Davis All-Cap Portfolio
Portfolio holdings sorted by percent of assets as of March 31, 2018

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Security DescriptionSymbol
Alphabet (Class A and C) MULTI
Amazon.com AMZN
Apache APA
Wells Fargo WFC
United Technologies UTX
Aetna AET
Encana ECA
Adient PLC ADNT
Berkshire Hathaway–Class B BRK/B
Johnson Controls JCI
Facebook FB
Capital One Financial COF
Cabot Oil & Gas COG
Qorvo QRVO
Aptiv PLC APTV
FedEx FDX
Eaton PLC ETN
Express Scripts Holding ESRX
Security DescriptionSymbol
JD.com–ADR JD
Intel INTC
Markel MKL
Fang, Class A–ADR SFUN
Quotient Technology QUOT
JPMorgan Chase JPM
Shire PLC–ADR SHPG
Texas Instruments TXN
ANGI Homeservices ANGI
Applied Materials AMAT
Ferguson PLC–ADR FERGY
Microsoft MSFT
Oracle ORCL
EQT Midstream Partners EQM
SAP SE–ADR SAP
Quest Diagnostics DGX
UnitedHealth Group UNH