| AlphabetGOOG | 17+1 vs Q3 | $16bn−13% vs Q3 | 7.6% | 18.7% | Ruane, Cunniff & Goldfarb (Sequoia) 18.7%, TCI Fund Management 16.7%, Brave Warrior Advisors 16.3% and 14 more |
| VisaV | 14−1 vs Q3 | $5.3bn−16% vs Q3 | 3.6% | 8.2% | Akre Capital Management 8.2%, Wedgewood Partners 7.7%, Polen Capital Management 7.4% and 11 more |
| Berkshire HathawayBRK.B | 13+1 vs Q3 | $6.5bn−4.5% vs Q3 | 12.2% | 40.5% | Semper Augustus 40.5%, H&H International (Duan Yongping) 23.2%, Giverny Capital 21.9% and 10 more |
| Meta PlatformsMETA | 12+1 vs Q3 | $4.2bn−0.1% vs Q3 | 5.0% | 14.1% | H&H International (Duan Yongping) 14.1%, Appaloosa 9.2%, Wedgewood Partners 6.7% and 9 more |
| Wells Fargo & CompanyWFC | 11+1 vs Q3 | $26bn−15% vs Q3 | 8.0% | 53.6% | Daily Journal Corp 53.6%, Berkshire Hathaway 10.7%, Davis Selected Advisers 6.9% and 8 more |
| MastercardMA | 10−1 vs Q3 | $5.8bn−22% vs Q3 | 4.1% | 12.7% | Akre Capital Management 12.7%, Gardner Russo & Quinn 12.7%, Ruane, Cunniff & Goldfarb (Sequoia) 4.2% and 7 more |
| American ExpressAXP | 9−1 vs Q3 | $18bn−11% vs Q3 | 2.6% | 7.9% | Berkshire Hathaway 7.9%, AKO Capital 4.3%, Davis Selected Advisers 3.5% and 6 more |
| MicrosoftMSFT | 9 | $9.3bn−7.1% vs Q3 | 4.0% | 11.1% | TCI Fund Management 11.1%, Polen Capital Management 9.4%, Fundsmith 8.7% and 6 more |
| JPMorgan ChaseJPM | 9 | $8.3bn+4.2% vs Q3 | 2.6% | 9.6% | Brave Warrior Advisors 9.6%, Davis Selected Advisers 4.4%, Giverny Capital 3.9% and 6 more |
| Moody'sMCO | 9 | $5.8bn−7.1% vs Q3 | 4.5% | 20.4% | Valley Forge Capital Management 20.4%, Akre Capital Management 10.1%, TCI Fund Management 4.2% and 6 more |
| AppleAAPL | 8−1 vs Q3 | $41bn−30% vs Q3 | 10.3% | 51.0% | H&H International (Duan Yongping) 51.0%, Berkshire Hathaway 21.5%, Wedgewood Partners 8.4% and 5 more |
| Bank of AmericaBAC | 8 | $27bn−15% vs Q3 | 7.5% | 41.4% | Daily Journal Corp 41.4%, Berkshire Hathaway 12.1%, Harris Associates (Oakmark) 4.0% and 5 more |
| ComcastCMCSA | 8 | $6.9bn−9.1% vs Q3 | 2.0% | 4.1% | Southeastern Asset Management 4.1%, Dodge & Cox 4.0%, First Eagle Investment Management 3.4% and 5 more |
| US BancorpUSB | 8−1 vs Q3 | $6.9bn−11% vs Q3 | 1.6% | 4.7% | Daily Journal Corp 4.7%, Berkshire Hathaway 3.2%, Davis Selected Advisers 2.4% and 5 more |
| Charles SchwabSCHW | 8 | $4.5bn−7.1% vs Q3 | 3.7% | 12.7% | Brave Warrior Advisors 12.7%, Wedgewood Partners 4.7%, Ruane, Cunniff & Goldfarb (Sequoia) 3.7% and 5 more |
| Liberty GlobalLBTYA | 8 | $4.3bn−24% vs Q3 | 2.2% | 6.5% | Brave Warrior Advisors 6.5%, Baupost Group 6.3%, Harris Associates (Oakmark) 2.8% and 5 more |
| Booking HoldingsBKNG | 8 | $3.6bn−5.3% vs Q3 | 2.0% | 6.4% | Wedgewood Partners 6.4%, Ruane, Cunniff & Goldfarb (Sequoia) 3.2%, Polen Capital Management 2.6% and 5 more |
| Liberty MediaFWONA | 8 | $2.5bn−13% vs Q3 | 1.6% | 4.5% | Ruane, Cunniff & Goldfarb (Sequoia) 4.5%, Southeastern Asset Management 3.0%, Giverny Capital 2.7% and 5 more |
| Union PacificUNP | 8 | $2.5bn−29% vs Q3 | 1.6% | 5.3% | TCI Fund Management 5.3%, Giverny Capital 3.5%, First Eagle Investment Management 2.1% and 5 more |
| General ElectricGE | 8+1 vs Q3 | $2.3bn−24% vs Q3 | 2.2% | 6.6% | Southeastern Asset Management 6.6%, Trian Fund Management 5.8%, Davis Selected Advisers 2.2% and 5 more |
| BNYBK | 7 | $9.4bn−2.7% vs Q3 | 4.0% | 8.2% | Trian Fund Management 8.2%, Tweedy, Browne 7.0%, Davis Selected Advisers 4.6% and 4 more |
| Amazon.comAMZN | 7+2 vs Q3 | $1.7bn−26% vs Q3 | 4.9% | 18.1% | Greenlea Lane Capital 18.1%, Davis Selected Advisers 5.9%, Ruane, Cunniff & Goldfarb (Sequoia) 5.5% and 4 more |
| BaiduBIDU | 7−1 vs Q3 | $1.6bn−12% vs Q3 | 1.6% | 7.8% | Tweedy, Browne 7.8%, Southeastern Asset Management 1.3%, Harris Associates (Oakmark) 1.0% and 4 more |
| CarmaxKMX | 7 | $1.5bn−20% vs Q3 | 4.0% | 9.6% | Giverny Capital 9.6%, Ruane, Cunniff & Goldfarb (Sequoia) 8.0%, Markel Group 5.9% and 4 more |
| Johnson & JohnsonJNJ | 7 | $1.1bn−2.8% vs Q3 | 2.3% | 9.7% | Tweedy, Browne 9.7%, Fundsmith 4.0%, Markel Group 1.5% and 4 more |
| Goldman Sachs GroupGS | 6 | $5.2bn−24% vs Q3 | 0.8% | 1.7% | Berkshire Hathaway 1.7%, Dodge & Cox 1.6%, Tweedy, Browne 0.6% and 3 more |
| Procter & GamblePG | 6+1 vs Q3 | $3.6bn+13% vs Q3 | 6.8% | 37.7% | Trian Fund Management 37.7%, AKO Capital 3.3%, Gardner Russo & Quinn 0.0% and 3 more |
| United TechnologiesUTXZ | 6 | $3.2bn+35% vs Q3 | 4.1% | 10.0% | Pershing Square 10.0%, Davis Selected Advisers 4.9%, AKO Capital 4.4% and 3 more |
| Philip Morris InternationalPM | 6 | $2.8bn−3.2% vs Q3 | 2.5% | 6.4% | Fundsmith 6.4%, Gardner Russo & Quinn 5.6%, First Eagle Investment Management 2.3% and 3 more |
| Automatic Data ProcessingADP | 6 | $2.7bn−14% vs Q3 | 3.8% | 9.0% | Pershing Square 9.0%, Polen Capital Management 6.3%, Fundsmith 5.7% and 3 more |
| 3M CompanyMMM | 6 | $1.7bn−5.8% vs Q3 | 1.7% | 4.7% | Fundsmith 4.7%, Tweedy, Browne 2.4%, First Eagle Investment Management 2.4% and 3 more |
| KKR & Co.KKR | 6+1 vs Q3 | $1.3bn−23% vs Q3 | 5.0% | 13.6% | Greenlea Lane Capital 13.6%, ValueAct 12.4%, Akre Capital Management 3.1% and 3 more |
| Costco WholesaleCOST | 6 | $898m−14% vs Q3 | 0.5% | 2.5% | Semper Augustus 2.5%, Berkshire Hathaway 0.5%, Markel Group 0.1% and 3 more |
| Walt DisneyDIS | 6 | $710m−7.1% vs Q3 | 3.3% | 11.7% | Lindsell Train 11.7%, Markel Group 3.8%, Giverny Capital 2.8% and 3 more |
| Coca-ColaKO | 5 | $19bn+2.5% vs Q3 | 2.3% | 10.3% | Berkshire Hathaway 10.3%, Semper Augustus 0.9%, Gardner Russo & Quinn 0.1% and 2 more |
| UnitedHealth GroupUNH | 5 | $2.1bn−22% vs Q3 | 1.6% | 3.1% | Appaloosa 3.1%, Markel Group 2.9%, Dodge & Cox 1.4% and 2 more |
| O'Reilly AutomotiveORLY | 5 | $1.7bn+0.1% vs Q3 | 3.4% | 8.2% | Akre Capital Management 8.2%, Polen Capital Management 6.5%, Giverny Capital 2.3% and 2 more |
| PepsicoPEP | 5 | $1.3bn−1.3% vs Q3 | 3.1% | 9.5% | Lindsell Train 9.5%, Fundsmith 5.8%, Markel Group 0.3% and 2 more |
| Alibaba Group HoldingBABA | 5 | $1.1bn+16% vs Q3 | 1.2% | 3.2% | Davis Selected Advisers 3.2%, Ruane, Cunniff & Goldfarb (Sequoia) 1.7%, Oaktree Capital Management 0.8% and 2 more |
| Travelers CompaniesTRV | 5 | $1.0bn+77% vs Q3 | 0.7% | 1.5% | Semper Augustus 1.5%, First Eagle Investment Management 0.8%, Markel Group 0.7% and 2 more |