| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 34,431 | 5,612,000 | 5.45% | ||
| 2 | APPLE INC | 43,950 | 5,090,000 | 4.95% | ||
| 3 | SOUTHWEST AIRLS CO | 92,255 | 4,598,000 | 4.47% | ||
| 4 | GOODYEAR TIRE & RUBB | 124,885 | 3,855,000 | 3.75% | ||
| 5 | CISCO SYS INC | 126,149 | 3,812,000 | 3.70% | ||
| 6 | COMCAST CORP NEW | 47,253 | 3,263,000 | 3.17% | ||
| 7 | CBRE GROUP INC | 102,336 | 3,223,000 | 3.13% | ||
| 8 | EMBRAER S A | 162,710 | 3,132,000 | 3.04% | ||
| 9 | INTL PAPER CO | 54,710 | 2,903,000 | 2.82% | ||
| 10 | CHECK POINT SOFTWARE TECH LT | 34,000 | 2,872,000 | 2.79% | ||
| 11 | PAYPAL HLDGS INC | 70,965 | 2,801,000 | 2.72% | ||
| 12 | US BANCORP DEL | 54,190 | 2,784,000 | 2.71% | ||
| 13 | DEVON ENERGY CORP NEW | 59,190 | 2,703,000 | 2.63% | ||
| 14 | AMERICAN TOWER CORP NEW | 25,409 | 2,685,000 | 2.61% | ||
| 15 | CONOCOPHILLIPS | 51,111 | 2,563,000 | 2.49% | ||
| 16 | WABCO | 24,050 | 2,553,000 | 2.48% | ||
| 17 | HANESBRANDS INC | 118,015 | 2,546,000 | 2.47% | ||
| 18 | SABRE CORP | 101,935 | 2,543,000 | 2.47% | ||
| 19 | WHIRLPOOL | 13,587 | 2,470,000 | 2.40% | ||
| 20 | MICROSOFT CORP | 34,915 | 2,170,000 | 2.11% | ||
| 21 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 128,940 | 2,128,000 | 2.07% | ||
| 22 | VANGUARD TAX-MANAGED FDS | 56,704 | 2,072,000 | 2.01% | ||
| 23 | SCHLUMBERGER LTD | 24,557 | 2,062,000 | 2.00% | ||
| 24 | EBAY INC | 68,420 | 2,031,000 | 1.97% | ||
| 25 | LAMAR ADVERTISING CO NEW CL A | 27,928 | 1,878,000 | 1.82% | ||
| 26 | AERCAP HOLDINGS NV | 44,770 | 1,863,000 | 1.81% | ||
| 27 | GRAPHIC PACKAGING HLDG CO | 142,420 | 1,777,000 | 1.73% | ||
| 28 | NIKE INC | 32,312 | 1,642,000 | 1.60% | ||
| 29 | WHOLE FOODS | 53,195 | 1,636,000 | 1.59% | ||
| 30 | V F CORP | 28,963 | 1,545,000 | 1.50% | ||
| 31 | APPLIED MATLS INC | 45,150 | 1,457,000 | 1.42% | ||
| 32 | CBS CORP NEW | 22,300 | 1,419,000 | 1.38% | ||
| 33 | WEYERHAEUSER CO | 44,654 | 1,344,000 | 1.31% | ||
| 34 | IPG PHOTONICS CORP | 12,317 | 1,216,000 | 1.18% | ||
| 35 | DISNEY WALT CO | 10,791 | 1,125,000 | 1.09% | ||
| 36 | CUMMINS INC | 8,149 | 1,114,000 | 1.08% | ||
| 37 | LYONDELLBASELL INDUSTRIES N | 11,846 | 1,016,000 | 0.99% | ||
| 38 | VANGUARD INTL EQUITY INDEX F | 27,439 | 982,000 | 0.95% | ||
| 39 | CHUBB LIMITED | 6,286 | 831,000 | 0.81% | ||
| 40 | CEMEX SAB DE CV | 95,856 | 770,000 | 0.75% | ||
| 41 | EXXON MOBIL CORP | 5,845 | 528,000 | 0.51% | ||
| 42 | KT CORP | 35,410 | 499,000 | 0.48% | ||
| 43 | SHINHAN FINANCIAL GROUP CO L | 12,780 | 481,000 | 0.47% | ||
| 44 | TAUBMAN CENTERS | 6,020 | 445,000 | 0.43% | ||
| 45 | ALPHABET INC | 548 | 423,000 | 0.41% | ||
| 46 | AMGEN INC | 2,805 | 410,000 | 0.40% | ||
| 47 | ALIBABA GROUP HLDG LTD | 4,460 | 392,000 | 0.38% | ||
| 48 | MERCADOLIBRE INC | 2,490 | 389,000 | 0.38% | ||
| 49 | ALPHABET INC | 490 | 388,000 | 0.38% | ||
| 50 | SPDR S&P 500 ETF TR | 1,721 | 385,000 | 0.37% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000565, filed 2017.02.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
