Davis All-Cap Portfolio
Portfolio holdings sorted by percent of assets as of June 30, 2018

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