| AlphabetGOOG | 23 | $26bn+6.3% vs Q4 | 7.8% | 37.5% | Himalaya Capital 37.5%, Pershing Square 19.4%, Tweedy, Browne 17.1% and 20 more |
| MicrosoftMSFT | 15−1 vs Q4 | $17bn+5.7% vs Q4 | 4.7% | 12.5% | Fundsmith 12.5%, TCI Fund Management 11.2%, Greenlea Lane Capital 10.6% and 12 more |
| Berkshire HathawayBRK.B | 15 | $8.8bn+9.0% vs Q4 | 10.2% | 32.3% | Semper Augustus 32.3%, Tweedy, Browne 22.9%, Gardner Russo & Quinn 20.2% and 12 more |
| VisaV | 14 | $13bn+8.0% vs Q4 | 4.3% | 11.8% | TCI Fund Management 11.8%, Akre Capital Management 7.5%, Wedgewood Partners 7.4% and 11 more |
| AppleAAPL | 11 | $147bn−21% vs Q4 | 12.3% | 78.0% | H&H International (Duan Yongping) 78.0%, Berkshire Hathaway 40.8%, Wedgewood Partners 6.8% and 8 more |
| Bank of AmericaBAC | 11 | $45bn+13% vs Q4 | 8.4% | 42.8% | Daily Journal Corp 42.8%, Himalaya Capital 30.3%, Berkshire Hathaway 11.8% and 8 more |
| American ExpressAXP | 11+1 vs Q4 | $36bn+21% vs Q4 | 1.5% | 10.4% | Berkshire Hathaway 10.4%, Harris Associates (Oakmark) 1.5%, First Eagle Investment Management 1.4% and 8 more |
| Walt DisneyDIS | 11 | $6.4bn+35% vs Q4 | 7.8% | 49.3% | Trian Fund Management 49.3%, ValueAct 14.6%, Lindsell Train 12.8% and 8 more |
| Meta PlatformsMETA | 10−1 vs Q4 | $8.7bn+6.6% vs Q4 | 5.1% | 9.4% | Fundsmith 9.4%, Davis Selected Advisers 8.4%, Wedgewood Partners 8.3% and 7 more |
| MastercardMA | 10+1 vs Q4 | $8.2bn+7.7% vs Q4 | 5.5% | 19.5% | Valley Forge Capital Management 19.5%, Akre Capital Management 18.4%, Gardner Russo & Quinn 10.4% and 7 more |
| UnitedHealth GroupUNH | 10 | $3.8bn−0.2% vs Q4 | 2.0% | 7.9% | Ruane, Cunniff & Goldfarb (Sequoia) 7.9%, Wedgewood Partners 6.2%, Polen Capital Management 2.7% and 7 more |
| Amazon.comAMZN | 9 | $14bn+9.8% vs Q4 | 7.0% | 24.7% | Greenlea Lane Capital 24.7%, Polen Capital Management 14.3%, Appaloosa 10.2% and 6 more |
| Wells Fargo & CompanyWFC | 9 | $9.6bn+12% vs Q4 | 7.0% | 46.2% | Daily Journal Corp 46.2%, Davis Selected Advisers 7.6%, Dodge & Cox 3.9% and 6 more |
| Moody'sMCO | 8 | $17bn+0.1% vs Q4 | 6.0% | 14.5% | Akre Capital Management 14.5%, Valley Forge Capital Management 13.1%, TCI Fund Management 12.1% and 5 more |
| S&P GlobalSPGI | 8 | $4.6bn−3.4% vs Q4 | 4.0% | 19.2% | Valley Forge Capital Management 19.2%, TCI Fund Management 9.7%, Wedgewood Partners 2.2% and 5 more |
| Alibaba Group HoldingBABA | 8−1 vs Q4 | $2.6bn+22% vs Q4 | 3.2% | 12.1% | Appaloosa 12.1%, Daily Journal Corp 8.0%, H&H International (Duan Yongping) 3.0% and 5 more |
| Charles SchwabSCHW | 7 | $8.9bn+8.0% vs Q4 | 2.8% | 9.1% | Ruane, Cunniff & Goldfarb (Sequoia) 9.1%, Dodge & Cox 3.6%, Harris Associates (Oakmark) 2.7% and 4 more |
| ComcastCMCSA | 7 | $5.6bn−1.0% vs Q4 | 1.2% | 3.1% | First Eagle Investment Management 3.1%, Dodge & Cox 1.8%, Harris Associates (Oakmark) 1.4% and 4 more |
| Taiwan Semiconductor ManufacturingTSM | 7−1 vs Q4 | $1.9bn+27% vs Q4 | 3.0% | 7.9% | Wedgewood Partners 7.9%, Ruane, Cunniff & Goldfarb (Sequoia) 7.8%, First Eagle Investment Management 2.8% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.4bn−2.7% vs Q4 | 1.9% | 5.4% | Brave Warrior Advisors 5.4%, Davis Selected Advisers 3.6%, Gardner Russo & Quinn 3.5% and 4 more |
| General ElectricGE | 6 | $12bn+47% vs Q4 | 6.4% | 20.7% | TCI Fund Management 20.7%, Trian Fund Management 8.8%, AKO Capital 6.1% and 3 more |
| Capital One FinancialCOF | 6 | $9.8bn+5.2% vs Q4 | 3.6% | 8.1% | Davis Selected Advisers 8.1%, Ruane, Cunniff & Goldfarb (Sequoia) 6.8%, Harris Associates (Oakmark) 3.9% and 3 more |
| BNYBK | 6 | $5.3bn+4.5% vs Q4 | 1.5% | 3.3% | Davis Selected Advisers 3.3%, First Eagle Investment Management 2.1%, Dodge & Cox 1.9% and 3 more |
| Philip Morris InternationalPM | 6 | $2.8bn−2.1% vs Q4 | 2.1% | 5.3% | Fundsmith 5.3%, Gardner Russo & Quinn 5.2%, First Eagle Investment Management 2.1% and 3 more |
| OracleORCL | 6 | $2.7bn+0.1% vs Q4 | 1.6% | 4.3% | Appaloosa 4.3%, First Eagle Investment Management 4.0%, Harris Associates (Oakmark) 1.0% and 3 more |
| Truist FinancialTFC | 6 | $2.5bn+3.6% vs Q4 | 0.6% | 1.5% | Tweedy, Browne 1.5%, Dodge & Cox 1.2%, Harris Associates (Oakmark) 0.7% and 3 more |
| NikeNKE | 6 | $1.7bn+4.2% vs Q4 | 1.2% | 2.4% | Fundsmith 2.4%, Polen Capital Management 2.0%, AKO Capital 2.0% and 3 more |
| PepsicoPEP | 6−1 vs Q4 | $1.6bn−7.6% vs Q4 | 2.5% | 11.0% | Lindsell Train 11.0%, Fundsmith 4.0%, Markel Group 0.2% and 3 more |
| DiageoDEO | 6 | $266m+2.2% vs Q4 | 0.5% | 2.0% | Markel Group 2.0%, Tweedy, Browne 1.0%, Berkshire Hathaway 0.0% and 3 more |
| Coca-ColaKO | 5 | $24bn+3.8% vs Q4 | 1.5% | 7.4% | Berkshire Hathaway 7.4%, Semper Augustus 0.3%, Lindsell Train 0.0% and 2 more |
| Occidental PetroleumOXY | 5 | $23bn+10% vs Q4 | 9.3% | 31.8% | Fairfax Financial Holdings 31.8%, Carl Icahn 6.0%, Berkshire Hathaway 4.9% and 2 more |
| ChevronCVX | 5 | $19bn+3.1% vs Q4 | 1.2% | 5.8% | Berkshire Hathaway 5.8%, Semper Augustus 0.2%, Dodge & Cox 0.0% and 2 more |
| FiservFISV | 5 | $8.5bn+17% vs Q4 | 4.9% | 12.9% | ValueAct 12.9%, Harris Associates (Oakmark) 3.7%, Dodge & Cox 3.2% and 2 more |
| FedExFDX | 5 | $4.3bn+14% vs Q4 | 2.7% | 6.0% | Southeastern Asset Management 6.0%, Appaloosa 2.6%, Dodge & Cox 2.3% and 2 more |
| CVS HealthCVS | 5 | $3.7bn+32% vs Q4 | 0.6% | 1.9% | Dodge & Cox 1.9%, Harris Associates (Oakmark) 0.6%, Markel Group 0.3% and 2 more |
| Booking HoldingsBKNG | 5+1 vs Q4 | $3.3bn−0.4% vs Q4 | 2.5% | 4.8% | Wedgewood Partners 4.8%, AKO Capital 4.4%, Dodge & Cox 1.7% and 2 more |
| Thermo Fisher ScientificTMO | 5 | $3.1bn+7.4% vs Q4 | 2.1% | 4.4% | Polen Capital Management 4.4%, AKO Capital 3.8%, TCI Fund Management 2.2% and 2 more |
| KKR & Co.KKR | 5 | $2.9bn−22% vs Q4 | 4.0% | 12.4% | Akre Capital Management 12.4%, ValueAct 4.2%, Harris Associates (Oakmark) 1.7% and 2 more |
| Texas InstrumentsTXN | 5+1 vs Q4 | $1.5bn+13% vs Q4 | 1.2% | 2.3% | Davis Selected Advisers 2.3%, First Eagle Investment Management 1.7%, Markel Group 1.2% and 2 more |
| Analog DevicesADI | 5+1 vs Q4 | $1.2bn+14% vs Q4 | 1.5% | 2.3% | Markel Group 2.3%, AKO Capital 2.0%, First Eagle Investment Management 1.7% and 2 more |