John D. Spears / Portfolio / 2015-Q4

    Company Shares Market value Share price
    Johnson & Johnson 3.7M $379M $103
    Cisco Systems Inc 9.4M $256M $27
    Wells Fargo & Company 4.7M $254M $54
    Berkshire Hathaway Inc. 1.2K $231M $198K
    Halliburton Company 5.3M $182M $34
    Philip Morris International Inc. 1.8M $159M $88
    3M Company 1M $156M $151
    The Bank of New York Mellon Corporation 3.6M $150M $41
    ConocoPhillips 2.7M $127M $47
    Devon Energy Corporation 3.8M $121M $32
    Alphabet Inc. 140K $109M $778
    Alphabet Inc. 140K $106M $759
    BAXALTA INC 2.5M $97M $39
    Baxter International Inc. 2.5M $95M $38
    Emerson Electric Co. 1.9M $92M $48
    Verizon Communications Inc. 1.6M $76M $46
    MRC Global Inc. 5.7M $74M $13
    Comcast Corporation 1.1M $62M $56
    Walmart Inc. 972K $60M $61
    Berkshire Hathaway Inc. 386K $51M $132
    International Business Machines Corporation 335K $46M $138
    UNILEVER N V YORK SHS ADR 904K $39M $43
    Coca-Cola FEMSA, S.A.B. de C.V. 520K $37M $71
    AMERICAN NATIONAL INSURANCE CO 355K $36M $102
    Union Pacific Corporation 463K $36M $78
    Diageo plc 324K $35M $109
    Illinois Tool Works Inc. 352K $33M $93
    Lockheed Martin Corporation 150K $33M $217
    Phillips 66 397K $32M $82
    Mastercard Incorporated 272K $26M $97
    AGCO Corporation 520K $24M $45
    U.S. Bancorp 540K $23M $43
    National Western Life Group, Inc. 90K $23M $252
    Novartis AG 242K $21M $86
    UniFirst Corporation 189K $20M $104
    GENERAL ELECTRIC CO 633K $20M $31
    American Express Company 264K $18M $70
    TotalEnergies SE 374K $17M $45
    TORCHMARK CORP 250K $14M $57
    Unilever PLC 285K $12M $43
    HSBC Holdings plc 175K $6.9M $39
    GLAXO SMITHKLINE PLC ADR 133K $5.4M $40
    Shell plc 55K $2.5M $46
    NATIONAL OILWELL VARCO 54K $1.8M $33
    Shenandoah Telecommunications Company 40K $1.7M $43
    LEUCADIA NATIONAL CORP 86K $1.5M $17
    NOW Inc. 85K $1.3M $16
    Brown & Brown, Inc. 11K $356K $32
    CONNECTICUT WATER SERVICE INC 6.5K $246K $38

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