| AlphabetGOOG | 22 | $20bn−26% vs Q4 | 6.6% | 35.1% | Himalaya Capital 35.1%, Pershing Square 14.0%, Ruane, Cunniff & Goldfarb (Sequoia) 10.4% and 19 more |
| VisaV | 16+1 vs Q4 | $16bn+9.7% vs Q4 | 5.0% | 13.4% | TCI Fund Management 13.4%, Akre Capital Management 10.7%, ValueAct 10.0% and 13 more |
| MicrosoftMSFT | 16+1 vs Q4 | $15bn−6.8% vs Q4 | 3.3% | 15.0% | TCI Fund Management 15.0%, Fundsmith 9.2%, Wedgewood Partners 7.0% and 13 more |
| Berkshire HathawayBRK.B | 15 | $9.3bn+11% vs Q4 | 11.3% | 35.5% | Semper Augustus 35.5%, Gardner Russo & Quinn 21.9%, Himalaya Capital 21.6% and 12 more |
| AppleAAPL | 11−1 vs Q4 | $75bn−14% vs Q4 | 9.3% | 63.3% | H&H International (Duan Yongping) 63.3%, Berkshire Hathaway 25.6%, Wedgewood Partners 7.1% and 8 more |
| American ExpressAXP | 11 | $42bn−9.5% vs Q4 | 1.9% | 15.7% | Berkshire Hathaway 15.7%, Tweedy, Browne 1.7%, First Eagle Investment Management 1.2% and 8 more |
| Amazon.comAMZN | 11−1 vs Q4 | $11bn−19% vs Q4 | 4.9% | 21.3% | Greenlea Lane Capital 21.3%, Polen Capital Management 10.6%, Appaloosa 5.7% and 8 more |
| Meta PlatformsMETA | 11 | $9.2bn−4.1% vs Q4 | 5.7% | 12.8% | ValueAct 12.8%, Fundsmith 10.2%, Wedgewood Partners 9.2% and 8 more |
| Bank of AmericaBAC | 10 | $29bn−13% vs Q4 | 8.1% | 38.7% | Daily Journal Corp 38.7%, Himalaya Capital 26.1%, Berkshire Hathaway 10.1% and 7 more |
| MastercardMA | 10 | $7.8bn−1.7% vs Q4 | 5.5% | 18.5% | Valley Forge Capital Management 18.5%, Akre Capital Management 17.6%, Gardner Russo & Quinn 10.6% and 7 more |
| Walt DisneyDIS | 10 | $1.8bn−13% vs Q4 | 3.1% | 14.2% | ValueAct 14.2%, Lindsell Train 10.6%, Semper Augustus 2.2% and 7 more |
| Moody'sMCO | 9 | $20bn−2.9% vs Q4 | 5.5% | 14.1% | TCI Fund Management 14.1%, Valley Forge Capital Management 13.9%, Akre Capital Management 10.9% and 6 more |
| S&P GlobalSPGI | 9+1 vs Q4 | $6.3bn+1.8% vs Q4 | 4.1% | 20.3% | Valley Forge Capital Management 20.3%, TCI Fund Management 12.1%, Wedgewood Partners 3.5% and 6 more |
| UnitedHealth GroupUNH | 9−2 vs Q4 | $3.2bn−0.2% vs Q4 | 1.4% | 7.8% | Ruane, Cunniff & Goldfarb (Sequoia) 7.8%, Polen Capital Management 1.7%, Dodge & Cox 1.2% and 6 more |
| Capital One FinancialCOF | 8 | $8.1bn−5.7% vs Q4 | 3.0% | 9.3% | Davis Selected Advisers 9.3%, Ruane, Cunniff & Goldfarb (Sequoia) 6.9%, Harris Associates (Oakmark) 3.0% and 5 more |
| Wells Fargo & CompanyWFC | 8 | $5.8bn−15% vs Q4 | 7.3% | 47.0% | Daily Journal Corp 47.0%, Tweedy, Browne 4.1%, Davis Selected Advisers 3.5% and 5 more |
| Taiwan Semiconductor ManufacturingTSM | 8+1 vs Q4 | $1.4bn−13% vs Q4 | 2.4% | 9.3% | Wedgewood Partners 9.3%, Ruane, Cunniff & Goldfarb (Sequoia) 5.6%, First Eagle Investment Management 2.0% and 5 more |
| ComcastCMCSA | 7 | $5.7bn+10% vs Q4 | 1.1% | 2.7% | First Eagle Investment Management 2.7%, Dodge & Cox 2.0%, Harris Associates (Oakmark) 1.3% and 4 more |
| OracleORCL | 7 | $3.8bn−13% vs Q4 | 1.5% | 5.5% | Polen Capital Management 5.5%, First Eagle Investment Management 3.6%, Appaloosa 1.2% and 4 more |
| JPMorgan ChaseJPM | 7 | $556m−7.9% vs Q4 | 0.7% | 2.9% | Gardner Russo & Quinn 2.9%, Davis Selected Advisers 0.9%, Markel Group 0.6% and 4 more |
| Charles SchwabSCHW | 6−1 vs Q4 | $9.8bn+2.5% vs Q4 | 3.5% | 9.6% | Ruane, Cunniff & Goldfarb (Sequoia) 9.6%, Dodge & Cox 4.0%, Harris Associates (Oakmark) 3.6% and 3 more |
| BNYBK | 6 | $5.5bn+1.0% vs Q4 | 1.3% | 2.4% | First Eagle Investment Management 2.4%, Dodge & Cox 2.0%, Tweedy, Browne 1.1% and 3 more |
| Philip Morris InternationalPM | 6 | $4.0bn+26% vs Q4 | 3.3% | 8.9% | Gardner Russo & Quinn 8.9%, Fundsmith 7.8%, First Eagle Investment Management 3.0% and 3 more |
| Elevance HealthELV | 6+1 vs Q4 | $3.7bn+28% vs Q4 | 5.4% | 15.7% | Brave Warrior Advisors 15.7%, Ruane, Cunniff & Goldfarb (Sequoia) 8.9%, Baupost Group 3.1% and 3 more |
| Alibaba Group HoldingBABA | 6 | $3.3bn+20% vs Q4 | 5.3% | 14.6% | Appaloosa 14.6%, Daily Journal Corp 11.9%, H&H International (Duan Yongping) 4.4% and 3 more |
| EquifaxEFX | 6 | $1.4bn+13% vs Q4 | 0.9% | 2.4% | AKO Capital 2.4%, Harris Associates (Oakmark) 1.9%, Valley Forge Capital Management 0.8% and 3 more |
| Ishares Core S&P Small-Cap EIWF | 6 | $353m−23% vs Q4 | 0.6% | 2.4% | Appaloosa 2.4%, Wedgewood Partners 0.6%, Polen Capital Management 0.5% and 3 more |
| DiageoDEO | 6 | $188m−18% vs Q4 | 0.4% | 1.3% | Markel Group 1.3%, Tweedy, Browne 1.3%, Berkshire Hathaway 0.0% and 3 more |
| Coca-ColaKO | 5 | $29bn+15% vs Q4 | 2.3% | 11.0% | Berkshire Hathaway 11.0%, Semper Augustus 0.3%, Lindsell Train 0.0% and 2 more |
| ChevronCVX | 5 | $20bn+15% vs Q4 | 1.6% | 7.6% | Berkshire Hathaway 7.6%, Semper Augustus 0.2%, Dodge & Cox 0.0% and 2 more |
| Occidental PetroleumOXY | 5 | $18bn+1.0% vs Q4 | 6.5% | 16.1% | Fairfax Financial Holdings 16.1%, H&H International (Duan Yongping) 5.7%, Berkshire Hathaway 5.0% and 2 more |
| General ElectricGE | 5 | $14bn+22% vs Q4 | 10.4% | 21.9% | TCI Fund Management 21.9%, Trian Fund Management 21.6%, AKO Capital 6.4% and 2 more |
| Charter CommunicationsCHTR | 5 | $6.9bn+8.5% vs Q4 | 1.7% | 2.7% | Ruane, Cunniff & Goldfarb (Sequoia) 2.7%, Harris Associates (Oakmark) 2.6%, Dodge & Cox 2.4% and 2 more |
| Booking HoldingsBKNG | 5 | $4.0bn−8.0% vs Q4 | 3.2% | 6.1% | Wedgewood Partners 6.1%, AKO Capital 4.3%, Giverny Capital 3.6% and 2 more |
| Willis Towers WatsonWTW | 5 | $3.3bn+7.2% vs Q4 | 4.1% | 14.8% | Baupost Group 14.8%, First Eagle Investment Management 3.1%, Harris Associates (Oakmark) 2.0% and 2 more |
| Texas InstrumentsTXN | 5 | $1.7bn+8.4% vs Q4 | 1.5% | 2.5% | Davis Selected Advisers 2.5%, Fundsmith 2.2%, First Eagle Investment Management 1.4% and 2 more |
| Thermo Fisher ScientificTMO | 5 | $1.6bn−4.8% vs Q4 | 2.5% | 6.3% | Lindsell Train 6.3%, Polen Capital Management 3.6%, AKO Capital 2.1% and 2 more |
| SalesforceCRM | 5+1 vs Q4 | $1.6bn−28% vs Q4 | 3.9% | 17.0% | ValueAct 17.0%, First Eagle Investment Management 1.3%, AKO Capital 1.3% and 2 more |
| Analog DevicesADI | 5 | $1.1bn−3.8% vs Q4 | 1.6% | 3.3% | AKO Capital 3.3%, Markel Group 2.1%, Giverny Capital 1.3% and 2 more |
| IntuitINTU | 5+1 vs Q4 | $1.1bn−1.8% vs Q4 | 4.1% | 11.4% | Lindsell Train 11.4%, AKO Capital 4.4%, Valley Forge Capital Management 4.2% and 2 more |