| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 21.35% | 14,689,844 | $7,350,651,039 | -2,358,460 | -13.83% | $500.39 | 13F |
| CAT | CATERPILLAR INC | 19.65% | 6,353,614 | $6,765,963,549 | No Change | $1064.9 | 13F | |
| CNI | CANADIAN NATL RY CO | 17.95% | 51,826,786 | $6,179,825,963 | No Change | $119.24 | 13F | |
| WM | WASTE MGMT INC DEL | 17.3% | 26,720,744 | $5,955,519,423 | -921,600 | -3.33% | $222.88 | 13F |
| DE | DEERE & CO | 6.56% | 3,557,378 | $2,256,551,587 | No Change | $634.33 | 13F | |
| ECL | ECOLAB INC | 4.22% | 5,218,044 | $1,453,799,239 | No Change | $278.61 | 13F | |
| WMT | WALMART INC | 2.76% | 8,390,477 | $950,305,425 | No Change | $113.26 | 13F | |
| FDX | FEDEX CORP | 2.17% | 2,384,362 | $746,615,273 | No Change | $313.13 | 13F | |
| KOF | COCA-COLA FEMSA SAB DE CV | 1.92% | 6,214,719 | $660,313,894 | No Change | $106.25 | 13F | |
| HD | HOME DEPOT INC | 1.02% | 1,000,000 | $352,680,000 | 1,000,000 | New | $352.68 | 13F |
| WCN | WASTE CONNECTIONS INC | 0.99% | 2,039,175 | $339,910,081 | No Change | $166.69 | 13F | |
| MSGS | MADISON SQUARE GRDN SPRT COR | 0.69% | 592,406 | $238,052,427 | No Change | $401.84 | 13F | |
| FDXF | FEDEX FGHT HLDG CO INC | 0.52% | 1,192,181 | $180,019,331 | 1,192,181 | New | $151 | 13F |
| CPNG | COUPANG INC | 0.47% | 9,248,045 | $160,638,542 | No Change | $17.37 | 13F | |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.46% | 444,500 | $159,575,500 | No Change | $359 | 13F | |
| BUD | ANHEUSER BUSCH INBEV SA NV | 0.41% | 1,703,000 | $140,327,200 | No Change | $82.4 | 13F | |
| PCAR | PACCAR INC | 0.35% | 1,000,000 | $120,120,000 | No Change | $120.12 | 13F | |
| SDGR | SCHRODINGER INC | 0.33% | 6,981,664 | $113,452,040 | No Change | $16.25 | 13F | |
| MCD | MCDONALDS CORP | 0.26% | 334,900 | $90,526,819 | No Change | $270.31 | 13F | |
| DHR | DANAHER CORP DEL | 0.21% | 373,000 | $71,049,040 | No Change | $190.48 | 13F | |
| KHC | KRAFT HEINZ CO | 0.17% | 2,472,600 | $58,402,812 | No Change | $23.62 | 13F | |
| HRL | HORMEL FOODS CORP | 0.15% | 2,085,290 | $51,756,898 | No Change | $24.82 | 13F | |
| ONON | ON HLDG AG | 0.05% | 500,000 | $17,710,000 | No Change | $35.42 | 13F | |
| VLTO | VERALTO CORP | 0.03% | 124,333 | $11,025,850 | No Change | $88.68 | 13F |