43 | $259.81 |
| MA | Mastercard Inc. | 1.053 | 16 | $526.57 | 17.22 | $530.55 | $427.66 | 24.06 | $582.23 |
| UNH | United Health Group Inc. | 0.395 | 17 | $505.86 | 5.52 | $540.44 | $429.51 | 25.83 | $625.65 |
| BRK.B | Berkshire Hathaway CL B | 1.503 | 19 | $453.29 | 22.16 | $530.16 | $395.66 | 33.99 | $539.00 |
| META | Meta Platforms Inc. | 1.823 | 22 | $585.51 | 18.77 | $531.62 | $412.99 | 28.72 | $740.25 |
| V | Visa Inc. | 1.393 | 25 | $316.04 | 14.66 | $339.39 | $251.29 | 35.06 | $366.54 |
| GOOG | Alphabet Inc. CL C | 2.077 | 26 | $190.44 | 21.38 | $152.63 | $147.86 | 3.23 | $208.46 |
| AMZN | Amazon.com Inc. | 2.123 | 26 | $219.39 | 23.82 | $178.41 | $151.61 | 17.68 | $242.52 |
| GOOGL | Alphabet Inc. | 1.761 | 30 | $189.30 | 17.76 | $150.72 | $146.88 | 2.61 | $206.81 |
| MSFT | Microsoft Corp. | 2.439 | 33 | $421.50 | 28.55 | $373.11 | $367.24 | 1.60 | $465.64 |
* "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.