| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Tweedy Browne | 3.03% | 556,056 | NEW |
| Ruane Cunniff LP | 2.63% | 2,353,300 | TRIMMED (-3.0%) |
| Mairs & Power Funds | 0.31% | 467,515 | ADDED (+54.2%) |
| Polen Capital Management | 0.20% | 320,420 | TRIMMED (-92.4%) |
| Markel Group | 0.04% | 66,195 | 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.
Exited this quarter: Wedgewood Partners, Fundsmith.
Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 3, 2026.
2 House members reported buying (2 purchases vs 2 sales). Bought by Democrats and Republicans. Latest buy: Jun 16, 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
· Graham — Sound finances and a long run of profits
· Lynch PEG — Cheap against its growth rate
· Dividend Growth — Dividends raised for more than 10 years
· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%
· Neff Total Return Ratio — Growth plus dividends divided by P/E is high
· 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: 80.2% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 53.9% · Latest net income: $2.7B
· Growth — Latest revenue: $9.5B · 5-yr revenue CAGR: 7.2% · Straight growth years: 9
· Graham — Current ratio: 3.03 · Straight profitable years: 15 · Debt ratio: 3.64 · Latest net income: $2.7B
· Lynch PEG — P/E: 11.59 · 5-yr EPS growth: 12.0% · PEG: 0.97
· Dividend Growth — Dividend per share: 2.03 · Dividend yield: 2.9% · Straight dividend years: 13 · 10-yr dividend growth: 420.5%
· Cash Flow (FCF) — Latest FCF: $2.3B · FCF yield: 7.4% · Positive FCF years: 3
· Neff Total Return Ratio — EPS growth: 12.0% · Dividend yield: 2.9% · P/E: 11.59 · Neff ratio: 1.28
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.09 · Operating cash flow: $2.9B · Net income: $2.7B
· Shareholder Yield — Shareholder yield: 10.4% · of which dividends: 0.0% · of which buybacks: 10.4%
· Earnings Stability — Earnings variation (CV): 0.34 · Loss years (of 10): 0 · Latest net income: $2.7B
· Bought by Members — Members buying: 2 · Buy txns: 2 · Sell txns: 2 · Latest buy: Jun 16, 2026
· Bought by Both Parties — Members buying: 2 · Buy txns: 2 · Sell txns: 2 · Latest buy: Jun 16, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 1 of the last 20 quarterly lists; latest 2026 Q2, ranked #45 of 50.
· Politician BEST — appeared in 1 of the last 20 quarterly lists; latest 2026 Q2, ranked #27 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 10 | 30.0% | -5.4% | +3.3% | -8.7% |
| Share count tripled (3x) | 2 | 0.0% | -22.7% | +9.1% | -31.8% |
| Heavy exit — 3+ tracked funds sold out together | 1 | 0.0% | -41.1% | +8.7% | -49.9% |
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.
Open this in the GetCoattail app →Live screens, charts and backtests for every tracked stock, fund and signal — free, no sign-up.