Total number of stocks: 239
Portfolio value: $459 B
Portfolio value: $459 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 |
| 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 |
| 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 |
| SPGI | S&P Global Inc. | 0.554 | 10 | $516.29 | 19.58 | $503.13 | $406.09 | 23.90 | $533.29 |
| 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 |
| GS | Goldman Sachs Group | 0.226 | 9 | $495.12 | 5.89 | $581.93 | $325.58 | 78.74 | $607.15 |
| 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 |
| 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 |
| BMY | Bristol-Myers Squibb | 0.209 | 7 | $51.74 | 7.36 | $57.88 | $38.60 | 49.95 | $61.08 |
| 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 |
| 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 |
| 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 |
| FERG | Ferguson Enterprises Inc. | 0.171 | 5 | $198.57 | 6.49 | $202.74 | $182.91 | 10.84 | $222.71 |
| AVGO | Broadcom Inc. | 0.169 | 5 | $172.50 | 7.73 | $163.25 | $88.94 | 83.55 | $186.42 |
| NFLX | Netflix Inc. | 0.140 | 5 | $709.27 | 5.33 | $883.85 | $445.73 | 98.29 | $890.60 |
| CPRT | Copart Inc. | 0.133 | 5 | $55.23 | 5.36 | $55.42 | $46.21 | 19.93 | $58.58 |
| BIO | Bio-Rad Laboratories Inc. | 0.126 | 5 | $302.41 | 5.23 | $323.69 | $262.12 | 23.49 | $387.99 |
| ALLY | Ally Financial Inc. | 0.112 | 5 | $37.12 | 5.10 | $35.53 | $25.69 | 38.30 | $44.77 |
| GEHC | GE HealthCare Technologies Inc. | 0.110 | 5 | $93.85 | 5.38 | $84.90 | $66.29 | 28.07 | $94.52 |
| FICO | Fair Isaac Corp. | 0.694 | 4 | $1943.52 | 34.93 | $2309.60 | $1049.30 | 120.11 | $2402.52 |
| IBKR | Interactive Brokers Group Inc. | 0.480 | 4 | $139.36 | 21.21 | $187.86 | $72.15 | 160.37 | $189.00 |
| LEN | Lennar Corp. | 0.420 | 4 | $187.48 | 19.98 | $168.23 | $123.58 | 36.13 | $193.27 |
| EQH | Equitable Holdings Inc. | 0.409 | 4 | $42.03 | 28.87 | $46.73 | $27.45 | 70.24 | $50.51 |
| HLT | Hilton Worldwide Holdings | 0.285 | 4 | $230.50 | 13.16 | $250.14 | $164.79 | 51.79 | $255.71 |
| DG | Dollar General | 0.259 | 4 | $84.57 | 12.31 | $73.27 | $72.12 | 1.59 | $165.52 |
| PDD | Pinduoduo Inc. | 0.256 | 4 | $134.81 | 10.62 | $116.49 | $88.01 | 32.36 | $164.69 |
| SE | Sea Ltd | 0.245 | 4 | $94.28 | 11.23 | $114.46 | $34.35 | 233.22 | $117.52 |
| ET | Energy Transfer LP | 0.241 | 4 | $16.05 | 8.63 | $18.28 | $12.10 | 51.07 | $18.37 |
| VFC | V.F. Corp. | 0.238 | 4 | $19.59 | 17.28 | $18.65 | $10.87 | 71.57 | $23.09 |
| MKL | Markel Group Inc. | 0.202 | 4 | $1568.58 | 10.70 | $1694.12 | $1342.66 | 26.18 | $1733.58 |
| MMC | Marsh & McLennan | 0.194 | 4 | $223.09 | 5.74 | $221.96 | $181.63 | 22.20 | $232.30 |
| OMF | OneMain Holdings | 0.191 | 4 | $47.07 | 7.23 | $54.96 | $34.77 | 58.07 | $55.66 |
| EPD | Enterprise Products Partners LP | 0.167 | 4 | $29.11 | 10.87 | $31.79 | $24.14 | 31.69 | $31.87 |
| EXE | Expand Energy Corp. | 0.149 | 4 | $82.25 | 10.64 | $98.26 | $68.46 | 43.53 | $99.57 |
| CVX | Chevron Corp. | 0.137 | 4 | $147.27 | 6.56 | $161.33 | $133.85 | 20.53 | $161.96 |
| MU | Micron Technology Inc. | 0.123 | 4 | $103.71 | 7.26 | $98.37 | $72.62 | 35.46 | $157.22 |
| MSI | Motorola Solutions Inc. | 0.121 | 4 | $475.87 | 5.33 | $492.60 | $304.74 | 61.65 | $507.82 |
| TSLA | Tesla Inc. | 0.121 | 4 | $261.63 | 7.72 | $342.03 | $138.80 | 146.42 | $358.64 |
| CSGP | CoStar Group Inc. | 0.120 | 4 | $75.44 | 5.61 | $76.27 | $68.26 | 11.73 | $100.38 |
| EBAY | eBay Inc. | 0.109 | 4 | $65.11 | 6.04 | $60.82 | $38.16 | 59.38 | $67.80 |
| LMT | Lockheed Martin Corp. | 0.105 | 4 | $584.61 | 5.52 | $534.73 | $405.89 | 31.74 | $618.95 |
| PAYC | Paycom Software Inc. | 0.093 | 4 | $149.95 | 5.20 | $219.78 | $139.18 | 57.91 | $233.69 |
| FWONK | Liberty Media Corp Formula One Series C | 0.090 | 4 | $77.43 | 6.01 | $84.07 | $61.23 | 37.30 | $86.66 |
| GTX | Garrett Motion Inc. | 0.089 | 4 | $8.18 | 6.79 | $7.84 | $7.13 | 9.96 | $10.16 |
| HEI.A | HEICO Corp. CL A | 0.083 | 4 | $203.76 | 5.68 | $214.68 | $132.88 | 61.56 | $217.41 |
* "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.