| AlphabetGOOG | 23 | $25bn+0.6% vs Q3 | 7.7% | 38.1% | Himalaya Capital 38.1%, Pershing Square 18.6%, Tweedy, Browne 16.8% and 20 more |
| MicrosoftMSFT | 16+1 vs Q3 | $16bn+61% vs Q3 | 4.5% | 12.5% | Fundsmith 12.5%, TCI Fund Management 11.1%, Appaloosa 11.0% and 13 more |
| Berkshire HathawayBRK.B | 15+1 vs Q3 | $8.0bn−0.2% vs Q3 | 9.6% | 31.6% | Semper Augustus 31.6%, Tweedy, Browne 20.4%, Gardner Russo & Quinn 19.1% and 12 more |
| VisaV | 14 | $12bn+8.9% vs Q3 | 4.3% | 12.2% | TCI Fund Management 12.2%, Wedgewood Partners 7.7%, Akre Capital Management 7.7% and 11 more |
| AppleAAPL | 11 | $187bn+11% vs Q3 | 13.4% | 79.5% | H&H International (Duan Yongping) 79.5%, Berkshire Hathaway 49.5%, Himalaya Capital 7.1% and 8 more |
| Bank of AmericaBAC | 11 | $40bn+23% vs Q3 | 8.1% | 41.8% | Daily Journal Corp 41.8%, Himalaya Capital 29.6%, Berkshire Hathaway 9.9% and 8 more |
| Meta PlatformsMETA | 11 | $8.1bn+11% vs Q3 | 4.8% | 11.3% | Appaloosa 11.3%, Wedgewood Partners 9.9%, Davis Selected Advisers 7.9% and 8 more |
| Walt DisneyDIS | 11+1 vs Q3 | $4.8bn+23% vs Q3 | 6.3% | 41.7% | Trian Fund Management 41.7%, Lindsell Train 9.7%, ValueAct 9.2% and 8 more |
| American ExpressAXP | 10 | $30bn+27% vs Q3 | 1.4% | 8.1% | Berkshire Hathaway 8.1%, Harris Associates (Oakmark) 1.6%, First Eagle Investment Management 1.2% and 7 more |
| UnitedHealth GroupUNH | 10 | $3.9bn+2.0% vs Q3 | 2.1% | 9.0% | Ruane, Cunniff & Goldfarb (Sequoia) 9.0%, Wedgewood Partners 5.3%, Polen Capital Management 3.1% and 7 more |
| Amazon.comAMZN | 9−1 vs Q3 | $13bn+14% vs Q3 | 6.7% | 22.8% | Greenlea Lane Capital 22.8%, Polen Capital Management 13.3%, Appaloosa 10.4% and 6 more |
| Wells Fargo & CompanyWFC | 9 | $8.6bn+19% vs Q3 | 6.5% | 42.3% | Daily Journal Corp 42.3%, Davis Selected Advisers 8.2%, Dodge & Cox 3.7% and 6 more |
| MastercardMA | 9 | $7.6bn+1.9% vs Q3 | 5.9% | 18.2% | Akre Capital Management 18.2%, Valley Forge Capital Management 18.0%, Gardner Russo & Quinn 10.0% and 6 more |
| Alibaba Group HoldingBABA | 9+1 vs Q3 | $2.1bn+4.1% vs Q3 | 2.6% | 12.6% | Daily Journal Corp 12.6%, Appaloosa 5.8%, H&H International (Duan Yongping) 2.7% and 6 more |
| Moody'sMCO | 8−1 vs Q3 | $17bn+27% vs Q3 | 6.3% | 15.7% | Akre Capital Management 15.7%, Valley Forge Capital Management 13.5%, TCI Fund Management 13.1% and 5 more |
| S&P GlobalSPGI | 8+1 vs Q3 | $4.8bn+20% vs Q3 | 4.4% | 20.7% | Valley Forge Capital Management 20.7%, TCI Fund Management 11.1%, Wedgewood Partners 2.3% and 5 more |
| Taiwan Semiconductor ManufacturingTSM | 8+1 vs Q3 | $1.5bn+16% vs Q3 | 2.2% | 6.9% | Wedgewood Partners 6.9%, Ruane, Cunniff & Goldfarb (Sequoia) 6.8%, First Eagle Investment Management 2.3% and 5 more |
| Charles SchwabSCHW | 7 | $8.3bn+35% vs Q3 | 2.8% | 9.3% | Ruane, Cunniff & Goldfarb (Sequoia) 9.3%, Dodge & Cox 3.8%, Giverny Capital 2.7% and 4 more |
| ComcastCMCSA | 7 | $5.7bn−0.8% vs Q3 | 1.3% | 3.3% | First Eagle Investment Management 3.3%, Dodge & Cox 2.1%, Gardner Russo & Quinn 1.5% and 4 more |
| PepsicoPEP | 7 | $1.7bn−0.6% vs Q3 | 2.2% | 10.7% | Lindsell Train 10.7%, Fundsmith 4.7%, Markel Group 0.2% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.4bn+14% vs Q3 | 2.1% | 6.7% | Brave Warrior Advisors 6.7%, Davis Selected Advisers 3.8%, Gardner Russo & Quinn 3.5% and 4 more |
| Capital One FinancialCOF | 6 | $9.3bn+28% vs Q3 | 3.6% | 8.1% | Davis Selected Advisers 8.1%, Ruane, Cunniff & Goldfarb (Sequoia) 6.8%, Harris Associates (Oakmark) 4.3% and 3 more |
| General ElectricGE | 6−1 vs Q3 | $8.3bn+7.2% vs Q3 | 4.8% | 14.8% | TCI Fund Management 14.8%, Trian Fund Management 7.3%, AKO Capital 4.5% and 3 more |
| BNYBK | 6 | $5.0bn+21% vs Q3 | 1.6% | 3.7% | Davis Selected Advisers 3.7%, First Eagle Investment Management 2.0%, Dodge & Cox 1.9% and 3 more |
| Philip Morris InternationalPM | 6 | $2.8bn+0.9% vs Q3 | 2.3% | 5.9% | Fundsmith 5.9%, Gardner Russo & Quinn 5.8%, First Eagle Investment Management 2.0% and 3 more |
| OracleORCL | 6+1 vs Q3 | $2.7bn−6.1% vs Q3 | 1.4% | 4.7% | First Eagle Investment Management 4.7%, Appaloosa 2.4%, Harris Associates (Oakmark) 1.0% and 3 more |
| Truist FinancialTFC | 6 | $2.4bn+29% vs Q3 | 0.6% | 1.4% | Tweedy, Browne 1.4%, Dodge & Cox 1.3%, Harris Associates (Oakmark) 0.7% and 3 more |
| NikeNKE | 6+1 vs Q3 | $1.6bn+27% vs Q3 | 1.4% | 3.0% | Fundsmith 3.0%, AKO Capital 2.9%, Polen Capital Management 1.5% and 3 more |
| FergusonFERG1GBX | 6 | $957m−7.2% vs Q3 | 2.1% | 11.6% | Trian Fund Management 11.6%, Giverny Capital 0.2%, TCI Fund Management 0.2% and 3 more |
| Johnson & JohnsonJNJ | 6 | $333m+0.6% vs Q3 | 1.8% | 8.7% | Tweedy, Browne 8.7%, Markel Group 1.0%, Fairfax Financial Holdings 0.8% and 3 more |
| DiageoDEO | 6+1 vs Q3 | $260m−0.8% vs Q3 | 0.5% | 2.1% | Markel Group 2.1%, Tweedy, Browne 1.0%, Berkshire Hathaway 0.0% and 3 more |
| Coca-ColaKO | 5 | $24bn+5.3% vs Q3 | 1.4% | 6.7% | Berkshire Hathaway 6.7%, Semper Augustus 0.3%, Lindsell Train 0.0% and 2 more |
| Occidental PetroleumOXY | 5+1 vs Q3 | $21bn−5.2% vs Q3 | 7.6% | 24.5% | Fairfax Financial Holdings 24.5%, Carl Icahn 5.9%, Berkshire Hathaway 4.1% and 2 more |
| ChevronCVX | 5 | $19bn+1.1% vs Q3 | 1.1% | 5.3% | Berkshire Hathaway 5.3%, Semper Augustus 0.1%, Dodge & Cox 0.0% and 2 more |
| FiservFISV | 5 | $7.3bn+11% vs Q3 | 4.5% | 11.1% | ValueAct 11.1%, Harris Associates (Oakmark) 3.4%, Dodge & Cox 2.9% and 2 more |
| FedExFDX | 5 | $3.8bn−10% vs Q3 | 2.4% | 4.7% | Southeastern Asset Management 4.7%, Appaloosa 2.8%, Dodge & Cox 2.2% and 2 more |
| KKR & Co.KKR | 5 | $3.7bn+6.3% vs Q3 | 5.2% | 11.6% | Akre Capital Management 11.6%, ValueAct 9.9%, Harris Associates (Oakmark) 3.0% and 2 more |
| Thermo Fisher ScientificTMO | 5 | $2.9bn−1.2% vs Q3 | 1.7% | 4.6% | TCI Fund Management 4.6%, Polen Capital Management 2.6%, AKO Capital 1.2% and 2 more |
| CVS HealthCVS | 5 | $2.8bn+27% vs Q3 | 0.5% | 1.5% | Dodge & Cox 1.5%, Harris Associates (Oakmark) 0.6%, Markel Group 0.3% and 2 more |
| HCA HealthcareHCA | 5+1 vs Q3 | $1.9bn+16% vs Q3 | 0.9% | 2.9% | First Eagle Investment Management 2.9%, Harris Associates (Oakmark) 1.0%, Appaloosa 0.6% and 2 more |