Davis All-Cap Portfolio
Portfolio holdings sorted by percent of assets as of June 30, 2019

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