John D. Spears / Portfolio / 2014-Q2

    Company Shares Market value Share price
    Johnson & Johnson 4.2M $439M $105
    Banco Santander (Brasil) S.A. 61M $425M $6.9
    Halliburton Company 5.4M $381M $71
    Devon Energy Corporation 4.2M $334M $79
    Wells Fargo & Company 5.3M $277M $53
    Cisco Systems Inc 11M $271M $25
    ConocoPhillips 3M $254M $86
    Berkshire Hathaway Inc. 1.2K $224M $190K
    JOY GLOBAL 3.3M $202M $62
    Baxter International Inc. 2.6M $187M $72
    Philip Morris International Inc. 1.9M $160M $84
    The Bank of New York Mellon Corporation 4.2M $157M $37
    3M Company 1.1M $151M $143
    Emerson Electric Co. 2.2M $143M $66
    GOOGLE CLASS A SHARES 141K $82M $585
    Walmart Inc. 1.1M $82M $75
    GOOGLE CLASS C SHARES 141K $81M $575
    TORCHMARK CORP 983K $81M $82
    COMCAST CORP SPECIAL CLASS A 1.3M $67M $53
    Coca-Cola FEMSA, S.A.B. de C.V. 523K $59M $114
    Berkshire Hathaway Inc. 409K $52M $127
    Union Pacific Corporation 477K $48M $100
    AMERICAN NATIONAL INSURANCE CO 391K $45M $114
    Diageo plc 338K $43M $127
    UNILEVER (UN) 978K $43M $44
    Lockheed Martin Corporation 211K $34M $161
    Phillips 66 404K $33M $80
    Illinois Tool Works Inc. 353K $31M $88
    CANADIAN NATURAL RESOURCES 671K $31M $46
    NATIONAL OILWELL VARCO 372K $31M $82
    TotalEnergies SE 401K $29M $72
    American Express Company 290K $27M $95
    Mastercard Incorporated 366K $27M $73
    Novartis AG 289K $26M $91
    NATIONAL WESTERN LIFE INS CO 98K $24M $249
    U.S. Bancorp 540K $23M $43
    UniFirst Corporation 197K $21M $106
    LEUCADIA NATIONAL CORP 596K $16M $26
    Unilever PLC 290K $13M $45
    HSBC Holdings plc 171K $8.7M $51
    GLAXO SMITHKLINE PLC ADR 142K $7.6M $53
    Shell plc 54K $4.4M $82
    NOW Inc. 86K $3.1M $36
    Sysco Corporation 56K $2.1M $37
    Shenandoah Telecommunications Company 40K $1.2M $30
    Federated Hermes, Inc. 26K $801K $31
    Brown & Brown, Inc. 14K $428K $31
    Exxon Mobil Corporation 2.4K $238K $101
    CONNECTICUT WATER SERVICE INC 6.5K $220K $34

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