| AlphabetGOOG | 23 | $42bn+20% vs Q4 | 8.3% | 44.8% | Himalaya Capital 44.8%, Lindsell Train 15.6%, Ruane, Cunniff & Goldfarb (Sequoia) 14.6% and 20 more |
| MicrosoftMSFT | 17+1 vs Q4 | $11bn−34% vs Q4 | 2.9% | 15.3% | Pershing Square 15.3%, Polen Capital Management 7.3%, Fundsmith 6.0% and 14 more |
| VisaV | 15−1 vs Q4 | $14bn−26% vs Q4 | 5.5% | 20.4% | TCI Fund Management 20.4%, ValueAct 12.3%, Akre Capital Management 8.1% and 12 more |
| Berkshire HathawayBRK.B | 15 | $10bn+3.9% vs Q4 | 8.8% | 24.4% | Semper Augustus 24.4%, H&H International (Duan Yongping) 21.9%, Gardner Russo & Quinn 18.6% and 12 more |
| Amazon.comAMZN | 14−1 vs Q4 | $11bn−14% vs Q4 | 7.3% | 18.9% | Greenlea Lane Capital 18.9%, Pershing Square 17.4%, Appaloosa 15.2% and 11 more |
| Meta PlatformsMETA | 14+1 vs Q4 | $9.5bn−13% vs Q4 | 4.2% | 11.1% | Pershing Square 11.1%, ValueAct 9.2%, Wedgewood Partners 7.8% and 11 more |
| AppleAAPL | 12 | $66bn−7.9% vs Q4 | 5.8% | 36.7% | H&H International (Duan Yongping) 36.7%, Berkshire Hathaway 22.0%, Wedgewood Partners 7.1% and 9 more |
| American ExpressAXP | 11 | $47bn−18% vs Q4 | 2.0% | 17.4% | Berkshire Hathaway 17.4%, Tweedy, Browne 1.5%, Markel Group 1.2% and 8 more |
| Moody'sMCO | 10+1 vs Q4 | $19bn−14% vs Q4 | 5.1% | 17.0% | Valley Forge Capital Management 17.0%, TCI Fund Management 13.8%, Akre Capital Management 8.9% and 7 more |
| MastercardMA | 10 | $3.7bn−49% vs Q4 | 5.8% | 22.0% | Valley Forge Capital Management 22.0%, Akre Capital Management 18.6%, Gardner Russo & Quinn 9.2% and 7 more |
| Taiwan Semiconductor ManufacturingTSM | 10 | $2.4bn−23% vs Q4 | 2.8% | 9.0% | Wedgewood Partners 9.0%, Appaloosa 7.6%, Ruane, Cunniff & Goldfarb (Sequoia) 6.8% and 7 more |
| Bank of AmericaBAC | 9 | $26bn−13% vs Q4 | 6.4% | 40.5% | Daily Journal Corp 40.5%, Berkshire Hathaway 9.5%, Himalaya Capital 4.6% and 6 more |
| Sunbelt Rentals HoldingsSUNB | 9 | $5.3bn | 2.1% | 5.9% | Ruane, Cunniff & Goldfarb (Sequoia) 5.9%, Gardner Russo & Quinn 4.6%, AKO Capital 4.1% and 6 more |
| Walt DisneyDIS | 9−2 vs Q4 | $1.3bn−19% vs Q4 | 1.9% | 9.8% | Lindsell Train 9.8%, Giverny Capital 1.9%, Semper Augustus 1.8% and 6 more |
| S&P GlobalSPGI | 8 | $6.8bn−4.8% vs Q4 | 5.0% | 22.1% | Valley Forge Capital Management 22.1%, TCI Fund Management 13.2%, Wedgewood Partners 2.8% and 5 more |
| Wells Fargo & CompanyWFC | 8 | $4.2bn−19% vs Q4 | 7.0% | 46.7% | Daily Journal Corp 46.7%, Tweedy, Browne 3.3%, Davis Selected Advisers 3.0% and 5 more |
| UnitedHealth GroupUNH | 8−2 vs Q4 | $3.3bn−39% vs Q4 | 0.9% | 3.3% | Ruane, Cunniff & Goldfarb (Sequoia) 3.3%, Davis Selected Advisers 1.6%, Dodge & Cox 1.4% and 5 more |
| Capital One FinancialCOF | 7−1 vs Q4 | $6.9bn−27% vs Q4 | 3.1% | 7.2% | Davis Selected Advisers 7.2%, Ruane, Cunniff & Goldfarb (Sequoia) 6.1%, Brave Warrior Advisors 4.5% and 4 more |
| ComcastCMCSA | 7 | $5.2bn−3.6% vs Q4 | 0.8% | 1.8% | First Eagle Investment Management 1.8%, Dodge & Cox 1.8%, Harris Associates (Oakmark) 1.0% and 4 more |
| Elevance HealthELV | 7 | $3.7bn−17% vs Q4 | 3.7% | 8.1% | Brave Warrior Advisors 8.1%, Baupost Group 7.3%, Ruane, Cunniff & Goldfarb (Sequoia) 6.7% and 4 more |
| Philip Morris InternationalPM | 7+1 vs Q4 | $2.6bn−3.2% vs Q4 | 2.5% | 9.0% | Gardner Russo & Quinn 9.0%, Fundsmith 6.6%, First Eagle Investment Management 1.6% and 4 more |
| JPMorgan ChaseJPM | 7 | $335m−32% vs Q4 | 0.4% | 0.8% | Davis Selected Advisers 0.8%, Markel Group 0.6%, Giverny Capital 0.6% and 4 more |
| Charles SchwabSCHW | 6 | $9.8bn−8.2% vs Q4 | 3.4% | 7.3% | Ruane, Cunniff & Goldfarb (Sequoia) 7.3%, Giverny Capital 5.3%, Dodge & Cox 3.9% and 3 more |
| SalesforceCRM | 6+1 vs Q4 | $4.7bn+1.6% vs Q4 | 3.1% | 9.8% | ValueAct 9.8%, Harris Associates (Oakmark) 3.7%, Akre Capital Management 2.2% and 3 more |
| BNYBK | 6 | $4.0bn−4.3% vs Q4 | 0.8% | 2.0% | First Eagle Investment Management 2.0%, Dodge & Cox 1.5%, Tweedy, Browne 1.0% and 3 more |
| NVIDIANVDA | 6 | $3.4bn+27% vs Q4 | 3.6% | 12.1% | H&H International (Duan Yongping) 12.1%, Polen Capital Management 5.0%, Appaloosa 4.3% and 3 more |
| OracleORCL | 6 | $2.1bn−34% vs Q4 | 1.2% | 5.1% | Polen Capital Management 5.1%, First Eagle Investment Management 2.1%, Harris Associates (Oakmark) 0.1% and 3 more |
| NetflixNFLX | 6+2 vs Q4 | $1.5bn+211% vs Q4 | 2.6% | 7.8% | Greenlea Lane Capital 7.8%, Gardner Russo & Quinn 6.3%, Harris Associates (Oakmark) 1.3% and 3 more |
| Union PacificUNP | 6 | $1.4bn+5.8% vs Q4 | 1.6% | 7.3% | Baupost Group 7.3%, Harris Associates (Oakmark) 1.2%, Tweedy, Browne 0.4% and 3 more |
| Exxon MobilEXMOC | 6 | $1.1bn+15% vs Q4 | 0.6% | 1.8% | First Eagle Investment Management 1.8%, Semper Augustus 1.2%, Gardner Russo & Quinn 0.4% and 3 more |
| PepsicoPEP | 6 | $223m−21% vs Q4 | 1.1% | 6.3% | Lindsell Train 6.3%, Markel Group 0.1%, Gardner Russo & Quinn 0.0% and 3 more |
| Coca-ColaKO | 5 | $30bn+8.8% vs Q4 | 2.4% | 11.6% | Berkshire Hathaway 11.6%, Semper Augustus 0.1%, Lindsell Train 0.0% and 2 more |
| ChevronCVX | 5 | $18bn−12% vs Q4 | 1.4% | 6.6% | Berkshire Hathaway 6.6%, Semper Augustus 0.1%, Dodge & Cox 0.0% and 2 more |
| General ElectricGE | 5 | $15bn−15% vs Q4 | 13.1% | 29.9% | TCI Fund Management 29.9%, Trian Fund Management 29.6%, AKO Capital 5.5% and 2 more |
| BrookfieldBN | 5 | $6.1bn−7.9% vs Q4 | 10.2% | 17.6% | Pershing Square 17.6%, Greenlea Lane Capital 16.4%, Akre Capital Management 11.2% and 2 more |
| Willis Towers WatsonWTW | 5 | $5.4bn−9.5% vs Q4 | 2.1% | 5.1% | Baupost Group 5.1%, Harris Associates (Oakmark) 2.3%, First Eagle Investment Management 2.1% and 2 more |
| CVS HealthCVS | 5 | $4.8bn−22% vs Q4 | 3.3% | 10.0% | Fairfax Financial Holdings 10.0%, Davis Selected Advisers 4.0%, Dodge & Cox 2.0% and 2 more |
| FiservFISV | 5 | $4.4bn−4.3% vs Q4 | 0.8% | 1.5% | Dodge & Cox 1.5%, Harris Associates (Oakmark) 1.5%, First Eagle Investment Management 0.7% and 2 more |
| Canadian Pacific Kansas CityCP | 5 | $3.9bn+4.0% vs Q4 | 2.5% | 8.1% | TCI Fund Management 8.1%, AKO Capital 4.2%, Lindsell Train 0.1% and 2 more |
| GE HealthCare TechnologiesGEHC | 5 | $3.3bn−14% vs Q4 | 0.6% | 1.5% | Harris Associates (Oakmark) 1.5%, Dodge & Cox 1.2%, Semper Augustus 0.0% and 2 more |