| AlphabetGOOG | 22+1 vs Q3 | $38bn+9.8% vs Q3 | 7.4% | 23.3% | TCI Fund Management 23.3%, Tweedy, Browne 19.6%, Polen Capital Management 10.6% and 19 more |
| Berkshire HathawayBRK.B | 16 | $9.6bn+5.8% vs Q3 | 8.8% | 31.8% | Semper Augustus 31.8%, H&H International (Duan Yongping) 26.0%, Gardner Russo & Quinn 16.8% and 13 more |
| VisaV | 15−1 vs Q3 | $13bn+2.3% vs Q3 | 3.3% | 11.3% | TCI Fund Management 11.3%, Valley Forge Capital Management 7.7%, Akre Capital Management 6.3% and 12 more |
| Meta PlatformsMETA | 14−2 vs Q3 | $13bn−0.7% vs Q3 | 4.7% | 11.1% | Himalaya Capital 11.1%, Appaloosa 9.5%, Wedgewood Partners 7.6% and 11 more |
| Amazon.comAMZN | 13+1 vs Q3 | $9.9bn+17% vs Q3 | 3.7% | 10.7% | Greenlea Lane Capital 10.7%, Valley Forge Capital Management 10.3%, Polen Capital Management 8.3% and 10 more |
| Bank of AmericaBAC | 12+2 vs Q3 | $51bn+4.2% vs Q3 | 7.4% | 39.6% | Daily Journal Corp 39.6%, Himalaya Capital 24.4%, Berkshire Hathaway 13.6% and 9 more |
| MicrosoftMSFT | 12 | $18bn+16% vs Q3 | 3.7% | 12.6% | TCI Fund Management 12.6%, Fundsmith 10.7%, Wedgewood Partners 5.8% and 9 more |
| Alibaba Group HoldingBABA | 12−3 vs Q3 | $2.5bn−25% vs Q3 | 3.1% | 27.6% | Daily Journal Corp 27.6%, H&H International (Duan Yongping) 3.7%, Davis Selected Advisers 1.8% and 9 more |
| Wells Fargo & CompanyWFC | 11+1 vs Q3 | $9.7bn−0.0% vs Q3 | 4.4% | 29.5% | Daily Journal Corp 29.5%, Davis Selected Advisers 8.5%, Dodge & Cox 4.0% and 8 more |
| UnitedHealth GroupUNH | 10 | $5.4bn+27% vs Q3 | 2.3% | 8.0% | Ruane, Cunniff & Goldfarb (Sequoia) 8.0%, Brave Warrior Advisors 3.5%, Wedgewood Partners 3.5% and 7 more |
| AppleAAPL | 9 | $163bn+25% vs Q3 | 14.4% | 65.9% | H&H International (Duan Yongping) 65.9%, Berkshire Hathaway 47.6%, Wedgewood Partners 8.7% and 6 more |
| American ExpressAXP | 9−1 vs Q3 | $28bn−5.2% vs Q3 | 1.6% | 7.5% | Berkshire Hathaway 7.5%, Davis Selected Advisers 2.0%, First Eagle Investment Management 1.7% and 6 more |
| Moody'sMCO | 9 | $15bn+7.8% vs Q3 | 4.5% | 15.2% | Valley Forge Capital Management 15.2%, Akre Capital Management 12.3%, TCI Fund Management 5.8% and 6 more |
| MastercardMA | 9 | $8.6bn+4.3% vs Q3 | 5.4% | 19.6% | Valley Forge Capital Management 19.6%, Akre Capital Management 11.8%, Gardner Russo & Quinn 9.8% and 6 more |
| ComcastCMCSA | 9 | $7.9bn−12% vs Q3 | 2.8% | 13.5% | Trian Fund Management 13.5%, First Eagle Investment Management 3.7%, Dodge & Cox 2.6% and 6 more |
| Walt DisneyDIS | 9 | $1.9bn−7.0% vs Q3 | 2.8% | 12.4% | Lindsell Train 12.4%, Ruane, Cunniff & Goldfarb (Sequoia) 3.7%, Markel Group 3.3% and 6 more |
| StarbucksSBUX | 8+1 vs Q3 | $3.0bn+10% vs Q3 | 1.6% | 3.3% | Fundsmith 3.3%, Wedgewood Partners 3.0%, Semper Augustus 2.9% and 5 more |
| S&P GlobalSPGI | 8 | $2.5bn−13% vs Q3 | 3.4% | 19.9% | Valley Forge Capital Management 19.9%, TCI Fund Management 4.0%, Wedgewood Partners 2.5% and 5 more |
| Johnson & JohnsonJNJ | 8 | $1.7bn+6.0% vs Q3 | 1.7% | 9.1% | Tweedy, Browne 9.1%, Fundsmith 3.0%, Markel Group 1.2% and 5 more |
| BNYBK | 7 | $9.8bn+9.9% vs Q3 | 1.9% | 4.0% | Davis Selected Advisers 4.0%, Tweedy, Browne 3.3%, First Eagle Investment Management 2.3% and 4 more |
| US BancorpUSB | 7 | $8.7bn−5.6% vs Q3 | 1.9% | 4.7% | Davis Selected Advisers 4.7%, Daily Journal Corp 3.0%, Berkshire Hathaway 2.1% and 4 more |
| Charles SchwabSCHW | 7−1 vs Q3 | $8.6bn+13% vs Q3 | 2.7% | 6.1% | Ruane, Cunniff & Goldfarb (Sequoia) 6.1%, Giverny Capital 5.1%, Dodge & Cox 3.8% and 4 more |
| NikeNKE | 7 | $3.3bn+14% vs Q3 | 1.6% | 3.9% | AKO Capital 3.9%, Fundsmith 3.6%, Polen Capital Management 2.3% and 4 more |
| PepsicoPEP | 7 | $2.7bn+13% vs Q3 | 2.5% | 12.4% | Lindsell Train 12.4%, Fundsmith 4.4%, Markel Group 0.2% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.5bn−8.9% vs Q3 | 2.5% | 7.5% | Brave Warrior Advisors 7.5%, Davis Selected Advisers 3.6%, Gardner Russo & Quinn 3.3% and 4 more |
| Liberty Broadband8L8C | 7+1 vs Q3 | $1.1bn+6.2% vs Q3 | 1.3% | 4.9% | Ruane, Cunniff & Goldfarb (Sequoia) 4.9%, Southeastern Asset Management 2.4%, Markel Group 0.7% and 4 more |
| Charter CommunicationsCHTR | 6+1 vs Q3 | $15bn−15% vs Q3 | 3.6% | 14.4% | TCI Fund Management 14.4%, Harris Associates (Oakmark) 3.3%, Dodge & Cox 2.2% and 3 more |
| Booking HoldingsBKNG | 6 | $5.4bn+6.1% vs Q3 | 3.4% | 12.2% | AKO Capital 12.2%, Wedgewood Partners 2.8%, Harris Associates (Oakmark) 2.5% and 3 more |
| Liberty MediaFWONA | 6 | $5.1bn+22% vs Q3 | 2.9% | 7.8% | Baupost Group 7.8%, Ruane, Cunniff & Goldfarb (Sequoia) 5.9%, Southeastern Asset Management 1.7% and 3 more |
| ChevronCVX | 6+1 vs Q3 | $4.5bn+54% vs Q3 | 0.3% | 1.4% | Berkshire Hathaway 1.4%, Fairfax Financial Holdings 0.6%, Semper Augustus 0.1% and 3 more |
| AdobeADBE | 6 | $4.3bn−4.1% vs Q3 | 2.9% | 5.3% | Valley Forge Capital Management 5.3%, Polen Capital Management 5.2%, Akre Capital Management 4.8% and 3 more |
| Philip Morris InternationalPM | 6 | $3.9bn+2.1% vs Q3 | 2.3% | 6.1% | Gardner Russo & Quinn 6.1%, Fundsmith 4.7%, First Eagle Investment Management 2.5% and 3 more |
| Liberty GlobalLBTYA | 6 | $3.5bn−13% vs Q3 | 3.3% | 17.1% | Baupost Group 17.1%, Harris Associates (Oakmark) 1.9%, Oaktree Capital Management 0.6% and 3 more |
| OracleORCL | 6 | $2.9bn−3.3% vs Q3 | 1.1% | 5.6% | First Eagle Investment Management 5.6%, Harris Associates (Oakmark) 0.9%, Davis Selected Advisers 0.1% and 3 more |
| Micron TechnologyMU | 6 | $2.6bn+15% vs Q3 | 22.7% | 78.4% | Dalal Street (Mohnish Pabrai) 78.4%, Himalaya Capital 40.1%, Appaloosa 6.6% and 3 more |
| Union PacificUNP | 6 | $2.2bn+35% vs Q3 | 1.1% | 3.5% | TCI Fund Management 3.5%, Tweedy, Browne 1.3%, First Eagle Investment Management 1.2% and 3 more |
| CarmaxKMX | 6 | $2.1bn+1.4% vs Q3 | 3.7% | 7.8% | Ruane, Cunniff & Goldfarb (Sequoia) 7.8%, Giverny Capital 7.7%, Akre Capital Management 5.3% and 3 more |
| Taiwan Semiconductor ManufacturingTSM | 6 | $2.0bn+5.3% vs Q3 | 2.4% | 7.2% | Ruane, Cunniff & Goldfarb (Sequoia) 7.2%, Wedgewood Partners 3.9%, First Eagle Investment Management 2.8% and 3 more |
| General ElectricGE | 6 | $1.1bn−2.9% vs Q3 | 2.0% | 5.1% | Trian Fund Management 5.1%, Southeastern Asset Management 5.0%, Harris Associates (Oakmark) 0.7% and 3 more |
| Procter & GamblePG | 6 | $585m−48% vs Q3 | 0.8% | 4.0% | AKO Capital 4.0%, Trian Fund Management 0.5%, Fundsmith 0.1% and 3 more |