| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLACKROCK INC | 205,000 | 60,981,000 | 12.24% | ||
| 2 | WELLS FARGO & CO NEW | 987,900 | 50,728,000 | 10.18% | ||
| 3 | AMERICAN EXPRESS CO | 651,000 | 48,258,000 | 9.69% | ||
| 4 | BOFI HLDG INC | 330,000 | 42,513,000 | 8.53% | ||
| 5 | US BANCORP DEL | 979,100 | 40,152,000 | 8.06% | ||
| 6 | STATE STR CORP | 390,000 | 26,211,000 | 5.26% | ||
| 7 | JPMORGAN CHASE & CO | 349,000 | 21,278,000 | 4.27% | ||
| 8 | UNION PAC CORP | 225,000 | 19,892,000 | 3.99% | ||
| 9 | AON PLC | 220,000 | 19,494,000 | 3.91% | ||
| 10 | BERKSHIRE HATHAWAY INC-DEL CL | 88 | 17,181,000 | 3.45% | ||
| 11 | CAPITAL ONE FINL CORP | 213,000 | 15,446,000 | 3.10% | ||
| 12 | China Gerui Advanced Materials | 19,172 | 15,337,000 | 3.08% | ||
| 13 | BANKUNITED INC | 419,000 | 14,979,000 | 3.01% | ||
| 14 | GOLDMAN SACHS GROUP INC | 84,000 | 14,595,000 | 2.93% | ||
| 15 | AMERITRADE HOLD | 445,000 | 14,168,000 | 2.84% | ||
| 16 | S&P GLOBAL INC | 150,000 | 12,975,000 | 2.60% | ||
| 17 | MOODYS CORP | 123,500 | 12,127,000 | 2.43% | ||
| 18 | HOME BANCSHARES INC COM | 285,239 | 11,552,000 | 2.32% | ||
| 19 | MASTERCARD INCORPORATED | 125,000 | 11,265,000 | 2.26% | ||
| 20 | Servisfirst Bancshares Inc | 187,457 | 7,785,000 | 1.56% | ||
| 21 | M & T BK CORP | 52,000 | 6,341,000 | 1.27% | ||
| 22 | STOCK YDS BANCORP INC | 150,120 | 5,456,000 | 1.10% | ||
| 23 | PROSPERITY BANCSHARES INC | 99,679 | 4,895,000 | 0.98% | ||
| 24 | BERKSHIRE HATHAWAY INC DE CL B NEW | 35,000 | 4,564,000 | 0.92% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-064410, filed 2015.11.12).
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.
