| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & CO NEW | 987,900 | 53,741,000 | 12.30% | ||
| 2 | AMERICAN EXPRESS CO | 615,000 | 48,043,000 | 11.00% | ||
| 3 | US BANCORP DEL | 949,100 | 41,447,000 | 9.49% | ||
| 4 | BLACKROCK INC | 112,000 | 40,974,000 | 9.38% | ||
| 5 | BOFI HLDG INC | 233,000 | 21,678,000 | 4.96% | ||
| 6 | JPMORGAN CHASE & CO | 349,000 | 21,142,000 | 4.84% | ||
| 7 | STATE STR CORP | 272,700 | 20,051,000 | 4.59% | ||
| 8 | AON PLC | 185,000 | 17,782,000 | 4.07% | ||
| 9 | UNION PAC CORP | 160,000 | 17,329,000 | 3.97% | ||
| 10 | AMERITRADE HOLD | 445,000 | 16,580,000 | 3.80% | ||
| 11 | BERKSHIRE HATHAWAY INC-DEL CL | 74 | 16,095,000 | 3.69% | ||
| 12 | GOLDMAN SACHS GROUP INC | 82,675 | 15,540,000 | 3.56% | ||
| 13 | CAPITAL ONE FINL CORP | 180,000 | 14,187,000 | 3.25% | ||
| 14 | BANKUNITED INC | 395,000 | 12,932,000 | 2.96% | ||
| 15 | MOODYS CORP | 123,500 | 12,819,000 | 2.94% | ||
| 16 | China Gerui Advanced Materials | 19,172 | 12,078,000 | 2.77% | ||
| 17 | MASTERCARD INCORPORATED | 125,000 | 10,798,000 | 2.47% | ||
| 18 | HOME BANCSHARES INC COM | 255,239 | 8,650,000 | 1.98% | ||
| 19 | M & T BK CORP | 52,000 | 6,604,000 | 1.51% | ||
| 20 | BB&T Corporation | 158,000 | 6,160,000 | 1.41% | ||
| 21 | PROSPERITY BANCSHARES INC | 99,679 | 5,231,000 | 1.20% | ||
| 22 | S&P GLOBAL INC | 50,000 | 5,170,000 | 1.18% | ||
| 23 | STOCK YDS BANCORP INC | 150,120 | 5,168,000 | 1.18% | ||
| 24 | BERKSHIRE HATHAWAY INC DE CL B NEW | 24,500 | 3,535,000 | 0.81% | ||
| 25 | Bank of New York Mellon Corp | 40,000 | 1,609,000 | 0.37% | ||
| 26 | Servisfirst Bancshares Inc | 43,073 | 1,420,000 | 0.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-029647, filed 2015.05.12).
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.