| AlphabetGOOG | 23 | $24bn+2.0% vs Q1 | 7.4% | 37.5% | Himalaya Capital 37.5%, Tweedy, Browne 16.4%, Pershing Square 12.9% and 20 more |
| MicrosoftMSFT | 16+1 vs Q1 | $15bn+4.7% vs Q1 | 4.3% | 12.9% | Fundsmith 12.9%, TCI Fund Management 12.0%, Greenlea Lane Capital 11.1% and 13 more |
| Berkshire HathawayBRK.B | 15 | $8.3bn+6.0% vs Q1 | 9.5% | 34.7% | Semper Augustus 34.7%, Tweedy, Browne 21.6%, Gardner Russo & Quinn 18.4% and 12 more |
| VisaV | 14 | $12bn+1.5% vs Q1 | 4.5% | 12.6% | TCI Fund Management 12.6%, Akre Capital Management 9.7%, Valley Forge Capital Management 7.3% and 11 more |
| AppleAAPL | 12+1 vs Q1 | $190bn+17% vs Q1 | 12.9% | 79.6% | H&H International (Duan Yongping) 79.6%, Berkshire Hathaway 51.0%, Wedgewood Partners 10.3% and 9 more |
| Amazon.comAMZN | 12+1 vs Q1 | $13bn+10% vs Q1 | 5.4% | 26.1% | Greenlea Lane Capital 26.1%, Polen Capital Management 13.7%, Appaloosa 7.7% and 9 more |
| Meta PlatformsMETA | 11−1 vs Q1 | $7.5bn+18% vs Q1 | 4.4% | 10.0% | Davis Selected Advisers 10.0%, Appaloosa 8.0%, Wedgewood Partners 7.7% and 8 more |
| Bank of AmericaBAC | 10−1 vs Q1 | $33bn+0.2% vs Q1 | 8.4% | 40.4% | Daily Journal Corp 40.4%, Himalaya Capital 29.0%, Berkshire Hathaway 8.5% and 7 more |
| American ExpressAXP | 10−1 vs Q1 | $28bn+5.6% vs Q1 | 1.3% | 7.6% | Berkshire Hathaway 7.6%, First Eagle Investment Management 1.2%, Tweedy, Browne 1.1% and 7 more |
| Walt DisneyDIS | 10−1 vs Q1 | $1.6bn−9.8% vs Q1 | 3.0% | 14.8% | Trian Fund Management 14.8%, Lindsell Train 9.0%, Semper Augustus 2.6% and 7 more |
| Moody'sMCO | 9 | $15bn+14% vs Q1 | 5.4% | 15.3% | Akre Capital Management 15.3%, Valley Forge Capital Management 14.4%, TCI Fund Management 10.9% and 6 more |
| Wells Fargo & CompanyWFC | 9+1 vs Q1 | $7.6bn+15% vs Q1 | 6.4% | 41.5% | Daily Journal Corp 41.5%, Davis Selected Advisers 8.0%, Dodge & Cox 3.4% and 6 more |
| MastercardMA | 9 | $7.5bn+4.9% vs Q1 | 6.2% | 19.9% | Valley Forge Capital Management 19.9%, Akre Capital Management 19.2%, Gardner Russo & Quinn 9.4% and 6 more |
| UnitedHealth GroupUNH | 9 | $3.7bn+1.4% vs Q1 | 2.3% | 8.6% | Ruane, Cunniff & Goldfarb (Sequoia) 8.6%, Wedgewood Partners 5.7%, Polen Capital Management 3.2% and 6 more |
| S&P GlobalSPGI | 8+1 vs Q1 | $4.5bn+19% vs Q1 | 4.6% | 22.5% | Valley Forge Capital Management 22.5%, TCI Fund Management 11.1%, Wedgewood Partners 2.4% and 5 more |
| Alibaba Group HoldingBABA | 8 | $2.0bn+14% vs Q1 | 3.3% | 15.3% | Daily Journal Corp 15.3%, Appaloosa 6.9%, H&H International (Duan Yongping) 2.0% and 5 more |
| PepsicoPEP | 8+1 vs Q1 | $1.9bn−0.7% vs Q1 | 2.1% | 11.2% | Lindsell Train 11.2%, Fundsmith 5.2%, Markel Group 0.2% and 5 more |
| Johnson & JohnsonJNJ | 8 | $419m+5.7% vs Q1 | 1.6% | 10.5% | Tweedy, Browne 10.5%, Markel Group 1.2%, Fairfax Financial Holdings 0.7% and 5 more |
| Charles SchwabSCHW | 7−1 vs Q1 | $6.4bn+15% vs Q1 | 2.4% | 8.0% | Ruane, Cunniff & Goldfarb (Sequoia) 8.0%, Dodge & Cox 3.0%, Giverny Capital 2.2% and 4 more |
| ComcastCMCSA | 7 | $5.5bn+9.3% vs Q1 | 1.3% | 3.5% | First Eagle Investment Management 3.5%, Dodge & Cox 2.1%, Gardner Russo & Quinn 1.5% and 4 more |
| Liberty MediaFWONA | 7 | $4.1bn+10% vs Q1 | 3.7% | 13.4% | Baupost Group 13.4%, Ruane, Cunniff & Goldfarb (Sequoia) 9.4%, Southeastern Asset Management 1.5% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.3bn+16% vs Q1 | 2.0% | 6.5% | Brave Warrior Advisors 6.5%, Davis Selected Advisers 3.7%, Gardner Russo & Quinn 3.0% and 4 more |
| Capital One FinancialCOF | 6 | $8.9bn+25% vs Q1 | 3.4% | 7.5% | Davis Selected Advisers 7.5%, Ruane, Cunniff & Goldfarb (Sequoia) 5.9%, Harris Associates (Oakmark) 3.9% and 3 more |
| General ElectricGE | 6 | $7.8bn+24% vs Q1 | 5.2% | 13.6% | TCI Fund Management 13.6%, Trian Fund Management 11.4%, Southeastern Asset Management 3.6% and 3 more |
| BNYBK | 6 | $4.3bn−1.3% vs Q1 | 1.6% | 3.6% | Davis Selected Advisers 3.6%, First Eagle Investment Management 1.9%, Dodge & Cox 1.8% and 3 more |
| Philip Morris InternationalPM | 6 | $3.1bn−2.2% vs Q1 | 2.5% | 6.5% | Fundsmith 6.5%, Gardner Russo & Quinn 6.1%, First Eagle Investment Management 2.3% and 3 more |
| Taiwan Semiconductor ManufacturingTSM | 6+1 vs Q1 | $1.6bn+22% vs Q1 | 3.1% | 6.9% | Ruane, Cunniff & Goldfarb (Sequoia) 6.9%, Wedgewood Partners 5.5%, Appaloosa 3.3% and 3 more |
| Truist FinancialTFC | 6 | $1.3bn+37% vs Q1 | 0.4% | 1.3% | Tweedy, Browne 1.3%, Dodge & Cox 0.6%, Harris Associates (Oakmark) 0.6% and 3 more |
| MarkelMKL | 6+1 vs Q1 | $1.2bn+14% vs Q1 | 3.5% | 12.2% | Greenlea Lane Capital 12.2%, Giverny Capital 6.1%, Davis Selected Advisers 2.2% and 3 more |
| Liberty Broadband8L8C | 6 | $965m+9.9% vs Q1 | 1.6% | 5.2% | Ruane, Cunniff & Goldfarb (Sequoia) 5.2%, Southeastern Asset Management 2.7%, Harris Associates (Oakmark) 1.0% and 3 more |
| US BancorpUSB | 6 | $828m−9.1% vs Q1 | 1.3% | 3.1% | Davis Selected Advisers 3.1%, Daily Journal Corp 2.8%, First Eagle Investment Management 0.8% and 3 more |
| Union PacificUNP | 6+1 vs Q1 | $269m+16% vs Q1 | 0.3% | 0.6% | Baupost Group 0.6%, Tweedy, Browne 0.5%, First Eagle Investment Management 0.4% and 3 more |
| Ishares Core S&P Small-Cap EIWF | 6+3 vs Q1 | $79.9m+132% vs Q1 | 0.1% | 0.8% | Appaloosa 0.8%, Polen Capital Management 0.1%, Giverny Capital 0.0% and 3 more |
| Coca-ColaKO | 5 | $24bn−2.9% vs Q1 | 1.4% | 6.9% | Berkshire Hathaway 6.9%, Semper Augustus 0.3%, Lindsell Train 0.0% and 2 more |
| Occidental PetroleumOXY | 5 | $20bn−1.9% vs Q1 | 6.1% | 18.8% | Fairfax Financial Holdings 18.8%, Carl Icahn 4.0%, Dodge & Cox 3.9% and 2 more |
| ChevronCVX | 5−2 vs Q1 | $19bn−11% vs Q1 | 1.1% | 5.6% | Berkshire Hathaway 5.6%, Semper Augustus 0.1%, Dodge & Cox 0.0% and 2 more |
| FiservFISV | 5−1 vs Q1 | $8.0bn+6.4% vs Q1 | 6.9% | 22.9% | ValueAct 22.9%, Harris Associates (Oakmark) 3.7%, Dodge & Cox 3.0% and 2 more |
| FedExFDX | 5 | $4.1bn−1.7% vs Q1 | 2.8% | 5.8% | Southeastern Asset Management 5.8%, Appaloosa 3.0%, Dodge & Cox 2.5% and 2 more |
| KKR & Co.KKR | 5 | $3.7bn+11% vs Q1 | 5.8% | 17.9% | ValueAct 17.9%, Akre Capital Management 7.1%, Harris Associates (Oakmark) 3.1% and 2 more |
| OracleORCL | 5 | $3.7bn−0.8% vs Q1 | 1.7% | 5.7% | First Eagle Investment Management 5.7%, Harris Associates (Oakmark) 2.7%, Davis Selected Advisers 0.1% and 2 more |