Total number of stocks: 1710
Portfolio value: $944 B
Portfolio value: $944 B
| Symbol | Stock | % | Ownership count▼ |
Hold Price* | Max % | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| GOOGL | Alphabet Inc. | 1.739 | 33 | $141.18 | 17.25 | $158.17 | $102.63 | 54.12 | $160.22 |
| MSFT | Microsoft Corp. | 2.722 | 31 | $381.62 | 33.98 | $407.24 | $272.07 | 49.68 | $430.82 |
| GOOG | Alphabet Inc. CL C | 1.922 | 26 | $142.38 | 20.83 | $159.82 | $103.27 | 54.76 | $161.70 |
| META | Meta Platforms Inc. | 2.016 | 24 | $372.52 | 20.31 | $495.94 | $206.69 | 139.94 | $531.49 |
| AMZN | Amazon.com Inc. | 1.901 | 24 | $155.85 | 22.84 | $179.59 | $101.15 | 77.55 | $189.77 |
| V | Visa Inc. | 1.410 | 23 | $262.60 | 12.16 | $274.30 | $214.88 | 27.65 | $290.96 |
| BRK.B | Berkshire Hathaway CL B | 1.423 | 19 | $372.77 | 22.57 | $408.72 | $317.41 | 28.77 | $430.00 |
| WFC | Wells Fargo | 1.087 | 17 | $56.05 | 46.22 | $60.97 | $35.55 | 71.50 | $61.76 |
| MA | Mastercard Inc. | 1.060 | 17 | $437.88 | 18.17 | $462.77 | $355.76 | 30.08 | $489.32 |
| UNH | United Health Group Inc. | 0.479 | 16 | $517.99 | 6.29 | $486.10 | $436.38 | 11.39 | $552.52 |
| BRK.A | Berkshire Hathaway CL A | 2.184 | 14 | $550310.44 | 57.06 | $614630.00 | $482500.00 | 27.38 | $647039.00 |
| BAC | Bank of America Corp. | 1.326 | 14 | $36.06 | 42.80 | $38.37 | $24.59 | 56.04 | $38.42 |
| AAPL | Apple Inc. | 1.020 | 14 | $190.46 | 50.19 | $166.81 | $161.30 | 3.42 | $199.11 |
| MCO | Moody's Corp. | 0.903 | 14 | $390.71 | 15.70 | $382.09 | $293.74 | 30.08 | $406.70 |
| TSM | Taiwan Semiconductor S.A. | 0.408 | 14 | $111.92 | 6.94 | $133.50 | $79.75 | 67.40 | $157.76 |
| JPM | JPMorgan Chase & Co. | 0.505 | 13 | $178.78 | 8.57 | $192.11 | $128.41 | 49.61 | $199.77 |
| DIS | Walt Disney Co. | 0.964 | 12 | $93.41 | 41.67 | $113.75 | $78.48 | 44.94 | $123.74 |
| CHTR | Charter Communications | 0.693 | 12 | $371.05 | 18.40 | $266.28 | $254.31 | 4.71 | $458.30 |
| AXP | American Express | 0.456 | 12 | $208.40 | 18.25 | $238.91 | $140.02 | 70.63 | $239.45 |
| SCHW | Charles Schwab Corp. | 0.388 | 12 | $69.36 | 6.53 | $75.28 | $44.85 | 67.85 | $75.37 |
| BABA | Alibaba Group Holdings | 0.337 | 12 | $75.08 | 7.96 | $72.51 | $66.63 | 8.82 | $101.14 |
| JNJ | Johnson & Johnson | 0.217 | 12 | $157.19 | 3.01 | $149.52 | $142.71 | 4.77 | $172.01 |
| COF | Capital One Financial | 0.516 | 11 | $133.70 | 8.46 | $147.90 | $82.07 | 80.21 | $149.94 |
| FI | Fiserv Inc. | 0.510 | 11 | $137.50 | 11.14 | $155.37 | $109.12 | 42.38 | $159.99 |
| DHR | Danaher Corp. | 0.392 | 11 | $234.10 | 9.35 | $253.09 | $181.70 | 39.29 | $268.71 |
| PEP | PepsiCo Inc. | 0.327 | 11 | $169.88 | 10.69 | $171.20 | $151.16 | 13.26 | $187.02 |
| ORCL | Oracle Corp. | 0.317 | 11 | $108.17 | 5.57 | $115.08 | $91.97 | 25.13 | $132.35 |
| CMCSA | Comcast Corp. | 0.242 | 11 | $43.50 | 4.90 | $40.36 | $34.68 | 16.38 | $46.42 |
| CRM | Salesforce.com | 0.719 | 10 | $268.09 | 18.36 | $276.58 | $190.32 | 45.32 | $318.30 |
| C | Citigroup Inc. | 0.550 | 10 | $53.93 | 9.80 | $62.64 | $37.32 | 67.85 | $63.90 |
| GS | Goldman Sachs Group | 0.365 | 10 | $393.13 | 9.59 | $423.93 | $284.98 | 48.76 | $425.35 |
| CVS | CVS Health Corp. | 0.258 | 10 | $79.43 | 5.43 | $68.52 | $62.88 | 8.97 | $81.71 |
| FDX | FedEx Corp. | 0.249 | 10 | $267.26 | 5.43 | $271.69 | $209.51 | 29.68 | $291.27 |
| GE | GE Aerospace | 0.498 | 9 | $130.00 | 14.78 | $162.58 | $76.21 | 113.33 | $163.65 |
| KKR | KKR & Co. L.P. | 0.468 | 9 | $82.85 | 11.61 | $97.99 | $47.30 | 107.17 | $103.48 |
| KMX | CarMax Inc. | 0.403 | 9 | $79.13 | 11.08 | $69.68 | $59.66 | 16.80 | $88.22 |
| CBRE | CBRE Group | 0.370 | 9 | $93.27 | 8.64 | $87.14 | $64.63 | 34.83 | $98.65 |
| ACN | Accenture | 0.262 | 9 | $350.28 | 6.45 | $316.73 | $257.71 | 22.90 | $386.02 |
| USB | U.S. Bancorp | 0.249 | 9 | $44.26 | 3.74 | $40.97 | $25.88 | 58.31 | $44.91 |
| TMO | Thermo Fisher Scientific | 0.238 | 9 | $547.33 | 4.78 | $575.09 | $415.05 | 38.56 | $603.42 |
| NKE | NIKE Inc. | 0.183 | 9 | $106.11 | 3.99 | $94.01 | $88.05 | 6.77 | $126.95 |
| IFF | International Flavors & Fragrances Inc. | 0.150 | 9 | $84.61 | 3.56 | $85.44 | $60.50 | 41.22 | $93.97 |
| INTU | Intuit Inc. | 0.626 | 8 | $625.11 | 15.14 | $630.91 | $395.15 | 59.66 | $669.14 |
| SPGI | S&P Global Inc. | 0.554 | 8 | $438.49 | 20.73 | $413.28 | $335.85 | 23.05 | $460.20 |
| BKNG | Booking Holdings Inc. | 0.342 | 8 | $3588.25 | 5.86 | $3534.03 | $2444.38 | 44.58 | $3897.99 |
| FIS | Fidelity National Information Services | 0.288 | 8 | $63.47 | 8.33 | $71.94 | $46.26 | 55.51 | $74.75 |
| PM | Philip Morris Intl. | 0.284 | 8 | $94.08 | 5.92 | $97.66 | $84.34 | 15.79 | $97.68 |
| FERG | Ferguson plc | 0.255 | 8 | $196.10 | 11.55 | $211.88 | $131.43 | 61.21 | $224.86 |
| BK | Bank of New York Mellon Corp. | 0.204 | 8 | $55.01 | 3.71 | $57.44 | $38.59 | 48.85 | $58.28 |
| UBER | Uber Technologies Inc. | 0.198 | 8 | $62.71 | 6.53 | $70.80 | $29.22 | 142.30 | $82.14 |
| MRK | Merck & Co. | 0.197 | 8 | $109.09 | 10.73 | $126.88 | $97.81 | 29.72 | $133.10 |
| EFX | Equifax Inc. | 0.159 | 8 | $252.55 | 3.33 | $224.55 | $159.41 | 40.86 | $275.10 |
| AON | Aon Plc | 0.124 | 8 | $318.03 | 3.39 | $311.90 | $284.26 | 9.72 | $345.30 |
| LAD | Lithia Motors Inc. | 0.846 | 7 | $329.28 | 24.47 | $264.23 | $205.13 | 28.81 | $331.40 |
| CP | Canadian Pacific Kansas City | 0.487 | 7 | $79.09 | 12.21 | $87.74 | $68.69 | 27.73 | $91.43 |
| ELV | Elevance Health Inc. | 0.423 | 7 | $471.56 | 19.76 | $532.71 | $408.05 | 30.55 | $539.11 |
| WBD | Warner Bros. Discovery Inc. | 0.288 | 7 | $10.95 | 6.26 | $8.45 | $8.02 | 5.36 | $14.76 |
| ADI | Analog Devices | 0.270 | 7 | $198.24 | 4.57 | $189.96 | $152.10 | 24.89 | $204.20 |
| LBRDK | Liberty Broadband Corp. CL C | 0.264 | 7 | $79.20 | 9.94 | $50.00 | $47.87 | 4.45 | $95.68 |
| GM | General Motors | 0.228 | 7 | $36.61 | 8.82 | $45.11 | $26.15 | 72.50 | $46.04 |
| PFE | Pfizer Inc. | 0.195 | 7 | $28.40 | 4.65 | $26.32 | $25.23 | 4.32 | $38.81 |
| TXN | Texas Instruments | 0.162 | 7 | $171.22 | 2.88 | $165.31 | $135.45 | 22.05 | $179.31 |
| KHC | Kraft Heinz Co. | 0.137 | 7 | $36.96 | 3.47 | $38.07 | $29.31 | 29.89 | $38.68 |
| MDT | Medtronic plc | 0.136 | 7 | $86.25 | 2.81 | $81.29 | $67.71 | 20.06 | $89.04 |
| PG | Procter & Gamble | 0.135 | 7 | $146.60 | 3.44 | $161.49 | $138.36 | 16.72 | $162.10 |
| ADBE | Adobe Inc. | 0.133 | 7 | $582.25 | 5.98 | $472.96 | $331.89 | 42.51 | $638.25 |
| KO | Coca Cola Co. | 0.108 | 7 | $58.93 | 6.79 | $60.64 | $50.74 | 19.51 | $62.69 |
| SBUX | Starbucks Corp. | 0.095 | 7 | $95.10 | 3.52 | $87.86 | $84.29 | 4.24 | $111.11 |
| BDX | Becton Dickinson | 0.087 | 7 | $246.07 | 2.46 | $234.38 | $228.00 | 2.80 | $284.02 |
| CPNG | Coupang Inc. | 0.619 | 6 | $16.19 | 24.39 | $22.74 | $13.51 | 68.32 | $22.97 |
| MU | Micron Technology Inc. | 0.464 | 6 | $93.23 | 22.72 | $112.42 | $57.41 | 95.82 | $130.54 |
| PGR | Progressive Corp. | 0.316 | 6 | $159.28 | 16.75 | $214.05 | $111.21 | 92.47 | $216.21 |
| ICE | Intercontinental Exchange Inc. | 0.288 | 6 | $128.43 | 7.18 | $132.37 | $102.34 | 29.34 | $139.97 |
| WTW | Willis Towers Watson plc | 0.265 | 6 | $243.10 | 8.18 | $263.67 | $191.15 | 37.94 | $277.07 |
| HD | Home Depot | 0.140 | 6 | $353.00 | 3.47 | $338.91 | $269.93 | 25.55 | $396.87 |
| HCA | HCA Healthcare Inc. | 0.125 | 6 | $270.69 | 5.72 | $319.66 | $215.03 | 48.66 | $335.83 |
| RTX | RTX Corp. | 0.121 | 6 | $91.06 | 4.48 | $101.31 | $67.61 | 49.84 | $103.89 |
| TEL | TE Connectivity | 0.115 | 6 | $145.21 | 4.33 | $143.19 | $114.01 | 25.59 | $147.98 |
| ZBH | Zimmer Biomet Holdings | 0.110 | 6 | $129.54 | 2.41 | $121.51 | $101.61 | 19.58 | $148.10 |
| UPS | United Parcel Service | 0.099 | 6 | $155.70 | 4.73 | $148.87 | $130.67 | 13.93 | $186.94 |
| CSCO | Cisco Systems | 0.082 | 6 | $50.03 | 3.02 | $48.31 | $43.20 | 11.83 | $56.01 |
| LLY | Eli Lilly & Co. | 0.075 | 6 | $626.72 | 3.69 | $745.06 | $367.60 | 102.68 | $800.78 |
| TEVA | Teva Pharmaceutical Industries Ltd. | 0.069 | 6 | $10.44 | 3.23 | $13.02 | $7.09 | 83.64 | $14.47 |
| GD | General Dynamics | 0.065 | 6 | $267.17 | 2.36 | $292.70 | $197.87 | 47.93 | $295.05 |
| XOM | Exxon Mobil Corp. | 0.062 | 6 | $100.18 | 3.16 | $121.05 | $94.89 | 27.57 | $123.75 |
| ABT | Abbott Labs | 0.058 | 6 | $110.74 | 3.58 | $107.59 | $88.80 | 21.16 | $121.04 |
| VRSK | Verisk Analytics Inc. | 0.043 | 6 | $238.87 | 1.63 | $222.25 | $185.63 | 19.73 | $251.15 |
| SPY | SPDR S&P 500 ETF Trust | 0.006 | 6 | $475.34 | 0.26 | $505.50 | $395.11 | 27.94 | $524.61 |
| IAC | IAC Inc. | 0.541 | 5 | $52.43 | 30.84 | $49.15 | $41.39 | 18.75 | $69.85 |
| CNI | Canadian Natl Railway Co. | 0.469 | 5 | $125.66 | 16.29 | $129.38 | $102.95 | 25.67 | $134.02 |
| BN | Brookfield Corp. | 0.417 | 5 | $40.12 | 20.07 | $40.37 | $28.73 | 40.52 | $43.17 |
| BBWI | Bath & Body Works Inc. | 0.390 | 5 | $43.16 | 15.34 | $45.11 | $27.02 | 66.95 | $50.34 |
| CACC | Credit Acceptance Corp. | 0.361 | 5 | $532.73 | 22.48 | $523.18 | $379.77 | 37.76 | $616.66 |
| APO | Apollo Global Management | 0.346 | 5 | $93.19 | 10.01 | $113.73 | $56.31 | 101.97 | $117.15 |
| PYPL | PayPal Holdings Inc. | 0.341 | 5 | $61.04 | 9.70 | $64.43 | $50.25 | 28.22 | $76.54 |
| NVDA | NVIDIA Corp. | 0.231 | 5 | $630.82 | 6.92 | $823.87 | $262.15 | 214.27 | $974.00 |
| OMF | OneMain Holdings | 0.227 | 5 | $49.20 | 7.53 | $50.40 | $31.39 | 60.56 | $51.65 |
| WCC | WESCO International Inc. | 0.224 | 5 | $173.62 | 14.55 | $159.16 | $120.76 | 31.80 | $194.94 |
| AMT | American Tower Corp. | 0.215 | 5 | $215.88 | 12.36 | $174.23 | $150.48 | 15.78 | $217.15 |
| CRH | CRH plc | 0.208 | 5 | $69.16 | 8.22 | $78.77 | $50.55 | 55.83 | $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.