Total number of stocks: 249
Portfolio value: $484 B
Portfolio value: $484 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 | 39 | $478.24 | 19.75 | $432.92 | $356.28 | 21.51 | $552.24 |
| GOOGL | Alphabet Inc. | 2.043 | 34 | $312.98 | 22.31 | $339.32 | $147.33 | 130.31 | $348.75 |
| AMZN | Amazon.com Inc. | 2.724 | 33 | $230.47 | 33.10 | $255.36 | $178.85 | 42.78 | $258.60 |
| GOOG | Alphabet Inc. CL C | 2.441 | 32 | $313.21 | 21.55 | $337.73 | $148.98 | 126.69 | $349.90 |
| V | Visa Inc. | 1.508 | 29 | $350.38 | 18.12 | $311.29 | $293.89 | 5.92 | $373.34 |
| META | Meta Platforms Inc. | 1.656 | 26 | $658.28 | 20.95 | $674.72 | $514.91 | 31.04 | $794.38 |
| BRK.B | Berkshire Hathaway CL B | 1.957 | 23 | $497.22 | 34.57 | $465.40 | $455.19 | 2.24 | $542.07 |
| TSM | Taiwan Semiconductor S.A. | 0.796 | 23 | $305.42 | 10.48 | $387.44 | $154.11 | 151.40 | $389.11 |
| DIS | Walt Disney Co. | 0.601 | 22 | $112.04 | 10.05 | $104.82 | $85.82 | 22.14 | $123.85 |
| AAPL | Apple Inc. | 1.352 | 21 | $271.14 | 50.30 | $273.17 | $192.41 | 41.97 | $288.35 |
| UNH | United Health Group Inc. | 0.401 | 20 | $322.94 | 6.45 | $353.52 | $229.79 | 53.84 | $426.81 |
| MA | Mastercard Inc. | 1.184 | 19 | $559.77 | 19.25 | $510.16 | $479.68 | 6.35 | $599.05 |
| COF | Capital One Financial | 0.748 | 18 | $242.31 | 9.38 | $199.43 | $172.37 | 15.70 | $258.65 |
| BRK.A | Berkshire Hathaway CL A | 1.783 | 16 | $750708.67 | 36.38 | $702980.00 | $685150.00 | 2.60 | $812855.00 |
| NVDA | NVIDIA Corp. | 0.719 | 16 | $186.47 | 8.88 | $202.50 | $102.00 | 98.53 | $212.17 |
| AXP | American Express | 0.530 | 16 | $346.68 | 20.46 | $332.90 | $254.54 | 30.78 | $385.41 |
| MCO | Moody's Corp. | 0.896 | 15 | $501.79 | 15.25 | $466.72 | $401.41 | 16.27 | $545.70 |
| BAC | Bank of America Corp. | 0.455 | 15 | $54.96 | 16.08 | $53.12 | $37.75 | 40.72 | $57.23 |
| PEP | PepsiCo Inc. | 0.229 | 14 | $146.29 | 6.56 | $153.79 | $122.83 | 25.21 | $169.96 |
| TMO | Thermo Fisher Scientific | 0.286 | 13 | $572.77 | 10.13 | $513.98 | $384.44 | 33.70 | $643.35 |
| SCHW | Charles Schwab Corp. | 0.417 | 12 | $99.91 | 8.73 | $91.71 | $76.57 | 19.77 | $107.14 |
| AVGO | Broadcom Inc. | 0.348 | 12 | $346.06 | 8.62 | $422.65 | $174.41 | 142.33 | $423.20 |
| ORCL | Oracle Corp. | 0.174 | 12 | $186.04 | 5.98 | $187.50 | $129.69 | 44.58 | $343.01 |
| SPGI | S&P Global Inc. | 0.534 | 11 | $519.74 | 20.83 | $449.06 | $380.72 | 17.95 | $575.57 |
| ELV | Elevance Health Inc. | 0.493 | 11 | $350.56 | 10.28 | $328.20 | $269.17 | 21.93 | $423.88 |
| CHTR | Charter Communications | 0.459 | 11 | $208.75 | 26.77 | $242.49 | $180.38 | 34.43 | $437.06 |
| CRM | Salesforce.com | 0.417 | 11 | $260.03 | 11.29 | $189.80 | $163.52 | 16.07 | $293.86 |
| BABA | Alibaba Group Holdings | 0.402 | 11 | $146.58 | 10.99 | $136.42 | $103.71 | 31.54 | $192.67 |
| CVS | CVS Health Corp. | 0.369 | 11 | $78.42 | 10.33 | $76.43 | $56.79 | 34.58 | $84.46 |
| FERG | Ferguson Enterprises Inc. | 0.281 | 11 | $222.63 | 6.07 | $262.07 | $160.06 | 63.73 | $270.63 |
| INTU | Intuit Inc. | 0.393 | 10 | $661.32 | 10.25 | $408.68 | $342.11 | 19.46 | $808.22 |
| UBER | Uber Technologies Inc. | 0.382 | 10 | $81.44 | 15.90 | $75.58 | $68.46 | 10.40 | $101.99 |
| DHR | Danaher Corp. | 0.323 | 10 | $228.87 | 16.47 | $184.04 | $178.96 | 2.84 | $242.28 |
| PM | Philip Morris Intl. | 0.282 | 10 | $160.40 | 8.13 | $163.95 | $139.58 | 17.46 | $189.61 |
| UNP | Union Pacific | 0.225 | 10 | $231.33 | 7.13 | $249.40 | $201.87 | 23.54 | $268.14 |
| BN | Brookfield Corp. | 0.879 | 9 | $45.89 | 18.93 | $46.19 | $33.68 | 37.14 | $49.48 |
| GM | General Motors | 0.354 | 9 | $77.44 | 15.37 | $79.00 | $44.27 | 78.45 | $87.41 |
| ADI | Analog Devices | 0.288 | 9 | $271.20 | 6.82 | $381.42 | $179.73 | 112.22 | $385.46 |
| KO | Coca Cola Co. | 0.172 | 9 | $69.91 | 10.20 | $74.63 | $64.45 | 15.80 | $81.44 |
| MRK | Merck & Co. | 0.161 | 9 | $105.28 | 8.02 | $112.89 | $70.74 | 59.58 | $124.22 |
| CVX | Chevron Corp. | 0.136 | 9 | $152.41 | 7.24 | $186.32 | $128.36 | 45.15 | $214.71 |
| ASML | ASML Holding NV | 0.521 | 8 | $1069.86 | 17.89 | $1443.66 | $647.81 | 122.85 | $1547.22 |
| C | Citigroup Inc. | 0.507 | 8 | $116.69 | 18.11 | $129.73 | $64.11 | 102.36 | $135.29 |
| CSGP | CoStar Group Inc. | 0.408 | 8 | $67.24 | 12.12 | $38.77 | $34.75 | 11.57 | $97.43 |
| OXY | Occidental Petroleum | 0.375 | 8 | $41.12 | 11.94 | $57.05 | $37.89 | 50.57 | $67.45 |
| PYPL | PayPal Holdings Inc. | 0.308 | 8 | $57.79 | 12.20 | $51.22 | $38.34 | 33.59 | $79.08 |
| BKNG | Booking Holdings Inc. | 0.300 | 8 | $214.21 | 7.60 | $179.40 | $150.28 | 19.38 | $232.20 |
| WTW | Willis Towers Watson plc | 0.282 | 8 | $326.11 | 8.45 | $291.40 | $273.59 | 6.51 | $350.65 |
| LYV | Live Nation Inc. | 0.243 | 8 | $142.50 | 7.47 | $154.63 | $125.34 | 23.37 | $175.25 |
| USB | U.S. Bancorp | 0.186 | 8 | $52.67 | 5.29 | $56.60 | $37.66 | 50.29 | $60.56 |
| LPLA | LPL Financial Holdings Inc. | 0.173 | 8 | $357.17 | 5.44 | $327.78 | $281.51 | 16.44 | $402.53 |
| CVNA | Carvana Co. | 1.570 | 7 | $422.02 | 83.25 | $416.79 | $213.44 | 95.27 | $486.89 |
| GE | GE Aerospace | 0.811 | 7 | $308.03 | 31.16 | $276.29 | $191.56 | 44.23 | $347.97 |
| FICO | Fair Isaac Corp. | 0.586 | 7 | $1690.62 | 29.49 | $970.17 | $870.01 | 11.51 | $2217.60 |
| PDD | Pinduoduo Inc. | 0.520 | 7 | $113.39 | 15.64 | $100.05 | $95.24 | 5.05 | $139.41 |
| CP | Canadian Pacific Kansas City | 0.306 | 7 | $73.67 | 12.82 | $82.29 | $68.13 | 20.78 | $89.23 |
| FLUT | Flutter Entertainment Plc | 0.293 | 7 | $215.21 | 10.20 | $106.61 | $98.88 | 7.82 | $313.69 |
| KHC | Kraft Heinz Co. | 0.212 | 7 | $23.97 | 5.96 | $21.89 | $21.04 | 4.04 | $28.59 |
| BDX | Becton Dickinson | 0.172 | 7 | $183.49 | 5.08 | $155.65 | $125.44 | 24.08 | $186.16 |
| LLY | Eli Lilly & Co. | 0.170 | 7 | $1074.34 | 5.72 | $921.48 | $620.46 | 48.52 | $1132.06 |
| BSX | Boston Scientific | 0.138 | 7 | $95.35 | 5.58 | $64.87 | $59.39 | 9.23 | $109.50 |
| MSI | Motorola Solutions Inc. | 0.124 | 7 | $383.32 | 5.13 | $441.66 | $358.41 | 23.23 | $488.95 |
| NFLX | Netflix Inc. | 0.075 | 7 | $93.76 | 5.07 | $93.24 | $75.01 | 24.30 | $134.12 |
| RKT | Rocket Companies Inc. | 0.380 | 6 | $19.36 | 13.50 | $15.31 | $11.08 | 38.18 | $24.36 |
| DG | Dollar General | 0.319 | 6 | $132.77 | 14.14 | $123.20 | $84.53 | 45.75 | $157.48 |
| ICE | Intercontinental Exchange Inc. | 0.253 | 6 | $161.96 | 6.84 | $158.82 | $142.28 | 11.62 | $187.65 |
| BLK | BlackRock Inc. | 0.194 | 6 | $1070.34 | 10.59 | $1062.47 | $870.81 | 22.01 | $1207.31 |
| DASH | DoorDash Inc. | 0.188 | 6 | $226.48 | 7.67 | $182.27 | $143.30 | 27.19 | $285.50 |
| CPNG | Coupang Inc. | 0.182 | 6 | $23.59 | 5.46 | $20.60 | $16.74 | 23.06 | $34.08 |
| CAT | Caterpillar Inc. | 0.149 | 6 | $572.87 | 10.29 | $808.87 | $292.02 | 176.99 | $820.20 |
| IDXX | IDEXX Laboratories | 0.146 | 6 | $676.53 | 7.42 | $578.35 | $424.48 | 36.25 | $769.98 |
| HEI.A | HEICO Corp. CL A | 0.141 | 6 | $252.44 | 6.35 | $207.39 | $193.97 | 6.92 | $279.66 |
| SE | Sea Ltd | 0.119 | 6 | $127.57 | 6.62 | $86.29 | $77.05 | 11.99 | $199.30 |
| TEL | TE Connectivity plc | 0.118 | 6 | $226.27 | 5.43 | $221.04 | $133.62 | 65.42 | $252.56 |
| ADP | Automatic Data Processing Inc. | 0.117 | 6 | $255.79 | 6.28 | $201.69 | $188.16 | 7.19 | $321.84 |
| WCC | WESCO International Inc. | 0.110 | 6 | $247.25 | 6.58 | $314.45 | $150.21 | 109.34 | $330.00 |
| TDG | TransDigm Group Inc. | 0.742 | 5 | $1329.86 | 25.28 | $1187.75 | $1123.61 | 5.71 | $1519.35 |
| LAD | Lithia Motors Inc. | 0.512 | 5 | $332.33 | 22.02 | $276.58 | $239.78 | 15.35 | $359.81 |
| LULU | Lululemon Athletica Inc. | 0.419 | 5 | $178.96 | 32.35 | $163.45 | $143.96 | 13.54 | $340.25 |
| SGOV | Ishares 0 3 Month Treasury B | 0.237 | 5 | $100.38 | 18.88 | $100.60 | $96.70 | 4.03 | $100.60 |
| KKR | KKR & Co. L.P. | 0.224 | 5 | $127.48 | 11.33 | $105.92 | $82.67 | 28.12 | $153.15 |
| OSK | Oshkosh Corp. | 0.216 | 5 | $133.29 | 10.93 | $148.40 | $80.82 | 83.62 | $180.00 |
| FWONK | Liberty Media Corp Formula One Series C | 0.216 | 5 | $98.51 | 8.45 | $87.87 | $80.15 | 9.63 | $109.36 |
| CNI | Canadian Natl Railway Co. | 0.206 | 5 | $98.86 | 14.49 | $109.41 | $89.59 | 22.12 | $112.38 |
| EPD | Enterprise Products Partners LP | 0.176 | 5 | $32.06 | 12.19 | $37.74 | $28.18 | 33.92 | $39.74 |
| FIS | Fidelity National Information Services | 0.175 | 5 | $63.97 | 5.67 | $47.84 | $43.30 | 10.48 | $81.06 |
| LAMR | Lamar Advertising Co. | 0.164 | 5 | $126.58 | 11.88 | $133.55 | $104.55 | 27.74 | $139.36 |
| ET | Energy Transfer LP | 0.164 | 5 | $16.49 | 7.29 | $19.07 | $14.64 | 30.26 | $19.86 |
| ABNB | Airbnb Inc. | 0.130 | 5 | $135.72 | 5.17 | $144.18 | $110.81 | 30.11 | $147.25 |
| STLA | Stellantis N.V. | 0.129 | 5 | $10.92 | 7.53 | $8.50 | $6.28 | 35.35 | $12.22 |
| APH | Amphenol Corp. | 0.126 | 5 | $135.11 | 5.45 | $148.13 | $70.33 | 110.62 | $166.71 |
| LRCX | Lam Research | 0.122 | 5 | $171.18 | 5.26 | $265.55 | $65.86 | 303.20 | $273.50 |
| MAR | Marriott Int'l. | 0.114 | 5 | $310.24 | 7.21 | $367.13 | $225.42 | 62.86 | $380.00 |
| MELI | Mercadolibre Inc. | 0.091 | 5 | $2014.26 | 5.87 | $1860.98 | $1593.21 | 16.81 | $2645.22 |
| IBKR | Interactive Brokers Group Inc. | 0.612 | 4 | $64.31 | 28.42 | $78.11 | $39.98 | 95.37 | $82.88 |
| LEN | Lennar Corp. | 0.331 | 4 | $93.63 | 15.21 | $94.45 | $82.59 | 14.36 | $142.23 |
| MKL | Markel Group Inc. | 0.271 | 4 | $2149.68 | 14.37 | $1944.03 | $1766.03 | 10.08 | $2207.59 |
| CROX | Crocs Inc. | 0.262 | 4 | $85.52 | 16.90 | $105.29 | $73.21 | 43.82 | $122.84 |
| CNH | CNH Industrial NV | 0.241 | 4 | $9.22 | 15.02 | $10.47 | $9.00 | 16.33 | $14.27 |
| SOLV | Solventum Corp | 0.235 | 4 | $79.24 | 16.38 | $69.11 | $62.38 | 10.79 | $88.20 |
* "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.