John D. Spears / Portfolio / 2014-Q4

    Company Shares Market value Share price
    Johnson & Johnson 4.1M $433M $105
    Cisco Systems Inc 11M $296M $28
    Wells Fargo & Company 5.2M $283M $55
    Berkshire Hathaway Inc. 1.2K $266M $226K
    Devon Energy Corporation 4.2M $256M $61
    Halliburton Company 5.4M $210M $39
    ConocoPhillips 2.8M $196M $69
    Baxter International Inc. 2.6M $189M $73
    3M Company 1M $172M $164
    The Bank of New York Mellon Corporation 4.1M $167M $41
    Philip Morris International Inc. 1.9M $151M $81
    Emerson Electric Co. 2.1M $130M $62
    Walmart Inc. 990K $85M $86
    TORCHMARK CORP 1.5M $80M $54
    JOY GLOBAL INC 1.7M $79M $47
    GOOGLE INC CLASS A 140K $75M $531
    GOOGLE INC CLASS C 140K $74M $526
    COMCAST CORPORATION 1.2M $72M $58
    Verizon Communications Inc. 1.4M $66M $47
    Berkshire Hathaway Inc. 396K $59M $150
    Union Pacific Corporation 470K $56M $119
    Coca-Cola FEMSA, S.A.B. de C.V. 520K $45M $87
    AMERICAN NATIONAL INSURANCE CO 383K $44M $114
    Diageo plc 329K $38M $114
    UNILEVER N V - ADR 925K $36M $39
    Illinois Tool Works Inc. 353K $33M $95
    Lockheed Martin Corporation 156K $30M $193
    Phillips 66 400K $29M $72
    Mastercard Incorporated 302K $26M $86
    NATIONAL WESTERN LIFE INS CO 96K $26M $269
    American Express Company 272K $25M $93
    Novartis AG 266K $25M $93
    NATIONAL OILWELL VARCO 371K $24M $66
    U.S. Bancorp 540K $24M $45
    UniFirst Corporation 195K $24M $121
    TotalEnergies SE 385K $20M $51
    LEUCADIA NATIONAL CORP 595K $13M $22
    AGCO Corporation 293K $13M $45
    Unilever PLC 286K $12M $40
    HSBC Holdings plc 168K $7.9M $47
    GLAXO SMITHKLINE PLC ADR 134K $5.7M $43
    CANADIAN NATURAL RESOURCES 125K $3.9M $31
    Shell plc 53K $3.6M $67
    NOW Inc. 86K $2.2M $26
    Shenandoah Telecommunications Company 40K $1.2M $31
    Federated Hermes, Inc. 26K $853K $33
    Brown & Brown, Inc. 14K $458K $33
    CONNECTICUT WATER SERVICE INC 6.5K $235K $36
    Exxon Mobil Corporation 2.4K $219K $93

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