John D. Spears / Portfolio / 2024-Q3

    Company Shares Market value Share price
    Berkshire Hathaway Inc. 564 $390M $691K
    Alphabet Inc. 1.7M $282M $166
    FMC Corporation 3.1M $206M $66
    Johnson & Johnson 1.1M $183M $162
    CNH INDUSTRIALS 15M $170M $11
    Ionis Pharmaceuticals, Inc. 3.5M $138M $40
    Coca-Cola FEMSA, S.A.B. de C.V. 1.4M $123M $89
    Berkshire Hathaway Inc. 141K $65M $460
    Wells Fargo & Company 854K $48M $56
    Autoliv, Inc. 471K $44M $93
    U-Haul Holding Company 598K $43M $72
    FedEx Corporation 157K $43M $274
    Envista Holdings Corp 1.9M $37M $20
    AutoZone, Inc. 11K $35M $3.2K
    Truist Financial Corporation 761K $33M $43
    Sealed Air Corporation 766K $28M $36
    American Express Company 100K $27M $271
    Vertex Pharmaceuticals Incorporated 54K $25M $465
    Bank of America Corporation 506K $20M $40
    Diageo plc 139K $20M $140
    The Bank of New York Mellon Corporation 264K $19M $72
    U.S. Bancorp 248K $11M $46
    Cisco Systems Inc 211K $11M $53
    Union Pacific Corporation 43K $11M $246
    Novartis AG 85K $9.8M $115
    TotalEnergies SE 145K $9.4M $65
    Alphabet Inc. 55K $9.1M $167
    Kenvue Inc. 383K $8.9M $23
    Concentrix Corporation 164K $8.4M $51
    The Progressive Corporation 21K $5.3M $254
    Atmus Filtration Technologies Inc. 132K $4.9M $38
    Unilever PLC 70K $4.6M $65
    GSK plc 108K $4.4M $41
    Phillips 66 30K $4M $131
    Enterprise Products Partners L.P. 136K $4M $29
    Globe Life Inc. 36K $3.8M $106
    ConocoPhillips 27K $2.8M $105
    Comcast Corporation 35K $1.5M $42
    Alibaba Group Holding Limited 13K $1.4M $106
    Emerson Electric Co. 12K $1.3M $109
    Verizon Communications Inc. 27K $1.2M $45
    Haleon plc 94K $990K $11
    Baxter International Inc. 9.9K $374K $38

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