John D. Spears / Portfolio / 2020-Q1

    Company Shares Market value Share price
    Berkshire Hathaway Inc. 1K $280M $272K
    Johnson & Johnson 1.9M $245M $131
    Cisco Systems Inc 5.5M $216M $39
    Alphabet Inc. 133K $154M $1.2K
    Alphabet Inc. 120K $140M $1.2K
    Baidu, Inc. 1.4M $136M $101
    The Bank of New York Mellon Corporation 3.9M $130M $34
    AutoZone, Inc. 102K $87M $846
    Wells Fargo & Company 2.5M $72M $29
    Coca-Cola FEMSA, S.A.B. de C.V. 1.5M $60M $40
    Fox Corporation 2.6M $59M $23
    3M Company 391K $53M $137
    Autoliv, Inc. 1.1M $53M $46
    Berkshire Hathaway Inc. 283K $52M $183
    ConocoPhillips 1.6M $49M $31
    U.S. Bancorp 946K $33M $34
    Emerson Electric Co. 619K $29M $48
    Diageo plc 225K $29M $127
    Union Pacific Corporation 190K $27M $141
    UNILEVER N V - ADR 546K $27M $49
    Delta Air Lines, Inc. 928K $26M $29
    American Express Company 301K $26M $86
    Phillips 66 362K $19M $54
    Verizon Communications Inc. 360K $19M $54
    Comcast Corporation 477K $16M $34
    MRC Global Inc. 3.4M $14M $4.3
    The Goldman Sachs Group, Inc. 92K $14M $155
    Novartis AG 152K $13M $82
    National Western Life Group, Inc. 70K $12M $172
    TOTAL SA - ADR 255K $9.5M $37
    CNH INDUSTRIALS 1.4M $7.8M $5.6
    Unilever PLC 125K $6.3M $51
    GLAXO SMITHKLINE PLC ADR 165K $6.2M $38
    WPP plc 171K $5.8M $34
    Baxter International Inc. 63K $5.1M $81
    UniFirst Corporation 32K $4.8M $151
    Shenandoah Telecommunications Company 80K $3.9M $49
    HSBC Holdings plc 94K $2.6M $28
    Applied Industrial Technologies, Inc. 57K $2.6M $46
    AMERICAN NATIONAL INSURANCE CO 31K $2.5M $82
    Halliburton Company 327K $2.2M $6.9
    Shell plc 46K $1.6M $35
    ALCON INC ADR 26K $1.3M $51
    CARNIVAL CORP 76K $1M $13
    Merck & Co., Inc. 3.3K $254K $77
    CKX Lands, Inc. 11K $90K $8.5

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