John D. Spears / Portfolio / 2014-Q3

    Company Shares Market value Share price
    Johnson & Johnson 4.2M $444M $107
    Halliburton Company 5.3M $344M $65
    Devon Energy Corporation 4.2M $286M $68
    Wells Fargo & Company 5.2M $270M $52
    Cisco Systems Inc 11M $269M $25
    Berkshire Hathaway Inc. 1.2K $244M $207K
    Banco Santander (Brasil) S.A. 36M $234M $6.5
    ConocoPhillips 2.8M $217M $77
    Baxter International Inc. 2.6M $185M $72
    JOY GLOBAL 3.3M $179M $55
    The Bank of New York Mellon Corporation 4.2M $161M $39
    Philip Morris International Inc. 1.9M $155M $83
    3M Company 1.1M $150M $142
    Emerson Electric Co. 2.1M $132M $63
    GOOGLE CLASS A SHARES 141K $83M $588
    GOOGLE CLASS C SHARES 141K $81M $577
    TORCHMARK CORP 1.5M $77M $52
    Walmart Inc. 992K $76M $76
    COMCAST CORP SPECIAL CLASS A 1.3M $67M $54
    Berkshire Hathaway Inc. 403K $56M $138
    Coca-Cola FEMSA, S.A.B. de C.V. 523K $53M $101
    Union Pacific Corporation 474K $51M $108
    Verizon Communications Inc. 1M $51M $50
    AMERICAN NATIONAL INSURANCE CO 386K $43M $112
    Diageo plc 336K $39M $115
    UNILEVER (UN) 951K $38M $40
    Phillips 66 403K $33M $81
    Illinois Tool Works Inc. 353K $30M $84
    Lockheed Martin Corporation 156K $29M $183
    NATIONAL OILWELL VARCO 371K $28M $76
    Novartis AG 284K $27M $94
    CANADIAN NATURAL RESOURCES 671K $26M $39
    TotalEnergies SE 397K $26M $64
    American Express Company 282K $25M $88
    NATIONAL WESTERN LIFE INS CO 96K $24M $247
    U.S. Bancorp 540K $23M $42
    Mastercard Incorporated 304K $22M $74
    UniFirst Corporation 196K $19M $97
    LEUCADIA NATIONAL CORP 595K $14M $24
    Unilever PLC 289K $12M $42
    HSBC Holdings plc 172K $8.8M $51
    GLAXO SMITHKLINE PLC ADR 140K $6.4M $46
    Shell plc 53K $4.1M $76
    NOW Inc. 86K $2.6M $30
    Shenandoah Telecommunications Company 40K $988K $25
    Federated Hermes, Inc. 26K $761K $29
    Brown & Brown, Inc. 14K $448K $32
    Exxon Mobil Corporation 2.4K $222K $94
    CONNECTICUT WATER SERVICE INC 6.5K $211K $33

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