| AlphabetGOOG | 23 | $23bn−3.4% vs Q3 | 7.3% | 25.7% | Himalaya Capital 25.7%, TCI Fund Management 20.9%, Tweedy, Browne 16.4% and 20 more |
| Berkshire HathawayBRK.B | 15 | $8.2bn+10% vs Q3 | 9.6% | 32.9% | Semper Augustus 32.9%, Tweedy, Browne 20.2%, Gardner Russo & Quinn 19.1% and 12 more |
| MicrosoftMSFT | 14+1 vs Q3 | $14bn+10% vs Q3 | 3.8% | 17.8% | TCI Fund Management 17.8%, Fundsmith 9.9%, Polen Capital Management 6.6% and 11 more |
| VisaV | 14−1 vs Q3 | $11bn+12% vs Q3 | 4.7% | 13.8% | TCI Fund Management 13.8%, Akre Capital Management 9.2%, Valley Forge Capital Management 8.5% and 11 more |
| Meta PlatformsMETA | 14+1 vs Q3 | $4.6bn−33% vs Q3 | 2.3% | 5.6% | Ruane, Cunniff & Goldfarb (Sequoia) 5.6%, Davis Selected Advisers 5.3%, Appaloosa 5.1% and 11 more |
| Amazon.comAMZN | 12−1 vs Q3 | $8.5bn−15% vs Q3 | 4.9% | 22.2% | Greenlea Lane Capital 22.2%, Appaloosa 9.3%, Polen Capital Management 8.6% and 9 more |
| AppleAAPL | 11 | $125bn−4.8% vs Q3 | 11.7% | 73.4% | H&H International (Duan Yongping) 73.4%, Berkshire Hathaway 38.9%, Wedgewood Partners 8.6% and 8 more |
| Bank of AmericaBAC | 11 | $37bn+9.3% vs Q3 | 8.2% | 43.7% | Daily Journal Corp 43.7%, Himalaya Capital 25.1%, Berkshire Hathaway 11.2% and 8 more |
| American ExpressAXP | 11 | $24bn+8.7% vs Q3 | 1.2% | 7.5% | Berkshire Hathaway 7.5%, First Eagle Investment Management 1.1%, Davis Selected Advisers 1.0% and 8 more |
| Walt DisneyDIS | 11+2 vs Q3 | $1.8bn+74% vs Q3 | 3.1% | 16.1% | Trian Fund Management 16.1%, Lindsell Train 9.0%, Semper Augustus 2.7% and 8 more |
| UnitedHealth GroupUNH | 10+1 vs Q3 | $4.1bn−2.8% vs Q3 | 2.7% | 9.4% | Ruane, Cunniff & Goldfarb (Sequoia) 9.4%, Wedgewood Partners 5.9%, Appaloosa 5.9% and 7 more |
| Moody'sMCO | 9 | $12bn+18% vs Q3 | 4.6% | 14.4% | Akre Capital Management 14.4%, Valley Forge Capital Management 13.8%, TCI Fund Management 8.6% and 6 more |
| Wells Fargo & CompanyWFC | 8 | $7.6bn−0.1% vs Q3 | 6.9% | 37.7% | Daily Journal Corp 37.7%, Davis Selected Advisers 8.7%, Dodge & Cox 3.4% and 5 more |
| MastercardMA | 8 | $7.1bn+16% vs Q3 | 7.2% | 22.0% | Valley Forge Capital Management 22.0%, Akre Capital Management 18.4%, Gardner Russo & Quinn 9.6% and 5 more |
| ComcastCMCSA | 8 | $4.7bn+19% vs Q3 | 1.1% | 3.1% | First Eagle Investment Management 3.1%, Dodge & Cox 1.9%, Gardner Russo & Quinn 1.5% and 5 more |
| AdobeADBE | 8+1 vs Q3 | $3.7bn+16% vs Q3 | 2.6% | 6.2% | Polen Capital Management 6.2%, Akre Capital Management 3.8%, AKO Capital 3.6% and 5 more |
| Alibaba Group HoldingBABA | 8 | $1.6bn+9.2% vs Q3 | 2.5% | 15.2% | Daily Journal Corp 15.2%, H&H International (Duan Yongping) 2.5%, Dodge & Cox 0.8% and 5 more |
| Johnson & JohnsonJNJ | 8 | $452m−1.8% vs Q3 | 1.7% | 11.6% | Tweedy, Browne 11.6%, Markel Group 1.4%, Fairfax Financial Holdings 0.3% and 5 more |
| ChevronCVX | 7+1 vs Q3 | $29bn+23% vs Q3 | 1.6% | 9.8% | Berkshire Hathaway 9.8%, Fairfax Financial Holdings 1.4%, Semper Augustus 0.2% and 4 more |
| Charles SchwabSCHW | 7 | $8.4bn+9.1% vs Q3 | 3.7% | 11.0% | Ruane, Cunniff & Goldfarb (Sequoia) 11.0%, Giverny Capital 6.4%, Dodge & Cox 4.4% and 4 more |
| BNYBK | 7 | $5.6bn−8.7% vs Q3 | 1.6% | 4.1% | Davis Selected Advisers 4.1%, First Eagle Investment Management 2.1%, Tweedy, Browne 1.9% and 4 more |
| Liberty MediaFWONA | 7 | $4.5bn+2.0% vs Q3 | 3.9% | 13.6% | Baupost Group 13.6%, Ruane, Cunniff & Goldfarb (Sequoia) 9.0%, Southeastern Asset Management 2.7% and 4 more |
| S&P GlobalSPGI | 7−1 vs Q3 | $3.6bn+15% vs Q3 | 4.6% | 18.9% | Valley Forge Capital Management 18.9%, TCI Fund Management 10.3%, Wedgewood Partners 2.4% and 4 more |
| PepsicoPEP | 7−1 vs Q3 | $1.9bn+4.3% vs Q3 | 2.6% | 12.2% | Lindsell Train 12.2%, Fundsmith 5.5%, Markel Group 0.2% and 4 more |
| US BancorpUSB | 7 | $1.4bn−66% vs Q3 | 1.5% | 4.7% | Davis Selected Advisers 4.7%, Daily Journal Corp 3.5%, First Eagle Investment Management 1.2% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.1bn+24% vs Q3 | 2.1% | 7.2% | Brave Warrior Advisors 7.2%, Davis Selected Advisers 3.9%, Gardner Russo & Quinn 2.7% and 4 more |
| General ElectricGE | 6 | $3.6bn+28% vs Q3 | 2.5% | 6.9% | Trian Fund Management 6.9%, Southeastern Asset Management 5.5%, Dodge & Cox 2.1% and 3 more |
| NetflixNFLX | 6 | $3.3bn+4.8% vs Q3 | 3.9% | 9.4% | Greenlea Lane Capital 9.4%, Polen Capital Management 6.0%, Gardner Russo & Quinn 3.5% and 3 more |
| Philip Morris InternationalPM | 6 | $3.3bn+16% vs Q3 | 2.9% | 7.6% | Fundsmith 7.6%, Gardner Russo & Quinn 7.2%, First Eagle Investment Management 2.5% and 3 more |
| SalesforceCRM | 6 | $2.9bn−14% vs Q3 | 4.1% | 13.5% | Greenlea Lane Capital 13.5%, Polen Capital Management 4.0%, Appaloosa 3.0% and 3 more |
| Taiwan Semiconductor ManufacturingTSM | 6−1 vs Q3 | $1.7bn−67% vs Q3 | 1.9% | 5.2% | Ruane, Cunniff & Goldfarb (Sequoia) 5.2%, Wedgewood Partners 4.1%, First Eagle Investment Management 1.9% and 3 more |
| BrookfieldBN | 6 | $875m−7.8% vs Q3 | 6.9% | 18.6% | Dalal Street (Mohnish Pabrai) 18.6%, Greenlea Lane Capital 14.1%, Akre Capital Management 4.9% and 3 more |
| Liberty Broadband8L8C | 6 | $808m+37% vs Q3 | 1.3% | 3.8% | Ruane, Cunniff & Goldfarb (Sequoia) 3.8%, Southeastern Asset Management 2.7%, Harris Associates (Oakmark) 0.9% and 3 more |
| Union PacificUNP | 6 | $239m−83% vs Q3 | 0.2% | 0.5% | Tweedy, Browne 0.5%, First Eagle Investment Management 0.4%, Markel Group 0.2% and 3 more |
| StarbucksSBUX | 6 | $69.2m−51% vs Q3 | 0.6% | 2.7% | Semper Augustus 2.7%, Markel Group 0.7%, Wedgewood Partners 0.1% and 3 more |
| Coca-ColaKO | 5 | $25bn+14% vs Q3 | 1.8% | 8.5% | Berkshire Hathaway 8.5%, Semper Augustus 0.4%, Lindsell Train 0.0% and 2 more |
| FiservFISV | 5 | $7.4bn+2.5% vs Q3 | 8.2% | 27.9% | ValueAct 27.9%, Harris Associates (Oakmark) 4.0%, Baupost Group 3.3% and 2 more |
| Capital One FinancialCOF | 5+1 vs Q3 | $5.7bn+8.7% vs Q3 | 3.1% | 6.9% | Davis Selected Advisers 6.9%, Ruane, Cunniff & Goldfarb (Sequoia) 4.0%, Harris Associates (Oakmark) 2.4% and 2 more |
| OracleORCL | 5 | $3.3bn+32% vs Q3 | 1.6% | 4.7% | First Eagle Investment Management 4.7%, Harris Associates (Oakmark) 3.2%, Davis Selected Advisers 0.1% and 2 more |
| KKR & Co.KKR | 5 | $3.1bn+12% vs Q3 | 6.1% | 20.7% | ValueAct 20.7%, Akre Capital Management 6.3%, Harris Associates (Oakmark) 2.5% and 2 more |