Total number of stocks: 251
Portfolio value: $542 B
Portfolio value: $542 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 | $142.84 | 17.25 | $164.96 | $115.35 | 43.01 | $174.71 |
| MSFT | Microsoft Corp. | 2.717 | 31 | $389.50 | 33.98 | $413.14 | $303.91 | 35.94 | $430.82 |
| GOOG | Alphabet Inc. CL C | 1.901 | 26 | $144.05 | 20.83 | $166.76 | $115.83 | 43.97 | $176.42 |
| META | Meta Platforms Inc. | 2.081 | 24 | $408.38 | 25.73 | $470.43 | $234.83 | 100.33 | $531.49 |
| AMZN | Amazon.com Inc. | 1.930 | 24 | $162.18 | 22.84 | $187.02 | $109.25 | 71.19 | $191.70 |
| V | Visa Inc. | 1.381 | 24 | $266.14 | 12.16 | $281.29 | $214.88 | 30.91 | $290.96 |
| BRK.B | Berkshire Hathaway CL B | 1.431 | 19 | $382.51 | 22.57 | $411.89 | $317.71 | 29.64 | $430.00 |
| WFC | Wells Fargo | 1.083 | 17 | $57.39 | 46.22 | $62.03 | $36.37 | 70.55 | $62.17 |
| MA | Mastercard Inc. | 1.060 | 17 | $445.43 | 18.17 | $458.01 | $355.76 | 28.74 | $489.32 |
| UNH | United Health Group Inc. | 0.467 | 16 | $509.03 | 6.29 | $510.28 | $436.38 | 16.93 | $552.52 |
| BRK.A | Berkshire Hathaway CL A | 2.201 | 14 | $558047.02 | 57.06 | $622600.00 | $482500.00 | 29.04 | $647039.00 |
| BAC | Bank of America Corp. | 1.326 | 14 | $36.07 | 42.80 | $38.59 | $24.59 | 56.93 | $38.78 |
| AAPL | Apple Inc. | 1.000 | 14 | $188.11 | 50.19 | $185.69 | $163.63 | 13.48 | $198.57 |
| MCO | Moody's Corp. | 0.892 | 14 | $390.81 | 15.70 | $402.01 | $297.55 | 35.11 | $406.70 |
| JPM | JPMorgan Chase & Co. | 0.502 | 13 | $190.44 | 8.53 | $198.85 | $130.50 | 52.38 | $199.85 |
| TSM | Taiwan Semiconductor S.A. | 0.421 | 13 | $117.00 | 6.94 | $147.15 | $81.73 | 80.04 | $157.76 |
| DIS | Walt Disney Co. | 1.017 | 12 | $100.22 | 41.67 | $106.20 | $78.48 | 35.32 | $123.74 |
| CHTR | Charter Communications | 0.693 | 12 | $371.05 | 18.40 | $279.05 | $236.08 | 18.20 | $458.30 |
| AXP | American Express | 0.459 | 12 | $214.49 | 18.25 | $240.67 | $140.02 | 71.88 | $243.54 |
| SCHW | Charles Schwab Corp. | 0.388 | 12 | $70.02 | 6.53 | $75.59 | $48.09 | 57.18 | $76.80 |
| BABA | Alibaba Group Holdings | 0.337 | 12 | $75.06 | 7.96 | $84.38 | $66.63 | 26.64 | $101.14 |
| ORCL | Oracle Corp. | 0.317 | 12 | $115.26 | 5.57 | $116.45 | $95.55 | 21.87 | $132.35 |
| FI | Fiserv Inc. | 0.518 | 11 | $143.19 | 11.14 | $154.23 | $109.12 | 41.34 | $159.99 |
| COF | Capital One Financial | 0.514 | 11 | $138.87 | 8.46 | $143.42 | $84.86 | 69.01 | $149.30 |
| DHR | Danaher Corp. | 0.392 | 11 | $234.54 | 9.35 | $253.60 | $181.70 | 39.57 | $268.71 |
| PEP | PepsiCo Inc. | 0.304 | 11 | $173.34 | 11.00 | $181.27 | $151.16 | 19.92 | $187.02 |
| C | Citigroup Inc. | 0.558 | 10 | $56.40 | 9.80 | $63.70 | $37.00 | 72.16 | $63.95 |
| GS | Goldman Sachs Group | 0.356 | 10 | $405.68 | 8.83 | $455.73 | $284.98 | 59.92 | $458.75 |
| CVS | CVS Health Corp. | 0.258 | 10 | $79.45 | 5.43 | $57.23 | $53.70 | 6.57 | $81.71 |
| FDX | FedEx Corp. | 0.250 | 10 | $272.59 | 5.43 | $267.50 | $209.51 | 27.68 | $291.27 |
| CRM | Salesforce.com | 0.545 | 9 | $275.04 | 18.36 | $276.74 | $193.43 | 43.07 | $318.30 |
| GE | GE Aerospace | 0.496 | 9 | $136.92 | 14.78 | $160.94 | $78.53 | 104.94 | $170.80 |
| KKR | KKR & Co. L.P. | 0.470 | 9 | $83.53 | 11.61 | $102.81 | $47.22 | 117.73 | $104.40 |
| KMX | CarMax Inc. | 0.403 | 9 | $79.16 | 11.08 | $75.27 | $59.66 | 26.16 | $88.22 |
| CBRE | CBRE Group | 0.369 | 9 | $93.71 | 8.64 | $89.32 | $64.63 | 38.20 | $98.65 |
| INTU | Intuit Inc. | 0.630 | 8 | $634.10 | 15.14 | $631.91 | $395.15 | 59.92 | $669.14 |
| SPGI | S&P Global Inc. | 0.544 | 8 | $436.29 | 20.73 | $433.02 | $339.05 | 27.72 | $460.20 |
| BKNG | Booking Holdings Inc. | 0.322 | 8 | $3603.62 | 5.86 | $3748.96 | $2444.38 | 53.37 | $3897.99 |
| FIS | Fidelity National Information Services | 0.291 | 8 | $65.54 | 8.33 | $75.94 | $46.26 | 64.16 | $76.04 |
| PM | Philip Morris Intl. | 0.284 | 8 | $93.84 | 5.92 | $99.92 | $84.34 | 18.47 | $100.23 |
| FERG | Ferguson plc | 0.255 | 8 | $199.52 | 11.55 | $220.59 | $139.76 | 57.83 | $224.86 |
| ACN | Accenture | 0.246 | 8 | $347.91 | 6.40 | $307.88 | $270.46 | 13.84 | $386.02 |
| MRK | Merck & Co. | 0.200 | 8 | $113.24 | 10.73 | $128.80 | $97.81 | 31.68 | $133.10 |
| UBER | Uber Technologies Inc. | 0.198 | 8 | $62.75 | 6.53 | $65.11 | $37.07 | 75.64 | $82.14 |
| CP | Canadian Pacific Kansas City | 0.480 | 7 | $81.57 | 12.21 | $82.98 | $68.69 | 20.80 | $91.43 |
| ELV | Elevance Health Inc. | 0.426 | 7 | $480.33 | 19.76 | $537.21 | $408.05 | 31.65 | $543.13 |
| WBD | Warner Bros. Discovery Inc. | 0.285 | 7 | $10.87 | 6.26 | $8.48 | $7.34 | 15.53 | $14.76 |
| LBRDK | Liberty Broadband Corp. CL C | 0.264 | 7 | $79.20 | 9.94 | $53.71 | $46.46 | 15.60 | $95.68 |
| GM | General Motors | 0.243 | 7 | $43.09 | 9.67 | $45.90 | $26.15 | 75.53 | $46.17 |
| KO | Coca Cola Co. | 0.108 | 7 | $59.32 | 6.79 | $63.50 | $50.74 | 25.15 | $63.56 |
| LAD | Lithia Motors Inc. | 0.841 | 6 | $329.27 | 24.47 | $276.23 | $205.58 | 34.37 | $330.72 |
| CPNG | Coupang Inc. | 0.620 | 6 | $16.21 | 24.39 | $21.96 | $13.51 | 62.55 | $23.77 |
| PGR | Progressive Corp. | 0.319 | 6 | $162.15 | 16.75 | $214.23 | $111.21 | 92.64 | $217.77 |
| ICE | Intercontinental Exchange Inc. | 0.288 | 6 | $129.73 | 7.18 | $134.64 | $102.34 | 31.56 | $139.97 |
| WTW | Willis Towers Watson plc | 0.268 | 6 | $252.53 | 8.18 | $255.96 | $191.15 | 33.91 | $277.07 |
| BMY | Bristol-Myers Squibb | 0.151 | 6 | $52.60 | 6.74 | $45.20 | $43.33 | 4.32 | $65.64 |
| HCA | HCA Healthcare Inc. | 0.132 | 6 | $291.54 | 5.72 | $320.03 | $215.03 | 48.83 | $335.83 |
| CVX | Chevron Corp. | 0.122 | 6 | $149.47 | 5.41 | $165.94 | $138.11 | 20.15 | $168.08 |
| IAC | IAC Inc. | 0.540 | 5 | $52.45 | 30.84 | $55.99 | $41.39 | 35.27 | $69.85 |
| CNI | Canadian Natl Railway Co. | 0.474 | 5 | $126.89 | 16.29 | $126.83 | $102.95 | 23.20 | $134.02 |
| MU | Micron Technology Inc. | 0.423 | 5 | $94.24 | 22.72 | $122.22 | $59.85 | 104.21 | $130.54 |
| BN | Brookfield Corp. | 0.414 | 5 | $40.31 | 20.07 | $44.27 | $28.73 | 54.09 | $44.50 |
| BBWI | Bath & Body Works Inc. | 0.392 | 5 | $43.81 | 15.34 | $47.78 | $27.02 | 76.83 | $50.34 |
| APO | Apollo Global Management | 0.347 | 5 | $93.97 | 10.01 | $111.24 | $60.72 | 83.20 | $117.15 |
| CACC | Credit Acceptance Corp. | 0.333 | 5 | $547.66 | 20.28 | $521.98 | $379.77 | 37.45 | $616.66 |
| PYPL | PayPal Holdings Inc. | 0.308 | 5 | $62.41 | 9.70 | $64.32 | $50.25 | 28.00 | $76.54 |
| OMF | OneMain Holdings | 0.234 | 5 | $49.75 | 7.53 | $50.79 | $32.39 | 56.81 | $52.57 |
| NVDA | NVIDIA Corp. | 0.231 | 5 | $630.82 | 6.92 | $895.70 | $281.42 | 218.28 | $974.00 |
| CRH | CRH plc | 0.227 | 5 | $80.75 | 8.76 | $83.23 | $50.55 | 64.65 | $88.00 |
| WCC | WESCO International Inc. | 0.224 | 5 | $173.59 | 14.55 | $177.54 | $121.72 | 45.86 | $194.94 |
| AMT | American Tower Corp. | 0.207 | 5 | $211.27 | 12.36 | $184.09 | $150.48 | 22.34 | $217.15 |
| MMC | Marsh & McLennan | 0.156 | 5 | $201.53 | 5.01 | $205.72 | $169.01 | 21.72 | $208.47 |
| GEHC | GE HealthCare Technologies Inc. | 0.152 | 5 | $89.18 | 7.65 | $82.23 | $62.28 | 32.03 | $94.43 |
| LRCX | Lam Research | 0.127 | 5 | $783.45 | 5.78 | $907.93 | $519.90 | 74.64 | $1005.23 |
| K | Kellanova | 0.119 | 5 | $56.46 | 5.65 | $62.63 | $46.64 | 34.28 | $68.15 |
| VRSN | Verisign Inc. | 0.114 | 5 | $202.27 | 5.72 | $172.37 | $167.05 | 3.18 | $229.72 |
| CPRT | Copart Inc. | 0.105 | 5 | $50.50 | 5.59 | $54.82 | $40.23 | 36.27 | $58.58 |
| STLA | Stellantis N.V. | 0.513 | 4 | $24.34 | 31.70 | $22.68 | $22.72 | ||
| ALLY | Ally Financial Inc. | 0.485 | 4 | $34.92 | 27.58 | $39.85 | $21.91 | 81.88 | $41.24 |
| IBKR | Interactive Brokers Group Inc. | 0.407 | 4 | $96.05 | 17.72 | $120.52 | $72.28 | 66.74 | $122.88 |
| ET | Energy Transfer LP | 0.276 | 4 | $13.80 | 7.92 | $15.92 | $11.26 | 41.39 | $16.08 |
| FNF | Fidelity National Financial Inc. | 0.274 | 4 | $51.09 | 11.50 | $51.28 | $32.33 | 58.61 | $53.96 |
| LEN | Lennar Corp. | 0.230 | 4 | $169.43 | 14.15 | $163.21 | $102.23 | 59.65 | $172.02 |
| MKL | Markel Group Inc. | 0.220 | 4 | $1433.98 | 9.73 | $1652.74 | $1295.65 | 27.56 | $1658.57 |
| PVH | PVH Corp. | 0.201 | 4 | $135.05 | 5.05 | $115.30 | $69.22 | 66.57 | $141.15 |
| EMN | Eastman Chemical | 0.199 | 4 | $90.45 | 14.98 | $101.72 | $67.67 | 50.32 | $102.71 |
| FCNCA | First Citizens Bancshares | 0.195 | 4 | $1484.38 | 6.04 | $1747.17 | $1175.25 | 48.66 | $1810.03 |
| DG | Dollar General | 0.191 | 4 | $140.45 | 11.84 | $142.19 | $100.28 | 41.79 | $215.75 |
| MGM | MGM Resorts International | 0.166 | 4 | $45.28 | 5.28 | $41.05 | $34.12 | 20.31 | $51.35 |
| MAT | Mattel Inc. | 0.157 | 4 | $18.88 | 5.97 | $18.91 | $16.20 | 16.73 | $22.64 |
| AVGO | Broadcom Inc. | 0.147 | 4 | $1299.66 | 6.77 | $1351.17 | $607.62 | 122.37 | $1426.00 |
| NFLX | Netflix Inc. | 0.146 | 4 | $549.11 | 5.58 | $610.36 | $329.62 | 85.17 | $639.00 |
| AMAT | Applied Materials | 0.146 | 4 | $206.19 | 5.39 | $207.00 | $114.34 | 81.04 | $214.91 |
| CHK | Chesapeake Energy | 0.142 | 4 | $76.94 | 9.99 | $88.03 | $72.33 | 21.71 | $93.58 |
| DHI | D.R. Horton | 0.141 | 4 | $158.03 | 5.44 | $149.57 | $99.43 | 50.43 | $165.40 |
| IQV | IQVIA Holdings Inc. | 0.140 | 4 | $237.04 | 8.26 | $234.36 | $167.42 | 39.98 | $261.73 |
| VTRS | Viatris Inc. | 0.135 | 4 | $11.75 | 5.10 | $11.33 | $8.44 | 34.24 | $13.49 |
| EPD | Enterprise Products Partners LP | 0.135 | 4 | $26.57 | 8.81 | $28.84 | $23.39 | 23.30 | $29.46 |
| AMD | Advanced Micro Devices | 0.129 | 4 | $147.41 | 5.24 | $152.44 | $93.12 | 63.70 | $227.30 |
| LYV | Live Nation Inc. | 0.126 | 4 | $96.17 | 5.24 | $97.39 | $76.48 | 27.34 | $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.