Total number of stocks: 251
Portfolio value: $541 B
Portfolio value: $541 B
| Symbol | Stock | % | Ownership count▼ |
Hold Price* | Max % | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| GOOGL | Alphabet Inc. | 1.746 | 33 | $142.57 | 17.25 | $166.99 | $115.35 | 44.77 | $174.71 |
| MSFT | Microsoft Corp. | 2.731 | 31 | $386.24 | 33.98 | $414.06 | $302.93 | 36.69 | $430.82 |
| GOOG | Alphabet Inc. CL C | 1.922 | 26 | $143.23 | 20.83 | $168.76 | $115.83 | 45.70 | $176.42 |
| META | Meta Platforms Inc. | 2.077 | 24 | $396.49 | 25.73 | $475.31 | $230.96 | 105.80 | $531.49 |
| AMZN | Amazon.com Inc. | 1.906 | 24 | $156.93 | 22.84 | $187.51 | $109.25 | 71.63 | $191.70 |
| V | Visa Inc. | 1.408 | 24 | $263.89 | 12.16 | $280.15 | $214.88 | 30.38 | $290.96 |
| BRK.B | Berkshire Hathaway CL B | 1.435 | 19 | $381.38 | 22.57 | $411.05 | $317.71 | 29.38 | $430.00 |
| WFC | Wells Fargo | 1.089 | 17 | $56.57 | 46.22 | $61.69 | $36.10 | 70.89 | $61.92 |
| MA | Mastercard Inc. | 1.067 | 17 | $440.97 | 18.17 | $455.64 | $355.76 | 28.08 | $489.32 |
| UNH | United Health Group Inc. | 0.472 | 16 | $511.75 | 6.29 | $511.70 | $436.38 | 17.26 | $552.52 |
| BRK.A | Berkshire Hathaway CL A | 2.191 | 14 | $554676.11 | 57.06 | $619987.74 | $482500.00 | 28.49 | $647039.00 |
| BAC | Bank of America Corp. | 1.326 | 14 | $36.06 | 42.80 | $38.38 | $24.59 | 56.08 | $38.78 |
| AAPL | Apple Inc. | 1.000 | 14 | $188.11 | 50.19 | $182.39 | $164.08 | 11.16 | $199.11 |
| MCO | Moody's Corp. | 0.892 | 14 | $390.81 | 15.70 | $401.98 | $297.55 | 35.10 | $406.70 |
| TSM | Taiwan Semiconductor S.A. | 0.421 | 14 | $117.00 | 6.94 | $149.75 | $81.46 | 83.83 | $157.76 |
| JPM | JPMorgan Chase & Co. | 0.505 | 13 | $187.62 | 8.53 | $198.69 | $129.69 | 53.20 | $199.77 |
| DIS | Walt Disney Co. | 0.978 | 12 | $95.57 | 41.67 | $105.87 | $78.48 | 34.90 | $123.74 |
| CHTR | Charter Communications | 0.693 | 12 | $371.05 | 18.40 | $275.83 | $236.08 | 16.84 | $458.30 |
| AXP | American Express | 0.459 | 12 | $213.38 | 18.25 | $240.81 | $140.02 | 71.98 | $243.54 |
| SCHW | Charles Schwab Corp. | 0.388 | 12 | $70.01 | 6.53 | $75.97 | $47.57 | 59.70 | $76.80 |
| BABA | Alibaba Group Holdings | 0.337 | 12 | $75.08 | 7.96 | $79.89 | $66.63 | 19.90 | $101.14 |
| ORCL | Oracle Corp. | 0.317 | 12 | $115.15 | 5.57 | $116.41 | $95.55 | 21.83 | $132.35 |
| COF | Capital One Financial | 0.514 | 11 | $135.38 | 8.46 | $142.14 | $84.20 | 68.81 | $149.94 |
| FI | Fiserv Inc. | 0.514 | 11 | $139.83 | 11.14 | $154.40 | $109.12 | 41.50 | $159.99 |
| DHR | Danaher Corp. | 0.392 | 11 | $234.54 | 9.35 | $252.21 | $181.70 | 38.81 | $268.71 |
| PEP | PepsiCo Inc. | 0.300 | 11 | $171.66 | 10.69 | $179.83 | $151.16 | 18.97 | $187.02 |
| C | Citigroup Inc. | 0.558 | 10 | $56.40 | 9.80 | $63.36 | $37.00 | 71.24 | $63.92 |
| GS | Goldman Sachs Group | 0.356 | 10 | $405.68 | 8.83 | $454.65 | $284.98 | 59.54 | $458.75 |
| CVS | CVS Health Corp. | 0.258 | 10 | $79.44 | 5.43 | $55.76 | $53.70 | 3.84 | $81.71 |
| FDX | FedEx Corp. | 0.250 | 10 | $272.59 | 5.43 | $264.80 | $209.51 | 26.39 | $291.27 |
| CRM | Salesforce.com | 0.542 | 9 | $270.85 | 18.36 | $275.38 | $193.43 | 42.37 | $318.30 |
| GE | GE Aerospace | 0.498 | 9 | $130.00 | 14.78 | $163.73 | $77.49 | 111.29 | $170.80 |
| KKR | KKR & Co. L.P. | 0.470 | 9 | $83.53 | 11.61 | $102.49 | $47.30 | 116.68 | $103.48 |
| KMX | CarMax Inc. | 0.403 | 9 | $79.16 | 11.08 | $71.20 | $59.66 | 19.34 | $88.22 |
| CBRE | CBRE Group | 0.369 | 9 | $93.71 | 8.64 | $89.11 | $64.63 | 37.88 | $98.65 |
| INTU | Intuit Inc. | 0.629 | 8 | $627.82 | 15.14 | $633.71 | $395.15 | 60.37 | $669.14 |
| SPGI | S&P Global Inc. | 0.544 | 8 | $436.32 | 20.73 | $431.73 | $339.05 | 27.34 | $460.20 |
| BKNG | Booking Holdings Inc. | 0.339 | 8 | $3592.46 | 5.86 | $3801.84 | $2444.38 | 55.53 | $3897.99 |
| FIS | Fidelity National Information Services | 0.291 | 8 | $65.54 | 8.33 | $74.14 | $46.26 | 60.27 | $75.71 |
| PM | Philip Morris Intl. | 0.284 | 8 | $93.84 | 5.92 | $99.53 | $84.34 | 18.01 | $99.99 |
| FERG | Ferguson plc | 0.256 | 8 | $199.34 | 11.55 | $221.08 | $139.76 | 58.19 | $224.86 |
| ACN | Accenture | 0.250 | 8 | $348.76 | 6.40 | $306.84 | $268.37 | 14.33 | $386.02 |
| MRK | Merck & Co. | 0.200 | 8 | $113.24 | 10.73 | $130.42 | $97.81 | 33.34 | $133.10 |
| UBER | Uber Technologies Inc. | 0.198 | 8 | $62.75 | 6.53 | $66.91 | $37.07 | 80.50 | $82.14 |
| CP | Canadian Pacific Kansas City | 0.496 | 7 | $79.54 | 12.21 | $82.56 | $68.69 | 20.19 | $91.43 |
| ELV | Elevance Health Inc. | 0.426 | 7 | $480.33 | 19.76 | $541.67 | $408.05 | 32.75 | $543.27 |
| WBD | Warner Bros. Discovery Inc. | 0.285 | 7 | $10.87 | 6.26 | $8.11 | $7.34 | 10.49 | $14.76 |
| LBRDK | Liberty Broadband Corp. CL C | 0.264 | 7 | $79.20 | 9.94 | $53.09 | $46.46 | 14.27 | $95.68 |
| GM | General Motors | 0.243 | 7 | $43.09 | 9.67 | $45.12 | $26.15 | 72.54 | $46.17 |
| ADBE | Adobe Inc. | 0.129 | 7 | $558.40 | 5.98 | $483.64 | $331.89 | 45.72 | $638.25 |
| KO | Coca Cola Co. | 0.108 | 7 | $59.32 | 6.79 | $63.30 | $50.74 | 24.75 | $63.36 |
| LAD | Lithia Motors Inc. | 0.841 | 6 | $329.27 | 24.47 | $262.67 | $205.58 | 27.77 | $330.72 |
| CPNG | Coupang Inc. | 0.619 | 6 | $16.19 | 24.39 | $22.54 | $13.51 | 66.84 | $23.77 |
| PGR | Progressive Corp. | 0.319 | 6 | $162.15 | 16.75 | $215.54 | $111.21 | 93.81 | $217.77 |
| ICE | Intercontinental Exchange Inc. | 0.288 | 6 | $129.73 | 7.18 | $133.76 | $102.34 | 30.70 | $139.97 |
| WTW | Willis Towers Watson plc | 0.268 | 6 | $252.53 | 8.18 | $256.01 | $191.15 | 33.93 | $277.07 |
| BMY | Bristol-Myers Squibb | 0.151 | 6 | $52.60 | 6.74 | $44.85 | $43.33 | 3.51 | $65.95 |
| HCA | HCA Healthcare Inc. | 0.132 | 6 | $291.54 | 5.72 | $324.63 | $215.03 | 50.97 | $335.83 |
| CVX | Chevron Corp. | 0.122 | 6 | $149.47 | 5.41 | $165.12 | $138.11 | 19.56 | $168.08 |
| IAC | IAC Inc. | 0.541 | 5 | $52.43 | 30.84 | $55.07 | $41.39 | 33.05 | $69.85 |
| CNI | Canadian Natl Railway Co. | 0.469 | 5 | $125.66 | 16.29 | $127.11 | $102.95 | 23.47 | $134.02 |
| MU | Micron Technology Inc. | 0.423 | 5 | $94.24 | 22.72 | $120.05 | $59.51 | 101.73 | $130.54 |
| BN | Brookfield Corp. | 0.414 | 5 | $40.31 | 20.07 | $44.07 | $28.73 | 53.39 | $44.50 |
| BBWI | Bath & Body Works Inc. | 0.392 | 5 | $43.81 | 15.34 | $47.79 | $27.02 | 76.87 | $50.34 |
| APO | Apollo Global Management | 0.347 | 5 | $93.97 | 10.01 | $111.93 | $60.70 | 84.40 | $117.15 |
| PYPL | PayPal Holdings Inc. | 0.341 | 5 | $61.04 | 9.70 | $63.17 | $50.25 | 25.71 | $76.54 |
| CACC | Credit Acceptance Corp. | 0.333 | 5 | $547.66 | 20.28 | $510.51 | $379.77 | 34.43 | $616.66 |
| OMF | OneMain Holdings | 0.234 | 5 | $49.75 | 7.53 | $50.66 | $32.14 | 57.62 | $52.57 |
| NVDA | NVIDIA Corp. | 0.231 | 5 | $630.82 | 6.92 | $898.83 | $280.36 | 220.60 | $974.00 |
| WCC | WESCO International Inc. | 0.224 | 5 | $173.61 | 14.55 | $174.92 | $121.72 | 43.71 | $194.94 |
| CRH | CRH plc | 0.214 | 5 | $77.90 | 8.76 | $84.61 | $50.55 | 67.38 | $88.00 |
| AMT | American Tower Corp. | 0.207 | 5 | $211.34 | 12.36 | $184.38 | $150.48 | 22.53 | $217.15 |
| MMC | Marsh & McLennan | 0.156 | 5 | $201.53 | 5.01 | $205.84 | $169.01 | 21.79 | $208.47 |
| LRCX | Lam Research | 0.127 | 5 | $783.26 | 5.78 | $915.07 | $511.50 | 78.90 | $1005.23 |
| K | Kellanova | 0.119 | 5 | $56.46 | 5.65 | $61.73 | $46.64 | 32.35 | $68.42 |
| VRSN | Verisign Inc. | 0.114 | 5 | $202.27 | 5.72 | $171.06 | $167.05 | 2.40 | $229.72 |
| CPRT | Copart Inc. | 0.105 | 5 | $50.50 | 5.59 | $54.89 | $40.23 | 36.44 | $58.58 |
| STLA | Stellantis N.V. | 0.513 | 4 | $24.34 | 31.70 | $21.76 | $21.90 | ||
| ALLY | Ally Financial Inc. | 0.485 | 4 | $34.92 | 27.58 | $39.33 | $21.91 | 79.51 | $41.24 |
| ET | Energy Transfer LP | 0.276 | 4 | $13.80 | 7.92 | $15.98 | $11.39 | 40.30 | $16.40 |
| FNF | Fidelity National Financial Inc. | 0.274 | 4 | $51.09 | 11.50 | $51.93 | $32.33 | 60.62 | $53.96 |
| LEN | Lennar Corp. | 0.230 | 4 | $169.43 | 14.15 | $162.88 | $102.23 | 59.33 | $172.02 |
| MKL | Markel Group Inc. | 0.220 | 4 | $1419.90 | 9.73 | $1648.66 | $1295.65 | 27.25 | $1655.01 |
| PVH | PVH Corp. | 0.201 | 4 | $135.05 | 5.05 | $114.12 | $69.22 | 64.87 | $141.15 |
| EMN | Eastman Chemical | 0.199 | 4 | $90.45 | 14.98 | $101.57 | $67.67 | 50.10 | $102.71 |
| FCNCA | First Citizens Bancshares | 0.194 | 4 | $1418.97 | 6.04 | $1750.86 | $1175.25 | 48.98 | $1810.03 |
| DG | Dollar General | 0.191 | 4 | $140.45 | 11.84 | $140.59 | $100.28 | 40.20 | $215.75 |
| MGM | MGM Resorts International | 0.159 | 4 | $44.68 | 5.28 | $40.64 | $34.12 | 19.11 | $51.35 |
| MAT | Mattel Inc. | 0.157 | 4 | $18.88 | 5.97 | $18.71 | $16.20 | 15.49 | $22.64 |
| AVGO | Broadcom Inc. | 0.147 | 4 | $1299.66 | 6.77 | $1330.83 | $603.51 | 120.51 | $1426.00 |
| AMAT | Applied Materials | 0.146 | 4 | $185.66 | 5.44 | $209.58 | $113.33 | 84.93 | $214.91 |
| CHK | Chesapeake Energy | 0.142 | 4 | $76.94 | 9.99 | $86.85 | $72.33 | 20.07 | $93.58 |
| DHI | D.R. Horton | 0.141 | 4 | $158.03 | 5.44 | $150.18 | $99.43 | 51.04 | $165.40 |
| IQV | IQVIA Holdings Inc. | 0.140 | 4 | $237.04 | 8.26 | $232.18 | $167.42 | 38.68 | $261.73 |
| NFLX | Netflix Inc. | 0.139 | 4 | $494.04 | 5.58 | $608.70 | $329.62 | 84.67 | $639.00 |
| EPD | Enterprise Products Partners LP | 0.135 | 4 | $26.57 | 8.81 | $28.80 | $23.39 | 23.13 | $29.46 |
| VTRS | Viatris Inc. | 0.135 | 4 | $11.35 | 5.10 | $11.12 | $8.44 | 31.75 | $13.49 |
| NOW | ServiceNow Inc. | 0.133 | 4 | $713.13 | 6.47 | $729.95 | $446.65 | 63.43 | $815.32 |
| AMD | Advanced Micro Devices | 0.129 | 4 | $147.41 | 5.24 | $152.24 | $93.12 | 63.49 | $227.30 |
| LYV | Live Nation Inc. | 0.126 | 4 | $96.17 | 5.24 | $96.10 | $76.48 | 25.65 | $107.24 |
* "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.