| AlphabetGOOG | 15 | $11bn+9.5% vs Q4 | 5.5% | 14.1% | Dalal Street (Mohnish Pabrai) 14.1%, Polen Capital Management 10.9%, Southeastern Asset Management 7.9% and 12 more |
| VisaV | 15 | $4.6bn+17% vs Q4 | 3.4% | 8.0% | Polen Capital Management 8.0%, Akre Capital Management 7.1%, Wedgewood Partners 6.6% and 12 more |
| Berkshire HathawayBRK.B | 12 | $6.3bn−4.6% vs Q4 | 10.2% | 38.7% | Semper Augustus 38.7%, Giverny Capital 18.7%, Ruane, Cunniff & Goldfarb (Sequoia) 14.0% and 9 more |
| Wells Fargo & CompanyWFC | 11−1 vs Q4 | $35bn+0.5% vs Q4 | 9.7% | 58.8% | Daily Journal Corp 58.8%, Berkshire Hathaway 16.5%, Davis Selected Advisers 6.1% and 8 more |
| MastercardMA | 11 | $4.9bn+10% vs Q4 | 3.1% | 9.8% | Akre Capital Management 9.8%, Gardner Russo & Quinn 8.3%, Ruane, Cunniff & Goldfarb (Sequoia) 5.1% and 8 more |
| US BancorpUSB | 10 | $5.3bn+0.2% vs Q4 | 1.6% | 4.8% | Daily Journal Corp 4.8%, AKO Capital 3.6%, Berkshire Hathaway 2.7% and 7 more |
| Johnson & JohnsonJNJ | 10 | $953m+7.7% vs Q4 | 1.9% | 8.5% | Tweedy, Browne 8.5%, Fundsmith 5.9%, Semper Augustus 1.8% and 7 more |
| American ExpressAXP | 9 | $17bn+6.1% vs Q4 | 2.3% | 7.4% | Berkshire Hathaway 7.4%, Davis Selected Advisers 4.0%, First Eagle Investment Management 3.2% and 6 more |
| MicrosoftMSFT | 9 | $7.2bn−8.2% vs Q4 | 3.2% | 12.7% | ValueAct 12.7%, Fundsmith 7.8%, First Eagle Investment Management 3.9% and 6 more |
| Moody'sMCO | 9+1 vs Q4 | $4.0bn+39% vs Q4 | 5.4% | 30.6% | Valley Forge Capital Management 30.6%, Akre Capital Management 10.5%, AKO Capital 3.4% and 6 more |
| AppleAAPL | 8 | $20bn+158% vs Q4 | 2.7% | 11.5% | Berkshire Hathaway 11.5%, Wedgewood Partners 8.2%, Harris Associates (Oakmark) 1.0% and 5 more |
| International Business MachinesIBM | 8+1 vs Q4 | $12bn−16% vs Q4 | 3.4% | 19.1% | Fairfax Financial Holdings 19.1%, Berkshire Hathaway 7.0%, Tweedy, Browne 1.4% and 5 more |
| ComcastCMCSA | 8 | $8.3bn+14% vs Q4 | 5.0% | 29.2% | TCI Fund Management 29.2%, First Eagle Investment Management 3.2%, Dodge & Cox 2.4% and 5 more |
| Bank of AmericaBAC | 8+2 vs Q4 | $6.9bn+6.0% vs Q4 | 5.9% | 36.0% | Daily Journal Corp 36.0%, Harris Associates (Oakmark) 4.0%, Dodge & Cox 3.7% and 5 more |
| JPMorgan ChaseJPM | 8 | $4.9bn−12% vs Q4 | 2.2% | 7.1% | Brave Warrior Advisors 7.1%, Davis Selected Advisers 5.8%, Harris Associates (Oakmark) 2.0% and 5 more |
| General ElectricGE | 8 | $3.8bn+3.2% vs Q4 | 2.6% | 15.4% | Trian Fund Management 15.4%, Semper Augustus 2.9%, Harris Associates (Oakmark) 2.5% and 5 more |
| BaiduBIDU | 8 | $3.1bn+18% vs Q4 | 14.0% | 96.8% | Himalaya Capital 96.8%, Tweedy, Browne 6.8%, Ruane, Cunniff & Goldfarb (Sequoia) 4.3% and 5 more |
| Union PacificUNP | 8 | $2.6bn−1.7% vs Q4 | 1.1% | 4.3% | Giverny Capital 4.3%, First Eagle Investment Management 1.6%, Dodge & Cox 1.2% and 5 more |
| Philip Morris InternationalPM | 8+1 vs Q4 | $2.3bn+23% vs Q4 | 2.6% | 9.0% | Gardner Russo & Quinn 9.0%, Fundsmith 6.8%, Tweedy, Browne 4.1% and 5 more |
| PepsicoPEP | 8 | $1.1bn+40% vs Q4 | 2.1% | 8.4% | Lindsell Train 8.4%, Fundsmith 7.0%, First Eagle Investment Management 0.7% and 5 more |
| Charter CommunicationsCHTR | 7+1 vs Q4 | $11bn+14% vs Q4 | 6.0% | 35.5% | TCI Fund Management 35.5%, Dodge & Cox 2.8%, Berkshire Hathaway 1.9% and 4 more |
| BNYBK | 7 | $7.9bn+2.2% vs Q4 | 4.0% | 11.5% | Trian Fund Management 11.5%, Tweedy, Browne 6.3%, Davis Selected Advisers 4.3% and 4 more |
| Goldman Sachs GroupGS | 7 | $6.3bn−6.9% vs Q4 | 0.9% | 2.7% | Dodge & Cox 2.7%, Berkshire Hathaway 1.6%, Ruane, Cunniff & Goldfarb (Sequoia) 1.3% and 4 more |
| Charles SchwabSCHW | 7−1 vs Q4 | $4.8bn+0.3% vs Q4 | 3.8% | 14.9% | Brave Warrior Advisors 14.9%, Wedgewood Partners 3.8%, Dodge & Cox 3.3% and 4 more |
| Liberty GlobalLBTYA | 7 | $4.3bn+15% vs Q4 | 3.0% | 15.3% | Brave Warrior Advisors 15.3%, Davis Selected Advisers 1.9%, Dodge & Cox 1.6% and 4 more |
| Booking HoldingsBKNG | 7+1 vs Q4 | $2.8bn+34% vs Q4 | 2.3% | 6.7% | Wedgewood Partners 6.7%, Polen Capital Management 5.2%, Ruane, Cunniff & Goldfarb (Sequoia) 2.1% and 4 more |
| Liberty MediaFWONA | 7 | $2.1bn+36% vs Q4 | 1.4% | 3.7% | Ruane, Cunniff & Goldfarb (Sequoia) 3.7%, Southeastern Asset Management 3.1%, Markel Group 1.2% and 4 more |
| CarmaxKMX | 7 | $1.9bn−15% vs Q4 | 3.9% | 8.5% | Giverny Capital 8.5%, Markel Group 6.5%, Ruane, Cunniff & Goldfarb (Sequoia) 5.4% and 4 more |
| Walt DisneyDIS | 7−1 vs Q4 | $477m+11% vs Q4 | 3.2% | 10.2% | Lindsell Train 10.2%, Giverny Capital 7.7%, Markel Group 4.3% and 4 more |
| Kraft HeinzKHC | 6 | $30bn+3.9% vs Q4 | 4.9% | 18.3% | Berkshire Hathaway 18.3%, Wedgewood Partners 7.2%, Lindsell Train 3.6% and 3 more |
| American International GroupAIG | 6−1 vs Q4 | $4.8bn−9.2% vs Q4 | 3.1% | 14.3% | Carl Icahn 14.3%, Harris Associates (Oakmark) 2.7%, First Eagle Investment Management 0.9% and 3 more |
| Mondelez InternationalMDLZ | 6 | $3.4bn−3.2% vs Q4 | 9.3% | 27.3% | Lindsell Train 27.3%, Pershing Square 14.4%, Trian Fund Management 14.3% and 3 more |
| Monsanto | 6 | $1.8bn−0.2% vs Q4 | 1.2% | 2.5% | Davis Selected Advisers 2.5%, AKO Capital 2.5%, Markel Group 1.0% and 3 more |
| Automatic Data ProcessingADP | 6 | $1.6bn+3.7% vs Q4 | 2.2% | 6.0% | Polen Capital Management 6.0%, Fundsmith 4.8%, Markel Group 1.2% and 3 more |
| Meta PlatformsMETA | 6 | $1.6bn+33% vs Q4 | 2.4% | 7.1% | Polen Capital Management 7.1%, Appaloosa 4.5%, Davis Selected Advisers 2.3% and 3 more |
| 3M CompanyMMM | 6 | $1.4bn+8.9% vs Q4 | 1.8% | 4.3% | Fundsmith 4.3%, Tweedy, Browne 3.3%, First Eagle Investment Management 2.1% and 3 more |
| Liberty Interactive | 6 | $1.1bn+6.4% vs Q4 | 0.5% | 0.9% | Harris Associates (Oakmark) 0.9%, Baupost Group 0.8%, Dodge & Cox 0.4% and 3 more |
| Costco WholesaleCOST | 6 | $1.0bn−2.9% vs Q4 | 0.7% | 2.5% | Semper Augustus 2.5%, Davis Selected Advisers 1.3%, Berkshire Hathaway 0.5% and 3 more |
| S&P GlobalSPGI | 6+1 vs Q4 | $137m+89% vs Q4 | 5.1% | 29.7% | Valley Forge Capital Management 29.7%, Markel Group 0.4%, TCI Fund Management 0.2% and 3 more |
| Exxon MobilEXMOC | 6 | $114m−9.6% vs Q4 | 1.4% | 6.5% | Semper Augustus 6.5%, Markel Group 1.8%, Gardner Russo & Quinn 0.1% and 3 more |