| AlphabetGOOG | 21−1 vs Q2 | $22bn−0.2% vs Q2 | 6.8% | 18.8% | TCI Fund Management 18.8%, Tweedy, Browne 14.1%, Ruane, Cunniff & Goldfarb (Sequoia) 11.8% and 18 more |
| VisaV | 17+1 vs Q2 | $11bn+9.6% vs Q2 | 3.9% | 10.5% | Valley Forge Capital Management 10.5%, TCI Fund Management 10.1%, Akre Capital Management 7.4% and 14 more |
| Meta PlatformsMETA | 16 | $10bn+10% vs Q2 | 5.9% | 26.6% | Himalaya Capital 26.6%, Polen Capital Management 8.4%, Appaloosa 8.2% and 13 more |
| Berkshire HathawayBRK.B | 15 | $7.8bn+18% vs Q2 | 10.2% | 36.5% | Semper Augustus 36.5%, H&H International (Duan Yongping) 30.6%, Gardner Russo & Quinn 15.5% and 12 more |
| MicrosoftMSFT | 12 | $13bn−6.0% vs Q2 | 3.5% | 10.8% | TCI Fund Management 10.8%, Fundsmith 9.8%, Polen Capital Management 8.3% and 9 more |
| Amazon.comAMZN | 12+1 vs Q2 | $3.8bn−13% vs Q2 | 2.9% | 10.8% | Greenlea Lane Capital 10.8%, Appaloosa 7.9%, Davis Selected Advisers 6.2% and 9 more |
| Bank of AmericaBAC | 11 | $30bn+8.9% vs Q2 | 9.3% | 56.4% | Daily Journal Corp 56.4%, Himalaya Capital 22.7%, Berkshire Hathaway 10.3% and 8 more |
| Wells Fargo & CompanyWFC | 11 | $7.7bn−24% vs Q2 | 4.7% | 38.1% | Daily Journal Corp 38.1%, Davis Selected Advisers 5.4%, Dodge & Cox 2.8% and 8 more |
| American ExpressAXP | 10 | $18bn+5.9% vs Q2 | 1.6% | 6.4% | Berkshire Hathaway 6.4%, Davis Selected Advisers 3.0%, Dodge & Cox 1.5% and 7 more |
| MastercardMA | 10−1 vs Q2 | $8.8bn+9.6% vs Q2 | 6.3% | 16.3% | Valley Forge Capital Management 16.3%, Gardner Russo & Quinn 16.1%, Akre Capital Management 14.0% and 7 more |
| Walt DisneyDIS | 10 | $1.8bn+6.5% vs Q2 | 3.4% | 11.8% | Lindsell Train 11.8%, Semper Augustus 4.9%, H&H International (Duan Yongping) 4.5% and 7 more |
| Moody'sMCO | 9 | $12bn+3.3% vs Q2 | 5.0% | 18.5% | Valley Forge Capital Management 18.5%, Akre Capital Management 11.5%, TCI Fund Management 6.8% and 6 more |
| ComcastCMCSA | 9 | $7.4bn+23% vs Q2 | 3.6% | 11.9% | Trian Fund Management 11.9%, Southeastern Asset Management 5.9%, First Eagle Investment Management 4.5% and 6 more |
| StarbucksSBUX | 9+2 vs Q2 | $3.0bn+26% vs Q2 | 3.0% | 9.9% | Pershing Square 9.9%, Semper Augustus 5.4%, Wedgewood Partners 4.2% and 6 more |
| AppleAAPL | 8 | $113bn+22% vs Q2 | 13.7% | 51.8% | H&H International (Duan Yongping) 51.8%, Berkshire Hathaway 46.4%, Wedgewood Partners 8.7% and 5 more |
| Charles SchwabSCHW | 8 | $4.7bn+7.3% vs Q2 | 2.2% | 4.1% | Ruane, Cunniff & Goldfarb (Sequoia) 4.1%, Brave Warrior Advisors 4.1%, Giverny Capital 3.2% and 5 more |
| UnitedHealth GroupUNH | 8+1 vs Q2 | $4.0bn+45% vs Q2 | 1.9% | 6.8% | Ruane, Cunniff & Goldfarb (Sequoia) 6.8%, Polen Capital Management 2.9%, Brave Warrior Advisors 2.2% and 5 more |
| JPMorgan ChaseJPM | 8 | $2.6bn−42% vs Q2 | 2.7% | 9.7% | Brave Warrior Advisors 9.7%, Davis Selected Advisers 3.8%, Gardner Russo & Quinn 3.5% and 5 more |
| Johnson & JohnsonJNJ | 8 | $1.4bn+5.5% vs Q2 | 2.1% | 10.4% | Tweedy, Browne 10.4%, Fundsmith 3.7%, Markel Group 1.5% and 5 more |
| S&P GlobalSPGI | 8+1 vs Q2 | $1.3bn+2.8% vs Q2 | 4.0% | 24.8% | Valley Forge Capital Management 24.8%, TCI Fund Management 3.1%, Wedgewood Partners 2.8% and 5 more |
| BNYBK | 7−1 vs Q2 | $6.1bn−9.6% vs Q2 | 1.9% | 5.0% | Tweedy, Browne 5.0%, Davis Selected Advisers 3.1%, Dodge & Cox 1.9% and 4 more |
| US BancorpUSB | 7 | $5.8bn−0.4% vs Q2 | 1.9% | 5.1% | Daily Journal Corp 5.1%, Davis Selected Advisers 3.4%, Berkshire Hathaway 2.0% and 4 more |
| Paypal HoldingsPYPL | 7 | $5.1bn+6.4% vs Q2 | 5.5% | 15.9% | Lindsell Train 15.9%, Fundsmith 9.5%, Wedgewood Partners 7.2% and 4 more |
| AdobeADBE | 7−1 vs Q2 | $3.7bn+14% vs Q2 | 2.9% | 7.5% | Polen Capital Management 7.5%, Akre Capital Management 3.9%, Valley Forge Capital Management 3.8% and 4 more |
| Liberty GlobalLBTYA | 7 | $3.4bn−8.6% vs Q2 | 2.5% | 13.8% | Baupost Group 13.8%, Harris Associates (Oakmark) 2.2%, Oaktree Capital Management 0.9% and 4 more |
| NikeNKE | 7 | $2.2bn+37% vs Q2 | 1.8% | 4.7% | AKO Capital 4.7%, Fundsmith 3.8%, Polen Capital Management 2.4% and 4 more |
| PepsicoPEP | 7+1 vs Q2 | $2.0bn+7.1% vs Q2 | 2.4% | 11.2% | Lindsell Train 11.2%, Fundsmith 4.8%, Markel Group 0.2% and 4 more |
| Union PacificUNP | 7 | $1.7bn+15% vs Q2 | 1.0% | 4.3% | TCI Fund Management 4.3%, Tweedy, Browne 1.4%, First Eagle Investment Management 1.2% and 4 more |
| General ElectricGE | 7 | $728m−23% vs Q2 | 1.6% | 6.0% | Southeastern Asset Management 6.0%, Trian Fund Management 3.3%, Harris Associates (Oakmark) 0.7% and 4 more |
| Coca-ColaKO | 6 | $20bn+10% vs Q2 | 1.5% | 8.4% | Berkshire Hathaway 8.4%, Semper Augustus 0.7%, Gardner Russo & Quinn 0.0% and 3 more |
| Booking HoldingsBKNG | 6 | $4.0bn−4.3% vs Q2 | 1.6% | 3.1% | Harris Associates (Oakmark) 3.1%, AKO Capital 2.9%, Dodge & Cox 1.9% and 3 more |
| Philip Morris InternationalPM | 6 | $3.3bn+6.9% vs Q2 | 2.5% | 6.0% | Gardner Russo & Quinn 6.0%, Fundsmith 5.7%, First Eagle Investment Management 2.9% and 3 more |
| OracleORCL | 6 | $2.2bn+7.5% vs Q2 | 1.1% | 5.3% | First Eagle Investment Management 5.3%, Harris Associates (Oakmark) 1.0%, Davis Selected Advisers 0.1% and 3 more |
| Procter & GamblePG | 6 | $1.8bn+12% vs Q2 | 4.7% | 23.3% | Trian Fund Management 23.3%, AKO Capital 4.7%, Gardner Russo & Quinn 0.1% and 3 more |
| BaiduBIDU | 6 | $1.4bn−16% vs Q2 | 2.2% | 6.9% | Tweedy, Browne 6.9%, Southeastern Asset Management 3.3%, Oaktree Capital Management 1.1% and 3 more |
| Alibaba Group HoldingBABA | 5−2 vs Q2 | $2.9bn+19% vs Q2 | 3.8% | 11.5% | Appaloosa 11.5%, Davis Selected Advisers 5.5%, Dodge & Cox 0.8% and 2 more |
| EbayEBAY | 5 | $2.8bn−4.5% vs Q2 | 6.6% | 17.0% | Baupost Group 17.0%, Lindsell Train 8.1%, AKO Capital 7.4% and 2 more |
| Liberty MediaFWONA | 5−1 vs Q2 | $2.7bn+11% vs Q2 | 2.4% | 4.7% | Ruane, Cunniff & Goldfarb (Sequoia) 4.7%, Baupost Group 3.1%, Southeastern Asset Management 2.6% and 2 more |
| Goldman Sachs GroupGS | 5 | $2.3bn−16% vs Q2 | 0.9% | 1.8% | Dodge & Cox 1.8%, Markel Group 1.2%, Tweedy, Browne 0.7% and 2 more |
| SalesforceCRM | 5−1 vs Q2 | $2.3bn+38% vs Q2 | 5.1% | 17.7% | Greenlea Lane Capital 17.7%, Polen Capital Management 4.5%, Appaloosa 1.9% and 2 more |