| AlphabetGOOG | 17 | $18bn−0.6% vs Q1 | 7.5% | 23.5% | TCI Fund Management 23.5%, Brave Warrior Advisors 17.1%, Ruane, Cunniff & Goldfarb (Sequoia) 14.9% and 14 more |
| Berkshire HathawayBRK.B | 15+2 vs Q1 | $7.3bn+20% vs Q1 | 10.8% | 38.7% | Semper Augustus 38.7%, Giverny Capital 18.7%, Brave Warrior Advisors 14.3% and 12 more |
| VisaV | 14 | $7.1bn+14% vs Q1 | 5.0% | 19.3% | Valley Forge Capital Management 19.3%, Wedgewood Partners 8.9%, Akre Capital Management 8.6% and 11 more |
| Meta PlatformsMETA | 13+1 vs Q1 | $6.1bn+17% vs Q1 | 5.5% | 12.1% | H&H International (Duan Yongping) 12.1%, Greenlea Lane Capital 9.4%, Polen Capital Management 8.8% and 10 more |
| Wells Fargo & CompanyWFC | 12+1 vs Q1 | $26bn−1.7% vs Q1 | 6.8% | 50.3% | Daily Journal Corp 50.3%, Berkshire Hathaway 9.3%, Davis Selected Advisers 6.5% and 9 more |
| Bank of AmericaBAC | 10+1 vs Q1 | $33bn+8.2% vs Q1 | 6.9% | 44.5% | Daily Journal Corp 44.5%, Berkshire Hathaway 12.9%, Harris Associates (Oakmark) 4.8% and 7 more |
| MastercardMA | 10 | $7.9bn+14% vs Q1 | 4.9% | 14.3% | Akre Capital Management 14.3%, Gardner Russo & Quinn 13.9%, Ruane, Cunniff & Goldfarb (Sequoia) 7.2% and 7 more |
| American ExpressAXP | 9 | $23bn+9.1% vs Q1 | 2.7% | 9.0% | Berkshire Hathaway 9.0%, AKO Capital 4.7%, Davis Selected Advisers 3.7% and 6 more |
| MicrosoftMSFT | 9 | $11bn+11% vs Q1 | 4.2% | 11.9% | TCI Fund Management 11.9%, Polen Capital Management 10.1%, Fundsmith 8.5% and 6 more |
| JPMorgan ChaseJPM | 9 | $11bn+10% vs Q1 | 2.9% | 12.1% | Brave Warrior Advisors 12.1%, Davis Selected Advisers 4.4%, Giverny Capital 3.8% and 6 more |
| US BancorpUSB | 9 | $8.1bn+11% vs Q1 | 1.6% | 4.9% | Daily Journal Corp 4.9%, Berkshire Hathaway 3.3%, Davis Selected Advisers 2.4% and 6 more |
| Moody'sMCO | 9 | $8.0bn+7.5% vs Q1 | 4.8% | 19.5% | Valley Forge Capital Management 19.5%, Akre Capital Management 11.3%, TCI Fund Management 6.3% and 6 more |
| Booking HoldingsBKNG | 9+1 vs Q1 | $5.2bn+24% vs Q1 | 2.1% | 6.0% | Wedgewood Partners 6.0%, Ruane, Cunniff & Goldfarb (Sequoia) 4.5%, Polen Capital Management 2.3% and 6 more |
| Amazon.comAMZN | 9 | $3.3bn+4.1% vs Q1 | 4.4% | 16.4% | Greenlea Lane Capital 16.4%, Davis Selected Advisers 6.2%, Ruane, Cunniff & Goldfarb (Sequoia) 5.5% and 6 more |
| AppleAAPL | 8 | $51bn+4.2% vs Q1 | 11.1% | 54.1% | H&H International (Duan Yongping) 54.1%, Berkshire Hathaway 23.7%, Wedgewood Partners 9.0% and 5 more |
| BNYBK | 8+1 vs Q1 | $8.2bn−15% vs Q1 | 2.8% | 6.5% | Tweedy, Browne 6.5%, Trian Fund Management 5.9%, Davis Selected Advisers 3.6% and 5 more |
| ComcastCMCSA | 8 | $7.1bn−12% vs Q1 | 2.1% | 4.8% | Southeastern Asset Management 4.8%, First Eagle Investment Management 3.9%, Dodge & Cox 3.3% and 5 more |
| Liberty GlobalLBTYA | 8 | $5.6bn+6.2% vs Q1 | 2.9% | 11.9% | Baupost Group 11.9%, Brave Warrior Advisors 6.6%, Harris Associates (Oakmark) 2.8% and 5 more |
| Charles SchwabSCHW | 8 | $4.6bn−0.2% vs Q1 | 2.6% | 7.3% | Brave Warrior Advisors 7.3%, Ruane, Cunniff & Goldfarb (Sequoia) 4.7%, Giverny Capital 3.8% and 5 more |
| Union PacificUNP | 8 | $1.5bn−43% vs Q1 | 1.3% | 4.3% | TCI Fund Management 4.3%, Giverny Capital 2.7%, First Eagle Investment Management 1.6% and 5 more |
| Liberty MediaFWONA | 7 | $2.5bn+0.0% vs Q1 | 1.6% | 6.4% | Ruane, Cunniff & Goldfarb (Sequoia) 6.4%, Southeastern Asset Management 2.8%, Berkshire Hathaway 0.8% and 4 more |
| General ElectricGE | 7−1 vs Q1 | $2.1bn−12% vs Q1 | 2.7% | 8.3% | Southeastern Asset Management 8.3%, Trian Fund Management 7.1%, Harris Associates (Oakmark) 1.6% and 4 more |
| CarmaxKMX | 7 | $1.9bn+16% vs Q1 | 4.9% | 11.6% | Ruane, Cunniff & Goldfarb (Sequoia) 11.6%, Giverny Capital 10.7%, Markel Group 6.6% and 4 more |
| Johnson & JohnsonJNJ | 7 | $1.2bn+9.8% vs Q1 | 2.3% | 10.1% | Tweedy, Browne 10.1%, Fundsmith 3.9%, Markel Group 1.3% and 4 more |
| Goldman Sachs GroupGS | 6 | $6.5bn+7.3% vs Q1 | 1.0% | 1.9% | Dodge & Cox 1.9%, Berkshire Hathaway 1.8%, Markel Group 0.9% and 3 more |
| Procter & GamblePG | 6 | $4.2bn+5.5% vs Q1 | 7.7% | 42.4% | Trian Fund Management 42.4%, AKO Capital 3.7%, Gardner Russo & Quinn 0.0% and 3 more |
| Philip Morris InternationalPM | 6 | $3.2bn−7.5% vs Q1 | 2.5% | 6.3% | Fundsmith 6.3%, Gardner Russo & Quinn 5.6%, First Eagle Investment Management 2.5% and 3 more |
| Automatic Data ProcessingADP | 6 | $2.8bn−4.8% vs Q1 | 3.5% | 9.9% | Pershing Square 9.9%, Fundsmith 5.3%, Polen Capital Management 3.8% and 3 more |
| StarbucksSBUX | 6 | $1.8bn−1.3% vs Q1 | 4.5% | 11.6% | Pershing Square 11.6%, Semper Augustus 5.7%, Polen Capital Management 4.6% and 3 more |
| KKR & Co.KKR | 6 | $1.7bn+7.9% vs Q1 | 5.0% | 13.4% | ValueAct 13.4%, Greenlea Lane Capital 12.5%, Akre Capital Management 3.3% and 3 more |
| Costco WholesaleCOST | 6 | $1.2bn+9.1% vs Q1 | 0.6% | 3.1% | Semper Augustus 3.1%, Berkshire Hathaway 0.6%, Markel Group 0.2% and 3 more |
| Walt DisneyDIS | 6−1 vs Q1 | $1.1bn+15% vs Q1 | 3.5% | 12.4% | Lindsell Train 12.4%, Markel Group 3.9%, Giverny Capital 2.8% and 3 more |
| S&P GlobalSPGI | 6 | $793m+8.7% vs Q1 | 4.3% | 22.8% | Valley Forge Capital Management 22.8%, TCI Fund Management 2.4%, Markel Group 0.5% and 3 more |
| Coca-ColaKO | 5 | $20bn+8.7% vs Q1 | 2.1% | 9.8% | Berkshire Hathaway 9.8%, Semper Augustus 0.9%, Gardner Russo & Quinn 0.0% and 2 more |
| United TechnologiesUTXZ | 5−1 vs Q1 | $3.6bn−16% vs Q1 | 3.1% | 5.3% | Davis Selected Advisers 5.3%, AKO Capital 4.1%, Southeastern Asset Management 3.9% and 2 more |
| OracleORCL | 5 | $3.5bn+5.5% vs Q1 | 2.2% | 4.9% | First Eagle Investment Management 4.9%, Polen Capital Management 4.0%, Harris Associates (Oakmark) 1.2% and 2 more |
| Paypal HoldingsPYPL | 5 | $3.4bn+12% vs Q1 | 6.3% | 13.1% | Lindsell Train 13.1%, Fundsmith 9.2%, Wedgewood Partners 5.5% and 2 more |
| UnitedHealth GroupUNH | 5 | $2.1bn+4.6% vs Q1 | 1.0% | 2.3% | Markel Group 2.3%, Dodge & Cox 1.3%, Appaloosa 0.9% and 2 more |
| BaiduBIDU | 5−2 vs Q1 | $2.1bn+7.0% vs Q1 | 2.8% | 9.8% | Tweedy, Browne 9.8%, Southeastern Asset Management 2.1%, Harris Associates (Oakmark) 1.2% and 2 more |
| PepsicoPEP | 5 | $1.7bn+9.5% vs Q1 | 3.2% | 10.1% | Lindsell Train 10.1%, Fundsmith 5.7%, Markel Group 0.3% and 2 more |