Latest close
$296.16
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Fundsmith | 3.93% | 1,799,182 | TRIMMED (-31.4%) |
| Davis Advisors | 3.12% | 2,437,486 | TRIMMED (-14.5%) |
| Torray Funds | 2.65% | 65,895 | TRIMMED (-45.6%) |
| Matrix Asset Advisors | 2.38% | 98,361 | TRIMMED (-28.9%) |
| Markel Group | 1.64% | 724,000 | HELD |
| Weitz Investment Management | 1.61% | 77,900 | TRIMMED (-51.3%) |
| Mairs & Power Funds | 0.59% | 217,453 | TRIMMED (-5.9%) |
| Causeway Capital Management | 0.54% | 166,496 | TRIMMED (-19.3%) |
| Century Management | 0.08% | 1,294 | TRIMMED (-40.0%) |
| First Eagle Investment Management | 0.03% | 52,464 | TRIMMED (-98.6%) |
| Oakmark Funds | 0.02% | 46,260 | TRIMMED (-2.6%) |
| Brave Warrior Advisors | 0.01% | 1,010 | NEW |
| Jensen Investment Management | 0.01% | 1,247 | TRIMMED (-10.9%) |
| Maverick Capital | 0.01% | 3,924 | NEW |
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.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 2 sales by 1 insiders ($1.9M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
1 House members reported buying (1 purchases vs 0 sales). Bought by Republicans. Latest buy: Apr 14, 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
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Graham — Sound finances and a long run of profits
· Piotroski — Financial health improved over the past year
· Dividend Growth — Dividends raised for more than 10 years
· Gross Profitability (Novy-Marx) — High gross profit relative to total assets
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
· Earnings Stability — Small earnings swings and almost no loss years
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
· Top Relative Strength — Top 20% of the universe by 6-month return
Key figures
· Buffett — Latest ROE: 30.7% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 46.5% · Latest net income: $5.0B
· Graham — Current ratio: 4.35 · Straight profitable years: 19 · Debt ratio: 1.13 · Latest net income: $5.0B
· Piotroski — F-score: 7 · Return on assets: 20.9% · Operating cash flow: $5.4B
· Dividend Growth — Dividend per share: 5.50 · Dividend yield: 1.9% · Straight dividend years: 19 · 10-yr dividend growth: 235.4%
· Gross Profitability (Novy-Marx) — Gross profit / assets: 54.5% · Gross margin: 64.3%
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.24 · Operating cash flow: $7.2B · Net income: $5.0B
· Earnings Stability — Earnings variation (CV): 0.28 · Loss years (of 10): 0 · Latest net income: $5.0B
· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 0 · Latest buy: Apr 14, 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 18 of the last 20 quarterly lists; latest 2026 Q2, ranked #24 of 50.
· Politician BEST — appeared in 7 of the last 20 quarterly lists; latest 2025 Q2, ranked #21 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 13 | 61.5% | +3.1% | +5.0% | -1.8% |
Measured from SEC 13F filings: entry at each quarter’s filing deadline (the first day the list was public), exit one quarter later, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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