John D. Spears / Portfolio / 2013-Q2

    Company Shares Market value Share price
    Johnson & Johnson 4.3M $373M $86
    Cisco Systems Inc 11M $269M $24
    Banco Santander (Brasil) S.A. 40M $249M $6.2
    Halliburton Company 5.5M $231M $42
    Wells Fargo & Company 5.3M $220M $41
    Devon Energy Corporation 4.2M $220M $52
    Berkshire Hathaway Inc. 1.2K $200M $169K
    Baxter International Inc. 2.6M $181M $69
    ConocoPhillips 3M $180M $61
    Philip Morris International Inc. 1.9M $166M $87
    JOY GLOBAL 3.3M $162M $49
    GOOGLE 166K $146M $880
    The Bank of New York Mellon Corporation 4.9M $138M $28
    Emerson Electric Co. 2.2M $119M $55
    3M Company 1.1M $117M $109
    Coca-Cola FEMSA, S.A.B. de C.V. 773K $108M $140
    Union Pacific Corporation 702K $108M $154
    Walmart Inc. 1.3M $94M $74
    TORCHMARK CORP 987K $64M $65
    COMCAST CORP SPECIAL CLASS A 1.4M $57M $40
    Mastercard Incorporated 90K $52M $575
    Sysco Corporation 1.5M $50M $34
    Berkshire Hathaway Inc. 417K $47M $112
    Phillips 66 726K $43M $59
    AMERICAN NATIONAL INSURANCE CO 409K $41M $99
    Diageo plc 341K $39M $115
    UNILEVER (UN) 986K $39M $39
    UniFirst Corporation 378K $34M $91
    LEUCADIA NATIONAL CORP 954K $25M $26
    Illinois Tool Works Inc. 353K $24M $69
    Lockheed Martin Corporation 211K $23M $108
    American Express Company 294K $22M $75
    Novartis AG 296K $21M $71
    NATIONAL WESTERN LIFE INS CO 107K $20M $190
    TotalEnergies SE 408K $20M $49
    U.S. Bancorp 540K $20M $36
    CANADIAN NATURAL RESOURCES 671K $19M $28
    NATIONAL OILWELL VARCO 197K $14M $69
    Unilever PLC 290K $12M $40
    Automatic Data Processing, Inc. 142K $9.8M $69
    HSBC Holdings plc 168K $8.7M $52
    GLAXO SMITHKLINE PLC, ADR 151K $7.6M $50
    Shell plc 54K $3.4M $64
    Arthur J. Gallagher & Co. 64K $2.8M $44
    Federated Hermes, Inc. 29K $806K $27
    Shenandoah Telecommunications Company 40K $665K $17
    Brown & Brown, Inc. 14K $449K $32
    Canon Inc. 8.2K $271K $33
    FISHER COMMUNICATIONS INC. 5.8K $239K $41
    Exxon Mobil Corporation 2.5K $229K $90

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