Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
WFC Wells Fargo 9.17 Prodej 1.72% 32,077,734 $40.22 $1,290,166,000 $43.92 9.20% $36.06 $59.18
COF Capital One Financial 7.09 Prodej 1.30% 10,818,066 $92.17 $997,101,000 $104.18 13.03% $86.98 $157.03
BRK.A Berkshire Hathaway CL A 6.35 Prodej 1.83% 2,197 $406470.19 $893,015,000 $469645.00 15.54% $393012.25 $544389.26
CI CIGNA Corp. 6.11 Prodej 1.39% 3,094,489 $277.47 $858,628,000 $308.36 11.13% $210.51 $340.11
USB U.S. Bancorp 4.71 Prodej 1.23% 16,424,077 $40.32 $662,219,000 $46.46 15.23% $37.96 $58.08
AMAT Applied Materials 4.29 Prodej 0.78% 7,357,696 $81.93 $602,816,000 $109.66 33.85% $70.95 $144.09
AMZN Amazon.com Inc. 4.25 Nákup 1.48% 5,283,616 $113.00 $597,049,000 $97.21 -13.97% $81.43 $170.83
META Meta Platforms Inc. 4.10 Nákup 28.73% 4,254,315 $135.68 $577,225,000 $139.31 2.68% $88.09 $328.00
BK Bank of New York Mellon Corp. 3.73 Prodej 1.58% 13,615,323 $38.52 $524,462,000 $49.24 27.83% $35.90 $63.01
VTRS Viatris Inc. 3.36 Prodej 0.01% 55,460,186 $8.52 $472,521,000 $11.61 36.27% $8.33 $14.97
JPM JPMorgan Chase & Co. 3.30 Prodej 1.36% 4,442,339 $104.50 $464,224,000 $135.08 29.26% $100.54 $155.31
TXN Texas Instruments 3.24 Prodej 1.70% 2,940,143 $154.78 $455,075,000 $173.26 11.94% $142.38 $187.31
GOOG Alphabet Inc. CL C 3.19 Prodej 9.87% 4,659,454 $96.15 $448,006,000 $99.26 3.23% $83.45 $152.10
GOOGL Alphabet Inc. 2.99 Prodej 8.22% 4,393,621 $95.65 $420,250,000 $98.00 2.46% $83.34 $151.55
JD JD.com Inc. 2.97 Prodej 4.21% 8,305,574 $50.30 $417,770,000 $60.44 20.16% $33.17 $76.73
TECK Teck Resources 2.76 Nákup 16.91% 12,754,780 $30.41 $387,873,000 $42.26 38.97% $24.59 $45.55
BRK.B Berkshire Hathaway CL B 2.40 Prodej 4.33% 1,262,980 $267.02 $337,241,000 $309.87 16.05% $259.85 $362.10
CB Chubb Limited 2.19 Prodej 1.01% 1,696,101 $181.88 $308,487,000 $220.43 21.20% $173.11 $230.27
INTC Intel Corp. 2.14 Prodej 29.49% 11,690,486 $25.77 $301,264,000 $29.20 13.31% $24.26 $51.10
OC Owens Corning 1.89 Prodej 0.66% 3,373,140 $78.61 $265,163,000 $88.41 12.47% $72.35 $99.89
DGX Quest Diagnostics 1.63 Prodej 0.99% 1,871,160 $122.69 $229,573,000 $145.43 18.53% $119.75 $158.34
MKL Markel Corp. 1.61 Prodej 1.53% 208,220 $1084.22 $225,756,000 $1380.56 27.33% $1064.09 $1519.25
DAR Darling Ingredients Inc. 1.50 Prodej 0.23% 3,183,405 $66.15 $210,582,000 $65.63 -0.79% $55.71 $87.59
AXP American Express 1.03 Prodej 0.95% 1,078,803 $134.91 $145,541,000 $151.60 12.37% $130.20 $196.81
CPNG Coupang Inc. 1.01 Prodej 0.75% 8,507,055 $16.67 $141,813,000 $16.69 0.12% $8.98 $27.12
NTB Bank of N.T. Butterfield & Son Ltd 0.79 Prodej 2.88% 3,427,026 $32.46 $111,241,000 $31.47 -3.05% $27.51 $38.97
IAC IAC Inc. 0.76 Prodej 1.99% 1,924,901 $55.38 $106,601,000 $55.05 -0.60% $41.52 $138.76
HOLI Hollysys Automation Technologies Ltd 0.69 Prodej 8.29% 5,639,188 $17.10 $96,430,000 $19.16 12.05% $11.46 $20.43
BAC Bank of America Corp. 0.67 Prodej 1.64% 3,121,302 $30.20 $94,263,000 $33.85 12.09% $29.14 $48.97
L Loews Corp. 0.62 Prodej 18.73% 1,752,307 $49.84 $87,335,000 $58.96 18.30% $49.31 $67.99
MSFT Microsoft Corp. 0.62 Prodej 1.47% 371,589 $232.90 $86,543,000 $240.19 3.13% $212.83 $313.66
DUSA Davis Select Us Equity ETF 0.59 3,308,560 $25.21 $83,420,000 $28.79 14.20% $24.37 $35.23
PNC PNC Financial Services 0.51 Prodej 1.71% 481,820 $149.42 $71,994,000 $154.87 3.65% $140.85 $206.84
UNH United Health Group Inc. 0.44 Prodej 0.61% 122,391 $505.04 $61,812,000 $486.72 -3.63% $440.10 $556.38
BABA Alibaba Group Holdings 0.43 Prodej 65.03% 762,491 $79.99 $60,992,000 $119.86 49.84% $58.01 $129.40
SCHW Charles Schwab Corp. 0.42 Prodej 1.67% 822,690 $71.87 $59,127,000 $77.03 7.18% $58.83 $94.91
DINT Davis Select International 0.41 3,898,825 $14.87 $57,976,000 $19.63 32.01% $13.65 $20.13
DFNL Davis Select Financial ETF 0.36 2,043,955 $24.47 $50,012,000 $28.34 15.82% $23.56 $32.39
DWLD Davis Select Worldwide ETF 0.30 1,925,400 $21.91 $42,186,000 $27.40 25.06% $21.04 $30.53
FITB Fifth Third Bancorp 0.24 Prodej 1.25% 1,039,881 $31.96 $33,235,000 $34.59 8.23% $30.61 $48.38
CARR Carrier Global Corp. 0.21 Prodej 0.54% 819,923 $35.56 $29,156,000 $42.57 19.71% $32.82 $48.06
FWONA Liberty Media Corp Formula One Series A 0.21 Prodej 10.57% 574,666 $52.52 $30,181,000 $62.81 19.59% $45.01 $64.70
ETN Eaton Corp. 0.19 Nákup 0.49% 195,345 $133.36 $26,051,000 $155.51 16.61% $121.21 $167.51
JCI Johnson Controls Intl. plc 0.18 Prodej 0.44% 510,463 $49.22 $25,125,000 $66.05 34.19% $44.97 $73.34
RKT Rocket Companies Inc. 0.18 Prodej 2.16% 4,014,627 $6.32 $25,372,000 $8.81 39.40% $5.97 $13.30
PLD Prologis Inc. 0.16 217,522 $101.60 $22,100,000 $122.82 20.89% $97.38 $171.05
HUM Humana Inc. 0.15 Prodej 0.71% 43,501 $485.18 $21,106,000 $497.30 2.50% $361.33 $570.43
CVS CVS Health Corp. 0.14 Prodej 0.43% 207,368 $95.37 $19,777,000 $87.00 -8.78% $85.17 $108.63
AMT American Tower Corp. 0.12 79,430 $214.70 $17,054,000 $221.41 3.13% $178.17 $280.43
FWONK Liberty Media Corp Formula One Series C 0.12 Prodej 36.71% 291,302 $58.50 $17,041,000 $70.10 19.83% $50.00 $71.17
PSA Public Storage 0.12 58,510 $292.80 $17,132,000 $289.10 -1.26% $268.93 $397.56
YOU Clear Secure Inc. 0.12 Prodej 3.68% 714,779 $22.86 $16,340,000 $28.23 23.49% $18.64 $34.53
AVB AvalonBay Communities 0.11 80,590 $184.19 $14,844,000 $170.35 -7.51% $156.79 $252.02
EQIX Equinix Inc. 0.11 26,458 $568.83 $15,050,000 $720.69 26.70% $492.49 $765.54
VMEO Vimeo Inc 0.11 Prodej 32.06% 3,733,256 $4.00 $14,933,000 $3.91 -2.25% $3.07 $15.52
ARE Alexandria RE Equities Inc. 0.10 99,547 $140.19 $13,955,000 $157.04 12.02% $125.67 $201.73
BRX Brixmor Property Group Inc. 0.10 767,440 $18.47 $14,175,000 $22.56 22.14% $17.39 $26.52
EQR Equity Residential 0.10 202,605 $67.22 $13,619,000 $61.33 -8.76% $57.38 $91.69
FERG Ferguson plc 0.10 Nákup 31.33% 135,026 $103.52 $13,978,000 $138.00 33.31% $96.92 $164.15
RE Everest Re Group 0.10 Prodej 2.70% 53,505 $262.44 $14,042,000 $338.32 28.91% $243.33 $361.67
WELL Welltower Inc. 0.10 Prodej 11.97% 215,090 $64.32 $13,835,000 $72.83 13.23% $55.99 $97.11
CCI Crown Castle International Corp. 0.09 85,990 $144.55 $12,430,000 $148.12 2.47% $120.40 $194.36
ESS Essex Property Trust 0.09 51,291 $242.23 $12,424,000 $216.19 -10.75% $203.13 $353.43
ORCL Oracle Corp. 0.09 Prodej 0.85% 217,532 $61.07 $13,285,000 $87.25 42.87% $60.24 $89.47
REXR Rexford Industrial Realty Inc. 0.09 244,030 $52.00 $12,690,000 $60.22 15.81% $48.45 $83.23
RTX Raytheon Technologies Corp. 0.09 Prodej 0.44% 161,550 $81.86 $13,224,000 $94.36 15.27% $79.80 $104.17
DLR Digital Realty Trust Inc. 0.08 109,565 $99.18 $10,867,000 $106.74 7.62% $84.82 $151.10
IQ iQIYI Inc. 0.08 Prodej 5.12% 4,177,319 $2.71 $11,321,000 $5.70 110.33% $1.65 $7.10
NOAH Noah Holdings Ltd 0.08 Prodej 2.83% 806,789 $13.21 $10,658,000 $17.57 33.01% $11.78 $32.53
SPG Simon Property Group Inc. 0.08 130,280 $89.75 $11,693,000 $123.65 37.77% $84.72 $143.00
TRNO Terreno Realty Corp. 0.08 218,247 $52.99 $11,565,000 $62.93 18.76% $50.00 $79.36
AMH American Homes 4 Rent 0.06 257,380 $32.81 $8,445,000 $32.47 -1.04% $29.15 $43.20
CPT Camden Property Trust 0.06 65,210 $119.44 $7,789,000 $114.68 -3.99% $107.03 $171.71
DEI Douglas Emmett Inc. 0.06 Nákup 30.96% 437,780 $17.93 $7,849,000 $15.37 -14.28% $14.72 $33.17
EXR Extra Space Storage Inc. 0.06 50,320 $172.71 $8,691,000 $150.91 -12.62% $139.97 $216.50
MTB M&T Bank Corp. 0.06 Prodej 12.27% 47,915 $176.31 $8,448,000 $153.69 -12.83% $138.43 $191.21
ROIC Retail Opportunity Investments Corp. 0.06 565,145 $13.76 $7,776,000 $15.42 12.06% $13.22 $19.46
SAP SAP SE 0.06 Prodej 0.69% 112,108 $81.25 $9,109,000 $117.12 44.15% $78.22 $137.84
VTR Ventas Inc. 0.06 220,300 $40.17 $8,849,000 $49.28 22.68% $34.98 $61.68
BXP Boston Properties 0.05 Nákup 33.92% 101,310 $74.97 $7,595,000 $71.20 -5.03% $63.48 $127.41
GLRE Greenlight Capital Re Ltd. 0.05 Prodej 1.52% 962,248 $7.44 $7,159,000 $9.54 28.23% $6.51 $9.46
HST Host Hotels & Resorts 0.05 Prodej 22.69% 408,130 $15.88 $6,481,000 $17.63 11.02% $14.76 $21.12
PEAK Healthpeak Properties Inc. 0.05 326,536 $22.92 $7,484,000 $26.85 17.15% $21.14 $34.55
SHO Sunstone Hotel Investors Inc. 0.05 Prodej 20.06% 816,580 $9.42 $7,692,000 $10.20 8.28% $9.15 $12.59
UDR UDR Inc. 0.05 163,690 $41.71 $6,828,000 $39.98 -4.15% $36.80 $58.35
VMW VMware Inc. 0.05 Prodej 0.79% 68,184 $106.46 $7,259,000 $124.02 16.49% $91.53 $136.85
BIDU Baidu Inc. 0.04 48,867 $117.48 $5,741,000 $135.74 15.54% $73.58 $171.87
FRT Federal Realty Inv. Trust 0.04 Prodej 24.40% 70,040 $90.12 $6,312,000 $107.65 19.45% $85.52 $125.35
HIW Highwoods Properties 0.04 186,760 $26.96 $5,035,000 $29.19 8.27% $24.08 $44.92
HPP Hudson Pacific Properties Inc. 0.04 Nákup 113.29% 458,673 $10.95 $5,022,000 $10.23 -6.58% $9.10 $27.04
HR Healthcare Realty Trust Inc. 0.04 250,480 $20.85 $5,223,000 $21.13 1.34% $18.12 $27.15
STOR STORE Capital Corp. 0.04 167,310 $31.33 $5,242,000 $32.16 2.65% $23.82 $32.18
WCC WESCO International Inc. 0.04 Nová pozice 42,621 $119.38 $5,088,000 $136.06 13.97% $99.00 $147.05
CIH China Index Hds ADR 0.03 Prodej 1.29% 4,120,370 $0.90 $3,708,000 $0.95 5.56% $0.61 $1.30
CUZ Cousins Properties 0.03 Prodej 50.28% 192,945 $23.35 $4,505,000 $25.80 10.49% $21.72 $40.80
IVE Ishares S&P 500 Value ETF 0.03 Prodej 45.31% 31,833 $128.51 $4,091,000 $151.02 17.52% $126.61 $157.19
LSI Life Storage Inc. 0.03 35,830 $110.77 $3,969,000 $101.60 -8.28% $92.93 $147.00
NTST Netstreit Corp. 0.03 260,350 $17.81 $4,637,000 $19.59 9.99% $16.89 $23.24
STT State Street Corp. 0.03 77,846 $60.81 $4,734,000 $84.28 38.60% $57.73 $100.34
SUI Sun Communities Inc. 0.03 33,010 $135.32 $4,467,000 $147.87 9.27% $116.90 $191.04
VICI VICI Properties Inc. 0.03 Prodej 6.22% 150,510 $29.85 $4,493,000 $33.58 12.50% $24.98 $34.85
AKR Acadia Realty Trust 0.02 209,147 $12.62 $2,639,000 $14.97 18.62% $12.12 $21.62
COLD Americold Realty Trust 0.02 88,850 $24.60 $2,186,000 $30.60 24.39% $21.32 $32.45
CUBE CubeSmart 0.02 62,880 $40.06 $2,519,000 $42.63 6.42% $36.38 $53.17
DRE OLD 0.02 46,160 $48.20 $2,225,000 $48.20 0.00% $46.65 $65.35
IIPR Innovative Industrial Properties Inc. 0.02 35,410 $88.51 $3,134,000 $89.03 0.59% $84.26 $198.94
NVS Novartis AG 0.02 28,943 $76.01 $2,200,000 $92.07 21.13% $74.09 $94.26
RADI Radius Global Infrastructure 0.02 Nákup 23.74% 245,640 $9.42 $2,314,000 $12.94 37.37% $7.97 $16.52
DXC DXC Technology Co. 0.01 56,665 $24.48 $1,387,000 $28.40 16.01% $22.65 $39.65
TFC Truist Financial Corp. 0.01 28,518 $43.55 $1,242,000 $47.92 10.03% $39.54 $63.75
LRCX Lam Research 0.00 1,228 $365.64 $449,000 $472.36 29.19% $298.48 $627.78
LTRPA Liberty TripAdvisor Hldgs 0.00 Prodej 1.12% 269,654 $1.09 $294,000 $1.20 10.09% $0.57 $2.47
RH RH 0.00 Nová pozice 1,150 $246.09 $283,000 $299.17 21.57% $207.37 $441.67
SKX Skechers U.S.A. Inc. 0.00 12,400 $31.69 $393,000 $46.62 47.11% $31.28 $49.89