Latest close
$144.32
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Fundsmith | 4.38% | 4,078,371 | TRIMMED (-2.9%) |
| Yacktman Asset Management | 3.56% | 1,963,488 | ADDED (+1.7%) |
| Jensen Investment Management | 3.06% | 860,442 | TRIMMED (-13.7%) |
| Matrix Asset Advisors | 1.75% | 146,510 | ADDED (+187.8%) |
| Mairs & Power Funds | 0.33% | 245,423 | ADDED (+0.8%) |
| Kahn Brothers Group | 0.04% | 1,752 | TRIMMED (-5.4%) |
| Dodge & Cox Funds | 0.01% | 90,706 | TRIMMED (-0.1%) |
| Gardner Russo & Quinn | 0.01% | 6,554 | TRIMMED (-29.0%) |
| Oakmark Funds | 0.00% | 1,494 | HELD |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
| Institutions holding | 4,023 of 8,857 filers |
| Long-only filers among them | 4,013 |
| Change vs 2026 Q1 | +66 net · 2,086 entered · 2,020 exited |
| Shares reported, all filers | 1,616,004,140 |
| Reported value, all filers | $232.1B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 14 sales by 12 insiders ($6.2M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
2 House members reported buying (5 purchases vs 4 sales). Bought by Democrats and Republicans. Latest buy: Sep 8, 2026.
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
· Bought by Both Parties — Last 6 months: bought by both Democratic and Republican members
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Growth — Revenue up every year for 5 straight years
· Dividend Growth — Dividends raised for more than 10 years
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
· Shareholder Yield — Cash returned through dividends and buybacks
· Earnings Stability — Small earnings swings and almost no loss years
Key figures
· Buffett — Latest ROE: 29.5% · Years ROE ≥15% (of 10): 9 · 10-yr avg ROE: 26.5% · Latest net income: $16.0B
· Growth — Latest revenue: $87.0B · 5-yr revenue CAGR: 2.7% · Straight growth years: 12
· Dividend Growth — Dividend per share: 3.83 · Dividend yield: 2.6% · Straight dividend years: 17 · 10-yr dividend growth: 47.8%
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.22 · Operating cash flow: $19.6B · Net income: $16.0B
· Shareholder Yield — Shareholder yield: 4.4% · of which dividends: 2.9% · of which buybacks: 1.4%
· Earnings Stability — Earnings variation (CV): 0.27 · Loss years (of 10): 0 · Latest net income: $16.0B
· Bought by Members — Members buying: 2 · Buy txns: 5 · Sell txns: 4 · Latest buy: Sep 8, 2026
· Bought by Both Parties — Members buying: 2 · Buy txns: 5 · Sell txns: 4 · Latest buy: Sep 8, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Super-investor 13F BEST — appeared in 14 of the last 20 quarterly lists; latest 2025 Q3, ranked #33 of 50.
· Politician BEST — appeared in 12 of the last 20 quarterly lists; latest 2026 Q2, ranked #22 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 14 | 50.0% | +0.9% | +2.3% | -1.4% |
| Share count tripled (3x) | 2 | 100.0% | +0.6% | +6.6% | -6.0% |
Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
Open this in the GetCoattail app →Live screens, charts and backtests for every tracked stock, fund and signal — free, no sign-up.