John D. Spears / Portfolio / 2024-Q4

    Company Shares Market value Share price
    Berkshire Hathaway Inc. 285 $194M $681K
    CNH INDUSTRIAL NV 15M $166M $11
    Johnson & Johnson 1.1M $156M $145
    Alphabet Inc. 737K $139M $189
    FMC Corporation 2.9M $139M $49
    Ionis Pharmaceuticals, Inc. 3.2M $114M $35
    Coca-Cola FEMSA, S.A.B. de C.V. 1.3M $104M $78
    Wells Fargo & Company 677K $48M $70
    Berkshire Hathaway Inc. 100K $46M $453
    Autoliv, Inc. 444K $42M $94
    FedEx Corporation 119K $33M $281
    U-Haul Holding Company 489K $31M $64
    Envista Holdings Corp 1.5M $29M $19
    Truist Financial Corporation 637K $28M $43
    American Express Company 90K $27M $297
    AutoZone, Inc. 7.7K $25M $3.2K
    Sealed Air Corporation 564K $19M $34
    Bank of America Corporation 430K $19M $44
    Diageo plc 138K $18M $127
    Vertex Pharmaceuticals Incorporated 41K $16M $403
    The Bank of New York Mellon Corporation 157K $12M $77
    U.S. Bancorp 231K $11M $48
    Novartis AG 83K $8.1M $97
    TotalEnergies SE 142K $7.8M $55
    Kenvue Inc. 357K $7.6M $21
    Atmus Filtration Technologies Inc. 132K $5.2M $39
    Union Pacific Corporation 22K $5M $228
    Enterprise Products Partners L.P. 136K $4.3M $31
    Unilever PLC 69K $3.9M $57
    Globe Life Inc. 33K $3.7M $112
    Cisco Systems Inc 60K $3.5M $59
    The Progressive Corporation 15K $3.5M $240
    GSK plc 94K $3.2M $34
    Alphabet Inc. 15K $2.8M $190
    ConocoPhillips 24K $2.4M $99
    Phillips 66 13K $1.5M $114
    Emerson Electric Co. 11K $1.3M $124
    Comcast Corporation 35K $1.3M $38
    Concentrix Corporation 28K $1.2M $43
    Verizon Communications Inc. 24K $961K $40
    Haleon plc 86K $816K $9.5
    Alibaba Group Holding Limited 4.6K $394K $85
    Baxter International Inc. 9.9K $288K $29

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