| AlphabetGOOG | 18+1 vs Q2 | $20bn+16% vs Q2 | 9.4% | 26.4% | TCI Fund Management 26.4%, Brave Warrior Advisors 19.2%, Ruane, Cunniff & Goldfarb (Sequoia) 16.5% and 15 more |
| Berkshire HathawayBRK.B | 15 | $7.2bn−1.2% vs Q2 | 10.7% | 37.4% | Semper Augustus 37.4%, Giverny Capital 18.1%, Brave Warrior Advisors 16.7% and 12 more |
| VisaV | 14 | $7.0bn−1.7% vs Q2 | 4.8% | 18.5% | Valley Forge Capital Management 18.5%, Wedgewood Partners 8.7%, Akre Capital Management 8.3% and 11 more |
| Wells Fargo & CompanyWFC | 12 | $27bn+0.9% vs Q2 | 7.0% | 51.6% | Daily Journal Corp 51.6%, Berkshire Hathaway 8.9%, Davis Selected Advisers 7.0% and 9 more |
| Meta PlatformsMETA | 12−1 vs Q2 | $5.8bn−5.1% vs Q2 | 5.7% | 14.7% | Appaloosa 14.7%, H&H International (Duan Yongping) 11.8%, Polen Capital Management 8.0% and 9 more |
| Bank of AmericaBAC | 10 | $33bn+0.4% vs Q2 | 6.7% | 43.1% | Daily Journal Corp 43.1%, Berkshire Hathaway 12.6%, Harris Associates (Oakmark) 4.8% and 7 more |
| AppleAAPL | 9+1 vs Q2 | $57bn+12% vs Q2 | 9.6% | 48.8% | H&H International (Duan Yongping) 48.8%, Berkshire Hathaway 26.0%, Wedgewood Partners 9.9% and 6 more |
| American ExpressAXP | 9 | $21bn−6.8% vs Q2 | 2.5% | 8.3% | Berkshire Hathaway 8.3%, AKO Capital 4.2%, Davis Selected Advisers 3.5% and 6 more |
| JPMorgan ChaseJPM | 9 | $11bn+0.9% vs Q2 | 3.0% | 12.7% | Brave Warrior Advisors 12.7%, Davis Selected Advisers 4.6%, Giverny Capital 4.0% and 6 more |
| MicrosoftMSFT | 9 | $10.0bn−9.8% vs Q2 | 3.8% | 10.4% | Polen Capital Management 10.4%, Fundsmith 8.7%, TCI Fund Management 7.7% and 6 more |
| Moody'sMCO | 9 | $8.4bn+4.6% vs Q2 | 5.0% | 20.4% | Valley Forge Capital Management 20.4%, Akre Capital Management 11.5%, TCI Fund Management 6.4% and 6 more |
| MastercardMA | 9−1 vs Q2 | $7.6bn−3.9% vs Q2 | 5.3% | 14.3% | Akre Capital Management 14.3%, Gardner Russo & Quinn 14.1%, Polen Capital Management 5.7% and 6 more |
| Charles SchwabSCHW | 9+1 vs Q2 | $5.3bn+17% vs Q2 | 2.5% | 7.5% | Brave Warrior Advisors 7.5%, Ruane, Cunniff & Goldfarb (Sequoia) 4.8%, Giverny Capital 3.9% and 6 more |
| Amazon.comAMZN | 9 | $3.1bn−5.1% vs Q2 | 5.3% | 15.9% | Greenlea Lane Capital 15.9%, Appaloosa 13.5%, Davis Selected Advisers 5.5% and 6 more |
| US BancorpUSB | 8−1 vs Q2 | $8.5bn+5.3% vs Q2 | 1.8% | 5.0% | Daily Journal Corp 5.0%, Berkshire Hathaway 3.4%, Davis Selected Advisers 2.4% and 5 more |
| BNYBK | 8 | $8.5bn+2.6% vs Q2 | 2.9% | 6.6% | Tweedy, Browne 6.6%, Trian Fund Management 5.7%, Davis Selected Advisers 3.7% and 5 more |
| ComcastCMCSA | 8 | $6.9bn−2.9% vs Q2 | 2.2% | 5.0% | Southeastern Asset Management 5.0%, First Eagle Investment Management 4.2%, Dodge & Cox 3.2% and 5 more |
| Booking HoldingsBKNG | 8−1 vs Q2 | $5.4bn+3.4% vs Q2 | 2.4% | 6.1% | Wedgewood Partners 6.1%, Ruane, Cunniff & Goldfarb (Sequoia) 4.5%, Harris Associates (Oakmark) 2.4% and 5 more |
| Union PacificUNP | 8 | $1.4bn−10.0% vs Q2 | 1.2% | 4.1% | TCI Fund Management 4.1%, Giverny Capital 2.6%, First Eagle Investment Management 1.3% and 5 more |
| CarmaxKMX | 7 | $2.0bn+0.6% vs Q2 | 4.9% | 11.3% | Ruane, Cunniff & Goldfarb (Sequoia) 11.3%, Giverny Capital 10.7%, Markel Group 6.5% and 4 more |
| General ElectricGE | 7 | $1.7bn−19% vs Q2 | 2.3% | 7.4% | Southeastern Asset Management 7.4%, Trian Fund Management 6.0%, Harris Associates (Oakmark) 1.3% and 4 more |
| Johnson & JohnsonJNJ | 7 | $1.2bn−1.1% vs Q2 | 2.2% | 9.4% | Tweedy, Browne 9.4%, Fundsmith 3.9%, Markel Group 1.2% and 4 more |
| Goldman Sachs GroupGS | 6 | $6.7bn+2.2% vs Q2 | 1.1% | 2.0% | Dodge & Cox 2.0%, Berkshire Hathaway 1.8%, Markel Group 1.1% and 3 more |
| Procter & GamblePG | 6 | $4.8bn+14% vs Q2 | 8.7% | 47.6% | Trian Fund Management 47.6%, AKO Capital 4.7%, Gardner Russo & Quinn 0.0% and 3 more |
| Liberty GlobalLBTYA | 6−2 vs Q2 | $4.3bn−23% vs Q2 | 3.0% | 14.0% | Baupost Group 14.0%, Harris Associates (Oakmark) 2.2%, Dodge & Cox 1.0% and 3 more |
| Philip Morris InternationalPM | 6 | $3.2bn+1.4% vs Q2 | 2.5% | 6.6% | Fundsmith 6.6%, Gardner Russo & Quinn 5.4%, First Eagle Investment Management 2.7% and 3 more |
| KKR & Co.KKR | 6 | $1.8bn+1.6% vs Q2 | 5.0% | 13.9% | ValueAct 13.9%, Greenlea Lane Capital 11.8%, Akre Capital Management 3.4% and 3 more |
| StarbucksSBUX | 6 | $1.6bn−14% vs Q2 | 4.4% | 12.7% | Pershing Square 12.7%, Semper Augustus 5.8%, Wedgewood Partners 4.4% and 3 more |
| Walt DisneyDIS | 6 | $1.1bn−4.8% vs Q2 | 3.3% | 11.9% | Lindsell Train 11.9%, Markel Group 3.6%, Giverny Capital 2.6% and 3 more |
| Coca-ColaKO | 5 | $22bn+6.9% vs Q2 | 2.2% | 10.1% | Berkshire Hathaway 10.1%, Semper Augustus 0.9%, Gardner Russo & Quinn 0.0% and 2 more |
| United TechnologiesUTXZ | 5 | $3.9bn+7.2% vs Q2 | 3.4% | 5.4% | Davis Selected Advisers 5.4%, AKO Capital 5.1%, Southeastern Asset Management 4.2% and 2 more |
| OracleORCL | 5 | $3.3bn−4.1% vs Q2 | 2.1% | 4.9% | First Eagle Investment Management 4.9%, Polen Capital Management 3.8%, Harris Associates (Oakmark) 1.2% and 2 more |
| Paypal HoldingsPYPL | 5 | $3.2bn−6.7% vs Q2 | 5.9% | 12.9% | Lindsell Train 12.9%, Fundsmith 8.2%, Wedgewood Partners 4.8% and 2 more |
| Liberty MediaFWONA | 5−2 vs Q2 | $2.6bn+7.4% vs Q2 | 2.2% | 6.8% | Ruane, Cunniff & Goldfarb (Sequoia) 6.8%, Southeastern Asset Management 2.3%, Markel Group 0.9% and 2 more |
| Automatic Data ProcessingADP | 5−1 vs Q2 | $2.1bn−26% vs Q2 | 2.1% | 5.3% | Fundsmith 5.3%, Polen Capital Management 3.6%, Markel Group 1.3% and 2 more |
| UnitedHealth GroupUNH | 5 | $2.0bn−5.6% vs Q2 | 1.1% | 2.0% | Markel Group 2.0%, Appaloosa 1.6%, Dodge & Cox 1.3% and 2 more |
| PepsicoPEP | 5 | $1.8bn+6.3% vs Q2 | 3.4% | 11.0% | Lindsell Train 11.0%, Fundsmith 5.8%, Markel Group 0.3% and 2 more |
| BaiduBIDU | 5 | $1.8bn−14% vs Q2 | 1.8% | 5.1% | Tweedy, Browne 5.1%, Southeastern Asset Management 2.0%, Harris Associates (Oakmark) 1.2% and 2 more |
| Elevance HealthELV | 5+1 vs Q2 | $1.6bn+14% vs Q2 | 3.0% | 8.2% | Brave Warrior Advisors 8.2%, TCI Fund Management 5.1%, First Eagle Investment Management 1.1% and 2 more |
| Alibaba Group HoldingBABA | 5+2 vs Q2 | $1.5bn+12% vs Q2 | 2.1% | 6.4% | Appaloosa 6.4%, Davis Selected Advisers 3.5%, Dodge & Cox 0.5% and 2 more |