Total number of stocks: 1703
Portfolio value: $953 B
Portfolio value: $953 B
| Symbol | Stock | % | Ownership count▼ |
Hold Price* | Max % | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| GOOGL | Alphabet Inc. | 1.744 | 33 | $142.99 | 17.25 | $169.25 | $115.35 | 46.73 | $174.71 |
| MSFT | Microsoft Corp. | 2.726 | 30 | $390.83 | 33.98 | $413.19 | $306.12 | 34.98 | $430.82 |
| GOOG | Alphabet Inc. CL C | 1.898 | 26 | $145.18 | 20.83 | $170.81 | $115.83 | 47.47 | $176.42 |
| META | Meta Platforms Inc. | 2.094 | 24 | $412.63 | 25.73 | $469.71 | $235.02 | 99.86 | $531.49 |
| AMZN | Amazon.com Inc. | 1.930 | 24 | $162.18 | 22.84 | $185.07 | $111.05 | 66.65 | $191.70 |
| V | Visa Inc. | 1.362 | 24 | $269.27 | 12.16 | $275.61 | $214.88 | 28.26 | $290.96 |
| BRK.B | Berkshire Hathaway CL B | 1.440 | 19 | $390.43 | 22.57 | $408.77 | $317.71 | 28.66 | $430.00 |
| WFC | Wells Fargo | 1.083 | 17 | $57.42 | 46.22 | $61.92 | $37.21 | 66.41 | $62.17 |
| MA | Mastercard Inc. | 1.067 | 17 | $464.14 | 18.37 | $450.95 | $355.76 | 26.76 | $489.32 |
| UNH | United Health Group Inc. | 0.467 | 16 | $509.03 | 6.29 | $510.96 | $436.38 | 17.09 | $552.52 |
| BRK.A | Berkshire Hathaway CL A | 2.208 | 14 | $565312.36 | 57.06 | $617924.10 | $482500.00 | 28.07 | $647039.00 |
| BAC | Bank of America Corp. | 1.325 | 14 | $36.13 | 42.80 | $38.71 | $24.59 | 57.42 | $38.78 |
| AAPL | Apple Inc. | 1.000 | 14 | $188.09 | 50.19 | $186.93 | $163.63 | 14.24 | $198.57 |
| MCO | Moody's Corp. | 0.877 | 14 | $391.46 | 14.48 | $395.68 | $297.55 | 32.98 | $406.70 |
| JPM | JPMorgan Chase & Co. | 0.502 | 13 | $193.31 | 8.53 | $200.40 | $130.50 | 53.56 | $200.67 |
| TSM | Taiwan Semiconductor S.A. | 0.421 | 13 | $117.05 | 6.94 | $150.85 | $83.28 | 81.14 | $157.76 |
| DIS | Walt Disney Co. | 1.019 | 12 | $100.65 | 41.67 | $105.33 | $78.48 | 34.21 | $123.74 |
| CHTR | Charter Communications | 0.693 | 12 | $371.05 | 18.40 | $275.58 | $236.08 | 16.73 | $458.30 |
| AXP | American Express | 0.459 | 12 | $214.54 | 18.25 | $240.54 | $140.02 | 71.79 | $243.54 |
| SCHW | Charles Schwab Corp. | 0.386 | 12 | $70.32 | 6.53 | $76.89 | $48.09 | 59.89 | $77.27 |
| ORCL | Oracle Corp. | 0.317 | 12 | $115.26 | 5.57 | $119.87 | $95.55 | 25.45 | $132.35 |
| JNJ | Johnson & Johnson | 0.212 | 12 | $157.85 | 3.01 | $150.89 | $142.71 | 5.73 | $172.01 |
| FI | Fiserv Inc. | 0.521 | 11 | $145.14 | 11.14 | $153.85 | $109.12 | 40.99 | $159.99 |
| COF | Capital One Financial | 0.514 | 11 | $138.87 | 8.46 | $142.88 | $86.97 | 64.29 | $149.30 |
| BABA | Alibaba Group Holdings | 0.336 | 11 | $75.06 | 7.96 | $78.51 | $66.63 | 17.83 | $101.14 |
| PEP | PepsiCo Inc. | 0.304 | 11 | $173.35 | 11.00 | $178.98 | $151.16 | 18.40 | $184.74 |
| CMCSA | Comcast Corp. | 0.238 | 11 | $43.35 | 4.90 | $39.72 | $36.43 | 9.03 | $46.42 |
| C | Citigroup Inc. | 0.558 | 10 | $56.40 | 9.80 | $63.87 | $37.00 | 72.62 | $63.97 |
| DHR | Danaher Corp. | 0.395 | 10 | $236.65 | 9.35 | $256.07 | $181.70 | 40.93 | $268.71 |
| GS | Goldman Sachs Group | 0.356 | 10 | $405.68 | 8.83 | $460.51 | $284.98 | 61.59 | $461.77 |
| CVS | CVS Health Corp. | 0.258 | 10 | $79.45 | 5.43 | $55.44 | $53.70 | 3.24 | $81.71 |
| FDX | FedEx Corp. | 0.250 | 10 | $272.59 | 5.43 | $259.28 | $209.51 | 23.76 | $291.27 |
| CRM | Salesforce.com | 0.545 | 9 | $275.04 | 18.36 | $276.00 | $193.43 | 42.69 | $318.30 |
| GE | GE Aerospace | 0.516 | 9 | $143.66 | 14.78 | $160.20 | $79.07 | 102.61 | $170.80 |
| KKR | KKR & Co. L.P. | 0.479 | 9 | $89.24 | 12.38 | $101.12 | $47.22 | 114.15 | $104.40 |
| KMX | CarMax Inc. | 0.407 | 9 | $81.55 | 11.08 | $76.02 | $59.66 | 27.42 | $88.22 |
| CBRE | CBRE Group | 0.370 | 9 | $94.11 | 8.64 | $88.79 | $64.63 | 37.38 | $98.65 |
| BKNG | Booking Holdings Inc. | 0.325 | 9 | $3622.00 | 5.06 | $3740.52 | $2444.38 | 53.03 | $3897.99 |
| TMO | Thermo Fisher Scientific | 0.293 | 9 | $568.91 | 4.78 | $590.75 | $415.05 | 42.33 | $603.42 |
| UBER | Uber Technologies Inc. | 0.221 | 9 | $65.89 | 6.53 | $64.85 | $37.07 | 74.94 | $82.14 |
| NKE | NIKE Inc. | 0.169 | 9 | $97.55 | 3.29 | $93.35 | $88.05 | 6.02 | $122.95 |
| AON | Aon Plc | 0.127 | 9 | $332.25 | 3.39 | $286.58 | $267.42 | 7.16 | $344.47 |
| INTU | Intuit Inc. | 0.635 | 8 | $636.40 | 15.14 | $632.95 | $395.15 | 60.18 | $669.14 |
| SPGI | S&P Global Inc. | 0.544 | 8 | $436.29 | 20.73 | $420.76 | $339.05 | 24.10 | $460.20 |
| FIS | Fidelity National Information Services | 0.291 | 8 | $65.54 | 8.33 | $75.54 | $46.26 | 63.29 | $76.68 |
| PM | Philip Morris Intl. | 0.276 | 8 | $93.26 | 5.92 | $99.50 | $84.34 | 17.97 | $100.23 |
| FERG | Ferguson plc | 0.255 | 8 | $199.84 | 11.55 | $218.39 | $139.76 | 56.26 | $224.86 |
| USB | U.S. Bancorp | 0.247 | 8 | $44.59 | 3.55 | $42.15 | $27.21 | 54.91 | $44.91 |
| ACN | Accenture | 0.202 | 8 | $346.61 | 6.40 | $308.65 | $272.17 | 13.40 | $386.02 |
| BK | Bank of New York Mellon Corp. | 0.201 | 8 | $57.62 | 3.63 | $58.17 | $38.31 | 51.84 | $58.75 |
| MRK | Merck & Co. | 0.200 | 8 | $113.24 | 10.73 | $128.11 | $97.81 | 30.98 | $133.10 |
| EFX | Equifax Inc. | 0.164 | 8 | $266.72 | 3.32 | $246.63 | $159.41 | 54.71 | $275.10 |
| IFF | International Flavors & Fragrances Inc. | 0.150 | 8 | $84.61 | 3.56 | $97.12 | $60.50 | 60.53 | $98.24 |
| CP | Canadian Pacific Kansas City | 0.480 | 7 | $81.57 | 12.21 | $81.16 | $68.69 | 18.15 | $91.43 |
| ELV | Elevance Health Inc. | 0.426 | 7 | $480.33 | 19.76 | $533.89 | $408.05 | 30.84 | $543.13 |
| WBD | Warner Bros. Discovery Inc. | 0.285 | 7 | $10.87 | 6.26 | $8.63 | $7.34 | 17.57 | $14.76 |
| LBRDK | Liberty Broadband Corp. CL C | 0.264 | 7 | $79.20 | 9.94 | $53.39 | $46.46 | 14.92 | $95.68 |
| ADI | Analog Devices | 0.255 | 7 | $197.79 | 4.57 | $211.81 | $152.10 | 39.26 | $209.75 |
| GM | General Motors | 0.243 | 7 | $43.09 | 9.67 | $44.90 | $26.15 | 71.70 | $46.17 |
| TXN | Texas Instruments | 0.157 | 7 | $174.21 | 2.97 | $190.76 | $133.52 | 42.87 | $188.38 |
| PG | Procter & Gamble | 0.149 | 7 | $158.27 | 3.59 | $164.29 | $138.36 | 18.74 | $167.65 |
| MDT | Medtronic plc | 0.136 | 7 | $87.15 | 2.81 | $83.90 | $67.71 | 23.91 | $88.75 |
| KHC | Kraft Heinz Co. | 0.128 | 7 | $36.93 | 3.47 | $36.33 | $29.31 | 23.95 | $38.96 |
| SBUX | Starbucks Corp. | 0.109 | 7 | $92.45 | 3.37 | $75.86 | $71.80 | 5.65 | $106.38 |
| KO | Coca Cola Co. | 0.108 | 7 | $59.33 | 6.79 | $62.94 | $50.74 | 24.04 | $63.76 |
| UPS | United Parcel Service | 0.106 | 7 | $155.16 | 4.73 | $149.70 | $129.23 | 15.84 | $184.88 |
| ADBE | Adobe Inc. | 0.096 | 7 | $504.96 | 3.31 | $476.78 | $341.17 | 39.75 | $638.25 |
| LAD | Lithia Motors Inc. | 0.841 | 6 | $329.27 | 24.47 | $278.69 | $205.58 | 35.56 | $330.72 |
| CPNG | Coupang Inc. | 0.620 | 6 | $16.21 | 24.39 | $22.28 | $13.51 | 64.91 | $23.77 |
| PGR | Progressive Corp. | 0.327 | 6 | $170.17 | 16.75 | $213.56 | $111.21 | 92.03 | $217.77 |
| ICE | Intercontinental Exchange Inc. | 0.279 | 6 | $131.85 | 7.18 | $133.61 | $102.34 | 30.56 | $139.97 |
| WTW | Willis Towers Watson plc | 0.268 | 6 | $252.53 | 8.18 | $251.70 | $191.15 | 31.68 | $277.07 |
| PFE | Pfizer Inc. | 0.170 | 6 | $28.17 | 4.65 | $28.29 | $24.83 | 13.93 | $38.23 |
| BMY | Bristol-Myers Squibb | 0.151 | 6 | $52.60 | 6.74 | $44.73 | $43.33 | 3.23 | $65.33 |
| HD | Home Depot | 0.137 | 6 | $382.86 | 3.48 | $337.45 | $269.93 | 25.01 | $396.87 |
| HCA | HCA Healthcare Inc. | 0.132 | 6 | $291.54 | 5.72 | $316.97 | $215.03 | 47.41 | $335.83 |
| RTX | RTX Corp. | 0.122 | 6 | $91.36 | 4.48 | $105.79 | $67.61 | 56.47 | $107.82 |
| CVX | Chevron Corp. | 0.122 | 6 | $149.48 | 5.41 | $163.65 | $138.11 | 18.49 | $168.08 |
| TEL | TE Connectivity | 0.115 | 6 | $145.24 | 4.33 | $148.57 | $114.01 | 30.31 | $148.95 |
| ZBH | Zimmer Biomet Holdings | 0.110 | 6 | $129.54 | 2.41 | $119.09 | $101.61 | 17.20 | $146.61 |
| LLY | Eli Lilly & Co. | 0.086 | 6 | $664.11 | 3.69 | $755.66 | $417.40 | 81.04 | $800.78 |
| CSCO | Cisco Systems | 0.081 | 6 | $49.91 | 3.02 | $48.49 | $43.34 | 11.88 | $56.01 |
| TEVA | Teva Pharmaceutical Industries Ltd. | 0.070 | 6 | $12.69 | 3.31 | $17.01 | $7.09 | 139.92 | $17.09 |
| BDX | Becton Dickinson | 0.070 | 6 | $247.44 | 2.46 | $235.29 | $228.00 | 3.20 | $284.02 |
| XOM | Exxon Mobil Corp. | 0.066 | 6 | $111.89 | 3.49 | $117.03 | $94.12 | 24.34 | $122.75 |
| ABT | Abbott Labs | 0.066 | 6 | $113.62 | 4.24 | $103.77 | $88.80 | 16.86 | $121.04 |
| GD | General Dynamics | 0.065 | 6 | $282.44 | 2.37 | $293.01 | $197.87 | 48.08 | $297.88 |
| MSCI | MSCI Inc. | 0.063 | 6 | $560.97 | 3.50 | $483.70 | $439.95 | 9.94 | $615.67 |
| VRSK | Verisk Analytics Inc. | 0.042 | 6 | $236.20 | 1.62 | $245.80 | $211.11 | 16.43 | $251.15 |
| IAC | IAC Inc. | 0.540 | 5 | $52.45 | 30.84 | $57.41 | $41.39 | 38.71 | $69.85 |
| CNI | Canadian Natl Railway Co. | 0.474 | 5 | $126.89 | 16.29 | $126.34 | $102.95 | 22.72 | $134.02 |
| MU | Micron Technology Inc. | 0.423 | 5 | $94.24 | 22.72 | $123.10 | $59.85 | 105.68 | $130.54 |
| BN | Brookfield Corp. | 0.416 | 5 | $40.81 | 20.07 | $44.21 | $28.73 | 53.88 | $44.50 |
| BBWI | Bath & Body Works Inc. | 0.392 | 5 | $43.81 | 15.34 | $48.81 | $27.02 | 80.64 | $50.34 |
| APO | Apollo Global Management | 0.347 | 5 | $93.97 | 10.01 | $110.24 | $60.72 | 81.55 | $117.15 |
| CACC | Credit Acceptance Corp. | 0.333 | 5 | $548.06 | 20.28 | $528.42 | $379.77 | 39.14 | $616.66 |
| PYPL | PayPal Holdings Inc. | 0.308 | 5 | $62.41 | 9.70 | $64.71 | $50.25 | 28.78 | $76.54 |
| OMF | OneMain Holdings | 0.234 | 5 | $49.75 | 7.53 | $50.76 | $32.39 | 56.72 | $52.57 |
| NVDA | NVIDIA Corp. | 0.231 | 5 | $630.82 | 6.92 | $908.44 | $288.21 | 215.20 | $974.00 |
| CRH | CRH plc | 0.227 | 5 | $80.75 | 8.76 | $82.58 | $50.55 | 63.36 | $88.00 |
* "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.