| AlphabetGOOG | 16 | $19bn+11% vs Q1 | 7.0% | 16.9% | Ruane, Cunniff & Goldfarb (Sequoia) 16.9%, TCI Fund Management 16.6%, Brave Warrior Advisors 14.2% and 13 more |
| VisaV | 15 | $5.7bn+9.2% vs Q1 | 3.5% | 8.2% | Akre Capital Management 8.2%, Wedgewood Partners 7.3%, Polen Capital Management 7.1% and 12 more |
| Wells Fargo & CompanyWFC | 12 | $34bn+5.3% vs Q1 | 8.1% | 54.9% | Daily Journal Corp 54.9%, Berkshire Hathaway 12.8%, Davis Selected Advisers 6.4% and 9 more |
| Berkshire HathawayBRK.B | 12 | $6.1bn−8.1% vs Q1 | 9.7% | 36.7% | Semper Augustus 36.7%, Giverny Capital 18.6%, Gardner Russo & Quinn 12.9% and 9 more |
| MastercardMA | 11 | $7.1bn+6.8% vs Q1 | 3.9% | 13.2% | Akre Capital Management 13.2%, Gardner Russo & Quinn 12.4%, Ruane, Cunniff & Goldfarb (Sequoia) 5.0% and 8 more |
| Meta PlatformsMETA | 11+2 vs Q1 | $5.1bn+36% vs Q1 | 4.2% | 11.2% | Appaloosa 11.2%, Fundsmith 8.0%, Wedgewood Partners 7.2% and 8 more |
| US BancorpUSB | 10−1 vs Q1 | $6.2bn+15% vs Q1 | 1.4% | 4.3% | Daily Journal Corp 4.3%, AKO Capital 2.7%, Berkshire Hathaway 2.6% and 7 more |
| American ExpressAXP | 9 | $19bn+4.5% vs Q1 | 2.1% | 7.6% | Berkshire Hathaway 7.6%, Davis Selected Advisers 3.0%, First Eagle Investment Management 2.9% and 6 more |
| Moody'sMCO | 9 | $6.3bn+5.6% vs Q1 | 4.8% | 23.3% | Valley Forge Capital Management 23.3%, Akre Capital Management 12.2%, AKO Capital 2.5% and 6 more |
| Bank of AmericaBAC | 8 | $25bn−6.7% vs Q1 | 7.4% | 40.3% | Daily Journal Corp 40.3%, Berkshire Hathaway 9.8%, Harris Associates (Oakmark) 3.7% and 5 more |
| MicrosoftMSFT | 8−1 vs Q1 | $7.9bn−6.5% vs Q1 | 2.9% | 8.7% | Polen Capital Management 8.7%, TCI Fund Management 6.4%, Dodge & Cox 3.0% and 5 more |
| ComcastCMCSA | 8−1 vs Q1 | $7.1bn+5.4% vs Q1 | 2.1% | 6.9% | Southeastern Asset Management 6.9%, Dodge & Cox 3.5%, First Eagle Investment Management 2.5% and 5 more |
| JPMorgan ChaseJPM | 8 | $4.1bn−6.2% vs Q1 | 1.9% | 7.6% | Brave Warrior Advisors 7.6%, Davis Selected Advisers 5.3%, Dodge & Cox 2.1% and 5 more |
| Booking HoldingsBKNG | 8+1 vs Q1 | $3.0bn−6.4% vs Q1 | 1.9% | 6.0% | Wedgewood Partners 6.0%, Ruane, Cunniff & Goldfarb (Sequoia) 3.2%, Polen Capital Management 3.0% and 5 more |
| Union PacificUNP | 8 | $2.7bn−2.1% vs Q1 | 1.4% | 5.0% | Giverny Capital 5.0%, First Eagle Investment Management 2.2%, Tweedy, Browne 1.5% and 5 more |
| BaiduBIDU | 8+1 vs Q1 | $2.0bn−8.4% vs Q1 | 3.3% | 12.5% | Himalaya Capital 12.5%, Tweedy, Browne 10.4%, Harris Associates (Oakmark) 1.1% and 5 more |
| Johnson & JohnsonJNJ | 8 | $953m−3.1% vs Q1 | 1.8% | 8.2% | Tweedy, Browne 8.2%, Fundsmith 4.1%, Markel Group 1.4% and 5 more |
| BNYBK | 7 | $9.5bn+5.5% vs Q1 | 3.9% | 8.4% | Trian Fund Management 8.4%, Tweedy, Browne 7.2%, Davis Selected Advisers 4.3% and 4 more |
| Liberty GlobalLBTYA | 7 | $4.9bn−6.2% vs Q1 | 2.2% | 9.8% | Brave Warrior Advisors 9.8%, Harris Associates (Oakmark) 3.2%, Dodge & Cox 1.3% and 4 more |
| Liberty MediaFWONA | 7 | $3.0bn+16% vs Q1 | 1.9% | 5.1% | Ruane, Cunniff & Goldfarb (Sequoia) 5.1%, Giverny Capital 3.2%, Southeastern Asset Management 2.9% and 4 more |
| Automatic Data ProcessingADP | 7 | $3.0bn−0.8% vs Q1 | 3.4% | 9.8% | Pershing Square 9.8%, Polen Capital Management 6.2%, Fundsmith 5.8% and 4 more |
| General ElectricGE | 7 | $2.7bn+15% vs Q1 | 2.6% | 9.4% | Trian Fund Management 9.4%, Southeastern Asset Management 5.2%, Harris Associates (Oakmark) 1.9% and 4 more |
| CarmaxKMX | 7 | $2.0bn+11% vs Q1 | 4.3% | 10.5% | Giverny Capital 10.5%, Ruane, Cunniff & Goldfarb (Sequoia) 7.8%, Markel Group 6.6% and 4 more |
| AppleAAPL | 6 | $48bn+16% vs Q1 | 5.8% | 23.8% | Berkshire Hathaway 23.8%, Wedgewood Partners 9.3%, Harris Associates (Oakmark) 1.1% and 3 more |
| Goldman Sachs GroupGS | 6 | $5.7bn−3.3% vs Q1 | 0.8% | 1.9% | Dodge & Cox 1.9%, Berkshire Hathaway 1.5%, Harris Associates (Oakmark) 0.5% and 3 more |
| Charles SchwabSCHW | 6 | $4.8bn−10% vs Q1 | 4.1% | 12.2% | Brave Warrior Advisors 12.2%, Wedgewood Partners 4.2%, Ruane, Cunniff & Goldfarb (Sequoia) 3.8% and 3 more |
| Philip Morris InternationalPM | 6 | $2.5bn+9.3% vs Q1 | 2.4% | 6.3% | Fundsmith 6.3%, Gardner Russo & Quinn 6.1%, First Eagle Investment Management 1.1% and 3 more |
| United TechnologiesUTXZ | 6 | $2.2bn+22% vs Q1 | 3.9% | 9.8% | Pershing Square 9.8%, Southeastern Asset Management 5.1%, Davis Selected Advisers 4.4% and 3 more |
| 3M CompanyMMM | 6 | $1.6bn−2.4% vs Q1 | 1.7% | 5.0% | Fundsmith 5.0%, Tweedy, Browne 2.5%, First Eagle Investment Management 2.1% and 3 more |
| Costco WholesaleCOST | 6 | $926m+11% vs Q1 | 0.5% | 2.6% | Semper Augustus 2.6%, Berkshire Hathaway 0.5%, Markel Group 0.1% and 3 more |
| Walt DisneyDIS | 6+1 vs Q1 | $650m+11% vs Q1 | 3.2% | 10.6% | Lindsell Train 10.6%, Giverny Capital 4.0%, Markel Group 3.4% and 3 more |
| Coca-ColaKO | 5 | $18bn+1.0% vs Q1 | 2.0% | 9.0% | Berkshire Hathaway 9.0%, Semper Augustus 0.8%, Gardner Russo & Quinn 0.0% and 2 more |
| Procter & GamblePG | 5 | $3.0bn−1.6% vs Q1 | 5.8% | 28.7% | Trian Fund Management 28.7%, Gardner Russo & Quinn 0.0%, Berkshire Hathaway 0.0% and 2 more |
| UnitedHealth GroupUNH | 5 | $2.8bn+6.3% vs Q1 | 1.4% | 3.0% | Markel Group 3.0%, Appaloosa 1.5%, Dodge & Cox 1.4% and 2 more |
| Mondelez InternationalMDLZ | 5 | $2.5bn+2.1% vs Q1 | 9.0% | 26.0% | Lindsell Train 26.0%, Pershing Square 11.6%, Trian Fund Management 7.5% and 2 more |
| Amazon.comAMZN | 5+1 vs Q1 | $2.5bn−8.5% vs Q1 | 3.5% | 7.3% | Ruane, Cunniff & Goldfarb (Sequoia) 7.3%, Davis Selected Advisers 6.5%, Markel Group 2.7% and 2 more |
| O'Reilly AutomotiveORLY | 5 | $1.3bn+12% vs Q1 | 3.0% | 6.5% | Akre Capital Management 6.5%, Polen Capital Management 5.0%, Giverny Capital 3.4% and 2 more |
| PepsicoPEP | 5 | $1.2bn+14% vs Q1 | 3.2% | 9.4% | Lindsell Train 9.4%, Fundsmith 6.2%, Markel Group 0.3% and 2 more |
| DiageoDEO | 5 | $1.2bn+2.9% vs Q1 | 1.3% | 3.6% | Markel Group 3.6%, Harris Associates (Oakmark) 1.4%, Tweedy, Browne 1.2% and 2 more |
| UnileverUL | 5 | $551m−0.4% vs Q1 | 0.5% | 1.6% | Markel Group 1.6%, Harris Associates (Oakmark) 0.7%, Tweedy, Browne 0.4% and 2 more |