 BERKSHIRE HATHAWAY INC DELBRK.B |
| 8.84% | 9.51% | $16.0M | 60,000 | $16.4M | 60,000 | 00.00% | Unchanged |
 WALMART INCWMT |
| 7.87% | 7.76% | $14.3M | 110,000 | $13.4M | 110,000 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 7.61% | 7.96% | $13.8M | 50,000 | $13.7M | 50,000 | 00.00% | Unchanged |
 SHELL PLCSHEL |
| 7.55% | 7.59% | $13.7M | 275,000 | $13.1M | 250,000 | +25,000+10.00% | Add |
 HONEYWELL INTL INCHON |
| 7.37% | 8.07% | $13.4M | 80,000 | $13.9M | 80,000 | 00.00% | Unchanged |
 DISNEY WALT CODIS |
| 6.5% | 6.03% | $11.8M | 125,000 | $10.4M | 110,000 | +15,000+13.64% | Add |
 APPLE INCAAPL |
| 6.48% | 6.75% | $11.7M | 85,000 | $11.6M | 85,000 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 6.42% | 7.45% | $11.6M | 50,000 | $12.8M | 50,000 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 6.33% | — | $11.5M | 120,000 | $0 | 0 | +120,000 | New Buy |
 VISA INCV |
| 5.88% | 6.86% | $10.7M | 60,000 | $11.8M | 60,000 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 5.7% | 5.29% | $10.3M | 120,000 | $9.1M | 100,000 | +20,000+20.00% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 5.57% | 7.45% | $10.1M | 20,000 | $12.8M | 25,000 | -5,000-20.00% | Reduce |
 COCA COLA COKO |
| 5.41% | 7.3% | $9.8M | 175,000 | $12.6M | 200,000 | -25,000-12.50% | Reduce |
| BBANK OF AMER CORPBAC |
| 3.75% | 5.42% | $6.8M | 225,000 | $9.3M | 300,000 | -75,000-25.00% | Reduce |
| QQUALCOMM INCQCOM |
| 3.74% | 4.08% | $6.8M | 60,000 | $7.0M | 55,000 | +5,000+9.09% | Add |
 DANAHER CORP DEL COMDHR |
| 2.85% | — | $5.2M | 20,000 | $0 | 0 | +20,000 | New Buy |
| RRIO TINTO PLCBBP |
| 2.13% | 2.48% | $3.9M | 70,000 | $4.3M | 70,000 | 00.00% | Unchanged |
