Davis Large Cap Value Portfolio
Portfolio holdings sorted by percent of assets as of June 30, 2017

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Security DescriptionSymbol
Alphabet (Class A and C) MULTI
Amazon.com AMZN
Wells Fargo WFC
Berkshire Hathaway–Class B BRK/B
JPMorgan Chase JPM
Bank of New York Mellon BK
Apache APA
American Express AXP
United Technologies UTX
Costco Wholesale COST
Aetna AET
Capital One Financial COF
Facebook FB
Johnson Controls JCI
Texas Instruments TXN
Adient PLC ADNT
Encana ECA
Occidental Petroleum OXY
Security DescriptionSymbol
CarMax KMX
Praxair PX
UnitedHealth Group UNH
FedEx FDX
Delphi Automotive PLC DLPH
Axalta Coating Systems AXTA
Cabot Oil & Gas COG
Liberty Global PLC–Series C LBTYK
Express Scripts Holding ESRX
Priceline Group PCLN
Loews L
Microsoft MSFT
Visa–Class A V
Chubb CB
Ecolab ECL
Oracle ORCL
Liberty Interactive–Series A QVCA