Barr E S & Co Portfolio Stock Holdings

Barr E S & Co disclosed 108 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY B, MARKEL GROUP INC, and AMAZON.COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
108
Portfolio Value
$1.7B
Holdings by Sector
Barr E S & Co Portfolio Holdings in Q1 2026

84 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BERKSHIRE HATHAWAY BBRK-BFinancial Services13.65%489,804-11,445-2.28%$234,714,077
MARKEL GROUP INCMKLFinancial Services8.60%77,222-752-0.96%$147,808,314
AMAZON.COM INCAMZNConsumer Cyclical5.38%443,991-3,698-0.83%$92,470,006
SCHWAB CHARLES CORPSCHWFinancial Services4.08%746,127-10,761-1.42%$70,120,970
MOODY'S CORPMCOFinancial Services4.06%159,864-1,990-1.23%$69,740,670
HOME BANCSHARES INCHOMBFinancial Services3.83%2,446,487+32,500+1.35%$65,883,901
BROWN & BROWN INCBROFinancial Services3.11%819,847+457,178+126.06%$53,462,255
AMERICAN EXPRESS COAXPFinancial Services2.53%143,555-3,974-2.69%$43,422,517
APPLE INCAAPLTechnology2.44%165,276-2,574-1.53%$41,945,463
VANGUARD BD INDEX FDSBSVOther1.86%407,575-16,900-3.98%$31,957,956
JOHNSON AND JOHNSONJNJHealthcare1.69%119,068-3,761-3.06%$29,104,997
METTLER-TOLEDO INTL INCMTDHealthcare1.39%18,960+117+0.62%$23,912,352
NIKE INC CL BNKEConsumer Cyclical1.33%431,401-3,290-0.76%$22,786,610
TAKE-TWO INTERACTIVE SOFTWARETTWOCommunication Services1.30%112,871+365+0.32%$22,292,023
BERKSHIRE HATHAWAY ABRK-AFinancial Services1.21%29--$20,826,060
CITY HOLDING COCHCOFinancial Services0.90%129,244--$15,447,243
PEPSICO INCPEPConsumer Defensive0.73%80,439-5,755-6.68%$12,491,387
FIRST CTZNS BANCSHARES INC NFCNCAFinancial Services0.63%5,778-217-3.62%$10,889,566
ESTEE LAUDER INCELConsumer Defensive0.52%123,728-1,748-1.39%$8,879,985
WYNN RESORTS LTDWYNNConsumer Cyclical0.50%85,284-2,200-2.51%$8,660,591
SHERWIN WILLIAMS COSHWBasic Materials0.47%25,166-735-2.84%$8,066,962
MICROSOFT CORPMSFTTechnology0.32%14,824+136+0.93%$5,487,518
WELLS FARGO & COWFCFinancial Services0.31%67,012-500-0.74%$5,334,826
PROCTER & GAMBLEPGConsumer Defensive0.19%22,826-150-0.65%$3,296,988
WAL-MART STORES INCWMTConsumer Defensive0.18%25,170-1,239-4.69%$3,128,122
TESLA MOTORS INCTSLAConsumer Cyclical0.18%8,220--$3,055,785
LILLY ELI & COLLYHealthcare0.17%3,236-5-0.15%$2,976,376
KKR & COKKRFinancial Services0.13%24,425--$2,259,313
WALT DISNEY CODISCommunication Services0.11%19,417-181-0.92%$1,871,411
VISA INC COM CLASS AVFinancial Services0.09%5,388+130+2.47%$1,628,475
COCA COLA COMKOConsumer Defensive0.08%19,054-1,305-6.41%$1,449,057
PNC FINANCIAL SRVCSPNCFinancial Services0.08%6,700--$1,394,203
CATERPILLAR INCCATIndustrials0.07%1,620-15-0.92%$1,147,706
STARBUCKS CORPSBUXConsumer Cyclical0.06%11,905-5,020-29.66%$1,066,550
INTUITINTUTechnology0.06%2,458+850+52.86%$1,062,791
MC DONALDS CORPMCDConsumer Cyclical0.06%3,281+25+0.77%$1,019,788
SEACOAST BK CORP FLASBCFFinancial Services0.05%28,075-5,500-16.38%$850,392
CHEVRON CORPORATIONCVXEnergy0.05%4,056-111-2.66%$839,187
HOME DEPOT INCHDConsumer Cyclical0.05%2,471--$812,688
REGIONS FINANCIAL CORP NEWRFFinancial Services0.05%31,000--$809,720
STATE STREET CORPSTTFinancial Services0.05%6,250--$791,000
VERISK ANALYTICS INCVRSKIndustrials0.04%3,973+2,000+101.37%$753,877
INVESCO QQQ TRUSTQQQOther0.04%1,260--$727,247
ABBVIE INCABBVHealthcare0.04%3,201+3,201+100.00%$696,186
WESBANCO INCWSBCFinancial Services0.04%19,464+268+1.40%$671,314
CINTAS CORPCTASIndustrials0.04%3,874-45-1.15%$655,249
TEXAS PACIFIC LAND CORPTPLEnergy0.04%1,350--$640,656
HEICO CORP NEWHEIIndustrials0.04%2,200--$603,240
NORTHROP GRUMMAN CORPNOCIndustrials0.03%876--$597,643
RTX CORPORATIONRTXIndustrials0.03%2,719-300-9.94%$524,496
TRANSDIGM GROUP INCTDGIndustrials0.03%445--$515,738
ISHARES CORE S&P 500 ETFIVVOther0.03%778--$508,198
TJX COS INC NEWTJXConsumer Cyclical0.03%3,145--$502,201
CONOCOPHILLIPSCOPEnergy0.03%3,725--$491,700
ISHARES TRSHYOther0.03%5,775--$476,842
S&P GLOBAL INCSPGIFinancial Services0.03%1,100--$467,874
NETFLIX COM INCNFLXCommunication Services0.03%4,580--$440,367
US BANCORP DELUSBFinancial Services0.02%8,218--$427,419
VICTORIAS SECRET AND COVSCOConsumer Cyclical0.02%8,790--$407,505
UNITED PARCEL SRVC CL BUPSIndustrials0.02%3,655-62-1.67%$359,579
UNION PAC CORPUNPIndustrials0.02%1,446-11-0.75%$350,829
HERSHEY FOODS CORPHSYConsumer Defensive0.02%1,686-2,661-61.21%$350,503
SPDR GOLD TRGLDOther0.02%800--$344,232
AUTOZONE INCAZOConsumer Cyclical0.02%100--$337,778
BATH & BODY WORKS INCBBWIConsumer Cyclical0.02%18,000--$336,060
PHILIP MORRIS INTL INCPMConsumer Defensive0.02%1,980-10-0.50%$327,374
COPART INCCPRTIndustrials0.02%9,750--$323,700
AMGEN INCORPORATEDAMGNHealthcare0.02%917+12+1.33%$322,603
MARATHON PETE CORPMPCEnergy0.02%1,319--$322,074
FORD MOTOR CO.FConsumer Cyclical0.02%27,375-44,776-62.06%$315,908
I SHARES S & P 500 BARRA GROWTIVWOther0.02%2,620-168-6.03%$296,349
ABBOTT LABORATORIESABTHealthcare0.02%2,675+15+0.56%$274,624
3M COMMMIndustrials0.02%1,805--$262,141
JOHNSON CTLS INTL PLCJCIIndustrials0.02%2,000--$261,900
AUTOMATIC DATA PROCESSADPTechnology0.02%1,277--$259,461
ZENTALIS PHARMACEUTICALS INCZNTLHealthcare0.01%110,000+52,500+91.30%$257,400
VANGUARD INDEX FDSVOOther0.01%885--$254,155
EMERSON ELEC COEMRIndustrials0.01%1,925--$252,214
CSX CORPCSXIndustrials0.01%6,007--$246,588
LOWES COS INCLOWConsumer Cyclical0.01%1,041--$245,948
GENERAC HLDGS INCGNRCIndustrials0.01%1,251+1,251+100.00%$244,358
XOMETRY INC CL AXMTRIndustrials0.01%5,850--$238,914
SUNOCO LP/SUNOCO FIN CORPSUNEnergy0.01%3,500+3,500+100.00%$227,395
MICROVISION INC WASHMVISTechnology0.00%27,000--$17,313