Total number of stocks: 1662
Portfolio value: $902 B
Portfolio value: $902 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 | $415.49 | $360.21 | 15.35 | $466.57 |
| GOOGL | Alphabet Inc. | 1.660 | 31 | $167.80 | 17.06 | $175.98 | $127.58 | 37.94 | $191.50 |
| GOOG | Alphabet Inc. CL C | 1.865 | 26 | $167.19 | 20.58 | $177.33 | $129.08 | 37.38 | $193.06 |
| AMZN | Amazon.com Inc. | 1.919 | 25 | $186.33 | 21.17 | $202.88 | $141.50 | 43.38 | $215.90 |
| V | Visa Inc. | 1.272 | 25 | $277.40 | 14.34 | $307.39 | $248.13 | 23.88 | $312.41 |
| META | Meta Platforms Inc. | 1.837 | 22 | $572.89 | 18.23 | $565.52 | $312.72 | 80.84 | $602.95 |
| AAPL | Apple Inc. | 0.963 | 20 | $232.27 | 26.24 | $229.00 | $163.48 | 40.08 | $237.23 |
| BRK.B | Berkshire Hathaway CL B | 1.545 | 19 | $460.26 | 22.66 | $468.83 | $350.85 | 33.63 | $484.82 |
| MA | Mastercard Inc. | 1.009 | 16 | $493.80 | 16.29 | $512.54 | $401.99 | 27.50 | $534.03 |
| UNH | United Health Group Inc. | 0.546 | 16 | $587.81 | 6.38 | $600.50 | $433.00 | 38.68 | $630.73 |
| MCO | Moody's Corp. | 0.954 | 15 | $474.59 | 14.28 | $474.59 | $356.29 | 33.20 | $495.10 |
| WFC | Wells Fargo | 0.431 | 15 | $56.77 | 4.52 | $73.58 | $41.06 | 79.20 | $74.70 |
| BRK.A | Berkshire Hathaway CL A | 2.343 | 14 | $691179.13 | 72.10 | $703299.99 | $533700.01 | 31.78 | $741971.39 |
| BAC | Bank of America Corp. | 0.851 | 14 | $39.68 | 29.02 | $46.06 | $28.53 | 61.44 | $47.02 |
| DIS | Walt Disney Co. | 0.666 | 13 | $96.19 | 16.42 | $114.26 | $83.91 | 36.17 | $123.17 |
| JPM | JPMorgan Chase & Co. | 0.273 | 13 | $210.86 | 4.67 | $240.78 | $149.01 | 61.59 | $248.00 |
| CHTR | Charter Communications | 0.614 | 12 | $322.58 | 14.95 | $389.12 | $236.08 | 64.83 | $415.27 |
| TSM | Taiwan Semiconductor S.A. | 0.468 | 12 | $176.60 | 8.34 | $188.36 | $93.40 | 101.67 | $212.60 |
| ORCL | Oracle Corp. | 0.350 | 12 | $170.40 | 6.61 | $190.75 | $98.06 | 94.52 | $191.77 |
| SCHW | Charles Schwab Corp. | 0.329 | 12 | $67.00 | 6.42 | $80.46 | $54.61 | 47.34 | $82.50 |
| CRM | Salesforce.com | 0.555 | 11 | $271.86 | 24.49 | $325.70 | $211.34 | 54.11 | $348.86 |
| AXP | American Express | 0.527 | 11 | $271.20 | 19.94 | $287.71 | $159.81 | 80.03 | $296.83 |
| COF | Capital One Financial | 0.448 | 11 | $148.08 | 8.09 | $180.69 | $103.68 | 74.28 | $197.66 |
| FI | Fiserv Inc. | 0.391 | 11 | $173.45 | 4.67 | $217.94 | $124.11 | 75.60 | $218.18 |
| CMCSA | Comcast Corp. | 0.237 | 11 | $41.77 | 4.62 | $42.99 | $35.87 | 19.85 | $46.04 |
| JNJ | Johnson & Johnson | 0.221 | 11 | $162.05 | 2.86 | $153.11 | $140.91 | 8.66 | $168.85 |
| SPGI | S&P Global Inc. | 0.554 | 10 | $516.29 | 19.58 | $503.13 | $406.09 | 23.90 | $533.29 |
| TXN | Texas Instruments | 0.192 | 10 | $206.57 | 3.21 | $198.19 | $147.08 | 34.75 | $220.39 |
| INTU | Intuit Inc. | 0.530 | 9 | $621.00 | 12.84 | $650.60 | $554.63 | 17.30 | $714.78 |
| PYPL | PayPal Holdings Inc. | 0.460 | 9 | $77.90 | 9.78 | $84.74 | $55.28 | 53.29 | $87.92 |
| KMX | CarMax Inc. | 0.308 | 9 | $77.38 | 6.71 | $76.66 | $62.90 | 21.88 | $88.22 |
| PEP | PepsiCo Inc. | 0.289 | 9 | $170.05 | 10.63 | $158.74 | $155.85 | 1.85 | $180.60 |
| FDX | FedEx Corp. | 0.273 | 9 | $284.33 | 8.79 | $288.03 | $230.87 | 24.76 | $312.31 |
| ADBE | Adobe Inc. | 0.231 | 9 | $517.78 | 4.95 | $499.50 | $433.97 | 15.10 | $638.25 |
| GS | Goldman Sachs Group | 0.226 | 9 | $495.12 | 5.89 | $581.93 | $325.58 | 78.74 | $607.15 |
| SBUX | Starbucks Corp. | 0.223 | 9 | $97.49 | 3.85 | $98.26 | $70.40 | 39.57 | $102.02 |
| CVS | CVS Health Corp. | 0.210 | 9 | $62.88 | 3.92 | $56.83 | $51.61 | 10.11 | $79.91 |
| AON | Aon Plc | 0.159 | 9 | $345.99 | 4.49 | $380.08 | $266.38 | 42.68 | $388.73 |
| PM | Philip Morris Intl. | 0.353 | 8 | $121.40 | 6.71 | $130.39 | $85.02 | 53.36 | $134.15 |
| DHR | Danaher Corp. | 0.335 | 8 | $278.02 | 8.92 | $233.10 | $212.72 | 9.58 | $281.43 |
| NVDA | NVIDIA Corp. | 0.304 | 8 | $121.44 | 7.51 | $145.89 | $45.00 | 224.20 | $149.77 |
| NKE | NIKE Inc. | 0.251 | 8 | $88.40 | 11.15 | $73.36 | $70.44 | 4.15 | $121.93 |
| EFX | Equifax Inc. | 0.168 | 8 | $293.86 | 3.73 | $247.08 | $206.95 | 19.39 | $309.63 |
| BABA | Alibaba Group Holdings | 0.598 | 7 | $106.12 | 25.55 | $86.77 | $65.22 | 33.04 | $117.82 |
| C | Citigroup Inc. | 0.538 | 7 | $62.60 | 12.79 | $68.28 | $42.96 | 58.94 | $70.20 |
| CP | Canadian Pacific Kansas City | 0.415 | 7 | $85.54 | 10.67 | $73.53 | $68.69 | 7.05 | $90.98 |
| ICE | Intercontinental Exchange Inc. | 0.351 | 7 | $156.03 | 7.98 | $155.77 | $110.38 | 41.12 | $167.99 |
| WCC | WESCO International Inc. | 0.307 | 7 | $167.98 | 15.91 | $201.84 | $131.37 | 53.64 | $213.75 |
| FLUT | Flutter Entertainment Plc | 0.281 | 7 | $237.28 | 6.08 | $263.37 | $150.65 | 74.82 | $269.90 |
| BKNG | Booking Holdings Inc. | 0.267 | 7 | $4414.65 | 5.51 | $5016.43 | $3057.49 | 64.07 | $5069.44 |
| ADI | Analog Devices | 0.259 | 7 | $230.17 | 5.01 | $211.01 | $176.36 | 19.65 | $243.18 |
| USB | U.S. Bancorp | 0.256 | 7 | $45.73 | 5.60 | $50.74 | $34.85 | 45.60 | $51.76 |
| ACN | Accenture | 0.249 | 7 | $353.48 | 6.83 | $357.07 | $276.35 | 29.21 | $382.77 |
| FIS | Fidelity National Information Services | 0.227 | 7 | $80.56 | 6.81 | $85.90 | $52.56 | 63.43 | $91.98 |
| TMO | Thermo Fisher Scientific | 0.220 | 7 | $618.57 | 4.91 | $512.84 | $475.19 | 7.92 | $627.48 |
| BMY | Bristol-Myers Squibb | 0.209 | 7 | $51.74 | 7.36 | $57.88 | $38.60 | 49.95 | $61.08 |
| IFF | International Flavors & Fragrances Inc. | 0.177 | 7 | $104.93 | 4.26 | $88.84 | $71.30 | 24.60 | $106.77 |
| KHC | Kraft Heinz Co. | 0.162 | 7 | $35.11 | 4.29 | $30.88 | $30.40 | 1.58 | $38.07 |
| PG | Procter & Gamble | 0.155 | 7 | $173.20 | 3.88 | $170.89 | $139.04 | 22.91 | $176.90 |
| MDT | Medtronic plc | 0.140 | 7 | $90.03 | 3.09 | $84.11 | $74.58 | 12.78 | $92.68 |
| UBER | Uber Technologies Inc. | 0.138 | 7 | $75.16 | 2.93 | $69.60 | $53.89 | 29.15 | $87.00 |
| HD | Home Depot | 0.129 | 7 | $405.20 | 3.36 | $400.00 | $294.69 | 35.74 | $421.56 |
| RTX | RTX Corp. | 0.128 | 7 | $112.14 | 4.40 | $119.15 | $76.21 | 56.34 | $128.02 |
| SHW | Sherwin-Williams | 0.099 | 7 | $381.67 | 2.17 | $371.66 | $268.70 | 38.32 | $391.85 |
| COST | Costco Co. | 0.015 | 7 | $886.55 | 0.65 | $928.08 | $561.59 | 65.26 | $962.00 |
| LAD | Lithia Motors Inc. | 0.691 | 6 | $310.88 | 25.45 | $371.15 | $241.70 | 53.56 | $388.36 |
| GE | GE Aerospace | 0.665 | 6 | $188.58 | 20.64 | $177.98 | $93.79 | 89.76 | $194.80 |
| BN | Brookfield Corp. | 0.634 | 6 | $53.15 | 16.71 | $56.38 | $33.45 | 68.55 | $60.20 |
| PGR | Progressive Corp. | 0.469 | 6 | $253.76 | 19.70 | $257.02 | $148.20 | 73.43 | $263.85 |
| ELV | Elevance Health Inc. | 0.412 | 6 | $520.00 | 17.71 | $397.48 | $391.02 | 1.65 | $565.56 |
| IAC | IAC Inc. | 0.343 | 6 | $52.10 | 10.74 | $47.72 | $43.51 | 9.68 | $58.29 |
| WTW | Willis Towers Watson plc | 0.330 | 6 | $294.53 | 14.97 | $308.61 | $230.97 | 33.61 | $320.78 |
| CRH | CRH plc | 0.327 | 6 | $92.74 | 12.13 | $100.20 | $58.29 | 71.90 | $102.51 |
| GM | General Motors | 0.277 | 6 | $44.84 | 12.53 | $54.87 | $27.40 | 100.26 | $59.39 |
| KKR | KKR & Co. L.P. | 0.273 | 6 | $130.58 | 12.38 | $152.18 | $67.21 | 126.42 | $156.54 |
| CPNG | Coupang Inc. | 0.261 | 6 | $24.55 | 9.19 | $23.97 | $13.51 | 77.42 | $26.91 |
| CBRE | CBRE Group | 0.249 | 6 | $110.90 | 7.57 | $131.78 | $76.63 | 71.97 | $137.93 |
| MRK | Merck & Co. | 0.203 | 6 | $113.56 | 11.35 | $97.44 | $94.48 | 3.13 | $133.74 |
| PFE | Pfizer Inc. | 0.192 | 6 | $28.94 | 4.97 | $24.94 | $24.11 | 3.44 | $31.06 |
| DE | Deere & Co. | 0.178 | 6 | $401.20 | 5.20 | $404.96 | $339.00 | 19.46 | $420.47 |
| KO | Coca Cola Co. | 0.163 | 6 | $71.86 | 10.79 | $62.99 | $55.61 | 13.27 | $73.03 |
| BK | Bank of New York Mellon Corp. | 0.162 | 6 | $71.86 | 4.11 | $77.87 | $45.39 | 71.56 | $80.29 |
| ZBH | Zimmer Biomet Holdings | 0.102 | 6 | $107.95 | 2.60 | $109.27 | $101.47 | 7.69 | $133.31 |
| LLY | Eli Lilly & Co. | 0.092 | 6 | $885.95 | 3.67 | $753.41 | $558.01 | 35.02 | $970.92 |
| MSCI | MSCI Inc. | 0.078 | 6 | $582.93 | 3.35 | $582.00 | $436.11 | 33.45 | $630.03 |
| POOL | Pool Corp. | 0.070 | 6 | $366.89 | 2.55 | $360.98 | $291.50 | 23.84 | $417.37 |
| UNP | Union Pacific | 0.064 | 6 | $246.48 | 2.38 | $233.56 | $214.39 | 8.94 | $258.07 |
| XOM | Exxon Mobil Corp. | 0.062 | 6 | $117.22 | 3.18 | $120.32 | $92.61 | 29.92 | $125.31 |
| UHAL | U-Haul Holding Co. | 0.061 | 6 | $70.49 | 2.06 | $67.56 | $54.46 | 24.05 | $79.04 |
| TEVA | Teva Pharmaceutical Industries Ltd. | 0.056 | 6 | $18.02 | 3.50 | $17.03 | $9.27 | 83.71 | $19.31 |
| VRSK | Verisk Analytics Inc. | 0.042 | 6 | $267.96 | 1.56 | $284.20 | $216.70 | 31.15 | $291.42 |
| MCD | McDonald's Corp. | 0.039 | 6 | $304.51 | 1.57 | $290.91 | $242.12 | 20.15 | $317.90 |
| OXY | Occidental Petroleum | 0.573 | 5 | $51.53 | 28.21 | $50.91 | $48.42 | 5.14 | $70.62 |
| JD | JD.com Inc. | 0.380 | 5 | $40.00 | 24.08 | $35.18 | $20.24 | 73.81 | $47.82 |
| CNI | Canadian Natl Railway Co. | 0.300 | 5 | $117.14 | 14.25 | $106.84 | $105.28 | 1.48 | $132.65 |
| APO | Apollo Global Management | 0.286 | 5 | $124.91 | 7.36 | $162.89 | $86.56 | 88.18 | $169.15 |
| SOLV | Solventum Corp | 0.234 | 5 | $69.72 | 12.77 | $68.39 | $47.16 | 45.02 | $77.17 |
| VST | Vistra Corp. | 0.218 | 5 | $118.54 | 6.02 | $154.63 | $33.77 | 357.89 | $157.72 |
| CACC | Credit Acceptance Corp. | 0.212 | 5 | $443.42 | 12.27 | $447.57 | $409.22 | 9.37 | $616.66 |
| AMT | American Tower Corp. | 0.203 | 5 | $232.56 | 11.71 | $200.88 | $167.84 | 19.69 | $241.80 |
* "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.