John D. Spears / Portfolio / 2024-Q2

    Company Shares Market value Share price
    Berkshire Hathaway Inc. 652 $399M $612K
    Alphabet Inc. 1.9M $354M $182
    FMC Corporation 3.2M $182M $58
    Johnson & Johnson 1.1M $165M $146
    Ionis Pharmaceuticals, Inc. 3.5M $165M $48
    CNH INDUSTRIALS 15M $156M $10
    Coca-Cola FEMSA, S.A.B. de C.V. 1.4M $119M $86
    Berkshire Hathaway Inc. 150K $61M $407
    Wells Fargo & Company 871K $52M $59
    Autoliv, Inc. 472K $50M $107
    FedEx Corporation 161K $48M $300
    U-Haul Holding Company 602K $36M $60
    AutoZone, Inc. 12K $36M $3K
    Envista Holdings Corp 1.9M $32M $17
    Sealed Air Corporation 893K $31M $35
    Truist Financial Corporation 780K $30M $39
    Alphabet Inc. 148K $27M $183
    Vertex Pharmaceuticals Incorporated 54K $25M $469
    American Express Company 104K $24M $232
    National Western Life Group, Inc. 44K $22M $497
    Bank of America Corporation 515K $20M $40
    Diageo plc 141K $18M $126
    The Bank of New York Mellon Corporation 281K $17M $60
    Cisco Systems Inc 231K $11M $48
    Concentrix Corporation 166K $11M $63
    U.S. Bancorp 254K $10M $40
    TotalEnergies SE 149K $9.9M $67
    Union Pacific Corporation 43K $9.8M $226
    Novartis AG 88K $9.3M $106
    Kenvue Inc. 391K $7.1M $18
    Unilever PLC 98K $5.4M $55
    The Progressive Corporation 22K $4.6M $208
    Phillips 66 30K $4.3M $141
    GSK plc 110K $4.2M $39
    Enterprise Products Partners L.P. 136K $3.9M $29
    Atmus Filtration Technologies Inc. 132K $3.8M $29
    ConocoPhillips 27K $3.1M $114
    Baidu, Inc. 17K $1.5M $86
    Comcast Corporation 38K $1.5M $39
    Emerson Electric Co. 12K $1.3M $110
    Verizon Communications Inc. 29K $1.2M $41
    Alibaba Group Holding Limited 14K $985K $72
    Haleon plc 96K $790K $8.3
    Baxter International Inc. 9.9K $330K $33

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