John D. Spears / Portfolio / 2013-Q3

    Company Shares Market value Share price
    Johnson & Johnson 4.3M $375M $87
    Banco Santander (Brasil) S.A. 48M $337M $7
    Halliburton Company 5.5M $266M $48
    Cisco Systems Inc 11M $258M $23
    Devon Energy Corporation 4.2M $244M $58
    Wells Fargo & Company 5.3M $220M $41
    ConocoPhillips 3M $207M $70
    Berkshire Hathaway Inc. 1.2K $202M $170K
    JOY GLOBAL 3.4M $171M $51
    Baxter International Inc. 2.6M $171M $66
    Philip Morris International Inc. 1.9M $165M $87
    GOOGLE 166K $145M $876
    Emerson Electric Co. 2.2M $141M $65
    The Bank of New York Mellon Corporation 4.6M $139M $30
    3M Company 1.1M $127M $119
    Union Pacific Corporation 700K $109M $155
    Walmart Inc. 1.3M $93M $74
    Coca-Cola FEMSA, S.A.B. de C.V. 603K $76M $126
    TORCHMARK CORP 986K $71M $72
    COMCAST CORP SPECIAL CLASS A 1.4M $60M $43
    Berkshire Hathaway Inc. 414K $47M $114
    Diageo plc 340K $43M $127
    Sysco Corporation 1.3M $40M $32
    AMERICAN NATIONAL INSURANCE CO 402K $39M $98
    UNILEVER (UN) 984K $37M $38
    UniFirst Corporation 344K $36M $104
    Mastercard Incorporated 47K $32M $673
    Illinois Tool Works Inc. 353K $27M $76
    Lockheed Martin Corporation 211K $27M $128
    LEUCADIA NATIONAL CORP 954K $26M $27
    NATIONAL OILWELL VARCO 331K $26M $78
    Phillips 66 424K $25M $58
    TotalEnergies SE 407K $24M $58
    Novartis AG 295K $23M $77
    American Express Company 293K $22M $76
    CANADIAN NATURAL RESOURCES 671K $21M $31
    NATIONAL WESTERN LIFE INS CO 101K $20M $202
    U.S. Bancorp 540K $20M $37
    Unilever PLC 290K $11M $39
    Automatic Data Processing, Inc. 142K $10M $72
    HSBC Holdings plc 168K $9.1M $54
    GLAXO SMITHKLINE PLC, ADR 151K $7.6M $50
    Shell plc 54K $3.5M $66
    Shenandoah Telecommunications Company 40K $960K $24
    Federated Hermes, Inc. 29K $799K $27
    Brown & Brown, Inc. 14K $447K $32
    Canon Inc. 8.2K $263K $32
    Exxon Mobil Corporation 2.5K $218K $86
    CONNECTICUT WATER SERVICE INC 6.5K $208K $32

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