| Berkshire HathawayBRK.B | 13−1 vs Q4 | $7.9bn−6.4% vs Q4 | 8.3% | 30.6% | Semper Augustus 30.6%, Giverny Capital 15.6%, Gardner Russo & Quinn 13.1% and 10 more |
| VisaV | 13+1 vs Q4 | $3.9bn−3.0% vs Q4 | 2.5% | 7.5% | Polen Capital Management 7.5%, Fundsmith 5.4%, Giverny Capital 4.1% and 10 more |
| Wells Fargo & CompanyWFC | 12+1 vs Q4 | $35bn−0.2% vs Q4 | 10.6% | 67.3% | Daily Journal Corp 67.3%, Berkshire Hathaway 23.9%, Tweedy, Browne 7.5% and 9 more |
| MicrosoftMSFT | 11+1 vs Q4 | $9.5bn−3.8% vs Q4 | 4.1% | 16.9% | ValueAct 16.9%, Fundsmith 9.4%, Brave Warrior Advisors 7.7% and 8 more |
| AlphabetGOOG | 11+2 vs Q4 | $8.2bn+15% vs Q4 | 4.2% | 9.2% | Polen Capital Management 9.2%, Appaloosa 7.3%, Dalal Street (Mohnish Pabrai) 7.1% and 8 more |
| MastercardMA | 11+1 vs Q4 | $4.7bn−0.3% vs Q4 | 2.4% | 9.3% | Akre Capital Management 9.3%, Gardner Russo & Quinn 7.8%, Harris Associates (Oakmark) 3.5% and 8 more |
| Johnson & JohnsonJNJ | 10 | $876m−1.8% vs Q4 | 2.1% | 11.0% | Tweedy, Browne 11.0%, Fundsmith 6.2%, Markel Group 1.5% and 7 more |
| American ExpressAXP | 9+1 vs Q4 | $15bn−15% vs Q4 | 2.4% | 11.1% | Berkshire Hathaway 11.1%, Davis Selected Advisers 5.5%, First Eagle Investment Management 2.2% and 6 more |
| International Business MachinesIBM | 9+1 vs Q4 | $13bn+3.4% vs Q4 | 3.5% | 15.4% | Fairfax Financial Holdings 15.4%, Berkshire Hathaway 11.9%, Giverny Capital 3.3% and 6 more |
| Bank of AmericaBAC | 9 | $4.6bn−11% vs Q4 | 0.7% | 3.4% | Harris Associates (Oakmark) 3.4%, Dodge & Cox 2.2%, Appaloosa 0.2% and 6 more |
| US BancorpUSB | 9 | $4.5bn+0.8% vs Q4 | 1.2% | 4.8% | Daily Journal Corp 4.8%, Berkshire Hathaway 3.4%, First Eagle Investment Management 1.2% and 6 more |
| General ElectricGE | 9 | $2.1bn+30% vs Q4 | 0.8% | 2.4% | Semper Augustus 2.4%, Markel Group 1.9%, Harris Associates (Oakmark) 1.3% and 6 more |
| BNYBK | 8 | $8.6bn−6.8% vs Q4 | 4.1% | 14.2% | Trian Fund Management 14.2%, Davis Selected Advisers 6.0%, Tweedy, Browne 4.5% and 5 more |
| AppleAAPL | 8 | $8.2bn+5.3% vs Q4 | 4.3% | 20.5% | Carl Icahn 20.5%, Wedgewood Partners 7.3%, Polen Capital Management 5.1% and 5 more |
| Wal-Mart StoresWMT | 8 | $8.1bn−7.7% vs Q4 | 1.6% | 4.6% | Berkshire Hathaway 4.6%, Dodge & Cox 2.3%, Markel Group 2.3% and 5 more |
| Precision Castparts | 8+3 vs Q4 | $2.2bn+52% vs Q4 | 1.2% | 3.7% | Giverny Capital 3.7%, Ruane, Cunniff & Goldfarb (Sequoia) 3.5%, Berkshire Hathaway 0.8% and 5 more |
| PepsicoPEP | 8 | $2.0bn+4.3% vs Q4 | 3.6% | 20.5% | Trian Fund Management 20.5%, Fundsmith 6.7%, Semper Augustus 1.4% and 5 more |
| Philip Morris InternationalPM | 8−1 vs Q4 | $1.5bn−7.6% vs Q4 | 2.3% | 7.2% | Fundsmith 7.2%, Gardner Russo & Quinn 6.8%, Tweedy, Browne 3.8% and 5 more |
| Walt DisneyDIS | 8+1 vs Q4 | $362m+19% vs Q4 | 3.0% | 12.3% | Lindsell Train 12.3%, Giverny Capital 7.5%, Markel Group 4.1% and 5 more |
| Exxon MobilEXMOC | 8 | $178m−19% vs Q4 | 2.0% | 14.1% | Semper Augustus 14.1%, Markel Group 1.9%, Gardner Russo & Quinn 0.1% and 5 more |
| Bausch Health CompaniesBHC | 7+2 vs Q4 | $16bn+76% vs Q4 | 17.6% | 35.6% | Brave Warrior Advisors 35.6%, Ruane, Cunniff & Goldfarb (Sequoia) 32.1%, Pershing Square 25.8% and 4 more |
| Goldman Sachs GroupGS | 7 | $5.6bn−3.3% vs Q4 | 1.0% | 2.2% | Berkshire Hathaway 2.2%, Dodge & Cox 2.0%, Harris Associates (Oakmark) 1.2% and 4 more |
| SchlumbergerSLB | 7 | $5.2bn+18% vs Q4 | 1.5% | 4.8% | Wedgewood Partners 4.8%, Dodge & Cox 4.4%, Markel Group 1.1% and 4 more |
| ComcastCMCSA | 7 | $4.7bn−5.8% vs Q4 | 1.5% | 3.2% | First Eagle Investment Management 3.2%, Dodge & Cox 2.4%, Gardner Russo & Quinn 2.3% and 4 more |
| Procter & GamblePG | 7 | $4.5bn−9.9% vs Q4 | 1.3% | 4.3% | Fundsmith 4.3%, Berkshire Hathaway 4.0%, Markel Group 0.3% and 4 more |
| National Oilwell VarcoNOV | 7 | $3.2bn−21% vs Q4 | 1.5% | 4.7% | Wedgewood Partners 4.7%, First Eagle Investment Management 2.0%, Harris Associates (Oakmark) 1.8% and 4 more |
| HalliburtonHAL | 7 | $2.9bn+79% vs Q4 | 3.5% | 8.2% | ValueAct 8.2%, Brave Warrior Advisors 7.5%, Tweedy, Browne 6.3% and 4 more |
| McdonaldsMCD | 7−1 vs Q4 | $1.7bn−17% vs Q4 | 1.2% | 6.6% | Southeastern Asset Management 6.6%, First Eagle Investment Management 1.4%, Markel Group 0.5% and 4 more |
| Merck & Co.MRK | 7 | $1.5bn−23% vs Q4 | 0.6% | 3.0% | Semper Augustus 3.0%, Dodge & Cox 1.4%, Fairfax Financial Holdings 0.1% and 4 more |
| CitigroupC | 7 | $1.4bn−2.8% vs Q4 | 0.6% | 2.0% | Harris Associates (Oakmark) 2.0%, Baupost Group 1.3%, Dalal Street (Mohnish Pabrai) 0.5% and 4 more |
| 3M CompanyMMM | 7 | $1.4bn+1.2% vs Q4 | 1.8% | 4.9% | Fundsmith 4.9%, Tweedy, Browne 4.6%, First Eagle Investment Management 2.4% and 4 more |
| Union PacificUNP | 7+1 vs Q4 | $1.3bn−21% vs Q4 | 1.0% | 3.5% | Giverny Capital 3.5%, Harris Associates (Oakmark) 1.7%, Tweedy, Browne 1.4% and 4 more |
| DiageoDEO | 7 | $1.2bn−2.3% vs Q4 | 0.9% | 3.5% | Markel Group 3.5%, Harris Associates (Oakmark) 1.3%, Tweedy, Browne 1.0% and 4 more |
| Coca-ColaKO | 6−1 vs Q4 | $16bn−4.0% vs Q4 | 2.8% | 15.1% | Berkshire Hathaway 15.1%, Semper Augustus 1.3%, Ruane, Cunniff & Goldfarb (Sequoia) 0.2% and 3 more |
| EbayEBAY | 6 | $5.2bn+3.2% vs Q4 | 7.1% | 16.4% | Lindsell Train 16.4%, Baupost Group 9.0%, Carl Icahn 8.3% and 3 more |
| JPMorgan ChaseJPM | 6 | $4.8bn+8.7% vs Q4 | 2.9% | 8.9% | Brave Warrior Advisors 8.9%, Davis Selected Advisers 3.8%, Harris Associates (Oakmark) 3.1% and 3 more |
| OracleORCL | 6−1 vs Q4 | $4.5bn−4.7% vs Q4 | 2.5% | 6.0% | Polen Capital Management 6.0%, First Eagle Investment Management 3.9%, Harris Associates (Oakmark) 3.5% and 3 more |
| Moody'sMCO | 6 | $3.6bn−4.1% vs Q4 | 4.9% | 16.4% | TCI Fund Management 16.4%, Akre Capital Management 9.3%, Berkshire Hathaway 2.4% and 3 more |
| IntelINTC | 6 | $2.9bn−21% vs Q4 | 1.4% | 3.2% | Harris Associates (Oakmark) 3.2%, Semper Augustus 2.5%, First Eagle Investment Management 2.1% and 3 more |
| Mondelez InternationalMDLZ | 6 | $2.3bn−23% vs Q4 | 7.5% | 24.0% | Lindsell Train 24.0%, Trian Fund Management 20.3%, First Eagle Investment Management 0.4% and 3 more |