First Manhattan Co. historical reports.

Top positions activity

Quarterly report: Q2 2025

Total value: $35.4B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 10.4B 29.5% 14.3K +84 ↑0.59%
MSFT
Microsoft Corporation 2.2B 6.22% 4.4M -45.4K ↓1.01%
KKR
KKR & Co. Inc. 1.2B 3.27% 8.7M +377.8K ↑4.53%
AAPL
Apple Inc 1.1B 3.19% 5.5M -779.2K ↓12.39%
ORCL
Oracle Corp. 977.6M 2.76% 4.5M -436.6K ↓8.89%
AZO
Autozone Inc. 951.7M 2.68% 256.4K -51 ↓0.02%
BRK.B
Berkshire Hathaway Inc. - Class B 914.9M 2.58% 1.9M -49.7K ↓2.57%
GOOG
Alphabet Inc - Class C 805.2M 2.27% 4.5M -823.4K ↓15.36%
AVGO
Broadcom Inc 623.8M 1.76% 2.3M -27.6K ↓1.21%
ASML
ASML Holding NV - New York Shares 569.0M 1.6% 710.0K +2.0K ↑0.28%
AMAT
Applied Materials Inc. 514.1M 1.45% 2.8M -280.2K ↓9.07%
CRM
Salesforce.Com Inc 512.7M 1.44% 1.9M +336.5K ↑21.83%
TTWO
Take-Two Interactive Software, Inc. 486.7M 1.37% 2.0M -393.6K ↓16.42%
V
Visa Inc - Class A 460.5M 1.3% 1.3M -2.2K ↓0.17%
DHR
Danaher Corp. 439.7M 1.24% 2.2M +288.9K ↑14.94%
UNH
Unitedhealth Group Inc 433.8M 1.22% 1.4M +245.1K ↑21.40%
AMZN
Amazon.com Inc. 405.7M 1.14% 1.8M +509.4K ↑38.02%
TMO
Thermo Fisher Scientific Inc. 388.3M 1.09% 956.7K +8.1K ↑0.86%
TPL
Texas Pacific Land Corporation 356.7M 1% 337.7K -241 ↓0.07%
HON
Honeywell International Inc 346.9M 0.97% 1.5M -22.8K ↓1.51%
PM
Philip Morris International Inc 338.0M 0.95% 1.8M -23.4K ↓1.25%
LOW
Lowe`s Cos., Inc. 330.9M 0.93% 1.5M +83.4K ↑5.93%
NVDA
NVIDIA Corp 310.7M 0.87% 2.0M +131.9K ↑7.19%
SPGI
S&P Global Inc 305.2M 0.86% 578.8K -29.3K ↓4.81%
GOOGL
Alphabet Inc - Class A 296.3M 0.83% 1.7M -250.2K ↓12.95%
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF 275.9M 0.77% 484.2K +24.2K ↑5.26%
ANSS
Ansys Inc. - Registered Shares 224.6M 0.63% 639.3K +636.3K ↑20910.32%
ORLY
O`Reilly Automotive, Inc. 210.4M 0.59% 2.3M +2.2M ↑1231.41%
ICE
Intercontinental Exchange Inc 205.9M 0.58% 1.1M -29.5K ↓2.56%
CPRT
Copart, Inc. 191.3M 0.54% 3.9M -14.0K ↓0.36%
ALLY
Ally Financial Inc 181.4M 0.51% 4.7M +397.7K ↑9.34%
MCD
McDonald`s Corp 180.6M 0.5% 618.1K -2.6K ↓0.43%

Quarterly report: Q1 2025

Total value: $34.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 11.4B 33.19% 14.3K -548 ↓3.70%
MSFT
Microsoft Corporation 1.7B 4.9% 4.5M +45.8K ↑1.03%
AAPL
Apple Inc 1.4B 4.07% 6.3M -241.6K ↓3.70%
BRK.B
Berkshire Hathaway Inc. - Class B 1.0B 3% 1.9M +26.5K ↑1.39%
AZO
Autozone Inc. 977.6M 2.85% 256.4K -1.9K ↓0.74%
KKR
KKR & Co. Inc. 964.5M 2.81% 8.3M -49.8K ↓0.59%
GOOG
Alphabet Inc - Class C 837.8M 2.44% 5.4M -40.8K ↓0.75%
ORCL
Oracle Corp. 686.2M 2% 4.9M -193.0K ↓3.78%
UNH
Unitedhealth Group Inc 599.9M 1.75% 1.1M -377.5K ↓24.79%
TTWO
Take-Two Interactive Software, Inc. 496.9M 1.44% 2.4M +147.1K ↑6.54%
TMO
Thermo Fisher Scientific Inc. 472.4M 1.37% 948.6K +57.2K ↑6.42%
ASML
ASML Holding NV - New York Shares 469.2M 1.36% 708.1K +268.2K ↑60.96%
V
Visa Inc - Class A 455.3M 1.32% 1.3M +45.6K ↑3.64%
AMAT
Applied Materials Inc. 448.2M 1.3% 3.1M +224.7K ↑7.85%
TPL
Texas Pacific Land Corporation 447.7M 1.3% 337.9K -110 ↓0.03%
CRM
Salesforce.Com Inc 413.5M 1.2% 1.5M -17.6K ↓1.13%
DHR
Danaher Corp. 396.9M 1.15% 1.9M +29.4K ↑1.54%
AVGO
Broadcom Inc 383.5M 1.11% 2.3M -18.6K ↓0.81%
LOW
Lowe`s Cos., Inc. 328.4M 0.95% 1.4M +8.4K ↑0.60%
HON
Honeywell International Inc 320.2M 0.93% 1.5M +126.0K ↑9.09%
SPGI
S&P Global Inc 309.0M 0.9% 608.1K -21.8K ↓3.46%
GOOGL
Alphabet Inc - Class A 298.7M 0.87% 1.9M -17.3K ↓0.89%
PM
Philip Morris International Inc 298.6M 0.87% 1.9M -4.6K ↓0.24%
AMZN
Amazon.com Inc. 254.9M 0.74% 1.3M +56.9K ↑4.43%
ORLY
O`Reilly Automotive, Inc. 251.2M 0.73% 175.3K -14.7K ↓7.71%
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF 236.4M 0.68% 460.0K -27.8K ↓5.70%
CPRT
Copart, Inc. 221.4M 0.64% 3.9M +10.4K ↑0.27%
NVDA
NVIDIA Corp 198.8M 0.58% 1.8M +187.4K ↑11.38%
ICE
Intercontinental Exchange Inc 198.7M 0.57% 1.2M +7.1K ↑0.62%
ACN
Accenture plc - Class A 195.9M 0.57% 627.9K -45.5K ↓6.75%
MCD
McDonald`s Corp 193.9M 0.56% 620.7K -33.7K ↓5.16%

Quarterly report: Q4 2024

Total value: $34.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 10.1B 29.57% 14.8K +112 ↑0.76%
MSFT
Microsoft Corporation 1.9B 5.49% 4.4M -45.6K ↓1.02%
AAPL
Apple Inc 1.6B 4.8% 6.5M -142.8K ↓2.14%
KKR
KKR & Co. Inc. 1.2B 3.66% 8.4M -299.9K ↓3.45%
GOOG
Alphabet Inc - Class C 1.0B 3.02% 5.4M -14.3K ↓0.26%
BRK.B
Berkshire Hathaway Inc. - Class B 868.7M 2.54% 1.9M -39.2K ↓2.02%
ORCL
Oracle Corp. 855.4M 2.5% 5.1M -140.4K ↓2.68%
AZO
Autozone Inc. 829.5M 2.43% 258.3K -624 ↓0.24%
UNH
Unitedhealth Group Inc 770.6M 2.26% 1.5M -34.4K ↓2.21%
AVGO
Broadcom Inc 540.3M 1.58% 2.3M -23.8K ↓1.02%
CRM
Salesforce.Com Inc 527.8M 1.54% 1.6M +15.9K ↑1.03%
AMAT
Applied Materials Inc. 467.4M 1.37% 2.9M +252.2K ↑9.66%
TMO
Thermo Fisher Scientific Inc. 464.0M 1.36% 891.3K +5.0K ↑0.56%
DHR
Danaher Corp. 437.9M 1.28% 1.9M -23.5K ↓1.22%
TTWO
Take-Two Interactive Software, Inc. 417.7M 1.22% 2.3M +115.9K ↑5.43%
V
Visa Inc - Class A 399.5M 1.17% 1.3M +5.7K ↑0.46%
TPL
Texas Pacific Land Corporation 373.8M 1.09% 338.0K -12 ↓0.00%
GOOGL
Alphabet Inc - Class A 370.4M 1.08% 1.9M +8.5K ↑0.44%
LOW
Lowe`s Cos., Inc. 350.0M 1.02% 1.4M +5.7K ↑0.41%
HON
Honeywell International Inc 316.1M 0.92% 1.4M +8.0K ↑0.58%
SPGI
S&P Global Inc 315.9M 0.92% 629.9K -4.7K ↓0.75%
ASML
ASML Holding NV - New York Shares 307.4M 0.9% 439.9K +163.9K ↑59.41%
AMZN
Amazon.com Inc. 281.5M 0.82% 1.3M -1.0K ↓0.08%
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF 262.8M 0.77% 487.8K +4.8K ↑1.00%
ACN
Accenture plc - Class A 236.9M 0.69% 673.4K -30.3K ↓4.31%
ORLY
O`Reilly Automotive, Inc. 229.4M 0.67% 190.0K -4.7K ↓2.41%
PM
Philip Morris International Inc 228.7M 0.67% 1.9M +37.5K ↑2.04%
CPRT
Copart, Inc. 223.9M 0.65% 3.9M -24.3K ↓0.62%
NVDA
NVIDIA Corp 221.8M 0.65% 1.6M +345.5K ↑26.55%
MCD
McDonald`s Corp 190.1M 0.55% 654.5K -9.6K ↓1.45%
ICE
Intercontinental Exchange Inc 170.8M 0.5% 1.1M +123.3K ↑12.07%

Quarterly report: Q3 2024

Total value: $33.7B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 10.2B 30.1% 14.7K -310 ↓2.07%
MSFT
Microsoft Corporation 1.9B 5.71% 4.5M -40.2K ↓0.89%
AAPL
Apple Inc 1.6B 4.61% 6.7M -66.3K ↓0.98%
KKR
KKR & Co. Inc. 1.1B 3.36% 8.7M -422.3K ↓4.63%
UNH
Unitedhealth Group Inc 910.6M 2.69% 1.6M -68.5K ↓4.21%
GOOG
Alphabet Inc - Class C 905.8M 2.68% 5.4M -68.5K ↓1.25%
BRK.B
Berkshire Hathaway Inc. - Class B 895.5M 2.65% 1.9M -37.5K ↓1.89%
ORCL
Oracle Corp. 893.2M 2.64% 5.2M -179.7K ↓3.32%
AZO
Autozone Inc. 815.7M 2.41% 258.9K +107 ↑0.04%
TMO
Thermo Fisher Scientific Inc. 548.6M 1.62% 886.3K -19.3K ↓2.13%
DHR
Danaher Corp. 536.4M 1.59% 1.9M -82.4K ↓4.10%
AMAT
Applied Materials Inc. 527.7M 1.56% 2.6M +856.2K ↑48.77%
CRM
Salesforce.Com Inc 422.8M 1.25% 1.5M +867.4K ↑128.45%
AVGO
Broadcom Inc 402.4M 1.19% 2.3M +2.1M ↑901.75%
LOW
Lowe`s Cos., Inc. 377.5M 1.11% 1.4M +6.9K ↑0.50%
V
Visa Inc - Class A 343.1M 1.01% 1.2M +144.2K ↑13.07%
TTWO
Take-Two Interactive Software, Inc. 328.1M 0.97% 2.1M +86.1K ↑4.20%
SPGI
S&P Global Inc 327.9M 0.97% 634.6K -12.9K ↓1.99%
GOOGL
Alphabet Inc - Class A 321.8M 0.95% 1.9M +68.6K ↑3.66%
TPL
Texas Pacific Land Corporation 299.1M 0.88% 338.0K -150 ↓0.04%
HON
Honeywell International Inc 284.9M 0.84% 1.4M -105.2K ↓7.09%
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF 255.7M 0.75% 483.0K -6.3K ↓1.28%
ACN
Accenture plc - Class A 248.8M 0.73% 703.7K -36.9K ↓4.98%
AMZN
Amazon.com Inc. 239.3M 0.7% 1.3M -25.7K ↓1.96%
ASML
ASML Holding NV - New York Shares 229.9M 0.68% 275.9K +9.9K ↑3.71%
PM
Philip Morris International Inc 224.7M 0.66% 1.8M -14.2K ↓0.77%
ORLY
O`Reilly Automotive, Inc. 224.2M 0.66% 194.7K -10.0K ↓4.89%
AZPN
Aspen Technology Inc. 213.5M 0.63% 893.9K +22.7K ↑2.61%
CPRT
Copart, Inc. 205.7M 0.6% 3.9M -124.9K ↓3.08%
MCD
McDonald`s Corp 202.2M 0.59% 664.1K -16.8K ↓2.46%
MDLZ
Mondelez International Inc. - Class A 191.6M 0.56% 2.6M +96.9K ↑3.90%
CMCSA
Comcast Corp - Class A 184.6M 0.54% 4.4M +37.6K ↑0.86%
NEE
NextEra Energy Inc 177.3M 0.52% 2.1M -66.7K ↓3.08%

Quarterly report: Q2 2024

Total value: $31.2B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 9.2B 29.44% 15.0K -313 ↓2.04%
MSFT
Microsoft Corporation 2.0B 6.47% 4.5M -55.7K ↓1.22%
AAPL
Apple Inc 1.4B 4.55% 6.7M -161.0K ↓2.33%
GOOG
Alphabet Inc - Class C 1.0B 3.22% 5.5M -104.9K ↓1.88%
KKR
KKR & Co. Inc. 959.2M 3.07% 9.1M -10.3K ↓0.11%
UNH
Unitedhealth Group Inc 828.0M 2.65% 1.6M -85.9K ↓5.02%
BRK.B
Berkshire Hathaway Inc. - Class B 806.7M 2.58% 2.0M +4.3K ↑0.22%
AZO
Autozone Inc. 767.2M 2.46% 258.8K +2.6K ↑1.02%
ORCL
Oracle Corp. 765.5M 2.45% 5.4M +13.3K ↑0.25%
DHR
Danaher Corp. 502.7M 1.61% 2.0M -96.8K ↓4.59%
TMO
Thermo Fisher Scientific Inc. 501.1M 1.6% 905.6K -7.9K ↓0.86%
AMAT
Applied Materials Inc. 414.3M 1.32% 1.8M +472.0K ↑36.77%
AVGO
Broadcom Inc 373.9M 1.19% 232.9K +2.0K ↑0.88%
GOOGL
Alphabet Inc - Class A 340.9M 1.09% 1.9M -11.2K ↓0.59%
TTWO
Take-Two Interactive Software, Inc. 318.5M 1.02% 2.0M +549.1K ↑36.62%
HON
Honeywell International Inc 316.8M 1.01% 1.5M -6.2K ↓0.41%
LOW
Lowe`s Cos., Inc. 309.9M 0.99% 1.4M +34.2K ↑2.53%
V
Visa Inc - Class A 289.7M 0.92% 1.1M +2.8K ↑0.25%
SPGI
S&P Global Inc 288.8M 0.92% 647.5K -2.8K ↓0.44%
ASML
ASML Holding NV - New York Shares 272.1M 0.87% 266.1K +1.1K ↑0.42%
AMZN
Amazon.com Inc. 253.1M 0.81% 1.3M -27.0K ↓2.02%
TPL
Texas Pacific Land Corporation 248.3M 0.79% 338.2K -89.7K ↓20.96%
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF 245.6M 0.78% 489.3K +32.0K ↑6.99%
ACN
Accenture plc - Class A 224.7M 0.72% 740.6K +13.4K ↑1.85%
CPRT
Copart, Inc. 219.4M 0.7% 4.1M -136.0K ↓3.25%
ORLY
O`Reilly Automotive, Inc. 216.2M 0.69% 204.7K +2.3K ↑1.12%
PM
Philip Morris International Inc 189.2M 0.6% 1.8M -46.4K ↓2.45%
MKL
Markel Corp 173.7M 0.55% 110.2K +117 ↑0.11%
CRM
Salesforce.Com Inc 173.6M 0.55% 675.3K +662.3K ↑5106.97%
MCD
McDonald`s Corp 173.5M 0.55% 680.8K +13.5K ↑2.03%
AZPN
Aspen Technology Inc. 173.0M 0.55% 871.2K +301.8K ↑53.02%
KEYS
Keysight Technologies Inc 172.8M 0.55% 1.3M -25.0K ↓1.96%
CMCSA
Comcast Corp - Class A 171.6M 0.55% 4.4M -68.8K ↓1.54%
MDLZ
Mondelez International Inc. - Class A 163.8M 0.52% 2.5M +49.0K ↑2.01%

Quarterly report: Q1 2024

Total value: $30.9B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 9.7B 31.47% 15.3K -1.8K ↓10.61%
MSFT
Microsoft Corporation 1.9B 6.23% 4.6M -78.9K ↓1.70%
AAPL
Apple Inc 1.2B 3.83% 6.9M -217.3K ↓3.05%
KKR
KKR & Co. Inc. 917.8M 2.97% 9.1M -225.3K ↓2.41%
GOOG
Alphabet Inc - Class C 851.3M 2.75% 5.6M -39.7K ↓0.71%
UNH
Unitedhealth Group Inc 846.8M 2.74% 1.7M -13.9K ↓0.81%
BRK.B
Berkshire Hathaway Inc. - Class B 832.2M 2.69% 2.0M -46.0K ↓2.27%
AZO
Autozone Inc. 807.5M 2.61% 256.2K -275 ↓0.11%
ORCL
Oracle Corp. 679.3M 2.2% 5.4M +112.9K ↑2.13%
TMO
Thermo Fisher Scientific Inc. 530.9M 1.72% 913.5K -4.3K ↓0.47%
DHR
Danaher Corp. 526.1M 1.7% 2.1M -46.5K ↓2.16%
LOW
Lowe`s Cos., Inc. 344.5M 1.11% 1.4M +5.0K ↑0.37%
V
Visa Inc - Class A 307.3M 0.99% 1.1M -1.0K ↓0.09%
AVGO
Broadcom Inc 306.0M 0.99% 230.9K +22.0K ↑10.55%
HON
Honeywell International Inc 305.8M 0.99% 1.5M +32.1K ↑2.20%
GOOGL
Alphabet Inc - Class A 284.2M 0.92% 1.9M +144.6K ↑8.32%
SPGI
S&P Global Inc 276.7M 0.89% 650.3K -677 ↓0.10%
AMAT
Applied Materials Inc. 264.7M 0.85% 1.3M +1.3M ↑6626.95%
ASML
ASML Holding NV - New York Shares 257.1M 0.83% 265.0K -434 ↓0.16%
ACN
Accenture plc - Class A 252.1M 0.81% 727.2K -17.6K ↓2.37%
TPL
Texas Pacific Land Corporation 247.5M 0.8% 427.9K +285.1K ↑199.69%
CPRT
Copart, Inc. 242.5M 0.78% 4.2M +64.9K ↑1.57%
AMZN
Amazon.com Inc. 241.1M 0.78% 1.3M -29.9K ↓2.19%
ORLY
O`Reilly Automotive, Inc. 228.5M 0.74% 202.4K -8.2K ↓3.89%
TTWO
Take-Two Interactive Software, Inc. 222.7M 0.72% 1.5M +1.2M ↑417.01%
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF 219.8M 0.71% 457.3K +59.2K ↑14.86%
KEYS
Keysight Technologies Inc 199.8M 0.64% 1.3M -40.8K ↓3.10%
CMCSA
Comcast Corp - Class A 192.9M 0.62% 4.5M +20.8K ↑0.47%
MCD
McDonald`s Corp 188.1M 0.6% 667.3K +20.9K ↑3.24%
PM
Philip Morris International Inc 173.7M 0.56% 1.9M +592 ↑0.03%
MDLZ
Mondelez International Inc. - Class A 170.7M 0.55% 2.4M +178.7K ↑7.91%
ICE
Intercontinental Exchange Inc 169.1M 0.54% 1.2M -75.6K ↓5.79%
MKL
Markel Corp 167.5M 0.54% 110.1K +34.9K ↑46.37%
JNJ
Johnson & Johnson 157.4M 0.51% 995.0K -64.0K ↓6.04%

Quarterly report: Q4 2023

Total value: $28.8B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 9.3B 32.24% 17.1K +211 ↑1.25%
MSFT
Microsoft Corporation 1.7B 6.04% 4.7M -75.0K ↓1.59%
AAPL
Apple Inc 1.4B 4.74% 7.1M -280.6K ↓3.79%
UNH
Unitedhealth Group Inc 904.3M 3.13% 1.7M -44.8K ↓2.53%
GOOG
Alphabet Inc - Class C 790.9M 2.74% 5.6M -57.3K ↓1.01%
KKR
KKR & Co. Inc. 766.6M 2.65% 9.3M +200.9K ↑2.20%
BRK.B
Berkshire Hathaway Inc. - Class B 722.2M 2.5% 2.0M -29.3K ↓1.43%
AZO
Autozone Inc. 663.2M 2.3% 256.5K -1.0K ↓0.41%
ORCL
Oracle Corp. 555.5M 1.92% 5.3M +153.4K ↑2.98%
DHR
Danaher Corp. 498.1M 1.72% 2.2M -13.6K ↓0.63%
TMO
Thermo Fisher Scientific Inc. 485.1M 1.68% 917.8K -102.6K ↓10.06%
HON
Honeywell International Inc 305.7M 1.06% 1.5M -12.7K ↓0.86%
LOW
Lowe`s Cos., Inc. 296.0M 1.02% 1.3M +85.0K ↑6.73%
V
Visa Inc - Class A 286.9M 0.99% 1.1M -23.2K ↓2.07%
SPGI
S&P Global Inc 284.4M 0.98% 651.0K -7.9K ↓1.19%
ACN
Accenture plc - Class A 261.4M 0.9% 744.8K -12.0K ↓1.58%
GOOGL
Alphabet Inc - Class A 241.4M 0.83% 1.7M +11.3K ↑0.65%
AVGO
Broadcom Inc 232.6M 0.8% 208.8K +84.3K ↑67.65%
TPL
Texas Pacific Land Corporation 224.5M 0.77% 142.8K -217 ↓0.15%
AMZN
Amazon.com Inc. 207.7M 0.72% 1.4M -51.4K ↓3.63%
KEYS
Keysight Technologies Inc 206.9M 0.71% 1.3M -9.4K ↓0.71%
CPRT
Copart, Inc. 202.0M 0.7% 4.1M -53.9K ↓1.29%
ASML
ASML Holding NV - New York Shares 200.9M 0.69% 265.4K +10.8K ↑4.23%
ORLY
O`Reilly Automotive, Inc. 196.2M 0.68% 210.6K -3.3K ↓1.56%
CMCSA
Comcast Corp - Class A 194.1M 0.67% 4.4M -59.9K ↓1.34%
MCD
McDonald`s Corp 188.1M 0.65% 646.4K +4.0K ↑0.62%
PM
Philip Morris International Inc 178.3M 0.61% 1.9M -16.7K ↓0.87%
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF 173.9M 0.6% 398.1K +48.3K ↑13.80%
ICE
Intercontinental Exchange Inc 167.7M 0.58% 1.3M -259.6K ↓16.58%
JNJ
Johnson & Johnson 166.0M 0.57% 1.1M -52.9K ↓4.76%
MDLZ
Mondelez International Inc. - Class A 163.7M 0.56% 2.3M -12.5K ↓0.55%
ENTG
Entegris Inc 149.1M 0.51% 1.3M -387.2K ↓23.39%

Quarterly report: Q3 2023

Total value: $27.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 9.0B 33.18% 16.9K -7 ↓0.04%
MSFT
Microsoft Corporation 1.5B 5.49% 4.7M -209.3K ↓4.24%
AAPL
Apple Inc 1.3B 4.66% 7.4M -657.9K ↓8.16%
UNH
Unitedhealth Group Inc 888.6M 3.28% 1.8M +47.2K ↑2.74%
GOOG
Alphabet Inc - Class C 747.5M 2.75% 5.7M +116.5K ↑2.09%
BRK.B
Berkshire Hathaway Inc. - Class B 719.6M 2.65% 2.1M -39.8K ↓1.90%
AZO
Autozone Inc. 654.2M 2.41% 257.6K +6.8K ↑2.70%
KKR
KKR & Co. Inc. 557.8M 2.05% 9.1M +419.2K ↑4.80%
ORCL
Oracle Corp. 540.9M 1.99% 5.1M +205.3K ↑4.16%
DHR
Danaher Corp. 537.3M 1.98% 2.2M -9.3K ↓0.43%
TMO
Thermo Fisher Scientific Inc. 514.7M 1.9% 1.0M +58.7K ↑6.11%
HON
Honeywell International Inc 268.4M 0.99% 1.5M +23.8K ↑1.64%
TPL
Texas Pacific Land Corporation 260.8M 0.96% 143.0K -35 ↓0.02%
LOW
Lowe`s Cos., Inc. 259.9M 0.95% 1.3M +14.0K ↑1.12%
V
Visa Inc - Class A 258.7M 0.95% 1.1M -40.1K ↓3.44%
SPGI
S&P Global Inc 239.6M 0.88% 658.9K -30.9K ↓4.48%
ACN
Accenture plc - Class A 232.4M 0.85% 756.8K -13.1K ↓1.70%
GOOGL
Alphabet Inc - Class A 225.3M 0.83% 1.7M +3.5K ↑0.21%
CMCSA
Comcast Corp - Class A 198.6M 0.73% 4.5M -184.2K ↓3.94%
ORLY
O`Reilly Automotive, Inc. 190.7M 0.7% 213.9K -12.0K ↓5.33%
AMZN
Amazon.com Inc. 180.3M 0.66% 1.4M -46.6K ↓3.18%
CPRT
Copart, Inc. 180.0M 0.66% 4.2M +2.5M ↑144.35%
PM
Philip Morris International Inc 177.0M 0.65% 1.9M +34.0K ↑1.81%
KEYS
Keysight Technologies Inc 174.7M 0.64% 1.3M +301.8K ↑29.42%
JNJ
Johnson & Johnson 173.2M 0.63% 1.1M -116.7K ↓9.50%
ICE
Intercontinental Exchange Inc 172.3M 0.63% 1.6M -92.8K ↓5.59%
MCD
McDonald`s Corp 167.0M 0.61% 642.4K +47.1K ↑7.91%
MDLZ
Mondelez International Inc. - Class A 157.7M 0.58% 2.3M +82.9K ↑3.78%
ENTG
Entegris Inc 153.3M 0.56% 1.7M -11.4K ↓0.68%
ASML
ASML Holding NV - New York Shares 149.9M 0.55% 254.6K +40.9K ↑19.12%
NKE
Nike, Inc. - Class B 143.7M 0.53% 1.5M -35.4K ↓2.30%
MTCH
Match Group Inc. - New 138.9M 0.51% 3.5M +2.8M ↑373.58%
NEE
NextEra Energy Inc 137.7M 0.5% 2.4M +290.0K ↑13.72%
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF 137.4M 0.5% 349.8K +183.6K ↑110.41%

Quarterly report: Q2 2023

Total value: $27.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 8.8B 32.09% 16.9K -1.5K ↓8.27%
MSFT
Microsoft Corporation 1.7B 6.14% 4.9M -31.2K ↓0.63%
AAPL
Apple Inc 1.6B 5.71% 8.1M -117.5K ↓1.44%
UNH
Unitedhealth Group Inc 824.4M 3.01% 1.7M +117.4K ↑7.31%
BRK.B
Berkshire Hathaway Inc. - Class B 714.1M 2.61% 2.1M -25.4K ↓1.20%
GOOG
Alphabet Inc - Class C 673.7M 2.46% 5.6M -2.9K ↓0.05%
AZO
Autozone Inc. 625.3M 2.29% 250.8K +2.5K ↑0.99%
ORCL
Oracle Corp. 583.7M 2.13% 4.9M -51.5K ↓1.03%
DHR
Danaher Corp. 522.0M 1.91% 2.2M +103.7K ↑5.00%
TMO
Thermo Fisher Scientific Inc. 499.9M 1.83% 961.7K +236.9K ↑32.68%
KKR
KKR & Co. Inc. 483.7M 1.77% 8.7M +322.3K ↑3.83%
HON
Honeywell International Inc 297.8M 1.09% 1.4M +31.3K ↑2.21%
LOW
Lowe`s Cos., Inc. 280.1M 1.02% 1.2M +25.1K ↑2.05%
V
Visa Inc - Class A 276.6M 1.01% 1.2M +76.1K ↑6.99%
SPGI
S&P Global Inc 275.2M 1% 689.8K -1.5K ↓0.22%
ACN
Accenture plc - Class A 237.6M 0.87% 769.9K +10.9K ↑1.43%
ORLY
O`Reilly Automotive, Inc. 211.9M 0.77% 226.0K -2.0K ↓0.86%
GOOGL
Alphabet Inc - Class A 205.6M 0.75% 1.7M -4.1K ↓0.24%
JNJ
Johnson & Johnson 203.4M 0.74% 1.2M -156.9K ↓11.32%
CMCSA
Comcast Corp - Class A 193.7M 0.7% 4.7M -77.4K ↓1.63%
AMZN
Amazon.com Inc. 191.0M 0.69% 1.5M -599.7K ↓29.05%
TPL
Texas Pacific Land Corporation 188.3M 0.68% 143.0K -1.0K ↓0.71%
ICE
Intercontinental Exchange Inc 187.5M 0.68% 1.7M -36.8K ↓2.17%
PM
Philip Morris International Inc 183.3M 0.67% 1.9M +17.3K ↑0.93%
ENTG
Entegris Inc 181.3M 0.66% 1.7M -108.3K ↓6.10%
ATVI
Activision Blizzard Inc 177.6M 0.65% 2.2M +833.2K ↑63.10%
MCD
McDonald`s Corp 176.4M 0.64% 595.3K -27.4K ↓4.40%
NKE
Nike, Inc. - Class B 169.0M 0.61% 1.5M -2.6K ↓0.17%
KEYS
Keysight Technologies Inc 169.0M 0.61% 1.0M +6.9K ↑0.68%
MDLZ
Mondelez International Inc. - Class A 159.7M 0.58% 2.2M -14.9K ↓0.67%
NEE
NextEra Energy Inc 156.8M 0.57% 2.1M -118.8K ↓5.32%
CPRT
Copart, Inc. 155.9M 0.57% 1.7M -17.5K ↓1.01%
ASML
ASML Holding NV - New York Shares 154.9M 0.56% 213.7K -1.9K ↓0.89%
AMT
American Tower Corp. 137.4M 0.5% 708.6K -103.4K ↓12.74%

Quarterly report: Q1 2023

Total value: $26.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 8.6B 32.93% 18.5K -3.9K ↓17.50%
MSFT
Microsoft Corporation 1.4B 5.48% 5.0M -98.3K ↓1.94%
AAPL
Apple Inc 1.3B 5.15% 8.2M -378.3K ↓4.42%
UNH
Unitedhealth Group Inc 755.5M 2.89% 1.6M +85.5K ↑5.62%
BRK.B
Berkshire Hathaway Inc. - Class B 654.4M 2.5% 2.1M -48.9K ↓2.26%
AZO
Autozone Inc. 610.4M 2.34% 248.3K -1.4K ↓0.55%
GOOG
Alphabet Inc - Class C 579.5M 2.22% 5.6M +90.5K ↑1.65%
DHR
Danaher Corp. 522.1M 2% 2.1M -17.6K ↓0.84%
ORCL
Oracle Corp. 460.4M 1.76% 5.0M +184.3K ↑3.84%
KKR
KKR & Co. Inc. 436.7M 1.67% 8.4M +1.4M ↑19.41%
TMO
Thermo Fisher Scientific Inc. 417.8M 1.6% 724.8K +72.8K ↑11.16%
HON
Honeywell International Inc 269.3M 1.03% 1.4M -29.4K ↓2.03%
V
Visa Inc - Class A 245.5M 0.94% 1.1M +261.0K ↑31.50%
TPL
Texas Pacific Land Corporation 245.0M 0.93% 144.1K -50 ↓0.03%
LOW
Lowe`s Cos., Inc. 244.7M 0.93% 1.2M +68.2K ↑5.91%
SPGI
S&P Global Inc 237.2M 0.9% 691.3K +23.9K ↑3.59%
ACN
Accenture plc - Class A 216.9M 0.83% 759.0K -13.3K ↓1.72%
JNJ
Johnson & Johnson 214.7M 0.82% 1.4M -115.5K ↓7.69%
AMZN
Amazon.com Inc. 213.2M 0.81% 2.1M -636.0K ↓23.55%
ABBV
Abbvie Inc 200.0M 0.76% 1.3M -38.4K ↓2.97%
ORLY
O`Reilly Automotive, Inc. 190.0M 0.72% 227.9K -7.5K ↓3.18%
NKE
Nike, Inc. - Class B 189.0M 0.72% 1.5M -58.2K ↓3.64%
PM
Philip Morris International Inc 180.9M 0.69% 1.9M +3.7K ↑0.20%
CMCSA
Comcast Corp - Class A 179.6M 0.68% 4.8M -45.9K ↓0.96%
GOOGL
Alphabet Inc - Class A 178.6M 0.68% 1.7M -29.0K ↓1.65%
ICE
Intercontinental Exchange Inc 176.8M 0.67% 1.7M -14.1K ↓0.83%
MCD
McDonald`s Corp 173.0M 0.66% 622.7K -47.2K ↓7.05%
NEE
NextEra Energy Inc 172.1M 0.65% 2.2M -4.8K ↓0.21%
AMT
American Tower Corp. 165.9M 0.63% 812.0K +15.9K ↑2.00%
KEYS
Keysight Technologies Inc 162.5M 0.62% 1.0M -257.5K ↓20.17%
MDLZ
Mondelez International Inc. - Class A 153.7M 0.58% 2.2M -39.3K ↓1.75%
ASML
ASML Holding NV - New York Shares 146.8M 0.56% 215.7K +49.7K ↑29.97%
ENTG
Entegris Inc 143.1M 0.54% 1.8M -30.8K ↓1.71%

Quarterly report: Q4 2022

Total value: $27.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 10.5B 38.4% 22.4K +3.6K ↑19.41%
MSFT
Microsoft Corporation 1.2B 4.44% 5.1M +21.2K ↑0.42%
AAPL
Apple Inc 1.1B 4.06% 8.6M -816.8K ↓8.72%
UNH
Unitedhealth Group Inc 802.1M 2.93% 1.5M -22.4K ↓1.45%
BRK.B
Berkshire Hathaway Inc. - Class B 669.8M 2.45% 2.2M +36.1K ↑1.69%
AZO
Autozone Inc. 615.9M 2.25% 249.7K -8.9K ↓3.43%
DHR
Danaher Corp. 554.4M 2.03% 2.1M -2.4K ↓0.11%
GOOG
Alphabet Inc - Class C 486.3M 1.78% 5.5M -19.4K ↓0.35%
ORCL
Oracle Corp. 389.8M 1.42% 4.8M +335.4K ↑7.51%
TMO
Thermo Fisher Scientific Inc. 359.1M 1.31% 652.1K +13.1K ↑2.04%
TPL
Texas Pacific Land Corporation 337.8M 1.23% 144.1K -4.8K ↓3.19%
KKR
KKR & Co. Inc. 326.9M 1.19% 7.0M +87.2K ↑1.25%
HON
Honeywell International Inc 308.2M 1.12% 1.4M -16.0K ↓1.10%
JNJ
Johnson & Johnson 265.1M 0.97% 1.5M +6.1K ↑0.41%
LOW
Lowe`s Cos., Inc. 230.2M 0.84% 1.2M +410.5K ↑55.13%
AMZN
Amazon.com Inc. 226.8M 0.83% 2.7M -629.4K ↓18.90%
SPGI
S&P Global Inc 222.3M 0.81% 667.3K +52.6K ↑8.56%
KEYS
Keysight Technologies Inc 215.9M 0.79% 1.3M -89.7K ↓6.56%
ABBV
Abbvie Inc 209.0M 0.76% 1.3M -46.7K ↓3.48%
ACN
Accenture plc - Class A 206.1M 0.75% 772.3K -2.9K ↓0.37%
ORLY
O`Reilly Automotive, Inc. 195.2M 0.71% 235.4K -13.4K ↓5.38%
PM
Philip Morris International Inc 187.9M 0.68% 1.9M -11.2K ↓0.60%
NKE
Nike, Inc. - Class B 187.1M 0.68% 1.6M -111.6K ↓6.52%
NEE
NextEra Energy Inc 187.0M 0.68% 2.2M -33.5K ↓1.47%
ICE
Intercontinental Exchange Inc 175.4M 0.64% 1.7M -7.7K ↓0.45%
MCD
McDonald`s Corp 175.3M 0.64% 669.9K -23.0K ↓3.31%
V
Visa Inc - Class A 172.0M 0.63% 828.3K +39.6K ↑5.02%
AMT
American Tower Corp. 168.7M 0.61% 796.1K +43.9K ↑5.84%
CMCSA
Comcast Corp - Class A 167.3M 0.61% 4.8M +40.1K ↑0.84%
LIN
Linde Plc 157.6M 0.57% 492.0K +9.6K ↑1.99%
GOOGL
Alphabet Inc - Class A 153.7M 0.56% 1.8M +55.4K ↑3.26%
MDLZ
Mondelez International Inc. - Class A 149.5M 0.54% 2.2M -10.4K ↓0.46%

Quarterly report: Q3 2022

Total value: $23.6B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BRK.A
Berkshire Hathaway Inc. - Class A 7.6B 32.22% 18.7K =
AAPL
Apple Inc 1.3B 5.47% 9.4M =
MSFT
Microsoft Corporation 1.2B 4.96% 5.0M =
UNH
Unitedhealth Group Inc 775.3M 3.28% 1.5M =
BAM
Brookfield Asset Management Inc. - Class A 654.3M 2.77% 16.1M =
BRK.B
Berkshire Hathaway Inc. - Class B 569.3M 2.41% 2.1M =
AZO
Autozone Inc. 553.9M 2.34% 258.6K =
DHR
Danaher Corp. 540.1M 2.28% 2.1M =
GOOG
Alphabet Inc - Class C 528.6M 2.23% 5.5M =
AMZN
Amazon.com Inc. 376.3M 1.59% 3.3M =
TMO
Thermo Fisher Scientific Inc. 322.5M 1.36% 639.0K =
KKR
KKR & Co. Inc. 294.4M 1.24% 7.0M =
ORCL
Oracle Corp. 272.9M 1.15% 4.5M =
TPL
Texas Pacific Land Corporation 264.6M 1.12% 148.9K =
JNJ
Johnson & Johnson 244.2M 1.03% 1.5M =
HON
Honeywell International Inc 242.8M 1.02% 1.5M =
KEYS
Keysight Technologies Inc 212.0M 0.89% 1.4M =
ACN
Accenture plc - Class A 199.4M 0.84% 775.2K =
SPGI
S&P Global Inc 186.8M 0.79% 614.7K =
ABBV
Abbvie Inc 179.8M 0.76% 1.3M =
NEE
NextEra Energy Inc 178.0M 0.75% 2.3M =
IAC
IAC InterActiveCorp. - New 178.0M 0.75% 3.2M =
ORLY
O`Reilly Automotive, Inc. 172.1M 0.72% 248.8K =
ENTG
Entegris Inc 166.5M 0.7% 2.0M =
AMT
American Tower Corp. 161.5M 0.68% 752.1K =
GOOGL
Alphabet Inc - Class A 160.8M 0.68% 1.7M =
MCD
McDonald`s Corp 157.5M 0.66% 692.9K =
ICE
Intercontinental Exchange Inc 155.1M 0.65% 1.7M =
PM
Philip Morris International Inc 155.0M 0.65% 1.9M =
NKE
Nike, Inc. - Class B 141.3M 0.59% 1.7M =
V
Visa Inc - Class A 140.0M 0.59% 788.7K =
LOW
Lowe`s Cos., Inc. 139.9M 0.59% 744.7K =
CMCSA
Comcast Corp - Class A 139.1M 0.58% 4.8M =
LIN
Linde Plc 126.5M 0.53% 482.4K =
MDLZ
Mondelez International Inc. - Class A 123.6M 0.52% 2.3M =