| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE CAPITAL MANAGEMENT LLC | 28,204,550 | 908,751,000 | 98.31% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 258,623 | 8,333,000 | 0.90% | ||
| 3 | Jolley Asset Management, LLC | 99,063 | 3,192,000 | 0.35% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 76,670 | 2,470,000 | 0.27% | ||
| 5 | S&CO INC | 28,700 | 925,000 | 0.10% | ||
| 6 | PINNACLE ASSOCIATES LTD | 12,480 | 402,000 | 0.04% | ||
| 7 | Ancora Advisors LLC | 8,508 | 274,000 | 0.03% | ||
| 8 | Constellation Wealth Advisors, LLC | 770 | 25,000 | 0.00% |
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.