Top holdings
#Stock% of portfolioThis quarter
1BRK.BBerkshire Hathaway Inc18.1%Reduced -3%
2GOOGLAlphabet Inc12.1%Reduced -9%
3PMPhilip Morris International9.2%Reduced -2%
4MAMastercard Inc8.8%Reduced -2%
5NSRGYNestle Sa-Spons Adr6.1%Reduced -3%
6SUNBSunbelt Rentals Holdings Inc4.9%Reduced -2%
7NFLXNetflix Inc4.6%Added +2%
8MLMMartin Marietta Materials4.6%Reduced -1%
9UBERUber Technologies Inc4.1%Reduced -2%
10DASHDoordash Inc2.5%Added +18%
9 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
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