Davis All-Cap Portfolio
Portfolio holdings sorted by percent of assets as of March 31, 2019

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Security DescriptionSymbol
Alphabet (Class A and C) MULTI
United Technologies UTX
Apache APA
Wells Fargo WFC
Quest Diagnostics DGX
Amazon.com AMZN
Johnson Controls JCI
Encana ECA
Capital One Financial COF
Berkshire Hathaway BRK/B
Eaton PLC ETN
Facebook FB
Qorvo QRVO
Aptiv PLC APTV
General Electric GE
Intel INTC
JD.com–ADR JD
Security DescriptionSymbol
Adient PLC ADNT
Quotient Technology QUOT
Oracle ORCL
Cabot Oil & Gas COG
UnitedHealth Group UNH
Markel MKL
Texas Instruments TXN
Applied Materials AMAT
Ferguson PLC–ADR FERGY
Cigna CI
IQIYI–ADR IQ
Microsoft MSFT
Owens Corning OC
SAP SE–ADR SAP
CVS Health CVS
Wabtec WAB