| AlphabetGOOG | 17 | $18bn+8.2% vs Q4 | 7.8% | 19.9% | TCI Fund Management 19.9%, Ruane, Cunniff & Goldfarb (Sequoia) 18.9%, Brave Warrior Advisors 18.7% and 14 more |
| VisaV | 14 | $6.2bn+18% vs Q4 | 4.7% | 18.6% | Valley Forge Capital Management 18.6%, Akre Capital Management 8.1%, Wedgewood Partners 7.9% and 11 more |
| Berkshire HathawayBRK.B | 13 | $6.0bn−7.0% vs Q4 | 10.6% | 38.1% | Semper Augustus 38.1%, Giverny Capital 19.3%, H&H International (Duan Yongping) 17.1% and 10 more |
| Meta PlatformsMETA | 12 | $5.3bn+24% vs Q4 | 5.3% | 13.6% | H&H International (Duan Yongping) 13.6%, Appaloosa 9.6%, Wedgewood Partners 7.7% and 9 more |
| Wells Fargo & CompanyWFC | 11 | $27bn+1.8% vs Q4 | 7.6% | 52.1% | Daily Journal Corp 52.1%, Berkshire Hathaway 9.9%, Davis Selected Advisers 6.5% and 8 more |
| MastercardMA | 10 | $6.9bn+20% vs Q4 | 4.3% | 13.6% | Gardner Russo & Quinn 13.6%, Akre Capital Management 13.2%, Ruane, Cunniff & Goldfarb (Sequoia) 4.8% and 7 more |
| Bank of AmericaBAC | 9+1 vs Q4 | $30bn+13% vs Q4 | 7.2% | 43.0% | Daily Journal Corp 43.0%, Berkshire Hathaway 12.4%, Harris Associates (Oakmark) 4.5% and 6 more |
| American ExpressAXP | 9 | $21bn+13% vs Q4 | 2.6% | 8.3% | Berkshire Hathaway 8.3%, AKO Capital 4.7%, Davis Selected Advisers 3.4% and 6 more |
| MicrosoftMSFT | 9 | $9.9bn+7.1% vs Q4 | 4.2% | 13.5% | TCI Fund Management 13.5%, Polen Capital Management 9.4%, Fundsmith 8.1% and 6 more |
| JPMorgan ChaseJPM | 9 | $9.6bn+15% vs Q4 | 2.6% | 10.5% | Brave Warrior Advisors 10.5%, Davis Selected Advisers 4.0%, Giverny Capital 3.7% and 6 more |
| Moody'sMCO | 9 | $7.5bn+29% vs Q4 | 5.0% | 20.2% | Valley Forge Capital Management 20.2%, Akre Capital Management 10.9%, TCI Fund Management 7.1% and 6 more |
| US BancorpUSB | 9+1 vs Q4 | $7.3bn+5.6% vs Q4 | 1.4% | 4.6% | Daily Journal Corp 4.6%, Berkshire Hathaway 3.1%, Davis Selected Advisers 2.2% and 6 more |
| Amazon.comAMZN | 9+2 vs Q4 | $3.2bn+83% vs Q4 | 4.8% | 15.8% | Greenlea Lane Capital 15.8%, Appaloosa 8.4%, Davis Selected Advisers 5.9% and 6 more |
| AppleAAPL | 8 | $49bn+21% vs Q4 | 11.4% | 56.6% | H&H International (Duan Yongping) 56.6%, Berkshire Hathaway 23.8%, Wedgewood Partners 8.9% and 5 more |
| ComcastCMCSA | 8 | $8.0bn+16% vs Q4 | 2.1% | 4.6% | Southeastern Asset Management 4.6%, Dodge & Cox 4.2%, First Eagle Investment Management 3.7% and 5 more |
| Liberty GlobalLBTYA | 8 | $5.3bn+23% vs Q4 | 2.6% | 9.0% | Baupost Group 9.0%, Brave Warrior Advisors 6.7%, Harris Associates (Oakmark) 2.9% and 5 more |
| Charles SchwabSCHW | 8 | $4.6bn+2.3% vs Q4 | 2.8% | 7.4% | Brave Warrior Advisors 7.4%, Ruane, Cunniff & Goldfarb (Sequoia) 3.9%, Giverny Capital 3.6% and 5 more |
| Booking HoldingsBKNG | 8 | $4.2bn+16% vs Q4 | 2.0% | 5.7% | Wedgewood Partners 5.7%, Ruane, Cunniff & Goldfarb (Sequoia) 3.2%, Polen Capital Management 2.2% and 5 more |
| Union PacificUNP | 8 | $2.7bn+9.5% vs Q4 | 1.9% | 8.4% | TCI Fund Management 8.4%, Giverny Capital 3.0%, First Eagle Investment Management 1.7% and 5 more |
| General ElectricGE | 8 | $2.4bn+2.4% vs Q4 | 2.5% | 8.0% | Southeastern Asset Management 8.0%, Trian Fund Management 7.6%, Harris Associates (Oakmark) 1.6% and 5 more |
| BNYBK | 7 | $9.7bn+3.9% vs Q4 | 3.7% | 7.2% | Trian Fund Management 7.2%, Tweedy, Browne 7.0%, Davis Selected Advisers 4.2% and 4 more |
| Liberty MediaFWONA | 7−1 vs Q4 | $2.5bn−1.4% vs Q4 | 1.3% | 4.5% | Ruane, Cunniff & Goldfarb (Sequoia) 4.5%, Southeastern Asset Management 2.5%, Markel Group 0.9% and 4 more |
| BaiduBIDU | 7 | $1.9bn+17% vs Q4 | 1.7% | 7.8% | Tweedy, Browne 7.8%, Southeastern Asset Management 1.9%, Harris Associates (Oakmark) 1.2% and 4 more |
| CarmaxKMX | 7 | $1.7bn+12% vs Q4 | 4.0% | 9.5% | Giverny Capital 9.5%, Ruane, Cunniff & Goldfarb (Sequoia) 8.2%, Markel Group 5.8% and 4 more |
| Johnson & JohnsonJNJ | 7 | $1.1bn+3.3% vs Q4 | 2.2% | 9.5% | Tweedy, Browne 9.5%, Fundsmith 3.6%, Markel Group 1.4% and 4 more |
| Walt DisneyDIS | 7+1 vs Q4 | $976m+37% vs Q4 | 2.7% | 11.3% | Lindsell Train 11.3%, Markel Group 3.4%, Giverny Capital 2.4% and 4 more |
| Goldman Sachs GroupGS | 6 | $6.1bn+18% vs Q4 | 0.9% | 1.8% | Dodge & Cox 1.8%, Berkshire Hathaway 1.8%, Tweedy, Browne 0.6% and 3 more |
| United TechnologiesUTXZ | 6 | $4.3bn+36% vs Q4 | 4.8% | 11.2% | Pershing Square 11.2%, AKO Capital 5.4%, Davis Selected Advisers 5.3% and 3 more |
| Procter & GamblePG | 6 | $4.0bn+11% vs Q4 | 7.5% | 40.9% | Trian Fund Management 40.9%, AKO Capital 3.8%, Gardner Russo & Quinn 0.0% and 3 more |
| Philip Morris InternationalPM | 6 | $3.4bn+25% vs Q4 | 2.8% | 6.7% | Fundsmith 6.7%, Gardner Russo & Quinn 6.6%, First Eagle Investment Management 2.8% and 3 more |
| Automatic Data ProcessingADP | 6 | $3.0bn+9.3% vs Q4 | 3.7% | 9.6% | Pershing Square 9.6%, Fundsmith 5.4%, Polen Capital Management 5.1% and 3 more |
| StarbucksSBUX | 6+2 vs Q4 | $1.9bn+14% vs Q4 | 4.8% | 11.1% | Pershing Square 11.1%, Semper Augustus 7.9%, Polen Capital Management 5.3% and 3 more |
| Alibaba Group HoldingBABA | 6+1 vs Q4 | $1.7bn+51% vs Q4 | 1.9% | 3.8% | Davis Selected Advisers 3.8%, Appaloosa 3.7%, Ruane, Cunniff & Goldfarb (Sequoia) 2.2% and 3 more |
| 3M CompanyMMM | 6 | $1.7bn+2.4% vs Q4 | 1.6% | 4.2% | Fundsmith 4.2%, Tweedy, Browne 2.4%, First Eagle Investment Management 2.3% and 3 more |
| KKR & Co.KKR | 6 | $1.6bn+20% vs Q4 | 4.6% | 13.1% | ValueAct 13.1%, Greenlea Lane Capital 10.8%, Akre Capital Management 3.2% and 3 more |
| Costco WholesaleCOST | 6 | $1.1bn+19% vs Q4 | 0.6% | 2.9% | Semper Augustus 2.9%, Berkshire Hathaway 0.5%, Markel Group 0.2% and 3 more |
| S&P GlobalSPGI | 6+1 vs Q4 | $730m+62% vs Q4 | 4.4% | 22.7% | Valley Forge Capital Management 22.7%, TCI Fund Management 2.7%, Markel Group 0.5% and 3 more |
| Coca-ColaKO | 5 | $19bn−1.0% vs Q4 | 2.1% | 9.4% | Berkshire Hathaway 9.4%, Semper Augustus 0.9%, Gardner Russo & Quinn 0.0% and 2 more |
| OracleORCL | 5+1 vs Q4 | $3.3bn+4.7% vs Q4 | 2.1% | 4.7% | First Eagle Investment Management 4.7%, Polen Capital Management 3.9%, Harris Associates (Oakmark) 1.2% and 2 more |
| Paypal HoldingsPYPL | 5+1 vs Q4 | $3.1bn+57% vs Q4 | 6.2% | 13.0% | Lindsell Train 13.0%, Fundsmith 9.1%, Wedgewood Partners 5.0% and 2 more |