| AlphabetGOOG | 22−1 vs Q3 | $27bn+4.1% vs Q3 | 8.0% | 39.1% | Himalaya Capital 39.1%, Pershing Square 17.3%, Ruane, Cunniff & Goldfarb (Sequoia) 12.2% and 19 more |
| MicrosoftMSFT | 15 | $17bn−0.8% vs Q3 | 3.8% | 13.9% | TCI Fund Management 13.9%, Fundsmith 11.1%, Polen Capital Management 7.3% and 12 more |
| VisaV | 15 | $14bn+11% vs Q3 | 4.5% | 12.5% | TCI Fund Management 12.5%, Akre Capital Management 8.9%, AKO Capital 7.7% and 12 more |
| Berkshire HathawayBRK.B | 15 | $8.4bn−7.1% vs Q3 | 9.8% | 33.9% | Semper Augustus 33.9%, Gardner Russo & Quinn 21.0%, Tweedy, Browne 16.1% and 12 more |
| AppleAAPL | 12 | $87bn+3.3% vs Q3 | 9.7% | 70.5% | H&H International (Duan Yongping) 70.5%, Berkshire Hathaway 28.1%, Wedgewood Partners 8.1% and 9 more |
| Amazon.comAMZN | 12+1 vs Q3 | $13bn+5.3% vs Q3 | 5.3% | 23.8% | Greenlea Lane Capital 23.8%, Polen Capital Management 11.6%, Appaloosa 8.8% and 9 more |
| American ExpressAXP | 11 | $46bn+9.2% vs Q3 | 2.0% | 16.8% | Berkshire Hathaway 16.8%, Tweedy, Browne 1.8%, First Eagle Investment Management 1.6% and 8 more |
| Meta PlatformsMETA | 11 | $9.6bn−2.0% vs Q3 | 5.1% | 11.4% | Fundsmith 11.4%, Wedgewood Partners 9.2%, Davis Selected Advisers 8.5% and 8 more |
| UnitedHealth GroupUNH | 11+1 vs Q3 | $3.2bn−27% vs Q3 | 1.6% | 7.2% | Ruane, Cunniff & Goldfarb (Sequoia) 7.2%, Wedgewood Partners 5.5%, Polen Capital Management 1.5% and 8 more |
| Bank of AmericaBAC | 10 | $34bn−6.9% vs Q3 | 8.8% | 42.0% | Daily Journal Corp 42.0%, Himalaya Capital 29.3%, Berkshire Hathaway 11.2% and 7 more |
| MastercardMA | 10 | $7.9bn+2.0% vs Q3 | 5.3% | 17.2% | Valley Forge Capital Management 17.2%, Akre Capital Management 16.9%, Gardner Russo & Quinn 11.2% and 7 more |
| Walt DisneyDIS | 10 | $2.0bn−3.7% vs Q3 | 3.6% | 16.7% | ValueAct 16.7%, Lindsell Train 12.4%, Semper Augustus 2.8% and 7 more |
| Moody'sMCO | 9 | $20bn−1.0% vs Q3 | 5.6% | 14.8% | TCI Fund Management 14.8%, Valley Forge Capital Management 13.7%, Akre Capital Management 12.6% and 6 more |
| Capital One FinancialCOF | 8+1 vs Q3 | $8.6bn+4.7% vs Q3 | 2.7% | 9.6% | Davis Selected Advisers 9.6%, Ruane, Cunniff & Goldfarb (Sequoia) 6.6%, Harris Associates (Oakmark) 2.8% and 5 more |
| Wells Fargo & CompanyWFC | 8 | $6.8bn−4.6% vs Q3 | 7.3% | 47.4% | Daily Journal Corp 47.4%, Davis Selected Advisers 3.5%, Tweedy, Browne 3.2% and 5 more |
| S&P GlobalSPGI | 8−1 vs Q3 | $6.1bn−3.2% vs Q3 | 4.3% | 19.3% | Valley Forge Capital Management 19.3%, TCI Fund Management 12.2%, Wedgewood Partners 2.3% and 5 more |
| Charles SchwabSCHW | 7 | $9.6bn+13% vs Q3 | 2.8% | 8.7% | Ruane, Cunniff & Goldfarb (Sequoia) 8.7%, Dodge & Cox 3.9%, Harris Associates (Oakmark) 2.7% and 4 more |
| ComcastCMCSA | 7 | $5.2bn−6.0% vs Q3 | 1.0% | 2.9% | First Eagle Investment Management 2.9%, Dodge & Cox 1.7%, Gardner Russo & Quinn 1.2% and 4 more |
| OracleORCL | 7 | $4.3bn−3.1% vs Q3 | 1.9% | 4.8% | Polen Capital Management 4.8%, First Eagle Investment Management 4.6%, Appaloosa 3.6% and 4 more |
| Taiwan Semiconductor ManufacturingTSM | 7 | $1.6bn−2.3% vs Q3 | 3.0% | 9.2% | Wedgewood Partners 9.2%, Ruane, Cunniff & Goldfarb (Sequoia) 6.5%, First Eagle Investment Management 2.5% and 4 more |
| JPMorgan ChaseJPM | 7 | $604m−17% vs Q3 | 0.8% | 3.4% | Gardner Russo & Quinn 3.4%, Davis Selected Advisers 0.9%, Markel Group 0.5% and 4 more |
| BNYBK | 6 | $5.4bn−5.0% vs Q3 | 1.2% | 2.4% | First Eagle Investment Management 2.4%, Dodge & Cox 2.0%, Harris Associates (Oakmark) 1.0% and 3 more |
| Philip Morris InternationalPM | 6 | $3.1bn−8.4% vs Q3 | 2.6% | 7.1% | Gardner Russo & Quinn 7.1%, Fundsmith 5.8%, First Eagle Investment Management 2.5% and 3 more |
| Alibaba Group HoldingBABA | 6−1 vs Q3 | $2.7bn−25% vs Q3 | 4.6% | 15.5% | Appaloosa 15.5%, Daily Journal Corp 7.9%, H&H International (Duan Yongping) 3.2% and 3 more |
| NikeNKE | 6 | $1.9bn−5.8% vs Q3 | 2.3% | 11.2% | Pershing Square 11.2%, Fundsmith 2.0%, Semper Augustus 0.5% and 3 more |
| PepsicoPEP | 6 | $1.3bn−14% vs Q3 | 2.3% | 9.7% | Lindsell Train 9.7%, Fundsmith 3.7%, Markel Group 0.1% and 3 more |
| EquifaxEFX | 6+1 vs Q3 | $1.2bn+51% vs Q3 | 0.9% | 2.6% | AKO Capital 2.6%, Harris Associates (Oakmark) 1.2%, Valley Forge Capital Management 0.8% and 3 more |
| Ishares Core S&P Small-Cap EIWF | 6+2 vs Q3 | $461m+78% vs Q3 | 0.7% | 3.1% | Appaloosa 3.1%, Polen Capital Management 0.6%, Wedgewood Partners 0.3% and 3 more |
| DiageoDEO | 6 | $229m−9.6% vs Q3 | 0.5% | 1.5% | Markel Group 1.5%, Tweedy, Browne 1.2%, First Eagle Investment Management 0.0% and 3 more |
| Truist FinancialTFC | 6 | $58.5m−96% vs Q3 | 0.3% | 1.9% | Tweedy, Browne 1.9%, Davis Selected Advisers 0.0%, Harris Associates (Oakmark) 0.0% and 3 more |
| Coca-ColaKO | 5 | $25bn−13% vs Q3 | 1.9% | 9.3% | Berkshire Hathaway 9.3%, Semper Augustus 0.3%, Lindsell Train 0.0% and 2 more |
| Occidental PetroleumOXY | 5 | $18bn−2.8% vs Q3 | 6.7% | 19.1% | Fairfax Financial Holdings 19.1%, Berkshire Hathaway 4.9%, H&H International (Duan Yongping) 4.6% and 2 more |
| ChevronCVX | 5 | $17bn−1.7% vs Q3 | 1.3% | 6.4% | Berkshire Hathaway 6.4%, Semper Augustus 0.2%, Dodge & Cox 0.0% and 2 more |
| General ElectricGE | 5 | $11bn−14% vs Q3 | 8.7% | 18.1% | TCI Fund Management 18.1%, Trian Fund Management 17.3%, AKO Capital 6.2% and 2 more |
| Charter CommunicationsCHTR | 5 | $6.4bn−3.2% vs Q3 | 1.4% | 2.4% | Ruane, Cunniff & Goldfarb (Sequoia) 2.4%, Dodge & Cox 2.3%, Harris Associates (Oakmark) 2.0% and 2 more |
| Booking HoldingsBKNG | 5 | $4.4bn+17% vs Q3 | 3.4% | 5.7% | Wedgewood Partners 5.7%, AKO Capital 5.0%, Giverny Capital 3.9% and 2 more |
| FedExFDX | 5 | $4.2bn+7.6% vs Q3 | 2.5% | 5.7% | Southeastern Asset Management 5.7%, Dodge & Cox 2.3%, Tweedy, Browne 2.3% and 2 more |
| Willis Towers WatsonWTW | 5+1 vs Q3 | $3.1bn+0.8% vs Q3 | 4.3% | 16.8% | Baupost Group 16.8%, First Eagle Investment Management 3.1%, Harris Associates (Oakmark) 1.4% and 2 more |
| Intercontinental ExchangeICE | 5 | $3.1bn−9.3% vs Q3 | 4.0% | 12.2% | Ruane, Cunniff & Goldfarb (Sequoia) 12.2%, AKO Capital 5.4%, Harris Associates (Oakmark) 2.6% and 2 more |
| Elevance HealthELV | 5+1 vs Q3 | $2.9bn+15% vs Q3 | 5.1% | 15.0% | Brave Warrior Advisors 15.0%, Ruane, Cunniff & Goldfarb (Sequoia) 7.2%, First Eagle Investment Management 2.7% and 2 more |