| MCO |
MOODY'S CORP |
19 |
3.7% |
7 |
92% |
Berkshire Hathaway, TCI Fund Management, Egerton Capital UK |
Watch |
| AMZN |
AMAZON.COM INC |
39 |
6.3% |
7 |
37% |
Dodge & Cox Stock Fund, Eagle Capital Management, Tiger Global Management |
Watch |
| GOOG |
ALPHABET INC-CL C |
36 |
4.8% |
7 |
57% |
Berkshire Hathaway, Dodge & Cox Stock Fund, TCI Fund Management |
Watch |
| AAPL |
APPLE INC |
31 |
1.9% |
7 |
97% |
Berkshire Hathaway, H&H International Investment, Parnassus Endeavor Fund |
Watch |
| BRK-B |
BERKSHIRE HATHAWAY INC-CL B |
29 |
3.0% |
7 |
85% |
Bill & Melinda Gates Foundation Trust, H&H International Investment, Himalaya Capital Management |
Watch |
| MSFT |
MICROSOFT CORP |
43 |
3.3% |
7 |
47% |
Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Pershing Square Capital Management |
Watch |
| V |
VISA INC-CLASS A SHARES |
34 |
3.5% |
7 |
69% |
TCI Fund Management, Dodge & Cox Stock Fund, Egerton Capital UK |
Watch |
| MA |
MASTERCARD INC - A |
24 |
4.3% |
7 |
44% |
Eagle Capital Management, Akre Capital Management, Gardner Russo & Quinn |
Watch |
| GOOGL |
ALPHABET INC-CL A |
47 |
2.6% |
7 |
77% |
Berkshire Hathaway, Dodge & Cox Stock Fund, Tiger Global Management |
Watch |
| META |
META PLATFORMS INC-CLASS A |
34 |
2.6% |
7 |
45% |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Tiger Global Management |
Watch |
| AMAT |
APPLIED MATERIALS INC |
12 |
4.3% |
7 |
87% |
Parnassus Endeavor Fund, Tiger Global Management, Lone Pine Capital |
Watch |
| TSM |
TAIWAN SEMICONDUCTOR-SP ADR |
35 |
2.3% |
7 |
43% |
Tiger Global Management, Eagle Capital Management, First Eagle U.S. Value |
Watch |
| SPGI |
S&P GLOBAL INC |
17 |
2.1% |
7 |
86% |
TCI Fund Management, Eagle Capital Management, Parnassus Endeavor Fund |
Watch |
| NVDA |
NVIDIA CORP |
21 |
1.9% |
7 |
51% |
Tiger Global Management, Parnassus Endeavor Fund, Renaissance Technologies LLC |
Watch |
| ELV |
ELEVANCE HEALTH INC |
13 |
1.8% |
7 |
69% |
First Eagle U.S. Value, Eagle Capital Management, Baupost Group |
Watch |
| IBKR |
INTERACTIVE BROKERS GRO-CL A |
10 |
5.1% |
7 |
72% |
Egerton Capital UK, Viking Global Investors, Ancient Art (Teton Capital) |
Watch |
| BRK-A |
BERKSHIRE HATHAWAY INC-CL A |
19 |
1.2% |
7 |
77% |
Gardner Russo & Quinn, First Eagle U.S. Value, Tweedy, Browne Co All Funds (US) |
Watch |
| WFC |
WELLS FARGO & CO |
16 |
0.9% |
7 |
94% |
Dodge & Cox Stock Fund, Hancock Classic Value, Mairs & Power Growth Fund |
Watch |
| CP |
CANADIAN PACIFIC KANSAS CITY |
8 |
1.4% |
7 |
100% |
TCI Fund Management, Causeway Capital Management, AKO Capital |
Watch |
| AVGO |
BROADCOM INC |
18 |
1.2% |
7 |
66% |
Parnassus Endeavor Fund, Tiger Global Management, Polen Capital Management |
Watch |
| OXY |
OCCIDENTAL PETROLEUM CORP |
7 |
1.9% |
7 |
100% |
Berkshire Hathaway, Dodge & Cox Stock Fund, H&H International Investment |
Watch |
| TDG |
TRANSDIGM GROUP INC |
8 |
4.6% |
7 |
88% |
AltaRock Partners, Vulcan Value Partners, Triple Frond Partners |
Watch |
| BK |
BANK OF NEW YORK MELLON CORP |
11 |
0.8% |
7 |
98% |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Parnassus Endeavor Fund |
Watch |
| C |
CITIGROUP INC |
9 |
2.1% |
7 |
76% |
Hancock Classic Value, Donald Smith & Co., Parnassus Endeavor Fund |
Watch |
| CMCSA |
COMCAST CORP-CLASS A |
13 |
0.8% |
7 |
97% |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Gardner Russo & Quinn |
Watch |
| CVNA |
CARVANA CO |
10 |
2.3% |
7 |
72% |
CAS Investment Partners, Viking Global Investors, Lone Pine Capital |
Watch |
| DIS |
WALT DISNEY CO/THE |
19 |
0.8% |
7 |
67% |
First Eagle U.S. Value, Viking Global Investors, Lindsell Train |
Watch |
| BKNG |
BOOKING HOLDINGS INC |
7 |
2.4% |
7 |
98% |
Dodge & Cox Stock Fund, First Eagle U.S. Value, Giverny Capital |
Watch |
| COF |
CAPITAL ONE FINANCIAL CORP |
13 |
1.0% |
7 |
69% |
Dodge & Cox Stock Fund, Hancock Classic Value, Eagle Capital Management |
Watch |
| ADP |
AUTOMATIC DATA PROCESSING |
10 |
1.1% |
7 |
89% |
First Eagle U.S. Value, Fundsmith, Giverny Capital |
Watch |
| KHC |
KRAFT HEINZ CO/THE |
9 |
0.8% |
7 |
99% |
Berkshire Hathaway, Fairfax Financial Holdings, Bill & Melinda Gates Foundation Trust |
Watch |
| KKR |
KKR & CO INC |
7 |
2.3% |
7 |
93% |
Dodge & Cox Stock Fund, Akre Capital Management, ValueAct Holdings |
Watch |
| CVS |
CVS HEALTH CORP |
11 |
0.8% |
7 |
94% |
Dodge & Cox Stock Fund, Hancock Classic Value, Fairfax Financial Holdings |
Watch |
| GLD |
SPDR GOLD SHARES |
11 |
0.8% |
7 |
91% |
First Eagle U.S. Value, Sequoia Financial Advisors, Renaissance Technologies LLC |
Watch |
| TMO |
THERMO FISHER SCIENTIFIC INC |
11 |
0.8% |
7 |
90% |
Dodge & Cox Stock Fund, Parnassus Endeavor Fund, Viking Global Investors |
Watch |
| PYPL |
PAYPAL HOLDINGS INC |
9 |
1.2% |
7 |
74% |
Lindsell Train, Yacktman Asset Management, Renaissance Technologies LLC |
Watch |
| GM |
GENERAL MOTORS CO |
8 |
1.5% |
7 |
91% |
Greenhaven Associates, Viking Global Investors, Donald Smith & Co. |
Watch |
| BDX |
BECTON DICKINSON AND CO |
7 |
0.8% |
7 |
100% |
First Eagle U.S. Value, Greenhaven Associates, Cullen Value Fund |
Watch |
| HUM |
HUMANA INC |
5 |
2.3% |
7 |
100% |
Dodge & Cox Stock Fund, Hancock Classic Value, Eagle Capital Management |
Watch |
| LYV |
LIVE NATION ENTERTAINMENT IN |
9 |
1.4% |
7 |
80% |
Third Point, Causeway Capital Management, Dorsey Asset Management |
Watch |
| CRM |
SALESFORCE INC |
11 |
0.6% |
7 |
95% |
First Eagle U.S. Value, ValueAct Holdings, Akre Capital Management |
Watch |
| DE |
DEERE & CO |
9 |
0.8% |
7 |
93% |
Bill & Melinda Gates Foundation Trust, Parnassus Endeavor Fund, First Eagle U.S. Value |
Watch |
| WM |
WASTE MANAGEMENT INC |
7 |
1.2% |
7 |
97% |
Bill & Melinda Gates Foundation Trust, Parnassus Endeavor Fund, Mairs & Power Growth Fund |
Watch |
| CPNG |
COUPANG INC |
10 |
0.9% |
7 |
87% |
Dodge & Cox Stock Fund, Tiger Global Management, Abrams Capital Management |
Watch |
| PG |
PROCTER & GAMBLE CO/THE |
12 |
0.7% |
7 |
75% |
Fundsmith, Parnassus Endeavor Fund, Yacktman Asset Management |
Watch |
| WAT |
WATERS CORP |
8 |
1.3% |
7 |
83% |
Fundsmith, First Eagle U.S. Value, Viking Global Investors |
Watch |
| DASH |
DOORDASH INC - A |
8 |
1.2% |
7 |
85% |
Parnassus Endeavor Fund, Durable Capital Partners, Gardner Russo & Quinn |
Watch |
| AXP |
AMERICAN EXPRESS CO |
18 |
0.2% |
7 |
100% |
Berkshire Hathaway, First Eagle U.S. Value, Dodge & Cox Stock Fund |
Watch |
| MEDP |
MEDPACE HOLDINGS INC |
8 |
1.4% |
7 |
68% |
Renaissance Technologies LLC, Giverny Capital, Turtle Creek Asset Management |
Watch |
| PM |
PHILIP MORRIS INTERNATIONAL |
12 |
0.6% |
7 |
92% |
First Eagle U.S. Value, Gardner Russo & Quinn, Fundsmith |
Watch |