John D. Spears / Portfolio / 2017-Q1

    Company Shares Market value Share price
    Cisco Systems Inc 11M $377M $34
    Johnson & Johnson 2.4M $295M $125
    Berkshire Hathaway Inc. 1.1K $272M $250K
    Baidu, Inc. 1.4M $239M $173
    The Bank of New York Mellon Corporation 4.7M $221M $47
    Wells Fargo & Company 3.7M $205M $56
    Halliburton Company 3.5M $173M $49
    Philip Morris International Inc. 1.3M $143M $113
    Devon Energy Corporation 3.2M $134M $42
    3M Company 596K $114M $191
    Alphabet Inc. 134K $114M $848
    Alphabet Inc. 127K $105M $830
    ConocoPhillips 2M $102M $50
    MRC Global Inc. 4.5M $83M $18
    Baxter International Inc. 1.6M $81M $52
    Emerson Electric Co. 1.3M $80M $60
    Comcast Corporation 1.8M $68M $38
    AGCO Corporation 1M $61M $60
    Berkshire Hathaway Inc. 301K $50M $167
    International Business Machines Corporation 274K $48M $174
    Avnet, Inc. 854K $39M $46
    UNILEVER N V YORK SHS ADR 786K $39M $50
    Coca-Cola FEMSA, S.A.B. de C.V. 520K $37M $72
    Union Pacific Corporation 342K $36M $106
    Diageo plc 307K $36M $116
    Verizon Communications Inc. 712K $35M $49
    Phillips 66 393K $31M $79
    Mastercard Incorporated 265K $30M $112
    American Express Company 358K $28M $79
    U.S. Bancorp 540K $28M $52
    National Western Life Group, Inc. 87K $27M $304
    Walmart Inc. 255K $18M $72
    TotalEnergies SE 320K $16M $50
    SIGNET JEWELERS LIMITED 226K $16M $69
    Novartis AG 205K $15M $74
    TORCHMARK CORP 181K $14M $77
    Unilever PLC 282K $14M $49
    Williams-Sonoma, Inc. 244K $13M $54
    AMERICAN NATIONAL INSURANCE CO 95K $11M $118
    UniFirst Corporation 52K $7.4M $141
    HSBC Holdings plc 176K $7.2M $41
    SHIRE PLC-ADR 35K $6M $174
    GLAXO SMITHKLINE PLC ADR 111K $4.7M $42
    GENERAL ELECTRIC CO 122K $3.6M $30
    Shell plc 49K $2.6M $53
    Shenandoah Telecommunications Company 80K $2.2M $28
    LEUCADIA NATIONAL CORP 75K $1.9M $26
    NOW Inc. 50K $852K $17
    CONNECTICUT WATER SERVICE INC 6.5K $345K $53
    Trustmark Corporation 7.2K $229K $32
    Merck & Co., Inc. 3.3K $210K $64
    CKX Lands, Inc. 11K $126K $12

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