Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
BRK.A Berkshire Hathaway CL A 6.68 1,114 $406469.48 $452,807,000 $469645.00 15.54% $393012.25 $544389.26
BRK.B Berkshire Hathaway CL B 6.04 1,531,971 $267.02 $409,067,000 $309.87 16.05% $259.85 $362.10
BN Brookfield Corp. 5.26 8,715,741 $40.89 $356,387,000 $36.27 -11.30% $30.54 $61.75
GOOG Alphabet Inc. CL C 3.90 2,749,860 $96.15 $264,399,000 $99.26 3.23% $83.45 $152.10
HD Home Depot 3.75 920,000 $275.94 $253,866,000 $315.00 14.16% $261.21 $365.48
DE Deere & Co. 3.72 755,800 $333.89 $252,355,000 $410.60 22.97% $282.09 $447.15
DEO Diageo ADR 3.38 1,350,208 $169.81 $229,279,000 $185.96 9.51% $160.09 $209.72
AMZN Amazon.com Inc. 3.31 Nákup 0.10% 1,983,360 $113.00 $224,120,000 $97.21 -13.97% $81.43 $170.83
DIS Walt Disney Co. 2.77 Nákup 1.27% 1,991,665 $94.33 $187,874,000 $103.48 9.70% $84.07 $157.50
V Visa Inc. 2.52 962,779 $177.65 $171,038,000 $224.31 26.27% $173.81 $233.54
AAPL Apple Inc. 2.46 1,206,990 $138.20 $166,805,000 $137.89 -0.22% $124.17 $178.58
ADI Analog Devices 2.24 Nákup 0.65% 1,090,071 $139.34 $151,892,000 $165.12 18.50% $132.89 $179.95
RLI RLI Corp. 1.81 1,197,272 $102.38 $122,576,000 $133.06 29.97% $95.36 $140.69
BLK BlackRock Inc. 1.79 220,200 $550.28 $121,171,000 $741.71 34.79% $499.68 $814.34
WSO Watsco Inc. 1.76 Nákup 4.17% 462,250 $257.46 $119,009,000 $270.95 5.24% $214.93 $302.18
ADM Archer 1.74 1,463,300 $80.45 $117,723,000 $84.75 5.34% $64.42 $98.12
MSFT Microsoft Corp. 1.65 479,980 $232.90 $111,787,000 $240.19 3.13% $212.83 $313.66
TXN Texas Instruments 1.65 724,000 $154.78 $112,061,000 $173.26 11.94% $142.38 $187.31
NVO Novo Nordisk A S 1.58 1,075,000 $99.63 $107,103,000 $141.10 41.62% $90.15 $141.11
GS Goldman Sachs Group 1.55 Nákup 3.62% 357,360 $293.05 $104,724,000 $341.84 16.65% $273.96 $387.04
BX Blackstone Group 1.52 1,229,000 $83.70 $102,869,000 $85.01 1.57% $71.72 $133.61
JNJ Johnson & Johnson 1.47 610,800 $163.36 $99,782,000 $168.74 3.29% $152.71 $183.08
MMC Marsh & McLennan 1.38 Nákup 0.62% 628,500 $149.29 $93,830,000 $173.12 15.96% $141.29 $181.77
PGR Progressive Corp. 1.29 753,750 $116.21 $87,593,000 $127.63 9.83% $100.48 $135.45
GD General Dynamics 1.22 391,000 $212.17 $82,957,000 $232.79 9.72% $196.30 $255.49
SCHW Charles Schwab Corp. 1.18 Nákup 1.18% 1,116,300 $71.87 $80,227,000 $77.03 7.18% $58.83 $94.91
AXP American Express 0.96 484,250 $134.91 $65,331,000 $151.60 12.37% $130.20 $196.81
KKR KKR & Co. L.P. 0.91 Nákup 0.16% 1,427,023 $43.00 $61,364,000 $53.18 23.67% $41.53 $57.55
MSCI MSCI Inc. 0.89 Nákup 0.35% 142,450 $421.80 $60,085,000 $511.76 21.33% $373.48 $558.81
ITW Illinois Tool Works 0.87 327,500 $180.65 $59,164,000 $226.28 25.26% $171.29 $240.85
MA Mastercard Inc. 0.87 207,540 $284.35 $59,013,000 $376.28 32.33% $276.42 $397.47
BF.A Brown 0.84 843,000 $67.56 $56,953,000 $66.08 -2.19% $56.49 $76.18
REGN Regeneron Pharmaceuticals 0.82 80,300 $688.88 $55,317,000 $722.03 4.81% $538.01 $779.00
NSC Norfolk Southern Corp. 0.71 229,500 $209.65 $48,114,000 $253.66 20.99% $202.53 $287.16
CAT Caterpillar Inc. 0.70 287,500 $164.08 $47,173,000 $249.71 52.19% $158.78 $259.26
APO Apollo Global Management 0.69 1,012,500 $46.50 $47,082,000 $67.07 44.24% $45.34 $69.96
FDS FactSet Research Systems 0.69 116,720 $400.12 $46,702,000 $423.76 5.91% $344.54 $474.13
SPGI S&P Global Inc. 0.68 Nákup 0.33% 150,290 $305.35 $45,891,000 $368.05 20.53% $279.32 $422.40
SBUX Starbucks Corp. 0.66 532,318 $84.26 $44,854,000 $105.00 24.61% $67.22 $107.60
ROL Rollins Inc. 0.65 Nákup 1.03% 1,275,275 $34.68 $44,227,000 $36.11 4.12% $28.17 $42.93
ACN Accenture 0.61 159,400 $257.30 $41,013,000 $280.47 9.01% $241.96 $354.72
DG Dollar General 0.60 Nákup 11.46% 170,250 $239.85 $40,835,000 $230.61 -3.85% $182.02 $261.01
ECL Ecolab Inc. 0.58 274,300 $144.42 $39,614,000 $152.88 5.86% $130.56 $200.73
HEI.A HEICO Corp. CL A 0.58 343,144 $114.62 $39,331,000 $129.73 13.18% $102.16 $134.57
NVR NVR Inc. 0.58 Nákup 1.35% 9,789 $3987.03 $39,029,000 $5024.07 26.01% $3576.01 $5569.80
WHR Whirlpool Corp. 0.56 282,049 $134.81 $38,023,000 $150.82 11.88% $122.97 $205.38
ATVI Activision Blizzard Inc. 0.50 453,600 $74.34 $33,722,000 $73.82 -0.70% $70.94 $81.52
CG Carlyle Group 0.50 Nákup 5.66% 1,307,000 $25.84 $33,772,000 $33.84 30.96% $24.32 $52.27
GOOGL Alphabet Inc. 0.50 Nákup 7.06% 356,500 $95.65 $34,099,000 $98.00 2.46% $83.34 $151.55
ROK Rockwell Automation Inc. 0.49 154,900 $215.11 $33,321,000 $270.00 25.52% $187.52 $312.91
TROW T. Rowe Price Group 0.49 314,000 $105.01 $32,972,000 $117.79 12.17% $92.58 $156.99
BF.B Brown 0.47 474,187 $66.57 $31,565,000 $66.25 -0.48% $59.73 $77.73
CVS CVS Health Corp. 0.47 332,000 $95.37 $31,662,000 $87.00 -8.78% $85.17 $108.63
NKE NIKE Inc. 0.45 366,000 $83.12 $30,422,000 $126.62 52.33% $81.97 $148.09
ITIC Investors Title Co. 0.44 213,300 $141.00 $30,075,000 $154.47 9.55% $123.34 $205.02
MMM 3M Co. 0.44 269,750 $110.51 $29,809,000 $120.65 9.18% $105.83 $168.86
SRCL Stericycle Inc. 0.42 Nákup 1.83% 668,700 $42.11 $28,161,000 $52.79 25.36% $39.63 $60.35
HGTY Hagerty Inc. 0.40 3,000,000 $8.99 $26,970,000 $9.57 6.45% $7.23 $16.23
META Meta Platforms Inc. 0.40 Nákup 7.47% 197,781 $135.68 $26,835,000 $139.31 2.68% $88.09 $328.00
SEIC SEI Investments 0.40 559,200 $49.05 $27,429,000 $62.10 26.61% $45.96 $63.03
LIN Linde plc 0.38 94,400 $269.59 $25,449,000 $328.62 21.90% $261.56 $347.60
TSN Tyson Foods 0.37 384,500 $65.93 $25,350,000 $64.70 -1.87% $59.38 $98.90
CMCSA Comcast Corp. 0.36 Nákup 14.06% 826,809 $29.33 $24,251,000 $39.37 34.23% $28.39 $50.46
JPM JPMorgan Chase & Co. 0.33 216,550 $104.50 $22,629,000 $135.08 29.26% $100.54 $155.31
AON Aon Plc 0.29 Nákup 7.32% 74,050 $267.87 $19,836,000 $325.40 21.48% $245.26 $340.07
LSXMK Liberty SiriusXM Series C 0.29 522,000 $37.71 $19,684,000 $39.95 5.94% $34.34 $52.43
SHW Sherwin 0.28 94,172 $204.75 $19,282,000 $245.31 19.81% $194.75 $298.99
COST Costco Co. 0.27 39,150 $472.26 $18,489,000 $480.28 1.70% $405.08 $609.12
RTX Raytheon Technologies Corp. 0.27 224,000 $81.86 $18,336,000 $94.36 15.27% $79.80 $104.17
ENOV Enovis Corp. 0.26 378,356 $46.07 $17,431,000 $59.63 29.43% $35.66 $72.13
PAYX Paychex Inc. 0.25 150,000 $112.21 $16,832,000 $117.98 5.14% $104.94 $139.18
UNP Union Pacific 0.25 85,778 $194.82 $16,711,000 $208.66 7.10% $182.58 $274.06
ALL Allstate Corp. 0.24 Nákup 9.82% 128,550 $124.54 $16,009,000 $125.65 0.89% $110.37 $142.15
LSXMA Liberty Sirius XM Series A 0.24 426,000 $38.07 $16,217,000 $40.14 5.44% $34.40 $52.62
LBRDA Liberty Broadband Corp. CL A 0.23 205,250 $74.61 $15,313,000 $90.91 21.85% $68.15 $151.90
PEP PepsiCo Inc. 0.23 96,210 $163.26 $15,707,000 $169.81 4.01% $150.36 $186.84
VRSK Verisk Analytics Inc. 0.23 Nákup 8.43% 90,000 $170.56 $15,350,000 $181.66 6.51% $155.53 $220.94
BK Bank of New York Mellon Corp. 0.21 Nákup 0.98% 361,250 $38.52 $13,917,000 $49.24 27.83% $35.90 $63.01
HCSG Healthcare Services Group 0.21 1,200,500 $12.09 $14,514,000 $13.25 9.59% $11.55 $19.69
TPL Texas Pacific Land Corp. 0.21 7,900 $1777.22 $14,040,000 $2094.49 17.85% $939.76 $2735.68
CSCO Cisco Systems 0.20 342,000 $40.00 $13,680,000 $46.77 16.93% $38.30 $56.95
ESAB ESAB Corp. 0.19 378,356 $33.36 $12,622,000 $54.49 63.34% $32.09 $57.87
FDX FedEx Corp. 0.19 Nákup 19.86% 87,500 $148.48 $12,992,000 $186.88 25.86% $140.97 $251.25
LBRDK Liberty Broadband Corp. CL C 0.19 172,113 $73.79 $12,701,000 $91.15 23.53% $68.67 $155.98
THG Hanover Insurance Group 0.19 Nákup 34.21% 102,000 $128.14 $13,070,000 $129.53 1.08% $121.95 $152.99
EFX Equifax Inc. 0.18 Nákup 1.87% 70,850 $171.43 $12,146,000 $222.69 29.90% $145.69 $243.35
AMT American Tower Corp. 0.16 51,910 $214.70 $11,145,000 $221.41 3.13% $178.17 $280.43
CABO Cable ONE Inc. 0.15 Nákup 14.71% 11,700 $853.08 $9,981,000 $783.82 -8.12% $618.09 $1570.52
NFLX Netflix Inc. 0.15 43,000 $235.44 $10,124,000 $342.44 45.45% $162.71 $458.48
CCK Crown Holdings 0.14 Nákup 4.31% 121,000 $81.02 $9,804,000 $87.40 7.87% $65.81 $129.46
HXL Hexcel Corp. 0.14 189,000 $51.72 $9,776,000 $60.02 16.05% $47.22 $65.70
PM Philip Morris Intl. 0.14 114,500 $83.01 $9,505,000 $101.82 22.66% $81.81 $106.73
CARR Carrier Global Corp. 0.12 235,000 $35.56 $8,356,000 $42.57 19.71% $32.82 $48.06
CBRL Cracker Barrel Old Cntry Store 0.12 Nákup 214.55% 86,500 $92.58 $8,008,000 $109.98 18.79% $78.64 $129.19
WFC Wells Fargo 0.12 Nákup 2.56% 200,450 $40.22 $8,063,000 $43.92 9.20% $36.06 $59.18
OTIS Otis Worldwide Corp. 0.11 114,620 $63.80 $7,313,000 $80.81 26.66% $62.26 $85.14
EA Electronic Arts 0.10 Nákup 7.04% 60,800 $115.71 $7,035,000 $125.99 8.88% $108.77 $142.18
OI O 0.09 Nákup 0.13% 468,700 $12.95 $6,070,000 $18.92 46.10% $11.51 $19.92
TRU TransUnion 0.09 Nákup 2.59% 99,050 $59.49 $5,892,000 $67.85 14.05% $50.24 $104.69
MRVL Marvell Technology Inc. 0.08 Nákup 52.94% 130,000 $42.91 $5,578,000 $39.48 -7.99% $33.75 $77.79
SONY Sony Group Corp. 0.08 Nákup 60.22% 79,596 $64.06 $5,099,000 $89.29 39.38% $61.72 $118.54
ODFL Old Dominion Freight Line 0.07 Nákup 143.75% 19,500 $248.72 $4,850,000 $316.86 27.40% $231.07 $333.05
LMT Lockheed Martin Corp. 0.06 10,863 $386.27 $4,196,000 $443.28 14.76% $358.22 $498.95
TMO Thermo Fisher Scientific 0.06 Nákup 20.00% 7,800 $507.18 $3,956,000 $593.66 17.05% $475.52 $617.34
BNRE Brookfield Reinsurance Ltd 0.04 60,101 $40.91 $2,459,000 $36.34 -11.17% $30.50 $54.70
GHC Graham Holdings Co. 0.04 5,200 $537.88 $2,797,000 $617.81 14.86% $524.11 $664.37
LBTYA Liberty Global Inc. 0.04 179,000 $15.59 $2,791,000 $21.59 38.49% $15.22 $29.08
PYPL PayPal Holdings Inc. 0.04 Nákup 55.42% 34,597 $86.11 $2,979,000 $79.07 -8.18% $66.39 $176.20
SHOP Shopify Inc. 0.04 Nákup 48.40% 92,750 $26.93 $2,498,000 $40.48 50.32% $23.63 $101.36
SMG Scotts Miracle 0.04 Nákup 144.68% 57,500 $42.75 $2,458,000 $62.34 45.82% $39.06 $152.72
WRB W.R. Berkley Corp. 0.04 40,500 $64.59 $2,616,000 $69.92 8.25% $52.66 $76.36
BALL Ball Corp. 0.03 Nákup 2.17% 47,000 $48.32 $2,271,000 $58.23 20.51% $45.83 $97.77
IFF International Flavors & Fragrances Inc. 0.03 23,000 $90.83 $2,089,000 $112.36 23.70% $82.49 $139.66
SPOT Spotify Technology S.A. 0.03 25,900 $86.33 $2,236,000 $97.91 13.41% $69.29 $208.49
CE Celanese Corp. 0.02 Nákup 250.00% 16,800 $90.36 $1,518,000 $121.59 34.56% $86.07 $161.78
CSGP CoStar Group Inc. 0.02 18,600 $69.68 $1,296,000 $78.48 12.63% $49.00 $85.37
EMN Eastman Chemical 0.02 17,450 $71.00 $1,239,000 $89.82 26.51% $69.28 $120.78
HGTY.WS Hagerty Inc. WTS 0.02 540,000 $2.45 $1,323,000
ICE Intercontinental Exchange Inc. 0.02 Nákup 215.84% 16,171 $90.35 $1,461,000 $108.48 20.07% $88.28 $135.85
INTU Intuit Inc. 0.02 2,720 $387.13 $1,053,000 $398.16 2.85% $337.48 $575.95
IT Gartner Inc. 0.02 Nákup 50.00% 4,500 $276.67 $1,245,000 $332.96 20.35% $221.39 $358.25
TRUP Trupanion Inc. 0.02 Prodej 83.98% 21,377 $59.41 $1,270,000 $54.49 -8.28% $40.77 $99.10
VNT Vontier Corp. 0.02 Nákup 73.46% 86,509 $16.70 $1,445,000 $21.63 29.52% $16.53 $28.71
WTW Willis Towers Watson plc 0.02 6,507 $201.01 $1,308,000 $253.05 25.89% $185.74 $258.43
AXTA Axalta Coating Systems Ltd. 0.01 28,442 $21.06 $599,000 $27.40 30.10% $20.66 $30.89
LAMR Lamar Advertising Co. 0.01 8,500 $82.47 $701,000 $100.13 21.41% $80.10 $115.12
DCT Duck Creek Technologies 0.00 Nákup 73.47% 21,250 $11.86 $252,000 $19.03 60.46% $10.04 $26.52
RNR RenaissanceRe Holdings Ltd. 0.00 Nová pozice 2,000 $140.50 $281,000 $191.30 36.16% $123.61 $199.85
UA Under Armour CL C 0.00 Nákup 52.90% 38,691 $5.97 $231,000 $10.33 73.03% $5.74 $17.75

Populární články