John D. Spears / Portfolio / 2024-Q1

    Company Shares Market value Share price
    Berkshire Hathaway Inc. 662 $420M $634K
    Alphabet Inc. 2M $302M $151
    Johnson & Johnson 1.1M $179M $158
    FMC Corporation 2.5M $160M $64
    Ionis Pharmaceuticals, Inc. 3.5M $150M $43
    Coca-Cola FEMSA, S.A.B. de C.V. 1.5M $143M $97
    Autoliv, Inc. 963K $116M $120
    Berkshire Hathaway Inc. 161K $68M $421
    Alphabet Inc. 413K $63M $152
    Wells Fargo & Company 892K $52M $58
    FedEx Corporation 163K $47M $290
    U-Haul Holding Company 607K $40M $67
    AutoZone, Inc. 12K $39M $3.2K
    Sealed Air Corporation 904K $34M $37
    Truist Financial Corporation 797K $31M $39
    Vertex Pharmaceuticals Incorporated 67K $28M $418
    American Express Company 109K $25M $228
    National Western Life Group, Inc. 44K $22M $492
    Diageo plc 143K $21M $149
    Envista Holdings Corp 985K $21M $21
    Bank of America Corporation 521K $20M $38
    The Bank of New York Mellon Corporation 327K $19M $58
    CNH INDUSTRIALS 1.1M $14M $13
    Cisco Systems Inc 242K $12M $50
    U.S. Bancorp 269K $12M $45
    Concentrix Corporation 173K $11M $66
    Union Pacific Corporation 44K $11M $246
    TotalEnergies SE 158K $11M $69
    Kenvue Inc. 410K $8.8M $21
    Novartis AG 89K $8.7M $97
    Unilever PLC 106K $5.3M $50
    GSK plc 123K $5.3M $43
    Phillips 66 31K $5.1M $163
    The Progressive Corporation 24K $5M $207
    Atmus Filtration Technologies Inc. 132K $4.3M $32
    Enterprise Products Partners L.P. 136K $4M $29
    ConocoPhillips 28K $3.5M $127
    Baidu, Inc. 19K $2M $105
    Comcast Corporation 40K $1.7M $43
    Emerson Electric Co. 13K $1.5M $113
    Verizon Communications Inc. 33K $1.4M $42
    Alibaba Group Holding Limited 17K $1.2M $72
    Haleon plc 110K $938K $8.5
    Carlisle Companies Incorporated 2K $782K $392
    Baxter International Inc. 11K $459K $43

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