| AlphabetGOOG | 23+1 vs Q3 | $35bn+13% vs Q3 | 8.8% | 43.9% | Himalaya Capital 43.9%, Lindsell Train 16.6%, Ruane, Cunniff & Goldfarb (Sequoia) 16.2% and 20 more |
| VisaV | 16 | $18bn−1.0% vs Q3 | 5.0% | 18.1% | TCI Fund Management 18.1%, Akre Capital Management 10.3%, ValueAct 8.6% and 13 more |
| MicrosoftMSFT | 16 | $16bn−10.0% vs Q3 | 3.4% | 15.1% | TCI Fund Management 15.1%, Polen Capital Management 8.1%, AKO Capital 7.5% and 13 more |
| Amazon.comAMZN | 15+3 vs Q3 | $13bn−4.4% vs Q3 | 6.1% | 21.3% | Greenlea Lane Capital 21.3%, Pershing Square 14.3%, ValueAct 11.2% and 12 more |
| Berkshire HathawayBRK.B | 15 | $9.8bn+11% vs Q3 | 9.0% | 24.5% | Semper Augustus 24.5%, H&H International (Duan Yongping) 20.6%, Gardner Russo & Quinn 18.2% and 12 more |
| Meta PlatformsMETA | 13 | $11bn+17% vs Q3 | 4.8% | 11.4% | Pershing Square 11.4%, ValueAct 9.8%, Wedgewood Partners 8.5% and 10 more |
| AppleAAPL | 12 | $71bn+1.8% vs Q3 | 7.0% | 50.3% | H&H International (Duan Yongping) 50.3%, Berkshire Hathaway 22.6%, Wedgewood Partners 7.3% and 9 more |
| American ExpressAXP | 11 | $57bn+11% vs Q3 | 2.3% | 20.5% | Berkshire Hathaway 20.5%, Tweedy, Browne 1.9%, Markel Group 1.4% and 8 more |
| Walt DisneyDIS | 11 | $1.6bn−8.8% vs Q3 | 2.1% | 10.1% | Lindsell Train 10.1%, ValueAct 5.0%, Giverny Capital 2.1% and 8 more |
| MastercardMA | 10+1 vs Q3 | $7.2bn−4.9% vs Q3 | 5.6% | 19.3% | Valley Forge Capital Management 19.3%, Akre Capital Management 18.8%, Gardner Russo & Quinn 9.8% and 7 more |
| UnitedHealth GroupUNH | 10 | $5.4bn−5.6% vs Q3 | 0.9% | 3.9% | Ruane, Cunniff & Goldfarb (Sequoia) 3.9%, Davis Selected Advisers 1.9%, Dodge & Cox 1.6% and 7 more |
| Taiwan Semiconductor ManufacturingTSM | 10−1 vs Q3 | $3.1bn+7.1% vs Q3 | 2.9% | 10.5% | Wedgewood Partners 10.5%, Ruane, Cunniff & Goldfarb (Sequoia) 6.8%, Appaloosa 5.0% and 7 more |
| Bank of AmericaBAC | 9 | $30bn−5.6% vs Q3 | 7.7% | 39.8% | Daily Journal Corp 39.8%, Himalaya Capital 16.1%, Berkshire Hathaway 10.4% and 6 more |
| Moody'sMCO | 9 | $21bn+6.2% vs Q3 | 5.4% | 15.3% | Valley Forge Capital Management 15.3%, TCI Fund Management 12.7%, Akre Capital Management 9.7% and 6 more |
| Capital One FinancialCOF | 8 | $9.4bn+11% vs Q3 | 3.5% | 9.4% | Davis Selected Advisers 9.4%, Ruane, Cunniff & Goldfarb (Sequoia) 7.8%, Brave Warrior Advisors 5.7% and 5 more |
| S&P GlobalSPGI | 8+1 vs Q3 | $7.2bn+12% vs Q3 | 4.5% | 20.8% | Valley Forge Capital Management 20.8%, TCI Fund Management 11.5%, Wedgewood Partners 3.3% and 5 more |
| Wells Fargo & CompanyWFC | 8 | $5.2bn+3.8% vs Q3 | 7.3% | 47.6% | Daily Journal Corp 47.6%, Tweedy, Browne 4.2%, Davis Selected Advisers 3.5% and 5 more |
| ComcastCMCSA | 7 | $5.4bn−1.6% vs Q3 | 0.8% | 1.9% | First Eagle Investment Management 1.9%, Dodge & Cox 1.8%, Harris Associates (Oakmark) 1.0% and 4 more |
| Elevance HealthELV | 7 | $4.5bn+17% vs Q3 | 4.5% | 10.3% | Brave Warrior Advisors 10.3%, Baupost Group 8.4%, Ruane, Cunniff & Goldfarb (Sequoia) 7.8% and 4 more |
| JPMorgan ChaseJPM | 7 | $496m−4.6% vs Q3 | 0.6% | 1.8% | Gardner Russo & Quinn 1.8%, Davis Selected Advisers 0.8%, Markel Group 0.7% and 4 more |
| Charles SchwabSCHW | 6 | $11bn−1.3% vs Q3 | 3.7% | 8.7% | Ruane, Cunniff & Goldfarb (Sequoia) 8.7%, Giverny Capital 5.3%, Dodge & Cox 4.1% and 3 more |
| BNYBK | 6 | $4.2bn−22% vs Q3 | 0.9% | 2.0% | First Eagle Investment Management 2.0%, Dodge & Cox 1.6%, Tweedy, Browne 1.2% and 3 more |
| OracleORCL | 6 | $3.2bn−40% vs Q3 | 1.5% | 6.0% | Polen Capital Management 6.0%, First Eagle Investment Management 2.8%, Harris Associates (Oakmark) 0.2% and 3 more |
| Philip Morris InternationalPM | 6 | $2.7bn−8.4% vs Q3 | 2.6% | 8.1% | Gardner Russo & Quinn 8.1%, Fundsmith 5.7%, First Eagle Investment Management 1.6% and 3 more |
| NVIDIANVDA | 6 | $2.7bn+62% vs Q3 | 2.8% | 7.7% | H&H International (Duan Yongping) 7.7%, Appaloosa 4.6%, Polen Capital Management 4.2% and 3 more |
| Alibaba Group HoldingBABA | 6−1 vs Q3 | $2.6bn−28% vs Q3 | 4.0% | 10.9% | Appaloosa 10.9%, Daily Journal Corp 10.3%, H&H International (Duan Yongping) 2.1% and 3 more |
| Union PacificUNP | 6 | $1.3bn+65% vs Q3 | 1.5% | 7.1% | Baupost Group 7.1%, Harris Associates (Oakmark) 1.1%, Tweedy, Browne 0.4% and 3 more |
| Exxon MobilEXMOC | 6 | $977m+6.7% vs Q3 | 0.5% | 1.6% | First Eagle Investment Management 1.6%, Semper Augustus 0.8%, Gardner Russo & Quinn 0.3% and 3 more |
| PepsicoPEP | 6−1 vs Q3 | $281m−15% vs Q3 | 1.1% | 6.6% | Lindsell Train 6.6%, Markel Group 0.1%, Gardner Russo & Quinn 0.0% and 3 more |
| DiageoDEO | 6 | $161m−9.7% vs Q3 | 0.3% | 0.9% | Markel Group 0.9%, Tweedy, Browne 0.9%, First Eagle Investment Management 0.0% and 3 more |
| Coca-ColaKO | 5−2 vs Q3 | $28bn+5.4% vs Q3 | 2.1% | 10.2% | Berkshire Hathaway 10.2%, Semper Augustus 0.1%, Lindsell Train 0.0% and 2 more |
| ChevronCVX | 5 | $20bn+4.6% vs Q3 | 1.5% | 7.2% | Berkshire Hathaway 7.2%, Semper Augustus 0.1%, Dodge & Cox 0.0% and 2 more |
| General ElectricGE | 5 | $18bn+0.2% vs Q3 | 13.0% | 31.2% | Trian Fund Management 31.2%, TCI Fund Management 27.3%, AKO Capital 5.2% and 2 more |
| Occidental PetroleumOXY | 5 | $15bn−13% vs Q3 | 4.5% | 11.9% | Fairfax Financial Holdings 11.9%, Berkshire Hathaway 4.0%, H&H International (Duan Yongping) 3.1% and 2 more |
| BrookfieldBN | 5+1 vs Q3 | $6.6bn+38% vs Q3 | 11.3% | 18.9% | Greenlea Lane Capital 18.9%, Pershing Square 18.1%, Akre Capital Management 13.5% and 2 more |
| CVS HealthCVS | 5 | $6.2bn−5.9% vs Q3 | 3.5% | 10.3% | Fairfax Financial Holdings 10.3%, Davis Selected Advisers 4.5%, Dodge & Cox 2.7% and 2 more |
| Willis Towers WatsonWTW | 5 | $6.0bn+28% vs Q3 | 2.9% | 8.4% | Baupost Group 8.4%, First Eagle Investment Management 2.5%, Harris Associates (Oakmark) 2.3% and 2 more |
| Charter CommunicationsCHTR | 5 | $4.9bn−2.1% vs Q3 | 1.0% | 1.6% | Dodge & Cox 1.6%, Ruane, Cunniff & Goldfarb (Sequoia) 1.2%, Harris Associates (Oakmark) 1.1% and 2 more |
| AonAON | 5 | $4.7bn+31% vs Q3 | 1.0% | 2.8% | Polen Capital Management 2.8%, Dodge & Cox 1.5%, Berkshire Hathaway 0.5% and 2 more |
| SalesforceCRM | 5 | $4.6bn+39% vs Q3 | 3.6% | 11.3% | ValueAct 11.3%, Harris Associates (Oakmark) 3.3%, First Eagle Investment Management 2.0% and 2 more |