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

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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
Berkshire Hathaway BRK/B
Eaton PLC ETN
Adient PLC ADNT
General Electric GE
Quotient Technology QUOT
Qorvo QRVO
Facebook FB
Capital One Financial COF
Security DescriptionSymbol
Intel INTC
Aptiv PLC APTV
JD.com–ADR JD
Markel MKL
Cabot Oil & Gas COG
Oracle ORCL
Cigna CI
Texas Instruments TXN
Microsoft MSFT
Ferguson PLC–ADR FERGY
Applied Materials AMAT
UnitedHealth Group UNH
CVS Health CVS
Owens Corning OC
SAP SE–ADR SAP
IQIYI–ADR IQ