| AlphabetGOOG | 15+1 vs Q3 | $10bn−1.6% vs Q3 | 5.3% | 15.4% | Dalal Street (Mohnish Pabrai) 15.4%, Polen Capital Management 11.1%, Davis Selected Advisers 7.2% and 12 more |
| VisaV | 15+2 vs Q3 | $3.9bn−2.6% vs Q3 | 3.2% | 7.7% | Polen Capital Management 7.7%, AKO Capital 6.8%, Wedgewood Partners 6.2% and 12 more |
| Wells Fargo & CompanyWFC | 12+1 vs Q3 | $35bn+25% vs Q3 | 9.6% | 60.0% | Daily Journal Corp 60.0%, Berkshire Hathaway 17.9%, Gardner Russo & Quinn 6.9% and 9 more |
| Berkshire HathawayBRK.B | 12+1 vs Q3 | $6.6bn+5.8% vs Q3 | 10.6% | 37.8% | Semper Augustus 37.8%, Giverny Capital 18.3%, Ruane, Cunniff & Goldfarb (Sequoia) 17.1% and 9 more |
| MastercardMA | 11+1 vs Q3 | $4.4bn−1.1% vs Q3 | 3.0% | 8.9% | Akre Capital Management 8.9%, Gardner Russo & Quinn 8.4%, Ruane, Cunniff & Goldfarb (Sequoia) 4.8% and 8 more |
| US BancorpUSB | 10 | $5.3bn+17% vs Q3 | 1.7% | 4.9% | Daily Journal Corp 4.9%, AKO Capital 4.1%, Berkshire Hathaway 3.0% and 7 more |
| Johnson & JohnsonJNJ | 10 | $885m−7.2% vs Q3 | 2.0% | 8.6% | Tweedy, Browne 8.6%, Fundsmith 6.2%, Markel Group 1.7% and 7 more |
| American ExpressAXP | 9 | $16bn+15% vs Q3 | 2.3% | 7.6% | Berkshire Hathaway 7.6%, Davis Selected Advisers 3.9%, First Eagle Investment Management 3.0% and 6 more |
| MicrosoftMSFT | 9 | $7.8bn+4.0% vs Q3 | 4.0% | 19.7% | ValueAct 19.7%, Fundsmith 8.4%, First Eagle Investment Management 3.7% and 6 more |
| AppleAAPL | 8 | $7.6bn+148% vs Q3 | 2.1% | 10.0% | Wedgewood Partners 10.0%, Berkshire Hathaway 4.5%, Appaloosa 0.9% and 5 more |
| ComcastCMCSA | 8−1 vs Q3 | $7.3bn+5.5% vs Q3 | 4.6% | 26.0% | TCI Fund Management 26.0%, First Eagle Investment Management 3.9%, Dodge & Cox 2.4% and 5 more |
| JPMorgan ChaseJPM | 8 | $5.6bn+13% vs Q3 | 2.9% | 10.5% | Brave Warrior Advisors 10.5%, Davis Selected Advisers 6.3%, Harris Associates (Oakmark) 3.0% and 5 more |
| Charles SchwabSCHW | 8 | $4.8bn+4.9% vs Q3 | 3.4% | 15.4% | Brave Warrior Advisors 15.4%, Wedgewood Partners 4.4%, Dodge & Cox 3.4% and 5 more |
| General ElectricGE | 8 | $3.7bn+1.3% vs Q3 | 3.1% | 19.2% | Trian Fund Management 19.2%, Semper Augustus 3.0%, Harris Associates (Oakmark) 2.2% and 5 more |
| Moody'sMCO | 8+2 vs Q3 | $2.9bn−13% vs Q3 | 5.5% | 30.2% | Valley Forge Capital Management 30.2%, Akre Capital Management 8.1%, AKO Capital 3.6% and 5 more |
| BaiduBIDU | 8 | $2.6bn+7.4% vs Q3 | 13.1% | 97.2% | Himalaya Capital 97.2%, Ruane, Cunniff & Goldfarb (Sequoia) 4.1%, Harris Associates (Oakmark) 2.0% and 5 more |
| Union PacificUNP | 8 | $2.6bn+0.5% vs Q3 | 1.2% | 4.4% | Giverny Capital 4.4%, First Eagle Investment Management 1.5%, Dodge & Cox 1.3% and 5 more |
| PepsicoPEP | 8 | $776m−20% vs Q3 | 2.0% | 8.5% | Lindsell Train 8.5%, Fundsmith 6.9%, Markel Group 0.4% and 5 more |
| Walt DisneyDIS | 8+1 vs Q3 | $431m+8.4% vs Q3 | 2.7% | 10.2% | Lindsell Train 10.2%, Giverny Capital 7.2%, Markel Group 4.1% and 5 more |
| International Business MachinesIBM | 7 | $14bn+4.3% vs Q3 | 4.3% | 19.4% | Fairfax Financial Holdings 19.4%, Berkshire Hathaway 9.1%, Tweedy, Browne 1.4% and 4 more |
| BNYBK | 7 | $7.7bn+13% vs Q3 | 4.5% | 13.8% | Trian Fund Management 13.8%, Tweedy, Browne 7.0%, Davis Selected Advisers 4.4% and 4 more |
| Goldman Sachs GroupGS | 7−1 vs Q3 | $6.8bn+34% vs Q3 | 1.1% | 3.0% | Dodge & Cox 3.0%, Berkshire Hathaway 1.8%, Ruane, Cunniff & Goldfarb (Sequoia) 1.6% and 4 more |
| American International GroupAIG | 7 | $5.3bn+3.4% vs Q3 | 2.7% | 13.3% | Carl Icahn 13.3%, Harris Associates (Oakmark) 3.2%, First Eagle Investment Management 1.4% and 4 more |
| Liberty GlobalLBTYA | 7 | $3.8bn−4.7% vs Q3 | 2.7% | 13.3% | Brave Warrior Advisors 13.3%, Davis Selected Advisers 1.7%, Dodge & Cox 1.4% and 4 more |
| CarmaxKMX | 7 | $2.3bn+23% vs Q3 | 4.5% | 9.3% | Giverny Capital 9.3%, Markel Group 7.6%, Akre Capital Management 6.1% and 4 more |
| Philip Morris InternationalPM | 7 | $1.8bn−5.5% vs Q3 | 2.7% | 8.0% | Gardner Russo & Quinn 8.0%, Fundsmith 6.2%, Tweedy, Browne 3.6% and 4 more |
| Liberty MediaFWONA | 7+1 vs Q3 | $1.5bn−3.7% vs Q3 | 0.8% | 2.7% | Southeastern Asset Management 2.7%, Markel Group 1.1%, Baupost Group 1.0% and 4 more |
| Kraft HeinzKHC | 6 | $29bn−2.5% vs Q3 | 5.1% | 19.2% | Berkshire Hathaway 19.2%, Wedgewood Partners 7.4%, Lindsell Train 4.2% and 3 more |
| Charter CommunicationsCHTR | 6 | $9.9bn+6.6% vs Q3 | 7.3% | 38.4% | TCI Fund Management 38.4%, Dodge & Cox 2.6%, Berkshire Hathaway 1.8% and 3 more |
| Bank of AmericaBAC | 6 | $6.5bn+15% vs Q3 | 7.2% | 34.8% | Daily Journal Corp 34.8%, Harris Associates (Oakmark) 4.4%, Dodge & Cox 3.7% and 3 more |
| SchlumbergerSLB | 6 | $4.7bn+0.5% vs Q3 | 2.1% | 6.5% | Wedgewood Partners 6.5%, Dodge & Cox 3.5%, Markel Group 1.3% and 3 more |
| Mondelez InternationalMDLZ | 6 | $3.5bn−8.0% vs Q3 | 10.1% | 25.8% | Lindsell Train 25.8%, Trian Fund Management 17.7%, Pershing Square 17.2% and 3 more |
| Booking HoldingsBKNG | 6+1 vs Q3 | $2.1bn−6.6% vs Q3 | 2.2% | 6.6% | Wedgewood Partners 6.6%, Polen Capital Management 4.7%, Dodge & Cox 1.0% and 3 more |
| Monsanto | 6+4 vs Q3 | $1.8bn+160% vs Q3 | 1.3% | 2.8% | AKO Capital 2.8%, Davis Selected Advisers 2.7%, Markel Group 1.0% and 3 more |
| Automatic Data ProcessingADP | 6+1 vs Q3 | $1.6bn+75% vs Q3 | 2.4% | 6.5% | Polen Capital Management 6.5%, Fundsmith 5.3%, Markel Group 1.3% and 3 more |
| 3M CompanyMMM | 6 | $1.3bn−0.8% vs Q3 | 1.8% | 4.6% | Fundsmith 4.6%, Tweedy, Browne 3.6%, First Eagle Investment Management 1.9% and 3 more |
| Meta PlatformsMETA | 6+1 vs Q3 | $1.2bn+11% vs Q3 | 2.1% | 6.3% | Polen Capital Management 6.3%, Appaloosa 4.5%, Davis Selected Advisers 1.7% and 3 more |
| Costco WholesaleCOST | 6 | $1.1bn+2.2% vs Q3 | 0.8% | 2.4% | Semper Augustus 2.4%, Davis Selected Advisers 1.3%, Ruane, Cunniff & Goldfarb (Sequoia) 0.7% and 3 more |
| Liberty Interactive | 6 | $1.0bn−7.1% vs Q3 | 0.5% | 1.0% | Harris Associates (Oakmark) 1.0%, Baupost Group 0.7%, Dodge & Cox 0.4% and 3 more |
| Exxon MobilEXMOC | 6 | $126m+2.6% vs Q3 | 1.6% | 7.1% | Semper Augustus 7.1%, Markel Group 2.1%, Gardner Russo & Quinn 0.1% and 3 more |