| AlphabetGOOG | 18 | $22bn+6.1% vs Q3 | 8.8% | 22.1% | TCI Fund Management 22.1%, Brave Warrior Advisors 16.6%, Ruane, Cunniff & Goldfarb (Sequoia) 16.6% and 15 more |
| Berkshire HathawayBRK.B | 16+1 vs Q3 | $7.8bn+8.4% vs Q3 | 10.0% | 38.2% | Semper Augustus 38.2%, Giverny Capital 18.4%, Brave Warrior Advisors 17.6% and 13 more |
| VisaV | 14 | $7.6bn+9.2% vs Q3 | 4.7% | 17.6% | Valley Forge Capital Management 17.6%, Akre Capital Management 8.4%, Wedgewood Partners 7.7% and 11 more |
| Wells Fargo & CompanyWFC | 12 | $25bn−4.8% vs Q3 | 6.6% | 48.8% | Daily Journal Corp 48.8%, Berkshire Hathaway 7.2%, Davis Selected Advisers 6.8% and 9 more |
| Meta PlatformsMETA | 12 | $6.5bn+11% vs Q3 | 5.6% | 14.6% | Appaloosa 14.6%, H&H International (Duan Yongping) 9.4%, Wedgewood Partners 7.9% and 9 more |
| Bank of AmericaBAC | 9−1 vs Q3 | $40bn+20% vs Q3 | 7.9% | 46.2% | Daily Journal Corp 46.2%, Berkshire Hathaway 13.5%, Harris Associates (Oakmark) 5.1% and 6 more |
| American ExpressAXP | 9 | $22bn+4.6% vs Q3 | 2.3% | 7.8% | Berkshire Hathaway 7.8%, AKO Capital 3.4%, Davis Selected Advisers 3.3% and 6 more |
| JPMorgan ChaseJPM | 9 | $12bn+8.4% vs Q3 | 3.1% | 13.6% | Brave Warrior Advisors 13.6%, Davis Selected Advisers 4.9%, Giverny Capital 4.3% and 6 more |
| MicrosoftMSFT | 9 | $11bn+9.7% vs Q3 | 3.6% | 9.7% | Polen Capital Management 9.7%, Fundsmith 9.1%, TCI Fund Management 7.5% and 6 more |
| Moody'sMCO | 9 | $9.7bn+16% vs Q3 | 5.2% | 20.8% | Valley Forge Capital Management 20.8%, Akre Capital Management 12.4%, TCI Fund Management 6.3% and 6 more |
| US BancorpUSB | 9+1 vs Q3 | $9.1bn+6.9% vs Q3 | 1.6% | 4.7% | Daily Journal Corp 4.7%, Berkshire Hathaway 3.2%, Davis Selected Advisers 2.4% and 6 more |
| MastercardMA | 9 | $8.1bn+7.5% vs Q3 | 5.4% | 14.6% | Gardner Russo & Quinn 14.6%, Akre Capital Management 14.6%, Polen Capital Management 5.5% and 6 more |
| Amazon.comAMZN | 9 | $3.5bn+11% vs Q3 | 6.1% | 16.0% | H&H International (Duan Yongping) 16.0%, Appaloosa 13.5%, Greenlea Lane Capital 12.9% and 6 more |
| AppleAAPL | 8−1 vs Q3 | $74bn+29% vs Q3 | 11.3% | 48.5% | H&H International (Duan Yongping) 48.5%, Berkshire Hathaway 29.7%, Wedgewood Partners 9.7% and 5 more |
| BNYBK | 8 | $9.3bn+9.4% vs Q3 | 3.0% | 7.2% | Tweedy, Browne 7.2%, Trian Fund Management 6.5%, Davis Selected Advisers 3.8% and 5 more |
| ComcastCMCSA | 8 | $6.8bn−1.2% vs Q3 | 2.0% | 4.6% | Southeastern Asset Management 4.6%, First Eagle Investment Management 4.0%, Dodge & Cox 2.9% and 5 more |
| Charles SchwabSCHW | 8−1 vs Q3 | $6.2bn+17% vs Q3 | 2.5% | 5.0% | Ruane, Cunniff & Goldfarb (Sequoia) 5.0%, Brave Warrior Advisors 4.7%, Giverny Capital 4.1% and 5 more |
| Booking HoldingsBKNG | 8 | $5.7bn+6.5% vs Q3 | 2.4% | 6.8% | Wedgewood Partners 6.8%, Ruane, Cunniff & Goldfarb (Sequoia) 4.2%, Harris Associates (Oakmark) 2.4% and 5 more |
| Union PacificUNP | 8 | $1.5bn+12% vs Q3 | 1.2% | 4.0% | TCI Fund Management 4.0%, Giverny Capital 2.6%, First Eagle Investment Management 1.4% and 5 more |
| UnitedHealth GroupUNH | 7+2 vs Q3 | $3.1bn+59% vs Q3 | 1.6% | 2.5% | Brave Warrior Advisors 2.5%, Markel Group 2.4%, Appaloosa 2.2% and 4 more |
| General ElectricGE | 7 | $1.9bn+9.2% vs Q3 | 2.6% | 8.1% | Southeastern Asset Management 8.1%, Trian Fund Management 7.6%, Harris Associates (Oakmark) 1.1% and 4 more |
| CarmaxKMX | 7 | $1.8bn−6.9% vs Q3 | 4.2% | 9.3% | Giverny Capital 9.3%, Ruane, Cunniff & Goldfarb (Sequoia) 8.6%, Markel Group 6.0% and 4 more |
| Johnson & JohnsonJNJ | 7 | $1.3bn+13% vs Q3 | 2.4% | 10.4% | Tweedy, Browne 10.4%, Fundsmith 4.2%, Markel Group 1.2% and 4 more |
| Goldman Sachs GroupGS | 6 | $5.9bn−12% vs Q3 | 1.0% | 2.0% | Dodge & Cox 2.0%, Berkshire Hathaway 1.1%, Markel Group 1.1% and 3 more |
| Liberty GlobalLBTYA | 6 | $4.4bn+1.2% vs Q3 | 3.0% | 14.5% | Baupost Group 14.5%, Harris Associates (Oakmark) 2.3%, Dodge & Cox 0.9% and 3 more |
| Procter & GamblePG | 6 | $4.3bn−11% vs Q3 | 7.8% | 42.3% | Trian Fund Management 42.3%, AKO Capital 4.3%, Gardner Russo & Quinn 0.0% and 3 more |
| Philip Morris InternationalPM | 6 | $3.6bn+11% vs Q3 | 2.7% | 6.8% | Fundsmith 6.8%, Gardner Russo & Quinn 5.8%, First Eagle Investment Management 2.9% and 3 more |
| Alibaba Group HoldingBABA | 6+1 vs Q3 | $2.1bn+40% vs Q3 | 3.1% | 12.8% | Appaloosa 12.8%, Davis Selected Advisers 4.2%, Oaktree Capital Management 0.7% and 3 more |
| KKR & Co.KKR | 6 | $1.8bn+2.8% vs Q3 | 4.6% | 13.5% | ValueAct 13.5%, Greenlea Lane Capital 10.0%, Akre Capital Management 3.4% and 3 more |
| StarbucksSBUX | 6 | $1.2bn−21% vs Q3 | 3.4% | 7.3% | Pershing Square 7.3%, Semper Augustus 5.4%, Wedgewood Partners 4.2% and 3 more |
| Walt DisneyDIS | 6 | $1.2bn+13% vs Q3 | 3.5% | 12.8% | Lindsell Train 12.8%, Markel Group 3.7%, Giverny Capital 2.6% and 3 more |
| S&P GlobalSPGI | 6+1 vs Q3 | $957m+14% vs Q3 | 4.7% | 22.4% | Valley Forge Capital Management 22.4%, TCI Fund Management 2.4%, Wedgewood Partners 2.4% and 3 more |
| Coca-ColaKO | 5 | $22bn+1.7% vs Q3 | 2.0% | 9.2% | Berkshire Hathaway 9.2%, Semper Augustus 0.7%, Gardner Russo & Quinn 0.0% and 2 more |
| FedExFDX | 5+1 vs Q3 | $4.6bn+14% vs Q3 | 2.1% | 6.1% | Southeastern Asset Management 6.1%, Dodge & Cox 3.0%, ValueAct 0.9% and 2 more |
| United TechnologiesUTXZ | 5 | $4.2bn+9.2% vs Q3 | 3.6% | 6.0% | AKO Capital 6.0%, Davis Selected Advisers 5.4%, Southeastern Asset Management 4.2% and 2 more |
| HPHPQ | 5+1 vs Q3 | $4.0bn+15% vs Q3 | 1.8% | 4.9% | Carl Icahn 4.9%, Baupost Group 2.3%, Dodge & Cox 1.9% and 2 more |
| Paypal HoldingsPYPL | 5 | $3.4bn+5.2% vs Q3 | 5.8% | 13.4% | Lindsell Train 13.4%, Fundsmith 7.8%, Wedgewood Partners 4.6% and 2 more |
| Liberty MediaFWONA | 5 | $2.9bn+11% vs Q3 | 2.1% | 6.0% | Ruane, Cunniff & Goldfarb (Sequoia) 6.0%, Southeastern Asset Management 2.5%, Markel Group 0.9% and 2 more |
| BaiduBIDU | 5 | $2.5bn+40% vs Q3 | 2.5% | 7.4% | Tweedy, Browne 7.4%, Southeastern Asset Management 2.4%, Harris Associates (Oakmark) 1.5% and 2 more |
| CVS HealthCVS | 5+1 vs Q3 | $2.4bn+8.8% vs Q3 | 0.7% | 1.4% | Harris Associates (Oakmark) 1.4%, Dodge & Cox 1.2%, Markel Group 0.3% and 2 more |