| AlphabetGOOG | 21−1 vs Q1 | $22bn+11% vs Q1 | 7.3% | 32.8% | Himalaya Capital 32.8%, Pershing Square 15.1%, Baupost Group 11.3% and 18 more |
| MicrosoftMSFT | 16 | $20bn+28% vs Q1 | 3.9% | 17.2% | TCI Fund Management 17.2%, Fundsmith 10.7%, Polen Capital Management 8.3% and 13 more |
| VisaV | 16 | $16bn+4.6% vs Q1 | 4.7% | 13.3% | TCI Fund Management 13.3%, Akre Capital Management 11.0%, ValueAct 7.9% and 13 more |
| Berkshire HathawayBRK.B | 15 | $7.9bn−16% vs Q1 | 9.3% | 28.8% | Semper Augustus 28.8%, Gardner Russo & Quinn 18.5%, Himalaya Capital 16.2% and 12 more |
| Amazon.comAMZN | 13+2 vs Q1 | $14bn+31% vs Q1 | 6.1% | 20.0% | Greenlea Lane Capital 20.0%, ValueAct 15.2%, Polen Capital Management 9.4% and 10 more |
| AppleAAPL | 12+1 vs Q1 | $65bn−14% vs Q1 | 7.9% | 62.5% | H&H International (Duan Yongping) 62.5%, Berkshire Hathaway 22.3%, Wedgewood Partners 6.4% and 9 more |
| Meta PlatformsMETA | 12+1 vs Q1 | $11bn+23% vs Q1 | 5.4% | 11.4% | Fundsmith 11.4%, Wedgewood Partners 10.3%, Davis Selected Advisers 8.3% and 9 more |
| American ExpressAXP | 11 | $49bn+18% vs Q1 | 2.2% | 18.8% | Berkshire Hathaway 18.8%, Tweedy, Browne 2.0%, Markel Group 1.3% and 8 more |
| Walt DisneyDIS | 11+1 vs Q1 | $2.0bn+16% vs Q1 | 3.0% | 11.9% | Lindsell Train 11.9%, ValueAct 11.3%, Semper Augustus 2.5% and 8 more |
| Bank of AmericaBAC | 10 | $32bn+8.2% vs Q1 | 7.6% | 40.2% | Daily Journal Corp 40.2%, Himalaya Capital 18.4%, Berkshire Hathaway 11.1% and 7 more |
| MastercardMA | 10 | $7.8bn+0.3% vs Q1 | 5.4% | 18.4% | Valley Forge Capital Management 18.4%, Akre Capital Management 18.1%, Gardner Russo & Quinn 10.1% and 7 more |
| UnitedHealth GroupUNH | 10+1 vs Q1 | $5.7bn+76% vs Q1 | 2.0% | 11.8% | Appaloosa 11.8%, Ruane, Cunniff & Goldfarb (Sequoia) 4.1%, Davis Selected Advisers 1.9% and 7 more |
| Moody'sMCO | 9 | $21bn+7.6% vs Q1 | 5.5% | 14.6% | Valley Forge Capital Management 14.6%, TCI Fund Management 13.1%, Akre Capital Management 11.3% and 6 more |
| Taiwan Semiconductor ManufacturingTSM | 9+1 vs Q1 | $2.3bn+64% vs Q1 | 2.8% | 9.2% | Wedgewood Partners 9.2%, Ruane, Cunniff & Goldfarb (Sequoia) 7.5%, Appaloosa 3.6% and 6 more |
| Capital One FinancialCOF | 8 | $9.2bn+13% vs Q1 | 4.1% | 10.2% | Davis Selected Advisers 10.2%, Brave Warrior Advisors 8.9%, Ruane, Cunniff & Goldfarb (Sequoia) 7.7% and 5 more |
| S&P GlobalSPGI | 8−1 vs Q1 | $6.9bn+9.9% vs Q1 | 4.5% | 20.4% | Valley Forge Capital Management 20.4%, TCI Fund Management 11.5%, Wedgewood Partners 3.7% and 5 more |
| Wells Fargo & CompanyWFC | 8 | $5.8bn+1.1% vs Q1 | 7.5% | 48.1% | Daily Journal Corp 48.1%, Tweedy, Browne 4.5%, Davis Selected Advisers 3.5% and 5 more |
| ComcastCMCSA | 7 | $6.1bn+8.2% vs Q1 | 1.1% | 2.5% | First Eagle Investment Management 2.5%, Dodge & Cox 2.2%, Harris Associates (Oakmark) 1.2% and 4 more |
| OracleORCL | 7 | $5.3bn+42% vs Q1 | 2.0% | 8.0% | Polen Capital Management 8.0%, First Eagle Investment Management 4.8%, Appaloosa 0.5% and 4 more |
| JPMorgan ChaseJPM | 7 | $520m−6.6% vs Q1 | 0.6% | 1.8% | Gardner Russo & Quinn 1.8%, Davis Selected Advisers 1.0%, Markel Group 0.6% and 4 more |
| Charles SchwabSCHW | 6 | $11bn+8.6% vs Q1 | 4.0% | 10.3% | Ruane, Cunniff & Goldfarb (Sequoia) 10.3%, Giverny Capital 4.9%, Dodge & Cox 4.3% and 3 more |
| BNYBK | 6 | $5.2bn−4.9% vs Q1 | 1.2% | 2.3% | First Eagle Investment Management 2.3%, Dodge & Cox 1.9%, Tweedy, Browne 1.2% and 3 more |
| Philip Morris InternationalPM | 6 | $3.9bn−2.4% vs Q1 | 3.2% | 9.4% | Gardner Russo & Quinn 9.4%, Fundsmith 7.2%, First Eagle Investment Management 2.5% and 3 more |
| Willis Towers WatsonWTW | 6+1 vs Q1 | $3.4bn+0.8% vs Q1 | 2.5% | 9.8% | Baupost Group 9.8%, First Eagle Investment Management 2.6%, Harris Associates (Oakmark) 1.9% and 3 more |
| Elevance HealthELV | 6 | $3.2bn−12% vs Q1 | 4.5% | 9.9% | Brave Warrior Advisors 9.9%, Ruane, Cunniff & Goldfarb (Sequoia) 7.3%, Baupost Group 5.8% and 3 more |
| Alibaba Group HoldingBABA | 6 | $2.5bn−24% vs Q1 | 4.4% | 12.4% | Appaloosa 12.4%, Daily Journal Corp 9.4%, H&H International (Duan Yongping) 3.7% and 3 more |
| Texas InstrumentsTXN | 6+1 vs Q1 | $2.0bn+18% vs Q1 | 1.3% | 2.6% | Davis Selected Advisers 2.6%, Fundsmith 2.5%, First Eagle Investment Management 1.6% and 3 more |
| ZoetisZTS | 6+2 vs Q1 | $2.0bn−4.8% vs Q1 | 2.1% | 4.0% | Polen Capital Management 4.0%, Wedgewood Partners 3.6%, AKO Capital 3.0% and 3 more |
| IntuitINTU | 6+1 vs Q1 | $1.6bn+43% vs Q1 | 4.2% | 12.4% | Lindsell Train 12.4%, AKO Capital 6.7%, Valley Forge Capital Management 4.6% and 3 more |
| Exxon MobilEXMOC | 6+1 vs Q1 | $876m−18% vs Q1 | 0.5% | 1.6% | First Eagle Investment Management 1.6%, Semper Augustus 0.9%, Gardner Russo & Quinn 0.2% and 3 more |
| PepsicoPEP | 6+1 vs Q1 | $341m−13% vs Q1 | 1.3% | 7.5% | Lindsell Train 7.5%, Markel Group 0.1%, Gardner Russo & Quinn 0.0% and 3 more |
| DiageoDEO | 6 | $183m−2.6% vs Q1 | 0.4% | 1.2% | Tweedy, Browne 1.2%, Markel Group 1.2%, First Eagle Investment Management 0.0% and 3 more |
| Coca-ColaKO | 5 | $28bn−1.2% vs Q1 | 2.2% | 11.0% | Berkshire Hathaway 11.0%, Semper Augustus 0.2%, Lindsell Train 0.0% and 2 more |
| ChevronCVX | 5 | $18bn−12% vs Q1 | 1.4% | 6.8% | Berkshire Hathaway 6.8%, Semper Augustus 0.1%, Dodge & Cox 0.0% and 2 more |
| General ElectricGE | 5 | $16bn+18% vs Q1 | 12.0% | 27.4% | Trian Fund Management 27.4%, TCI Fund Management 24.1%, AKO Capital 6.7% and 2 more |
| Occidental PetroleumOXY | 5 | $15bn−15% vs Q1 | 5.4% | 13.6% | Fairfax Financial Holdings 13.6%, H&H International (Duan Yongping) 4.9%, Berkshire Hathaway 4.3% and 2 more |
| Charter CommunicationsCHTR | 5 | $7.0bn+0.3% vs Q1 | 1.7% | 2.7% | Ruane, Cunniff & Goldfarb (Sequoia) 2.7%, Dodge & Cox 2.6%, Harris Associates (Oakmark) 2.4% and 2 more |
| CVS HealthCVS | 5+1 vs Q1 | $6.1bn−3.9% vs Q1 | 3.5% | 10.0% | Fairfax Financial Holdings 10.0%, Davis Selected Advisers 4.3%, Dodge & Cox 2.8% and 2 more |
| Booking HoldingsBKNG | 5 | $4.8bn+19% vs Q1 | 3.5% | 6.0% | Wedgewood Partners 6.0%, AKO Capital 5.0%, Giverny Capital 4.2% and 2 more |
| Uber TechnologiesUBER | 5+1 vs Q1 | $3.6bn+28% vs Q1 | 5.9% | 20.6% | Pershing Square 20.6%, Gardner Russo & Quinn 4.9%, Appaloosa 4.0% and 2 more |