John D. Spears / Portfolio / 2017-Q2

    Company Shares Market value Share price
    Cisco Systems Inc 10M $328M $31
    Johnson & Johnson 2.3M $304M $132
    Berkshire Hathaway Inc. 1.1K $277M $255K
    Baidu, Inc. 1.4M $252M $179
    The Bank of New York Mellon Corporation 4.6M $236M $51
    Wells Fargo & Company 3.5M $195M $55
    Halliburton Company 3.5M $150M $43
    Philip Morris International Inc. 1.2M $144M $117
    Alphabet Inc. 134K $125M $930
    3M Company 557K $116M $208
    Alphabet Inc. 127K $115M $909
    Baxter International Inc. 1.5M $93M $61
    Devon Energy Corporation 2.9M $92M $32
    ConocoPhillips 2M $86M $44
    Emerson Electric Co. 1.3M $75M $60
    MRC Global Inc. 4.5M $74M $17
    Comcast Corporation 1.8M $69M $39
    AGCO Corporation 1M $68M $67
    Berkshire Hathaway Inc. 299K $51M $169
    Coca-Cola FEMSA, S.A.B. de C.V. 520K $44M $85
    UNILEVER N V YORK SHS ADR 779K $43M $55
    Union Pacific Corporation 339K $37M $109
    Diageo plc 304K $36M $120
    International Business Machines Corporation 235K $36M $154
    Phillips 66 393K $33M $83
    Mastercard Incorporated 263K $32M $121
    American Express Company 353K $30M $84
    U.S. Bancorp 540K $28M $52
    National Western Life Group, Inc. 86K $28M $320
    Verizon Communications Inc. 549K $25M $45
    Avnet, Inc. 589K $23M $39
    Novartis AG 196K $16M $83
    TotalEnergies SE 312K $15M $50
    Unilever PLC 279K $15M $54
    SIGNET JEWELERS LIMITED 225K $14M $63
    AMERICAN NATIONAL INSURANCE CO 95K $11M $116
    Williams-Sonoma, Inc. 197K $9.6M $49
    TORCHMARK CORP 123K $9.4M $77
    HSBC Holdings plc 172K $8M $46
    SHIRE PLC-ADR 33K $5.4M $165
    UniFirst Corporation 36K $5.1M $141
    GLAXO SMITHKLINE PLC ADR 110K $4.7M $43
    Shell plc 49K $2.6M $53
    Shenandoah Telecommunications Company 80K $2.4M $31
    LEUCADIA NATIONAL CORP 71K $1.8M $26
    GENERAL ELECTRIC CO 50K $1.4M $27
    NOW Inc. 50K $807K $16
    CONNECTICUT WATER SERVICE INC 6.5K $360K $56
    Trustmark Corporation 7.2K $232K $32
    Merck & Co., Inc. 3.3K $212K $64
    CKX Lands, Inc. 11K $122K $12

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