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 $42.58 5.87% $36.06 $59.18
COF Capital One Financial 7.09 Prodej 1.30% 10,818,066 $92.17 $997,101,000 $93.58 1.53% $89.26 $158.24
BRK.A Berkshire Hathaway CL A 6.35 Prodej 1.83% 2,197 $406470.19 $893,015,000 $462780.00 13.85% $393012.25 $544389.26
CI CIGNA Corp. 6.11 Prodej 1.39% 3,094,489 $277.47 $858,628,000 $333.50 20.19% $205.15 $335.65
USB U.S. Bancorp 4.71 Prodej 1.23% 16,424,077 $40.32 $662,219,000 $43.56 8.04% $38.39 $61.71
AMAT Applied Materials 4.29 Prodej 0.78% 7,357,696 $81.93 $602,816,000 $108.65 32.61% $70.95 $165.82
AMZN Amazon.com Inc. 4.25 Nákup 1.48% 5,283,616 $113.00 $597,049,000 $90.32 -20.07% $85.87 $176.97
META Meta Platforms Inc. 4.10 Nákup 28.73% 4,254,315 $135.68 $577,225,000 $115.34 -14.99% $88.09 $352.71
BK Bank of New York Mellon Corp. 3.73 Prodej 1.58% 13,615,323 $38.52 $524,462,000 $44.59 15.76% $35.90 $63.01
VTRS Viatris Inc. 3.36 Prodej 0.01% 55,460,186 $8.52 $472,521,000 $10.95 28.52% $8.33 $14.97
JPM JPMorgan Chase & Co. 3.30 Prodej 1.36% 4,442,339 $104.50 $464,224,000 $132.88 27.16% $101.28 $167.07
TXN Texas Instruments 3.24 Prodej 1.70% 2,940,143 $154.78 $455,075,000 $176.43 13.99% $142.38 $191.49
GOOG Alphabet Inc. CL C 3.19 Prodej 9.87% 4,659,454 $96.15 $448,006,000 $93.98 -2.26% $83.45 $152.10
GOOGL Alphabet Inc. 2.99 Prodej 8.22% 4,393,621 $95.65 $420,250,000 $93.73 -2.01% $83.34 $151.55
JD JD.com Inc. 2.97 Prodej 4.21% 8,305,574 $50.30 $417,770,000 $60.36 20.00% $33.17 $79.24
TECK Teck Resources 2.76 Nákup 16.91% 12,754,780 $30.41 $387,873,000 $37.26 22.53% $24.65 $45.66
BRK.B Berkshire Hathaway CL B 2.40 Prodej 4.33% 1,262,980 $267.02 $337,241,000 $305.99 14.59% $259.85 $362.10
CB Chubb Limited 2.19 Prodej 1.01% 1,696,101 $181.88 $308,487,000 $219.18 20.51% $173.78 $222.00
INTC Intel Corp. 2.14 Prodej 29.49% 11,690,486 $25.77 $301,264,000 $28.47 10.48% $24.26 $54.13
OC Owens Corning 1.89 Prodej 0.66% 3,373,140 $78.61 $265,163,000 $92.17 17.25% $72.35 $99.89
DGX Quest Diagnostics 1.63 Prodej 0.99% 1,871,160 $122.69 $229,573,000 $150.50 22.67% $119.75 $172.37
MKL Markel Corp. 1.61 Prodej 1.53% 208,220 $1084.22 $225,756,000 $1289.36 18.92% $1064.09 $1519.25
DAR Darling Ingredients Inc. 1.50 Prodej 0.23% 3,183,405 $66.15 $210,582,000 $61.59 -6.89% $55.71 $87.59
AXP American Express 1.03 Prodej 0.95% 1,078,803 $134.91 $145,541,000 $154.12 14.24% $130.65 $197.49
CPNG Coupang Inc. 1.01 Prodej 0.75% 8,507,055 $16.67 $141,813,000 $18.15 8.88% $8.98 $30.65
NTB Bank of N.T. Butterfield & Son Ltd 0.79 Prodej 2.88% 3,427,026 $32.46 $111,241,000 $34.00 4.74% $27.51 $38.97
IAC IAC Inc. 0.76 Prodej 1.99% 1,924,901 $55.38 $106,601,000 $46.94 -15.24% $43.80 $140.77
HOLI Hollysys Automation Technologies Ltd 0.69 Prodej 8.29% 5,639,188 $17.10 $96,430,000 $17.08 -0.12% $10.83 $20.43
BAC Bank of America Corp. 0.67 Prodej 1.64% 3,121,302 $30.20 $94,263,000 $32.44 7.42% $29.14 $48.97
L Loews Corp. 0.62 Prodej 18.73% 1,752,307 $49.84 $87,335,000 $56.38 13.12% $49.31 $67.99
MSFT Microsoft Corp. 0.62 Prodej 1.47% 371,589 $232.90 $86,543,000 $247.41 6.23% $212.83 $341.10
DUSA Davis Select Us Equity ETF 0.59 3,308,560 $25.21 $83,420,000 $27.69 9.84% $24.67 $36.42
PNC PNC Financial Services 0.51 Prodej 1.71% 481,820 $149.42 $71,994,000 $154.34 3.29% $142.11 $220.74
UNH United Health Group Inc. 0.44 Prodej 0.61% 122,391 $505.04 $61,812,000 $547.92 8.49% $440.10 $556.38
BABA Alibaba Group Holdings 0.43 Prodej 65.03% 762,491 $79.99 $60,992,000 $94.17 17.73% $58.01 $138.70
SCHW Charles Schwab Corp. 0.42 Prodej 1.67% 822,690 $71.87 $59,127,000 $80.25 11.66% $58.83 $94.91
DINT Davis Select International 0.41 3,898,825 $14.87 $57,976,000 $17.85 20.04% $13.70 $20.51
DFNL Davis Select Financial ETF 0.36 2,043,955 $24.47 $50,012,000 $27.73 13.32% $24.35 $33.48
DWLD Davis Select Worldwide ETF 0.30 1,925,400 $21.91 $42,186,000 $25.35 15.70% $21.20 $31.16
FITB Fifth Third Bancorp 0.24 Prodej 1.25% 1,039,881 $31.96 $33,235,000 $32.82 2.69% $30.92 $49.37
CARR Carrier Global Corp. 0.21 Prodej 0.54% 819,923 $35.56 $29,156,000 $43.47 22.24% $32.97 $56.18
FWONA Liberty Media Corp Formula One Series A 0.21 Prodej 10.57% 574,666 $52.52 $30,181,000 $53.50 1.87% $45.01 $64.70
ETN Eaton Corp. 0.19 Nákup 0.49% 195,345 $133.36 $26,051,000 $158.75 19.04% $121.21 $169.94
JCI Johnson Controls Intl. plc 0.18 Prodej 0.44% 510,463 $49.22 $25,125,000 $66.77 35.66% $45.21 $80.18
RKT Rocket Companies Inc. 0.18 Prodej 2.16% 4,014,627 $6.32 $25,372,000 $8.50 34.49% $5.97 $15.35
PLD Prologis Inc. 0.16 217,522 $101.60 $22,100,000 $117.60 15.75% $98.03 $172.20
HUM Humana Inc. 0.15 Prodej 0.71% 43,501 $485.18 $21,106,000 $547.36 12.82% $349.41 $571.30
CVS CVS Health Corp. 0.14 Prodej 0.43% 207,368 $95.37 $19,777,000 $102.53 7.51% $85.76 $109.38
AMT American Tower Corp. 0.12 79,430 $214.70 $17,054,000 $212.25 -1.14% $178.17 $288.99
FWONK Liberty Media Corp Formula One Series C 0.12 Prodej 36.71% 291,302 $58.50 $17,041,000 $59.96 2.50% $50.00 $71.17
PSA Public Storage 0.12 58,510 $292.80 $17,132,000 $302.68 3.37% $270.73 $400.21
YOU Clear Secure Inc. 0.12 Prodej 3.68% 714,779 $22.86 $16,340,000 $28.60 25.11% $18.64 $34.80
AVB AvalonBay Communities 0.11 80,590 $184.19 $14,844,000 $169.60 -7.92% $158.35 $254.53
EQIX Equinix Inc. 0.11 26,458 $568.83 $15,050,000 $683.40 20.14% $492.49 $837.92
VMEO Vimeo Inc 0.11 Prodej 32.06% 3,733,256 $4.00 $14,933,000 $3.77 -5.75% $3.34 $19.34
ARE Alexandria RE Equities Inc. 0.10 99,547 $140.19 $13,955,000 $148.66 6.04% $126.74 $219.99
BRX Brixmor Property Group Inc. 0.10 767,440 $18.47 $14,175,000 $22.60 22.36% $17.39 $26.52
EQR Equity Residential 0.10 202,605 $67.22 $13,619,000 $62.71 -6.71% $59.32 $92.66
FERG Ferguson plc 0.10 Nákup 31.33% 135,026 $103.52 $13,978,000 $126.08 21.79% $97.48 $179.52
RE Everest Re Group 0.10 Prodej 2.70% 53,505 $262.44 $14,042,000 $333.74 27.17% $243.33 $340.66
WELL Welltower Inc. 0.10 Prodej 11.97% 215,090 $64.32 $13,835,000 $65.70 2.15% $55.99 $97.11
CCI Crown Castle International Corp. 0.09 85,990 $144.55 $12,430,000 $139.21 -3.69% $121.71 $204.45
ESS Essex Property Trust 0.09 51,291 $242.23 $12,424,000 $213.89 -11.70% $205.76 $357.09
ORCL Oracle Corp. 0.09 Prodej 0.85% 217,532 $61.07 $13,285,000 $80.07 31.11% $60.47 $104.53
REXR Rexford Industrial Realty Inc. 0.09 244,030 $52.00 $12,690,000 $54.80 5.38% $48.74 $83.72
RTX Raytheon Technologies Corp. 0.09 Prodej 0.44% 161,550 $81.86 $13,224,000 $99.49 21.54% $77.87 $104.17
DLR Digital Realty Trust Inc. 0.08 109,565 $99.18 $10,867,000 $107.32 8.21% $85.76 $173.15
IQ iQIYI Inc. 0.08 Prodej 5.12% 4,177,319 $2.71 $11,321,000 $3.65 34.69% $1.65 $5.77
NOAH Noah Holdings Ltd 0.08 Prodej 2.83% 806,789 $13.21 $10,658,000 $16.11 21.95% $11.78 $36.23
SPG Simon Property Group Inc. 0.08 130,280 $89.75 $11,693,000 $117.12 30.50% $84.72 $156.14
TRNO Terreno Realty Corp. 0.08 218,247 $52.99 $11,565,000 $57.60 8.70% $50.36 $84.45
AMH American Homes 4 Rent 0.06 257,380 $32.81 $8,445,000 $32.97 0.49% $29.31 $43.44
CPT Camden Property Trust 0.06 65,210 $119.44 $7,789,000 $116.21 -2.70% $107.90 $176.74
DEI Douglas Emmett Inc. 0.06 Nákup 30.96% 437,780 $17.93 $7,849,000 $15.40 -14.11% $15.08 $35.67
EXR Extra Space Storage Inc. 0.06 50,320 $172.71 $8,691,000 $157.46 -8.83% $149.78 $223.22
MTB M&T Bank Corp. 0.06 Prodej 12.27% 47,915 $176.31 $8,448,000 $150.12 -14.85% $138.61 $191.21
ROIC Retail Opportunity Investments Corp. 0.06 565,145 $13.76 $7,776,000 $15.44 12.21% $13.35 $19.65
SAP SAP SE 0.06 Prodej 0.69% 112,108 $81.25 $9,109,000 $107.82 32.70% $78.22 $141.69
VTR Ventas Inc. 0.06 220,300 $40.17 $8,849,000 $45.14 12.37% $35.33 $62.29
BXP Boston Properties 0.05 Nákup 33.92% 101,310 $74.97 $7,595,000 $66.27 -11.60% $64.43 $129.32
GLRE Greenlight Capital Re Ltd. 0.05 Prodej 1.52% 962,248 $7.44 $7,159,000 $7.70 3.49% $6.51 $8.56
HST Host Hotels & Resorts 0.05 Prodej 22.69% 408,130 $15.88 $6,481,000 $17.68 11.34% $14.92 $21.39
PEAK Healthpeak Properties Inc. 0.05 326,536 $22.92 $7,484,000 $25.52 11.34% $21.14 $35.32
SHO Sunstone Hotel Investors Inc. 0.05 Prodej 20.06% 816,580 $9.42 $7,692,000 $10.32 9.55% $9.24 $12.66
UDR UDR Inc. 0.05 163,690 $41.71 $6,828,000 $40.15 -3.74% $37.18 $59.22
VMW VMware Inc. 0.05 Prodej 0.79% 68,184 $106.46 $7,259,000 $119.31 12.07% $91.53 $136.85
BIDU Baidu Inc. 0.04 48,867 $117.48 $5,741,000 $120.32 2.42% $73.58 $171.87
FRT Federal Realty Inv. Trust 0.04 Prodej 24.40% 70,040 $90.12 $6,312,000 $107.71 19.52% $86.43 $135.07
HIW Highwoods Properties 0.04 186,760 $26.96 $5,035,000 $27.82 3.19% $24.08 $44.92
HPP Hudson Pacific Properties Inc. 0.04 Nákup 113.29% 458,673 $10.95 $5,022,000 $9.88 -9.77% $9.65 $27.70
HR Healthcare Realty Trust Inc. 0.04 250,480 $20.85 $5,223,000 $19.85 -4.80% $18.12 $28.28
STOR STORE Capital Corp. 0.04 167,310 $31.33 $5,242,000 $31.97 2.04% $23.82 $33.62
WCC WESCO International Inc. 0.04 Nová pozice 42,621 $119.38 $5,088,000 $123.29 3.28% $99.00 $147.05
CIH China Index Hds ADR 0.03 Prodej 1.29% 4,120,370 $0.90 $3,708,000 $0.74 -17.78% $0.61 $1.30
CUZ Cousins Properties 0.03 Prodej 50.28% 192,945 $23.35 $4,505,000 $24.64 5.52% $21.72 $41.51
IVE Ishares S&P 500 Value ETF 0.03 Prodej 45.31% 31,833 $128.51 $4,091,000 $148.29 15.39% $127.33 $158.08
LSI Life Storage Inc. 0.03 35,830 $110.77 $3,969,000 $107.19 -3.23% $97.50 $149.28
NTST Netstreit Corp. 0.03 260,350 $17.81 $4,637,000 $19.36 8.70% $16.89 $23.24
STT State Street Corp. 0.03 77,846 $60.81 $4,734,000 $78.12 28.47% $58.19 $102.24
SUI Sun Communities Inc. 0.03 33,010 $135.32 $4,467,000 $143.04 5.70% $117.63 $208.30
VICI VICI Properties Inc. 0.03 Prodej 6.22% 150,510 $29.85 $4,493,000 $33.68 12.83% $25.27 $35.27
AKR Acadia Realty Trust 0.02 209,147 $12.62 $2,639,000 $14.82 17.43% $12.28 $21.91
COLD Americold Realty Trust 0.02 88,850 $24.60 $2,186,000 $29.13 18.41% $21.49 $32.71
CUBE CubeSmart 0.02 62,880 $40.06 $2,519,000 $42.73 6.67% $36.82 $55.70
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 $116.79 31.95% $85.79 $254.73
NVS Novartis AG 0.02 28,943 $76.01 $2,200,000 $91.58 20.48% $74.09 $94.26
RADI Radius Global Infrastructure 0.02 Nákup 23.74% 245,640 $9.42 $2,314,000 $12.14 28.87% $7.97 $18.32
DXC DXC Technology Co. 0.01 56,665 $24.48 $1,387,000 $26.73 9.19% $22.65 $39.65
TFC Truist Financial Corp. 0.01 28,518 $43.55 $1,242,000 $42.06 -3.42% $39.54 $66.27
LRCX Lam Research 0.00 1,228 $365.64 $449,000 $455.02 24.44% $299.59 $724.26
LTRPA Liberty TripAdvisor Hldgs 0.00 Prodej 1.12% 269,654 $1.09 $294,000 $0.75 -31.19% $0.61 $2.68
RH RH 0.00 Nová pozice 1,150 $246.09 $283,000 $266.38 8.24% $207.37 $658.51
SKX Skechers U.S.A. Inc. 0.00 12,400 $31.69 $393,000 $43.36 36.83% $31.28 $49.89