| AlphabetGOOG | 16−1 vs Q4 | $17bn+0.2% vs Q4 | 6.6% | 16.4% | Ruane, Cunniff & Goldfarb (Sequoia) 16.4%, TCI Fund Management 15.7%, Brave Warrior Advisors 12.3% and 13 more |
| VisaV | 15 | $5.3bn+2.9% vs Q4 | 3.3% | 7.7% | Akre Capital Management 7.7%, Polen Capital Management 7.0%, Wedgewood Partners 6.8% and 12 more |
| Wells Fargo & CompanyWFC | 12 | $32bn−13% vs Q4 | 7.7% | 52.1% | Daily Journal Corp 52.1%, Berkshire Hathaway 12.7%, Davis Selected Advisers 6.0% and 9 more |
| Berkshire HathawayBRK.B | 12 | $6.7bn−4.0% vs Q4 | 10.8% | 43.1% | Semper Augustus 43.1%, Giverny Capital 19.9%, Gardner Russo & Quinn 13.3% and 9 more |
| MastercardMA | 11 | $6.6bn+9.8% vs Q4 | 3.6% | 12.2% | Akre Capital Management 12.2%, Gardner Russo & Quinn 10.9%, Ruane, Cunniff & Goldfarb (Sequoia) 4.5% and 8 more |
| US BancorpUSB | 11 | $5.4bn−2.0% vs Q4 | 1.2% | 4.4% | Daily Journal Corp 4.4%, AKO Capital 3.2%, Berkshire Hathaway 2.4% and 8 more |
| American ExpressAXP | 9 | $19bn−6.3% vs Q4 | 2.1% | 7.5% | Berkshire Hathaway 7.5%, Davis Selected Advisers 3.0%, First Eagle Investment Management 3.0% and 6 more |
| MicrosoftMSFT | 9−1 vs Q4 | $8.5bn−3.2% vs Q4 | 3.5% | 9.1% | Fundsmith 9.1%, Polen Capital Management 7.1%, TCI Fund Management 7.0% and 6 more |
| ComcastCMCSA | 9 | $6.7bn−25% vs Q4 | 2.0% | 6.2% | Southeastern Asset Management 6.2%, Dodge & Cox 2.8%, First Eagle Investment Management 2.7% and 6 more |
| Moody'sMCO | 9 | $5.9bn+9.8% vs Q4 | 5.2% | 26.5% | Valley Forge Capital Management 26.5%, Akre Capital Management 12.0%, AKO Capital 2.8% and 6 more |
| Meta PlatformsMETA | 9+3 vs Q4 | $3.8bn+38% vs Q4 | 4.0% | 10.2% | Appaloosa 10.2%, Fundsmith 6.8%, Wedgewood Partners 6.1% and 6 more |
| Bank of AmericaBAC | 8 | $27bn−1.0% vs Q4 | 8.1% | 43.0% | Daily Journal Corp 43.0%, Berkshire Hathaway 10.8%, Harris Associates (Oakmark) 4.0% and 5 more |
| JPMorgan ChaseJPM | 8 | $4.4bn−6.6% vs Q4 | 2.0% | 7.2% | Brave Warrior Advisors 7.2%, Davis Selected Advisers 5.8%, Dodge & Cox 2.2% and 5 more |
| Union PacificUNP | 8−1 vs Q4 | $2.7bn−4.3% vs Q4 | 1.3% | 4.8% | Giverny Capital 4.8%, First Eagle Investment Management 2.1%, Dodge & Cox 1.4% and 5 more |
| Johnson & JohnsonJNJ | 8−2 vs Q4 | $983m−9.0% vs Q4 | 2.0% | 8.7% | Tweedy, Browne 8.7%, Fundsmith 4.6%, Markel Group 1.5% and 5 more |
| BNYBK | 7−1 vs Q4 | $9.0bn−4.3% vs Q4 | 3.8% | 8.4% | Trian Fund Management 8.4%, Tweedy, Browne 7.0%, Davis Selected Advisers 4.3% and 4 more |
| Liberty GlobalLBTYA | 7 | $5.2bn−19% vs Q4 | 2.3% | 8.9% | Brave Warrior Advisors 8.9%, Harris Associates (Oakmark) 3.1%, Dodge & Cox 1.4% and 4 more |
| Booking HoldingsBKNG | 7 | $3.3bn+8.0% vs Q4 | 2.3% | 6.4% | Wedgewood Partners 6.4%, Polen Capital Management 3.4%, Ruane, Cunniff & Goldfarb (Sequoia) 3.3% and 4 more |
| Automatic Data ProcessingADP | 7 | $3.0bn−4.8% vs Q4 | 4.6% | 18.6% | Pershing Square 18.6%, Polen Capital Management 5.7%, Fundsmith 5.4% and 4 more |
| Liberty MediaFWONA | 7 | $2.6bn+0.1% vs Q4 | 1.6% | 4.3% | Ruane, Cunniff & Goldfarb (Sequoia) 4.3%, Giverny Capital 2.7%, Southeastern Asset Management 2.0% and 4 more |
| General ElectricGE | 7−2 vs Q4 | $2.3bn−17% vs Q4 | 2.5% | 9.6% | Trian Fund Management 9.6%, Southeastern Asset Management 5.3%, Harris Associates (Oakmark) 1.5% and 4 more |
| BaiduBIDU | 7−1 vs Q4 | $2.2bn−14% vs Q4 | 2.9% | 9.5% | Tweedy, Browne 9.5%, Himalaya Capital 7.6%, Harris Associates (Oakmark) 1.6% and 4 more |
| CarmaxKMX | 7 | $1.8bn+15% vs Q4 | 3.8% | 9.1% | Giverny Capital 9.1%, Ruane, Cunniff & Goldfarb (Sequoia) 6.6%, Markel Group 5.8% and 4 more |
| AppleAAPL | 6−3 vs Q4 | $41bn+39% vs Q4 | 5.3% | 21.3% | Berkshire Hathaway 21.3%, Wedgewood Partners 8.7%, Harris Associates (Oakmark) 1.1% and 3 more |
| Goldman Sachs GroupGS | 6−1 vs Q4 | $5.9bn−7.0% vs Q4 | 0.8% | 2.2% | Dodge & Cox 2.2%, Berkshire Hathaway 1.5%, Harris Associates (Oakmark) 0.6% and 3 more |
| Charles SchwabSCHW | 6−1 vs Q4 | $5.4bn−0.7% vs Q4 | 4.3% | 13.5% | Brave Warrior Advisors 13.5%, Ruane, Cunniff & Goldfarb (Sequoia) 3.9%, Wedgewood Partners 3.6% and 3 more |
| Philip Morris InternationalPM | 6−1 vs Q4 | $2.3bn−2.2% vs Q4 | 2.6% | 7.3% | Fundsmith 7.3%, Gardner Russo & Quinn 7.2%, Harris Associates (Oakmark) 0.6% and 3 more |
| United TechnologiesUTXZ | 6 | $1.8bn+12% vs Q4 | 3.2% | 5.9% | Southeastern Asset Management 5.9%, Pershing Square 5.1%, Davis Selected Advisers 4.1% and 3 more |
| 3M CompanyMMM | 6 | $1.7bn−11% vs Q4 | 1.8% | 4.9% | Fundsmith 4.9%, Tweedy, Browne 2.8%, First Eagle Investment Management 2.3% and 3 more |
| Alibaba Group HoldingBABA | 6 | $1.6bn+8.7% vs Q4 | 11.5% | 56.9% | Himalaya Capital 56.9%, Appaloosa 7.7%, Davis Selected Advisers 3.1% and 3 more |
| Costco WholesaleCOST | 6 | $835m+1.2% vs Q4 | 0.5% | 2.6% | Semper Augustus 2.6%, Berkshire Hathaway 0.4%, Markel Group 0.1% and 3 more |
| Kraft HeinzKHC | 5−1 vs Q4 | $20bn−20% vs Q4 | 2.9% | 10.7% | Berkshire Hathaway 10.7%, Wedgewood Partners 3.6%, Lindsell Train 0.1% and 2 more |
| Coca-ColaKO | 5 | $17bn−5.3% vs Q4 | 2.0% | 9.2% | Berkshire Hathaway 9.2%, Semper Augustus 0.9%, Gardner Russo & Quinn 0.0% and 2 more |
| Capital One FinancialCOF | 5+1 vs Q4 | $6.3bn−2.5% vs Q4 | 2.3% | 5.5% | Davis Selected Advisers 5.5%, Dodge & Cox 3.3%, Ruane, Cunniff & Goldfarb (Sequoia) 1.4% and 2 more |
| Procter & GamblePG | 5−1 vs Q4 | $3.0bn−14% vs Q4 | 6.1% | 30.3% | Trian Fund Management 30.3%, Gardner Russo & Quinn 0.0%, Berkshire Hathaway 0.0% and 2 more |
| UnitedHealth GroupUNH | 5 | $2.6bn−17% vs Q4 | 1.4% | 2.7% | Markel Group 2.7%, Appaloosa 1.6%, Dodge & Cox 1.3% and 2 more |
| Mondelez InternationalMDLZ | 5−1 vs Q4 | $2.5bn−35% vs Q4 | 9.6% | 25.9% | Lindsell Train 25.9%, Pershing Square 13.9%, Trian Fund Management 7.9% and 2 more |
| O'Reilly AutomotiveORLY | 5 | $1.2bn−16% vs Q4 | 2.8% | 6.2% | Akre Capital Management 6.2%, Polen Capital Management 4.9%, Giverny Capital 3.1% and 2 more |
| DiageoDEO | 5 | $1.1bn−9.4% vs Q4 | 1.3% | 3.5% | Markel Group 3.5%, Harris Associates (Oakmark) 1.4%, Tweedy, Browne 1.2% and 2 more |
| PepsicoPEP | 5−2 vs Q4 | $1.1bn+0.6% vs Q4 | 3.1% | 9.2% | Lindsell Train 9.2%, Fundsmith 5.9%, Markel Group 0.3% and 2 more |