| AlphabetGOOG | 20+2 vs Q4 | $19bn−14% vs Q4 | 8.2% | 20.5% | TCI Fund Management 20.5%, Ruane, Cunniff & Goldfarb (Sequoia) 16.9%, Tweedy, Browne 13.6% and 17 more |
| Berkshire HathawayBRK.B | 17+1 vs Q4 | $6.5bn−16% vs Q4 | 9.5% | 38.0% | Semper Augustus 38.0%, Giverny Capital 19.4%, Brave Warrior Advisors 18.4% and 14 more |
| VisaV | 14 | $7.2bn−5.1% vs Q4 | 4.9% | 16.5% | Valley Forge Capital Management 16.5%, Akre Capital Management 8.2%, Wedgewood Partners 7.4% and 11 more |
| Meta PlatformsMETA | 14+2 vs Q4 | $6.2bn−4.7% vs Q4 | 5.3% | 12.3% | Appaloosa 12.3%, Wedgewood Partners 8.1%, Polen Capital Management 7.8% and 11 more |
| Wells Fargo & CompanyWFC | 11−1 vs Q4 | $14bn−47% vs Q4 | 6.0% | 45.8% | Daily Journal Corp 45.8%, Davis Selected Advisers 5.4%, Berkshire Hathaway 5.3% and 8 more |
| MicrosoftMSFT | 11+2 vs Q4 | $11bn−3.7% vs Q4 | 3.9% | 11.0% | Polen Capital Management 11.0%, Fundsmith 10.6%, TCI Fund Management 10.5% and 8 more |
| Bank of AmericaBAC | 10+1 vs Q4 | $25bn−38% vs Q4 | 10.9% | 49.0% | Daily Journal Corp 49.0%, Himalaya Capital 36.8%, Berkshire Hathaway 11.2% and 7 more |
| American ExpressAXP | 10+1 vs Q4 | $15bn−31% vs Q4 | 1.9% | 7.4% | Berkshire Hathaway 7.4%, Davis Selected Advisers 3.1%, AKO Capital 2.8% and 7 more |
| MastercardMA | 10+1 vs Q4 | $6.6bn−19% vs Q4 | 5.2% | 14.6% | Gardner Russo & Quinn 14.6%, Akre Capital Management 13.6%, Valley Forge Capital Management 9.0% and 7 more |
| Booking HoldingsBKNG | 10+2 vs Q4 | $4.2bn−28% vs Q4 | 1.7% | 4.3% | Ruane, Cunniff & Goldfarb (Sequoia) 4.3%, Wedgewood Partners 3.5%, Harris Associates (Oakmark) 3.1% and 7 more |
| Amazon.comAMZN | 10+1 vs Q4 | $3.2bn−7.3% vs Q4 | 5.4% | 17.9% | Greenlea Lane Capital 17.9%, Appaloosa 14.9%, Davis Selected Advisers 7.1% and 7 more |
| Moody'sMCO | 9 | $8.7bn−11% vs Q4 | 5.2% | 20.1% | Valley Forge Capital Management 20.1%, Akre Capital Management 11.6%, TCI Fund Management 6.8% and 6 more |
| ComcastCMCSA | 9+1 vs Q4 | $5.1bn−24% vs Q4 | 1.9% | 4.5% | Southeastern Asset Management 4.5%, First Eagle Investment Management 4.1%, Dodge & Cox 3.1% and 6 more |
| AppleAAPL | 8 | $64bn−13% vs Q4 | 13.3% | 58.3% | H&H International (Duan Yongping) 58.3%, Berkshire Hathaway 35.5%, Wedgewood Partners 10.1% and 5 more |
| JPMorgan ChaseJPM | 8−1 vs Q4 | $7.6bn−34% vs Q4 | 3.3% | 9.9% | Brave Warrior Advisors 9.9%, Davis Selected Advisers 4.4%, Giverny Capital 3.7% and 5 more |
| BNYBK | 8 | $6.1bn−34% vs Q4 | 2.6% | 6.0% | Tweedy, Browne 6.0%, Trian Fund Management 4.7%, Davis Selected Advisers 3.5% and 5 more |
| Charles SchwabSCHW | 8 | $4.6bn−26% vs Q4 | 2.5% | 6.4% | Ruane, Cunniff & Goldfarb (Sequoia) 6.4%, Giverny Capital 3.8%, Dodge & Cox 3.7% and 5 more |
| Alibaba Group HoldingBABA | 8+2 vs Q4 | $2.0bn−5.8% vs Q4 | 3.3% | 13.5% | Appaloosa 13.5%, Himalaya Capital 4.8%, Davis Selected Advisers 4.7% and 5 more |
| Union PacificUNP | 8 | $1.2bn−20% vs Q4 | 0.9% | 4.0% | TCI Fund Management 4.0%, Tweedy, Browne 1.2%, First Eagle Investment Management 1.1% and 5 more |
| US BancorpUSB | 7−2 vs Q4 | $5.5bn−40% vs Q4 | 2.0% | 4.8% | Daily Journal Corp 4.8%, Davis Selected Advisers 3.1%, Berkshire Hathaway 2.6% and 4 more |
| Liberty GlobalLBTYA | 7+1 vs Q4 | $3.1bn−29% vs Q4 | 2.7% | 14.3% | Baupost Group 14.3%, Harris Associates (Oakmark) 2.4%, Oaktree Capital Management 0.9% and 4 more |
| StarbucksSBUX | 7+1 vs Q4 | $1.4bn+15% vs Q4 | 3.4% | 10.1% | Pershing Square 10.1%, Semper Augustus 5.1%, Wedgewood Partners 4.5% and 4 more |
| General ElectricGE | 7 | $1.1bn−38% vs Q4 | 2.3% | 7.3% | Trian Fund Management 7.3%, Southeastern Asset Management 6.5%, Harris Associates (Oakmark) 1.0% and 4 more |
| Johnson & JohnsonJNJ | 7 | $1.1bn−19% vs Q4 | 2.5% | 11.4% | Tweedy, Browne 11.4%, Fundsmith 4.0%, Markel Group 1.5% and 4 more |
| Walt DisneyDIS | 7+1 vs Q4 | $1.0bn−15% vs Q4 | 4.2% | 11.9% | Lindsell Train 11.9%, H&H International (Duan Yongping) 6.8%, Semper Augustus 4.6% and 4 more |
| Procter & GamblePG | 6 | $3.7bn−14% vs Q4 | 9.0% | 49.2% | Trian Fund Management 49.2%, AKO Capital 4.8%, Gardner Russo & Quinn 0.0% and 3 more |
| Philip Morris InternationalPM | 6 | $3.1bn−14% vs Q4 | 2.9% | 7.0% | Fundsmith 7.0%, Gardner Russo & Quinn 6.3%, First Eagle Investment Management 3.3% and 3 more |
| UnitedHealth GroupUNH | 6−1 vs Q4 | $2.8bn−10% vs Q4 | 2.4% | 5.7% | Ruane, Cunniff & Goldfarb (Sequoia) 5.7%, Brave Warrior Advisors 3.8%, Dodge & Cox 2.3% and 3 more |
| Goldman Sachs GroupGS | 6 | $2.6bn−56% vs Q4 | 0.8% | 2.1% | Dodge & Cox 2.1%, Markel Group 1.0%, Tweedy, Browne 0.7% and 3 more |
| AdobeADBE | 6+2 vs Q4 | $2.2bn+26% vs Q4 | 2.5% | 7.1% | Polen Capital Management 7.1%, Akre Capital Management 3.5%, AKO Capital 2.2% and 3 more |
| Liberty MediaFWONA | 6+1 vs Q4 | $2.0bn−33% vs Q4 | 1.7% | 4.4% | Ruane, Cunniff & Goldfarb (Sequoia) 4.4%, Southeastern Asset Management 3.0%, Baupost Group 0.9% and 3 more |
| BaiduBIDU | 6+1 vs Q4 | $1.4bn−45% vs Q4 | 2.0% | 6.3% | Tweedy, Browne 6.3%, Southeastern Asset Management 2.8%, Harris Associates (Oakmark) 1.1% and 3 more |
| CarmaxKMX | 6−1 vs Q4 | $1.3bn−31% vs Q4 | 4.1% | 7.9% | Ruane, Cunniff & Goldfarb (Sequoia) 7.9%, Giverny Capital 7.6%, Markel Group 5.0% and 3 more |
| S&P GlobalSPGI | 6 | $953m−0.4% vs Q4 | 4.9% | 22.7% | Valley Forge Capital Management 22.7%, TCI Fund Management 2.8%, Wedgewood Partners 2.6% and 3 more |
| Coca-ColaKO | 5 | $18bn−20% vs Q4 | 2.2% | 10.1% | Berkshire Hathaway 10.1%, Semper Augustus 0.7%, Gardner Russo & Quinn 0.0% and 2 more |
| HPHPQ | 5 | $4.2bn+4.2% vs Q4 | 2.8% | 6.1% | Carl Icahn 6.1%, Baupost Group 5.1%, Dodge & Cox 2.9% and 2 more |
| United TechnologiesUTXZ | 5 | $3.1bn−26% vs Q4 | 3.7% | 5.9% | AKO Capital 5.9%, Davis Selected Advisers 5.6%, Southeastern Asset Management 4.8% and 2 more |
| Paypal HoldingsPYPL | 5 | $2.6bn−22% vs Q4 | 5.7% | 13.6% | Lindsell Train 13.6%, Fundsmith 6.7%, Wedgewood Partners 4.8% and 2 more |
| Linde99952EUR | 5+1 vs Q4 | $2.0bn−15% vs Q4 | 3.5% | 14.0% | AKO Capital 14.0%, First Eagle Investment Management 2.4%, Dodge & Cox 0.7% and 2 more |
| CVS HealthCVS | 5 | $1.8bn−24% vs Q4 | 0.7% | 1.4% | Harris Associates (Oakmark) 1.4%, Dodge & Cox 1.3%, Markel Group 0.4% and 2 more |