| AlphabetGOOG | 15 | $12bn+7.4% vs Q1 | 6.0% | 14.9% | Dalal Street (Mohnish Pabrai) 14.9%, Polen Capital Management 11.0%, Appaloosa 7.9% and 12 more |
| VisaV | 15 | $4.8bn+6.1% vs Q1 | 3.5% | 8.6% | Polen Capital Management 8.6%, Akre Capital Management 7.5%, Wedgewood Partners 6.4% and 12 more |
| Wells Fargo & CompanyWFC | 13+2 vs Q1 | $34bn−2.0% vs Q1 | 8.2% | 58.1% | Daily Journal Corp 58.1%, Berkshire Hathaway 16.0%, Davis Selected Advisers 6.3% and 10 more |
| Berkshire HathawayBRK.B | 12 | $6.1bn−2.9% vs Q1 | 10.2% | 40.5% | Semper Augustus 40.5%, Giverny Capital 18.9%, Gardner Russo & Quinn 12.2% and 9 more |
| MastercardMA | 11 | $5.3bn+8.2% vs Q1 | 3.2% | 10.6% | Akre Capital Management 10.6%, Gardner Russo & Quinn 8.6%, Ruane, Cunniff & Goldfarb (Sequoia) 5.4% and 8 more |
| US BancorpUSB | 10 | $5.3bn+0.2% vs Q1 | 1.7% | 4.8% | Daily Journal Corp 4.8%, AKO Capital 4.6%, Berkshire Hathaway 2.7% and 7 more |
| American ExpressAXP | 9 | $18bn+6.1% vs Q1 | 2.4% | 7.9% | Berkshire Hathaway 7.9%, Davis Selected Advisers 4.2%, First Eagle Investment Management 3.3% and 6 more |
| Moody'sMCO | 9 | $4.5bn+12% vs Q1 | 5.6% | 30.4% | Valley Forge Capital Management 30.4%, Akre Capital Management 11.3%, AKO Capital 3.8% and 6 more |
| BaiduBIDU | 9+1 vs Q1 | $3.2bn+5.5% vs Q1 | 3.6% | 17.8% | Himalaya Capital 17.8%, Tweedy, Browne 7.5%, Harris Associates (Oakmark) 2.9% and 6 more |
| Union PacificUNP | 9+1 vs Q1 | $2.5bn−1.6% vs Q1 | 1.0% | 4.4% | Giverny Capital 4.4%, First Eagle Investment Management 1.6%, Dodge & Cox 1.2% and 6 more |
| AppleAAPL | 8 | $20bn+0.6% vs Q1 | 2.7% | 11.6% | Berkshire Hathaway 11.6%, Wedgewood Partners 7.6%, Appaloosa 1.3% and 5 more |
| ComcastCMCSA | 8 | $8.4bn+1.7% vs Q1 | 4.7% | 26.8% | TCI Fund Management 26.8%, First Eagle Investment Management 2.9%, Dodge & Cox 2.5% and 5 more |
| MicrosoftMSFT | 8−1 vs Q1 | $6.8bn−4.7% vs Q1 | 3.2% | 9.9% | ValueAct 9.9%, Fundsmith 7.8%, First Eagle Investment Management 3.9% and 5 more |
| Bank of AmericaBAC | 8 | $6.7bn−2.5% vs Q1 | 6.0% | 36.7% | Daily Journal Corp 36.7%, Harris Associates (Oakmark) 4.1%, Dodge & Cox 3.5% and 5 more |
| JPMorgan ChaseJPM | 8 | $4.9bn−0.3% vs Q1 | 2.1% | 6.8% | Brave Warrior Advisors 6.8%, Davis Selected Advisers 5.4%, Harris Associates (Oakmark) 2.0% and 5 more |
| Liberty MediaFWONA | 8+1 vs Q1 | $2.8bn+35% vs Q1 | 1.8% | 5.0% | Ruane, Cunniff & Goldfarb (Sequoia) 5.0%, Giverny Capital 3.5%, Southeastern Asset Management 2.3% and 5 more |
| Johnson & JohnsonJNJ | 8−2 vs Q1 | $996m+4.6% vs Q1 | 2.3% | 9.0% | Tweedy, Browne 9.0%, Fundsmith 5.7%, Fairfax Financial Holdings 1.8% and 5 more |
| BNYBK | 7 | $9.3bn+18% vs Q1 | 4.4% | 12.4% | Trian Fund Management 12.4%, Tweedy, Browne 7.0%, Davis Selected Advisers 4.5% and 4 more |
| International Business MachinesIBM | 7−1 vs Q1 | $8.5bn−27% vs Q1 | 2.2% | 9.0% | Fairfax Financial Holdings 9.0%, Berkshire Hathaway 5.1%, Tweedy, Browne 1.1% and 4 more |
| Goldman Sachs GroupGS | 7 | $6.1bn−4.0% vs Q1 | 0.9% | 2.6% | Dodge & Cox 2.6%, Berkshire Hathaway 1.5%, Ruane, Cunniff & Goldfarb (Sequoia) 1.3% and 4 more |
| Charles SchwabSCHW | 7 | $4.9bn+3.6% vs Q1 | 3.6% | 13.9% | Brave Warrior Advisors 13.9%, Wedgewood Partners 3.7%, Dodge & Cox 3.4% and 4 more |
| General ElectricGE | 7−1 vs Q1 | $3.5bn−8.4% vs Q1 | 2.8% | 14.4% | Trian Fund Management 14.4%, Harris Associates (Oakmark) 2.8%, Semper Augustus 2.5% and 4 more |
| Booking HoldingsBKNG | 7 | $2.9bn+3.1% vs Q1 | 2.5% | 6.9% | Wedgewood Partners 6.9%, Polen Capital Management 5.5%, Ruane, Cunniff & Goldfarb (Sequoia) 3.0% and 4 more |
| Philip Morris InternationalPM | 7−1 vs Q1 | $2.3bn+3.6% vs Q1 | 2.9% | 8.8% | Gardner Russo & Quinn 8.8%, Fundsmith 6.5%, Tweedy, Browne 4.3% and 4 more |
| CarmaxKMX | 7 | $2.1bn+6.2% vs Q1 | 4.2% | 9.2% | Giverny Capital 9.2%, Markel Group 6.6%, Ruane, Cunniff & Goldfarb (Sequoia) 5.9% and 4 more |
| Automatic Data ProcessingADP | 7+1 vs Q1 | $2.0bn+21% vs Q1 | 2.4% | 6.0% | Polen Capital Management 6.0%, Fundsmith 5.6%, Pershing Square 3.0% and 4 more |
| Meta PlatformsMETA | 7+1 vs Q1 | $1.8bn+13% vs Q1 | 2.3% | 7.7% | Polen Capital Management 7.7%, Appaloosa 5.3%, Davis Selected Advisers 2.3% and 4 more |
| PepsicoPEP | 7−1 vs Q1 | $1.2bn+11% vs Q1 | 2.4% | 8.9% | Lindsell Train 8.9%, Fundsmith 6.5%, First Eagle Investment Management 0.8% and 4 more |
| Kraft HeinzKHC | 6 | $28bn−5.9% vs Q1 | 4.4% | 17.2% | Berkshire Hathaway 17.2%, Wedgewood Partners 6.3%, Lindsell Train 3.1% and 3 more |
| Liberty GlobalLBTYA | 6−1 vs Q1 | $4.0bn−7.9% vs Q1 | 2.5% | 9.7% | Brave Warrior Advisors 9.7%, Davis Selected Advisers 1.6%, Dodge & Cox 1.6% and 3 more |
| Mondelez InternationalMDLZ | 6 | $3.2bn−5.8% vs Q1 | 8.8% | 28.3% | Lindsell Train 28.3%, Trian Fund Management 13.8%, Pershing Square 10.4% and 3 more |
| 3M CompanyMMM | 6 | $1.6bn+13% vs Q1 | 1.9% | 4.7% | Fundsmith 4.7%, Tweedy, Browne 3.4%, First Eagle Investment Management 2.3% and 3 more |
| Costco WholesaleCOST | 6 | $977m−6.0% vs Q1 | 0.7% | 2.5% | Semper Augustus 2.5%, Davis Selected Advisers 1.2%, Berkshire Hathaway 0.4% and 3 more |
| Exxon MobilEXMOC | 6 | $685m+500% vs Q1 | 1.6% | 6.6% | Semper Augustus 6.6%, Markel Group 1.6%, First Eagle Investment Management 1.4% and 3 more |
| Walt DisneyDIS | 6−1 vs Q1 | $491m+3.1% vs Q1 | 3.4% | 10.4% | Lindsell Train 10.4%, Giverny Capital 6.0%, Markel Group 3.8% and 3 more |
| S&P GlobalSPGI | 6 | $198m+45% vs Q1 | 5.3% | 30.3% | Valley Forge Capital Management 30.3%, TCI Fund Management 0.5%, Markel Group 0.5% and 3 more |
| Coca-ColaKO | 5 | $18bn+5.7% vs Q1 | 2.4% | 11.1% | Berkshire Hathaway 11.1%, Semper Augustus 1.0%, Gardner Russo & Quinn 0.1% and 2 more |
| Charter CommunicationsCHTR | 5−2 vs Q1 | $12bn+5.8% vs Q1 | 8.2% | 35.1% | TCI Fund Management 35.1%, Dodge & Cox 2.8%, Berkshire Hathaway 2.0% and 2 more |
| OracleORCL | 5+1 vs Q1 | $5.4bn+22% vs Q1 | 3.2% | 5.5% | Polen Capital Management 5.5%, First Eagle Investment Management 5.0%, Harris Associates (Oakmark) 4.4% and 2 more |
| AltabaAABA | 5 | $5.1bn | 8.1% | 35.3% | TCI Fund Management 35.3%, Appaloosa 4.1%, Oaktree Capital Management 0.9% and 2 more |