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

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