| AlphabetGOOG | 23 | $23bn−0.5% vs Q4 | 7.5% | 28.5% | Himalaya Capital 28.5%, Tweedy, Browne 14.8%, Greenlea Lane Capital 11.8% and 20 more |
| MicrosoftMSFT | 15+1 vs Q4 | $15bn+6.1% vs Q4 | 4.4% | 15.1% | TCI Fund Management 15.1%, Fundsmith 11.2%, Greenlea Lane Capital 10.5% and 12 more |
| Berkshire HathawayBRK.B | 15 | $7.8bn−4.6% vs Q4 | 9.0% | 32.9% | Semper Augustus 32.9%, Tweedy, Browne 20.4%, Gardner Russo & Quinn 17.7% and 12 more |
| VisaV | 14 | $12bn+5.0% vs Q4 | 4.8% | 14.9% | TCI Fund Management 14.9%, Akre Capital Management 9.8%, Valley Forge Capital Management 7.7% and 11 more |
| Meta PlatformsMETA | 12−2 vs Q4 | $6.4bn+38% vs Q4 | 3.5% | 8.8% | Davis Selected Advisers 8.8%, Appaloosa 7.8%, Wedgewood Partners 6.7% and 9 more |
| AppleAAPL | 11 | $162bn+30% vs Q4 | 13.2% | 78.5% | H&H International (Duan Yongping) 78.5%, Berkshire Hathaway 46.4%, Wedgewood Partners 10.0% and 8 more |
| Bank of AmericaBAC | 11 | $33bn−11% vs Q4 | 8.0% | 40.9% | Daily Journal Corp 40.9%, Himalaya Capital 25.4%, Berkshire Hathaway 9.1% and 8 more |
| American ExpressAXP | 11 | $26bn+9.0% vs Q4 | 1.2% | 7.7% | Berkshire Hathaway 7.7%, First Eagle Investment Management 1.2%, Tweedy, Browne 1.1% and 8 more |
| Amazon.comAMZN | 11−1 vs Q4 | $12bn+42% vs Q4 | 5.8% | 22.9% | Greenlea Lane Capital 22.9%, Polen Capital Management 12.2%, Appaloosa 10.9% and 8 more |
| Walt DisneyDIS | 11 | $1.8bn−3.1% vs Q4 | 3.2% | 15.8% | Trian Fund Management 15.8%, Lindsell Train 9.8%, Semper Augustus 2.9% and 8 more |
| Moody'sMCO | 9 | $13bn+14% vs Q4 | 5.1% | 15.4% | Akre Capital Management 15.4%, Valley Forge Capital Management 14.1%, TCI Fund Management 10.9% and 6 more |
| MastercardMA | 9+1 vs Q4 | $7.2bn+1.5% vs Q4 | 6.2% | 20.5% | Valley Forge Capital Management 20.5%, Akre Capital Management 18.8%, Gardner Russo & Quinn 9.3% and 6 more |
| UnitedHealth GroupUNH | 9−1 vs Q4 | $3.6bn−12% vs Q4 | 2.6% | 8.5% | Ruane, Cunniff & Goldfarb (Sequoia) 8.5%, Wedgewood Partners 6.0%, Appaloosa 3.8% and 6 more |
| Wells Fargo & CompanyWFC | 8 | $6.6bn−13% vs Q4 | 6.5% | 37.0% | Daily Journal Corp 37.0%, Davis Selected Advisers 7.5%, Dodge & Cox 3.1% and 5 more |
| Charles SchwabSCHW | 8+1 vs Q4 | $5.5bn−35% vs Q4 | 2.0% | 7.0% | Ruane, Cunniff & Goldfarb (Sequoia) 7.0%, Giverny Capital 3.9%, Dodge & Cox 2.8% and 5 more |
| Alibaba Group HoldingBABA | 8 | $1.7bn+5.3% vs Q4 | 3.1% | 19.0% | Daily Journal Corp 19.0%, H&H International (Duan Yongping) 2.4%, Fairfax Financial Holdings 1.7% and 5 more |
| Johnson & JohnsonJNJ | 8 | $396m−12% vs Q4 | 1.6% | 10.4% | Tweedy, Browne 10.4%, Markel Group 1.2%, Fairfax Financial Holdings 0.7% and 5 more |
| ChevronCVX | 7 | $22bn−26% vs Q4 | 1.4% | 6.7% | Berkshire Hathaway 6.7%, Fairfax Financial Holdings 2.9%, Semper Augustus 0.1% and 4 more |
| ComcastCMCSA | 7−1 vs Q4 | $5.0bn+7.1% vs Q4 | 1.3% | 3.3% | First Eagle Investment Management 3.3%, Dodge & Cox 2.0%, Gardner Russo & Quinn 1.5% and 4 more |
| S&P GlobalSPGI | 7 | $3.8bn+4.3% vs Q4 | 4.6% | 18.2% | Valley Forge Capital Management 18.2%, TCI Fund Management 11.0%, Wedgewood Partners 2.3% and 4 more |
| Liberty MediaFWONA | 7 | $3.8bn−17% vs Q4 | 3.5% | 11.0% | Baupost Group 11.0%, Ruane, Cunniff & Goldfarb (Sequoia) 9.8%, Southeastern Asset Management 2.4% and 4 more |
| AdobeADBE | 7−1 vs Q4 | $2.8bn−24% vs Q4 | 2.1% | 4.9% | Polen Capital Management 4.9%, Akre Capital Management 4.1%, Valley Forge Capital Management 3.6% and 4 more |
| PepsicoPEP | 7 | $1.9bn+1.3% vs Q4 | 2.4% | 11.5% | Lindsell Train 11.5%, Fundsmith 5.2%, Markel Group 0.2% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.1bn−4.7% vs Q4 | 1.9% | 6.8% | Brave Warrior Advisors 6.8%, Davis Selected Advisers 3.6%, Gardner Russo & Quinn 2.5% and 4 more |
| FiservFISV | 6+1 vs Q4 | $7.6bn+1.9% vs Q4 | 5.6% | 21.4% | ValueAct 21.4%, Harris Associates (Oakmark) 3.8%, Southeastern Asset Management 3.0% and 3 more |
| Capital One FinancialCOF | 6+1 vs Q4 | $7.1bn+24% vs Q4 | 2.8% | 6.8% | Davis Selected Advisers 6.8%, Ruane, Cunniff & Goldfarb (Sequoia) 4.2%, Harris Associates (Oakmark) 2.9% and 3 more |
| General ElectricGE | 6 | $6.3bn+74% vs Q4 | 4.4% | 10.3% | Trian Fund Management 10.3%, TCI Fund Management 8.6%, Southeastern Asset Management 4.0% and 3 more |
| SalesforceCRM | 6 | $4.8bn+67% vs Q4 | 5.6% | 11.3% | ValueAct 11.3%, Greenlea Lane Capital 9.5%, Polen Capital Management 5.5% and 3 more |
| BNYBK | 6−1 vs Q4 | $4.4bn−21% vs Q4 | 1.7% | 3.9% | Davis Selected Advisers 3.9%, First Eagle Investment Management 2.0%, Tweedy, Browne 1.9% and 3 more |
| Philip Morris InternationalPM | 6 | $3.1bn−4.0% vs Q4 | 2.6% | 6.9% | Fundsmith 6.9%, Gardner Russo & Quinn 6.5%, First Eagle Investment Management 2.4% and 3 more |
| NikeNKE | 6+1 vs Q4 | $1.7bn+4.4% vs Q4 | 1.1% | 3.6% | Fundsmith 3.6%, Polen Capital Management 2.1%, Markel Group 0.6% and 3 more |
| BrookfieldBN | 6 | $935m+6.9% vs Q4 | 7.0% | 20.8% | Dalal Street (Mohnish Pabrai) 20.8%, Greenlea Lane Capital 12.3%, Akre Capital Management 5.2% and 3 more |
| Truist FinancialTFC | 6+1 vs Q4 | $927m+12% vs Q4 | 0.4% | 1.7% | Tweedy, Browne 1.7%, Dodge & Cox 0.5%, Harris Associates (Oakmark) 0.4% and 3 more |
| US BancorpUSB | 6−1 vs Q4 | $912m−37% vs Q4 | 1.5% | 3.7% | Davis Selected Advisers 3.7%, Daily Journal Corp 3.1%, First Eagle Investment Management 0.9% and 3 more |
| Liberty Broadband8L8C | 6 | $878m+8.6% vs Q4 | 1.4% | 4.2% | Ruane, Cunniff & Goldfarb (Sequoia) 4.2%, Southeastern Asset Management 2.7%, Harris Associates (Oakmark) 1.0% and 3 more |
| Procter & GamblePG | 6+1 vs Q4 | $468m+72% vs Q4 | 0.6% | 2.2% | AKO Capital 2.2%, Fundsmith 1.1%, Gardner Russo & Quinn 0.1% and 3 more |
| Coca-ColaKO | 5 | $25bn−2.5% vs Q4 | 1.6% | 7.6% | Berkshire Hathaway 7.6%, Semper Augustus 0.4%, Lindsell Train 0.0% and 2 more |
| Occidental PetroleumOXY | 5+1 vs Q4 | $20bn+5.3% vs Q4 | 4.5% | 10.8% | Fairfax Financial Holdings 10.8%, Dodge & Cox 4.3%, Berkshire Hathaway 4.1% and 2 more |
| FedExFDX | 5+1 vs Q4 | $4.2bn+30% vs Q4 | 2.9% | 5.0% | Southeastern Asset Management 5.0%, Appaloosa 4.2%, Dodge & Cox 2.6% and 2 more |
| OracleORCL | 5 | $3.7bn+14% vs Q4 | 1.7% | 5.1% | First Eagle Investment Management 5.1%, Harris Associates (Oakmark) 3.5%, Davis Selected Advisers 0.1% and 2 more |