| AlphabetGOOG | 14 | $10bn−12% vs Q4 | 5.4% | 14.9% | Dalal Street (Mohnish Pabrai) 14.9%, Polen Capital Management 10.7%, Appaloosa 7.9% and 11 more |
| VisaV | 13 | $3.6bn−5.5% vs Q4 | 2.6% | 7.6% | Polen Capital Management 7.6%, Fundsmith 6.5%, Giverny Capital 4.5% and 10 more |
| Berkshire HathawayBRK.B | 12 | $7.0bn+0.9% vs Q4 | 8.8% | 32.4% | Semper Augustus 32.4%, Ruane, Cunniff & Goldfarb (Sequoia) 19.5%, Gardner Russo & Quinn 12.2% and 9 more |
| Wells Fargo & CompanyWFC | 11−1 vs Q4 | $30bn−12% vs Q4 | 10.3% | 67.4% | Daily Journal Corp 67.4%, Berkshire Hathaway 18.0%, Tweedy, Browne 6.2% and 8 more |
| US BancorpUSB | 11+1 vs Q4 | $4.2bn−4.4% vs Q4 | 0.9% | 5.0% | Daily Journal Corp 5.0%, Berkshire Hathaway 2.7%, First Eagle Investment Management 1.2% and 8 more |
| American ExpressAXP | 10−1 vs Q4 | $13bn−11% vs Q4 | 1.9% | 7.2% | Berkshire Hathaway 7.2%, Davis Selected Advisers 3.9%, First Eagle Investment Management 2.4% and 7 more |
| MicrosoftMSFT | 10 | $9.1bn−13% vs Q4 | 5.3% | 31.2% | ValueAct 31.2%, Fundsmith 9.3%, First Eagle Investment Management 3.3% and 7 more |
| MastercardMA | 10−1 vs Q4 | $4.3bn−6.3% vs Q4 | 2.8% | 9.4% | Akre Capital Management 9.4%, Gardner Russo & Quinn 7.8%, Ruane, Cunniff & Goldfarb (Sequoia) 3.8% and 7 more |
| General ElectricGE | 10 | $4.3bn−3.8% vs Q4 | 3.0% | 22.7% | Trian Fund Management 22.7%, Semper Augustus 3.1%, Harris Associates (Oakmark) 2.7% and 7 more |
| Johnson & JohnsonJNJ | 10+1 vs Q4 | $931m−15% vs Q4 | 2.1% | 10.1% | Tweedy, Browne 10.1%, Fundsmith 7.0%, Markel Group 1.8% and 7 more |
| International Business MachinesIBM | 8−1 vs Q4 | $13bn+9.6% vs Q4 | 3.1% | 12.4% | Fairfax Financial Holdings 12.4%, Berkshire Hathaway 9.6%, Tweedy, Browne 1.7% and 5 more |
| ComcastCMCSA | 8 | $6.1bn+8.8% vs Q4 | 4.2% | 22.6% | TCI Fund Management 22.6%, First Eagle Investment Management 4.0%, Dodge & Cox 2.6% and 5 more |
| Bank of AmericaBAC | 8 | $5.0bn−9.7% vs Q4 | 1.0% | 3.7% | Harris Associates (Oakmark) 3.7%, Dodge & Cox 2.9%, Appaloosa 1.7% and 5 more |
| Goldman Sachs GroupGS | 8+1 vs Q4 | $4.8bn−1.4% vs Q4 | 0.8% | 2.1% | Dodge & Cox 2.1%, Harris Associates (Oakmark) 1.6%, Berkshire Hathaway 1.3% and 5 more |
| AppleAAPL | 8−2 vs Q4 | $2.3bn−64% vs Q4 | 1.9% | 9.8% | Wedgewood Partners 9.8%, Polen Capital Management 3.9%, Berkshire Hathaway 0.8% and 5 more |
| Philip Morris InternationalPM | 8 | $2.0bn+12% vs Q4 | 2.9% | 8.7% | Gardner Russo & Quinn 8.7%, Fundsmith 8.3%, Tweedy, Browne 4.9% and 5 more |
| PepsicoPEP | 8−1 vs Q4 | $528m−79% vs Q4 | 1.8% | 7.1% | Lindsell Train 7.1%, Fundsmith 6.9%, Markel Group 0.4% and 5 more |
| Kraft HeinzKHC | 7+1 vs Q4 | $26bn+8.2% vs Q4 | 4.3% | 19.9% | Berkshire Hathaway 19.9%, Wedgewood Partners 5.8%, Lindsell Train 4.5% and 4 more |
| BNYBK | 7 | $6.2bn−10% vs Q4 | 3.6% | 11.3% | Trian Fund Management 11.3%, Tweedy, Browne 5.2%, Davis Selected Advisers 3.4% and 4 more |
| American International GroupAIG | 7 | $4.8bn−12% vs Q4 | 2.4% | 11.2% | Carl Icahn 11.2%, Harris Associates (Oakmark) 3.6%, First Eagle Investment Management 1.1% and 4 more |
| JPMorgan ChaseJPM | 7 | $4.6bn−13% vs Q4 | 3.3% | 13.6% | Brave Warrior Advisors 13.6%, Davis Selected Advisers 4.6%, Harris Associates (Oakmark) 3.3% and 4 more |
| OracleORCL | 7+2 vs Q4 | $4.2bn+10% vs Q4 | 2.0% | 4.9% | Polen Capital Management 4.9%, First Eagle Investment Management 4.1%, Harris Associates (Oakmark) 3.7% and 4 more |
| Liberty GlobalLBTYA | 7+1 vs Q4 | $3.8bn+3.8% vs Q4 | 2.3% | 9.4% | Brave Warrior Advisors 9.4%, Davis Selected Advisers 2.4%, First Eagle Investment Management 1.7% and 4 more |
| Twenty First Centy Fox | 7+1 vs Q4 | $3.8bn+9.9% vs Q4 | 3.3% | 13.3% | ValueAct 13.3%, Baupost Group 6.1%, Appaloosa 1.9% and 4 more |
| Charles SchwabSCHW | 7+2 vs Q4 | $3.8bn−11% vs Q4 | 3.0% | 13.1% | Brave Warrior Advisors 13.1%, Wedgewood Partners 2.9%, Dodge & Cox 2.8% and 4 more |
| BaiduBIDU | 7 | $2.2bn+4.0% vs Q4 | 1.1% | 4.2% | TCI Fund Management 4.2%, Harris Associates (Oakmark) 1.7%, Dodge & Cox 1.0% and 4 more |
| Bausch Health CompaniesBHC | 7 | $2.1bn−74% vs Q4 | 2.9% | 6.4% | Pershing Square 6.4%, Ruane, Cunniff & Goldfarb (Sequoia) 6.2%, ValueAct 3.9% and 4 more |
| Union PacificUNP | 7 | $2.0bn+49% vs Q4 | 1.2% | 3.9% | Giverny Capital 3.9%, First Eagle Investment Management 1.2%, Tweedy, Browne 1.0% and 4 more |
| Walt DisneyDIS | 7 | $385m−1.7% vs Q4 | 3.2% | 10.6% | Lindsell Train 10.6%, Giverny Capital 7.4%, Markel Group 4.2% and 4 more |
| Wal-Mart StoresWMT | 6 | $6.2bn+9.6% vs Q4 | 1.4% | 2.9% | Berkshire Hathaway 2.9%, Dodge & Cox 2.0%, Tweedy, Browne 1.8% and 3 more |
| Mondelez InternationalMDLZ | 6 | $3.3bn−31% vs Q4 | 8.9% | 24.3% | Lindsell Train 24.3%, Trian Fund Management 18.6%, Pershing Square 10.4% and 3 more |
| Moody'sMCO | 6 | $3.0bn−12% vs Q4 | 1.9% | 8.2% | Akre Capital Management 8.2%, Berkshire Hathaway 1.9%, Markel Group 0.8% and 3 more |
| Paypal HoldingsPYPL | 6 | $2.3bn−12% vs Q4 | 4.9% | 11.5% | Lindsell Train 11.5%, Carl Icahn 6.8%, Baupost Group 3.9% and 3 more |
| National Oilwell VarcoNOV | 6−1 vs Q4 | $1.9bn−9.8% vs Q4 | 0.6% | 1.7% | First Eagle Investment Management 1.7%, Dodge & Cox 0.8%, Harris Associates (Oakmark) 0.7% and 3 more |
| Du Pont EI de Nemours & Co | 6 | $1.7bn−4.1% vs Q4 | 2.8% | 12.5% | Trian Fund Management 12.5%, Southeastern Asset Management 4.0%, Gardner Russo & Quinn 0.0% and 3 more |
| CarmaxKMX | 6 | $1.4bn+9.2% vs Q4 | 3.8% | 8.3% | Giverny Capital 8.3%, Markel Group 6.7%, Akre Capital Management 4.7% and 3 more |
| Automatic Data ProcessingADP | 6 | $1.2bn+10% vs Q4 | 2.1% | 5.6% | Fundsmith 5.6%, Polen Capital Management 4.8%, Markel Group 1.3% and 3 more |
| 3M CompanyMMM | 6 | $1.2bn−11% vs Q4 | 2.2% | 5.4% | Fundsmith 5.4%, Tweedy, Browne 4.7%, First Eagle Investment Management 1.9% and 3 more |
| Costco WholesaleCOST | 6 | $1.2bn−7.2% vs Q4 | 0.9% | 2.3% | Semper Augustus 2.3%, Davis Selected Advisers 1.6%, Ruane, Cunniff & Goldfarb (Sequoia) 0.8% and 3 more |
| Verizon CommunicationsVZ | 6+1 vs Q4 | $900m+17% vs Q4 | 0.5% | 2.4% | Tweedy, Browne 2.4%, Berkshire Hathaway 0.6%, Wedgewood Partners 0.0% and 3 more |