Davis All-Cap Portfolio
Portfolio holdings sorted by percent of assets as of September 30, 2019
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Security Description | Symbol |
Alphabet |
MULTI |
Quest Diagnostics |
DGX |
United Technologies |
UTX |
Wells Fargo |
WFC |
Amazon.com |
AMZN |
UnitedHealth Group |
UNH |
Encana |
ECA |
Capital One Financial |
COF |
Humana |
HUM |
Apache |
APA |
Johnson Controls International |
JCI |
Eaton |
ETN |
Qorvo |
QRVO |
Berkshire Hathaway |
BRK/B |
AIA Group |
AAGIY |
Cigna |
CI |
Security Description | Symbol |
Intel |
INTC |
Markel |
MKL |
Applied Materials |
AMAT |
Ferguson |
FERGY |
Texas Instruments |
TXN |
Oracle |
ORCL |
Owens Corning |
OC |
Microsoft |
MSFT |
Quotient Technology |
QUOT |
Aptiv |
APTV |
Adient |
ADNT |
SAP |
SAP |
Cabot Oil & Gas |
COG |
CVS Health |
CVS |
Facebook |
FB |
Magnolia Oil & Gas |
MGY |