John D. Spears / Portfolio / 2023-Q3

    Company Shares Market value Share price
    Berkshire Hathaway Inc. 667 $354M $531K
    Alphabet Inc. 2M $263M $131
    Johnson & Johnson 1.1M $178M $156
    Ionis Pharmaceuticals, Inc. 3.5M $159M $45
    Coca-Cola FEMSA, S.A.B. de C.V. 1.6M $124M $78
    Autoliv, Inc. 1M $98M $96
    FMC Corporation 1.4M $97M $67
    Alphabet Inc. 595K $78M $132
    Berkshire Hathaway Inc. 165K $58M $350
    AutoZone, Inc. 18K $47M $2.5K
    FedEx Corporation 164K $43M $265
    Wells Fargo & Company 912K $37M $41
    Sealed Air Corporation 815K $27M $33
    Vertex Pharmaceuticals Incorporated 75K $26M $348
    Truist Financial Corporation 812K $23M $29
    U-Haul Holding Company 419K $22M $52
    Diageo plc 146K $22M $149
    National Western Life Group, Inc. 44K $19M $437
    The Bank of New York Mellon Corporation 427K $18M $43
    American Express Company 114K $17M $149
    Bank of America Corporation 526K $14M $27
    Cisco Systems Inc 268K $14M $54
    Concentrix Corporation 149K $12M $80
    TOTALENERGIES SE ADR 164K $11M $66
    CNH INDUSTRIALS 843K $10M $12
    Thor Industries, Inc. 105K $10M $95
    Novartis AG 95K $9.7M $102
    U.S. Bancorp 286K $9.4M $33
    Union Pacific Corporation 45K $9.2M $204
    Kenvue Inc. 447K $9M $20
    Unilever PLC 133K $6.6M $49
    The Progressive Corporation 35K $4.8M $139
    GSK plc 130K $4.7M $36
    Phillips 66 32K $3.8M $120
    Enterprise Products Partners L.P. 136K $3.7M $27
    Paramount Global 288K $3.7M $13
    ConocoPhillips 30K $3.6M $120
    Baidu, Inc. 22K $2.9M $134
    Alibaba Group Holding Limited 34K $2.9M $87
    Atmus Filtration Technologies Inc. 132K $2.8M $21
    Comcast Corporation 49K $2.2M $44
    Verizon Communications Inc. 63K $2M $32
    Intel Corporation 51K $1.8M $36
    Emerson Electric Co. 16K $1.5M $97
    Haleon plc 121K $1M $8.3
    Carlisle Companies Incorporated 2.4K $633K $259
    Baxter International Inc. 11K $417K $38

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