| AlphabetGOOG | 17+1 vs Q3 | $17bn+23% vs Q3 | 6.9% | 15.0% | TCI Fund Management 15.0%, Ruane, Cunniff & Goldfarb (Sequoia) 14.3%, Dalal Street (Mohnish Pabrai) 12.4% and 14 more |
| VisaV | 15 | $5.1bn+0.7% vs Q3 | 3.3% | 7.7% | Akre Capital Management 7.7%, Polen Capital Management 6.9%, Wedgewood Partners 6.6% and 12 more |
| Wells Fargo & CompanyWFC | 12 | $37bn+9.0% vs Q3 | 8.4% | 55.9% | Daily Journal Corp 55.9%, Berkshire Hathaway 14.5%, Davis Selected Advisers 6.8% and 9 more |
| Berkshire HathawayBRK.B | 12 | $6.9bn+5.4% vs Q3 | 10.9% | 45.7% | Semper Augustus 45.7%, Giverny Capital 19.6%, Gardner Russo & Quinn 13.0% and 9 more |
| MastercardMA | 11 | $6.0bn+2.7% vs Q3 | 3.3% | 11.2% | Akre Capital Management 11.2%, Gardner Russo & Quinn 9.5%, Ruane, Cunniff & Goldfarb (Sequoia) 5.0% and 8 more |
| US BancorpUSB | 11+1 vs Q3 | $5.5bn+1.9% vs Q3 | 1.3% | 4.3% | Daily Journal Corp 4.3%, AKO Capital 4.1%, Berkshire Hathaway 2.4% and 8 more |
| MicrosoftMSFT | 10+1 vs Q3 | $8.8bn+18% vs Q3 | 3.4% | 8.1% | Fundsmith 8.1%, ValueAct 7.8%, First Eagle Investment Management 4.9% and 7 more |
| Johnson & JohnsonJNJ | 10+2 vs Q3 | $1.1bn+6.6% vs Q3 | 1.7% | 8.6% | Tweedy, Browne 8.6%, Fundsmith 5.2%, Markel Group 1.6% and 7 more |
| AppleAAPL | 9+1 vs Q3 | $30bn+36% vs Q3 | 3.5% | 14.6% | Berkshire Hathaway 14.6%, Wedgewood Partners 7.8%, Appaloosa 7.2% and 6 more |
| American ExpressAXP | 9 | $20bn+7.8% vs Q3 | 2.2% | 7.9% | Berkshire Hathaway 7.9%, Davis Selected Advisers 3.3%, First Eagle Investment Management 3.0% and 6 more |
| ComcastCMCSA | 9+1 vs Q3 | $8.9bn+5.9% vs Q3 | 3.1% | 17.6% | TCI Fund Management 17.6%, First Eagle Investment Management 3.0%, Dodge & Cox 2.9% and 6 more |
| Moody'sMCO | 9 | $5.4bn+5.4% vs Q3 | 5.3% | 27.4% | Valley Forge Capital Management 27.4%, Akre Capital Management 11.6%, AKO Capital 3.6% and 6 more |
| Union PacificUNP | 9 | $2.9bn+15% vs Q3 | 1.1% | 4.9% | Giverny Capital 4.9%, First Eagle Investment Management 2.0%, Dodge & Cox 1.4% and 6 more |
| General ElectricGE | 9+2 vs Q3 | $2.8bn−28% vs Q3 | 1.9% | 10.5% | Trian Fund Management 10.5%, Southeastern Asset Management 2.5%, Harris Associates (Oakmark) 2.2% and 6 more |
| Bank of AmericaBAC | 8 | $28bn+14% vs Q3 | 7.8% | 39.3% | Daily Journal Corp 39.3%, Berkshire Hathaway 10.5%, Appaloosa 4.7% and 5 more |
| BNYBK | 8+1 vs Q3 | $9.5bn+4.7% vs Q3 | 3.1% | 7.2% | Trian Fund Management 7.2%, Tweedy, Browne 6.6%, Davis Selected Advisers 4.5% and 5 more |
| JPMorgan ChaseJPM | 8+1 vs Q3 | $4.7bn−5.2% vs Q3 | 2.2% | 8.3% | Brave Warrior Advisors 8.3%, Davis Selected Advisers 5.7%, Dodge & Cox 2.1% and 5 more |
| BaiduBIDU | 8−1 vs Q3 | $2.6bn−21% vs Q3 | 4.0% | 19.0% | Himalaya Capital 19.0%, Tweedy, Browne 8.9%, Harris Associates (Oakmark) 1.7% and 5 more |
| Liberty GlobalLBTYA | 7 | $6.5bn+19% vs Q3 | 2.7% | 10.5% | Brave Warrior Advisors 10.5%, Harris Associates (Oakmark) 3.3%, Dodge & Cox 1.7% and 4 more |
| Goldman Sachs GroupGS | 7 | $6.3bn−1.9% vs Q3 | 0.8% | 2.3% | Dodge & Cox 2.3%, Berkshire Hathaway 1.5%, Ruane, Cunniff & Goldfarb (Sequoia) 1.1% and 4 more |
| Charles SchwabSCHW | 7 | $5.4bn+15% vs Q3 | 3.7% | 13.8% | Brave Warrior Advisors 13.8%, Wedgewood Partners 3.6%, Ruane, Cunniff & Goldfarb (Sequoia) 3.5% and 4 more |
| Automatic Data ProcessingADP | 7 | $3.2bn+8.4% vs Q3 | 4.5% | 17.6% | Pershing Square 17.6%, Polen Capital Management 6.0%, Fundsmith 5.5% and 4 more |
| Booking HoldingsBKNG | 7 | $3.0bn+9.6% vs Q3 | 2.1% | 5.4% | Wedgewood Partners 5.4%, Polen Capital Management 4.5%, Ruane, Cunniff & Goldfarb (Sequoia) 2.5% and 4 more |
| Liberty MediaFWONA | 7 | $2.6bn−7.2% vs Q3 | 1.7% | 4.2% | Ruane, Cunniff & Goldfarb (Sequoia) 4.2%, Giverny Capital 3.0%, Southeastern Asset Management 2.2% and 4 more |
| Philip Morris InternationalPM | 7 | $2.3bn+0.2% vs Q3 | 2.6% | 7.4% | Gardner Russo & Quinn 7.4%, Fundsmith 6.8%, Tweedy, Browne 3.4% and 4 more |
| CarmaxKMX | 7 | $1.6bn−35% vs Q3 | 3.4% | 9.1% | Giverny Capital 9.1%, Markel Group 6.0%, Akre Capital Management 4.6% and 4 more |
| PepsicoPEP | 7 | $1.1bn+5.7% vs Q3 | 2.2% | 8.9% | Lindsell Train 8.9%, Fundsmith 6.0%, Markel Group 0.3% and 4 more |
| Kraft HeinzKHC | 6 | $25bn+0.2% vs Q3 | 3.0% | 13.2% | Berkshire Hathaway 13.2%, Wedgewood Partners 4.3%, Lindsell Train 0.6% and 3 more |
| NovartisNVS | 6+1 vs Q3 | $3.8bn−2.4% vs Q3 | 0.6% | 2.9% | Dodge & Cox 2.9%, Tweedy, Browne 0.4%, Davis Selected Advisers 0.1% and 3 more |
| Mondelez InternationalMDLZ | 6 | $3.8bn+21% vs Q3 | 9.9% | 27.2% | Lindsell Train 27.2%, Pershing Square 16.9%, Trian Fund Management 15.4% and 3 more |
| Procter & GamblePG | 6+1 vs Q3 | $3.5bn+1.0% vs Q3 | 4.9% | 29.5% | Trian Fund Management 29.5%, Gardner Russo & Quinn 0.0%, Ruane, Cunniff & Goldfarb (Sequoia) 0.0% and 3 more |
| Express Scripts Holding | 6 | $3.2bn+20% vs Q3 | 1.0% | 2.0% | Dodge & Cox 2.0%, Baupost Group 1.7%, Davis Selected Advisers 1.2% and 3 more |
| Amazon.comAMZN | 6+1 vs Q3 | $2.8bn+44% vs Q3 | 2.8% | 7.5% | Ruane, Cunniff & Goldfarb (Sequoia) 7.5%, Davis Selected Advisers 7.4%, Markel Group 1.8% and 3 more |
| Meta PlatformsMETA | 6 | $2.7bn+22% vs Q3 | 3.4% | 9.1% | Appaloosa 9.1%, Polen Capital Management 7.9%, Davis Selected Advisers 2.5% and 3 more |
| 3M CompanyMMM | 6 | $1.9bn+11% vs Q3 | 2.0% | 5.4% | Fundsmith 5.4%, Tweedy, Browne 3.3%, First Eagle Investment Management 2.5% and 3 more |
| United TechnologiesUTXZ | 6+1 vs Q3 | $1.6bn+7.5% vs Q3 | 2.4% | 6.8% | Southeastern Asset Management 6.8%, Davis Selected Advisers 4.1%, AKO Capital 3.2% and 3 more |
| Alibaba Group HoldingBABA | 6 | $1.4bn+72% vs Q3 | 1.8% | 6.9% | Appaloosa 6.9%, Davis Selected Advisers 2.6%, Oaktree Capital Management 1.3% and 3 more |
| NikeNKE | 6+2 vs Q3 | $1.2bn+74% vs Q3 | 2.8% | 6.2% | Pershing Square 6.2%, Polen Capital Management 5.9%, AKO Capital 2.3% and 3 more |
| Costco WholesaleCOST | 6 | $825m−13% vs Q3 | 0.6% | 2.8% | Semper Augustus 2.8%, Berkshire Hathaway 0.4%, Markel Group 0.1% and 3 more |
| Walt DisneyDIS | 6 | $561m+12% vs Q3 | 2.9% | 9.8% | Lindsell Train 9.8%, Giverny Capital 3.9%, Markel Group 3.5% and 3 more |