| AlphabetGOOG | 38−2 vs Q1 | $70bn+52% vs Q1 | 8.5% | 47.9% | Himalaya Capital 47.9%, Lindsell Train 17.5%, Ruane, Cunniff & Goldfarb (Sequoia) 16.2% and 35 more |
| MicrosoftMSFT | 29−1 vs Q1 | $13bn−8.2% vs Q1 | 4.1% | 20.5% | AltaRock Partners 20.5%, Pershing Square 11.9%, Vulcan Value Partners 11.2% and 26 more |
| Berkshire HathawayBRK.B | 26 | $19bn+0.5% vs Q1 | 9.8% | 42.4% | Punch Card Management 42.4%, Chou Associates 30.4%, Semper Augustus 25.6% and 23 more |
| VisaV | 26+2 vs Q1 | $19bn+24% vs Q1 | 5.0% | 19.8% | TCI Fund Management 19.8%, Troy Asset Management 15.6%, ValueAct 14.1% and 23 more |
| Meta PlatformsMETA | 26+2 vs Q1 | $12bn+7.4% vs Q1 | 4.1% | 20.4% | RV Capital 20.4%, Pershing Square 9.3%, ValueAct 9.2% and 23 more |
| Amazon.comAMZN | 24 | $15bn+8.5% vs Q1 | 7.0% | 32.2% | AltaRock Partners 32.2%, Greenlea Lane Capital 18.4%, Baupost Group 16.5% and 21 more |
| AppleAAPL | 20 | $75bn+13% vs Q1 | 4.9% | 41.0% | H&H International (Duan Yongping) 41.0%, Berkshire Hathaway 22.0%, Wedgewood Partners 7.8% and 17 more |
| MastercardMA | 20+2 vs Q1 | $5.9bn+31% vs Q1 | 4.7% | 19.9% | Akre Capital Management 19.9%, Valley Forge Capital Management 17.6%, AltaRock Partners 9.3% and 17 more |
| American ExpressAXP | 16+1 vs Q1 | $53bn+12% vs Q1 | 1.7% | 17.1% | Berkshire Hathaway 17.1%, Smead Capital Management 4.1%, Tweedy, Browne 1.6% and 13 more |
| Bank of AmericaBAC | 15 | $29bn+11% vs Q1 | 4.1% | 44.4% | Daily Journal Corp 44.4%, Berkshire Hathaway 9.2%, Smead Capital Management 3.2% and 12 more |
| Moody'sMCO | 15 | $19bn+1.0% vs Q1 | 4.1% | 19.1% | Valley Forge Capital Management 19.1%, TCI Fund Management 12.3%, Akre Capital Management 10.2% and 12 more |
| S&P GlobalSPGI | 15+2 vs Q1 | $7.7bn+0.8% vs Q1 | 3.6% | 19.9% | Valley Forge Capital Management 19.9%, TCI Fund Management 10.9%, Dorsey Asset Management 8.3% and 12 more |
| Taiwan Semiconductor ManufacturingTSM | 15−1 vs Q1 | $5.0bn+46% vs Q1 | 3.4% | 10.4% | Wedgewood Partners 10.4%, Appaloosa 10.2%, Ruane, Cunniff & Goldfarb (Sequoia) 8.7% and 12 more |
| UnitedHealth GroupUNH | 13−1 vs Q1 | $5.2bn+35% vs Q1 | 1.3% | 4.6% | Ruane, Cunniff & Goldfarb (Sequoia) 4.6%, Smead Capital Management 2.9%, Davis Selected Advisers 2.3% and 10 more |
| Wells Fargo & CompanyWFC | 13 | $4.5bn+2.5% vs Q1 | 4.6% | 45.5% | Daily Journal Corp 45.5%, Tweedy, Browne 3.1%, Davis Selected Advisers 2.8% and 10 more |
| Walt DisneyDIS | 13−1 vs Q1 | $1.4bn−4.8% vs Q1 | 1.8% | 9.6% | Lindsell Train 9.6%, Kahn Brothers 5.5%, Semper Augustus 1.8% and 10 more |
| PepsicoPEP | 13 | $514m−17% vs Q1 | 1.0% | 5.3% | Lindsell Train 5.3%, Yacktman Asset Management 3.5%, Matrix Asset Advisors 3.0% and 10 more |
| ComcastCMCSA | 12 | $4.3bn−21% vs Q1 | 0.8% | 2.6% | First Pacific Advisors (FPA) 2.6%, Matrix Asset Advisors 2.0%, First Eagle Investment Management 1.5% and 9 more |
| JPMorgan ChaseJPM | 12 | $780m−3.5% vs Q1 | 0.9% | 3.5% | Matrix Asset Advisors 3.5%, Mairs & Power 2.8%, Smead Capital Management 2.8% and 9 more |
| Sunbelt Rentals HoldingsSUNB | 11+1 vs Q1 | $6.3bn+16% vs Q1 | 2.8% | 10.6% | AKO Capital 10.6%, Dorsey Asset Management 5.5%, Ruane, Cunniff & Goldfarb (Sequoia) 5.0% and 8 more |
| NVIDIANVDA | 11 | $3.6bn−21% vs Q1 | 3.0% | 8.6% | Mairs & Power 8.6%, Polen Capital Management 6.9%, H&H International (Duan Yongping) 6.6% and 8 more |
| NetflixNFLX | 11+3 vs Q1 | $2.7bn+75% vs Q1 | 1.9% | 5.4% | Greenlea Lane Capital 5.4%, Pershing Square 4.8%, Gardner Russo & Quinn 4.6% and 8 more |
| Philip Morris InternationalPM | 11 | $2.5bn−6.0% vs Q1 | 1.4% | 9.2% | Gardner Russo & Quinn 9.2%, Fundsmith 3.9%, First Eagle Investment Management 1.8% and 8 more |
| Texas InstrumentsTXN | 11+1 vs Q1 | $1.7bn−19% vs Q1 | 1.3% | 3.9% | Fundsmith 3.9%, Davis Selected Advisers 3.1%, Matrix Asset Advisors 2.4% and 8 more |
| Johnson & JohnsonJNJ | 11+1 vs Q1 | $665m−2.2% vs Q1 | 1.0% | 4.0% | Yacktman Asset Management 4.0%, Tweedy, Browne 3.9%, Markel Group 1.2% and 8 more |
| Capital One FinancialCOF | 10 | $7.1bn+0.2% vs Q1 | 2.5% | 7.1% | Davis Selected Advisers 7.1%, Ruane, Cunniff & Goldfarb (Sequoia) 6.1%, Brave Warrior Advisors 4.3% and 7 more |
| BNYBK | 10 | $3.9bn−5.9% vs Q1 | 0.7% | 2.2% | First Eagle Investment Management 2.2%, Matrix Asset Advisors 2.1%, Dodge & Cox 1.3% and 7 more |
| Merck & Co.MRK | 10 | $1.9bn+3.8% vs Q1 | 1.4% | 6.4% | Smead Capital Management 6.4%, Kahn Brothers 4.4%, Harris Associates (Oakmark) 2.1% and 7 more |
| OracleORCL | 10 | $1.9bn−17% vs Q1 | 1.0% | 4.5% | Polen Capital Management 4.5%, Cantillon Capital Management 2.3%, First Eagle Investment Management 2.0% and 7 more |
| Analog DevicesADI | 10 | $1.4bn−27% vs Q1 | 2.5% | 7.8% | First Pacific Advisors (FPA) 7.8%, AKO Capital 5.7%, Cantillon Capital Management 5.3% and 7 more |
| BroadcomAVGO | 10+1 vs Q1 | $1.0bn−53% vs Q1 | 2.2% | 10.6% | Cantillon Capital Management 10.6%, Polen Capital Management 6.4%, Jensen Investment Management 3.6% and 7 more |
| Coca-ColaKO | 9 | $33bn+6.9% vs Q1 | 1.5% | 10.9% | Berkshire Hathaway 10.9%, Yacktman Asset Management 2.1%, Jensen Investment Management 0.2% and 6 more |
| Elevance HealthELV | 9−1 vs Q1 | $5.0bn+25% vs Q1 | 3.6% | 9.1% | Baupost Group 9.1%, Brave Warrior Advisors 8.2%, Ruane, Cunniff & Goldfarb (Sequoia) 5.9% and 6 more |
| Uber TechnologiesUBER | 9+1 vs Q1 | $4.3bn+16% vs Q1 | 4.5% | 12.7% | Pershing Square 12.7%, Dorsey Asset Management 8.1%, Appaloosa 7.2% and 6 more |
| AonAON | 9−1 vs Q1 | $3.5bn−13% vs Q1 | 1.6% | 4.9% | Weitz Investment Management 4.9%, Baupost Group 4.2%, First Pacific Advisors (FPA) 2.8% and 6 more |
| Procter & GamblePG | 9 | $1.1bn−0.2% vs Q1 | 1.5% | 4.4% | Fundsmith 4.4%, Yacktman Asset Management 3.6%, Jensen Investment Management 3.1% and 6 more |
| Exxon MobilEXMOC | 9−2 vs Q1 | $873m−24% vs Q1 | 0.3% | 1.4% | First Eagle Investment Management 1.4%, Semper Augustus 0.9%, Kahn Brothers 0.4% and 6 more |
| DanaherDHR | 9+1 vs Q1 | $442m+60% vs Q1 | 1.7% | 7.6% | Dorsey Asset Management 7.6%, Weitz Investment Management 6.5%, First Pacific Advisors (FPA) 1.3% and 6 more |
| GE AerospaceGE | 8+1 vs Q1 | $20bn+32% vs Q1 | 9.8% | 35.6% | Trian Fund Management 35.6%, TCI Fund Management 33.6%, AKO Capital 6.7% and 5 more |
| ChevronCVX | 8−1 vs Q1 | $14bn−20% vs Q1 | 0.6% | 4.7% | Berkshire Hathaway 4.7%, Semper Augustus 0.1%, Mairs & Power 0.1% and 5 more |