13F × valuation · most held

Stocks

Valuation as of 2026-10-19

146 stocks held by 5+ managers, ordered by where price sits against a conservative value band — cheapest first. Those in the strike zone with high consensus rise to the top. Observational, not advice.

#	Security	Position	Margin of safety	Value band / sh	Price	Holders
1	Adobe IncADBE	Below valueimplies modest	−29%	$169–$497	$2452026-10-16	12
2	Paypal Holdings IncPYPL	Below valueimplies modest	−15%	$46–$112	$572026-10-16	10
3	Fiserv IncFISV	Below valueimplies modest	−27%	$14–$176	$482026-10-16	9
4	Interactive Brokers Gro-Cl AIBKR	Below valueimplies modest	−33%	$72–$145	$832026-10-16	9
5	Bristol-Myers Squibb CoBMY	Below valueimplies modest	−14%	$56–$80	$602026-10-16	9
6	Chubb LtdCB	Below valueimplies modest	−2%	$231–$433	$3602026-10-16	8
7	Zoetis IncZTS	Below valueimplies modest	−6%	$55–$100	$792026-10-16	8
8	Pnc Financial Services GroupPNC	Below valueimplies modest	−1%	$152–$258	$2172026-10-16	8
9	Everest Group LtdEG	Strike zoneimplies modest	−42%	$398–$799	$3892026-10-16	7
10	Aercap Holdings NvAER	Below valueimplies modest	−7%	$113–$175	$1462026-10-16	6
11	Alphabet Inc-Cl AGOOGL	Within bandimplies fair	—	$57–$393	$3412026-10-16	40
12	Alphabet Inc-Cl CGOOG	Within bandimplies fair	—	$57–$393	$3372026-10-16	35
13	Berkshire Hathaway Inc-Cl BBRK.B	Within bandimplies demanding	—	$458–$534	$5322026-10-16	26
14	Berkshire Hathaway Inc-Cl ABRK.A	Within bandimplies demanding	—	$687,336–$801,511	$798,0002026-10-16	17
15	Comcast Corp-Class ACMCSA	Below value· unconf.implies modest	−33%	$26–$39	$222026-10-16	16
16	Netflix IncNFLX	Within bandimplies fair	—	$19–$74	$712026-10-16	13
17	Pepsico IncPEP	Within bandimplies demanding	—	$48–$157	$1312026-10-16	12
18	Accenture Plc-Cl AACN	Within bandimplies fair	—	$127–$233	$2302026-10-16	10
19	Progressive CorpPGR	Within bandimplies modest	—	$109–$222	$2182026-10-16	10
20	Te Connectivity PlcTEL	Within bandimplies demanding	—	$96–$291	$2132026-10-16	9
21	Intuit IncINTU	Within bandimplies modest	—	$124–$549	$3252026-10-16	9
22	Crocs IncCROX	Within bandimplies modest	—	$108–$236	$1232026-10-16	9
23	Charter Communications Inc-ACHTR	Strike zone· unconf.implies modest	−64%	$275–$643	$1102026-10-16	8
24	Zimmer Biomet Holdings IncZBH	Within bandimplies demanding	—	$32–$101	$952026-10-16	7
25	Crh PlcCRH	Within bandimplies demanding	—	$30–$156	$842026-10-16	7
26	Copart IncCPRT	Within bandimplies modest	—	$13–$30	$282026-10-16	7
27	Travelers Cos Inc/TheTRV	Within bandimplies modest	—	$223–$390	$3902026-10-16	7
28	Airbnb Inc-Class AABNB	Within bandimplies modest	—	$39–$218	$1742026-10-16	6
29	Ally Financial IncALLY	Below value· unconf.implies modest	−13%	$49–$52	$382026-10-16	6
30	Cognizant Tech Solutions-ACTSH	Within bandimplies modest	—	$50–$109	$662026-10-16	6
31	Markel Group IncMKL	Within bandimplies modest	—	$1,168–$2,080	$1,8502026-10-16	6
32	Synchrony FinancialSYF	Below value· unconf.	−10%	$80–$98	$742026-10-16	6
33	Oshkosh CorpOSK	Within bandimplies modest	—	$79–$150	$1272026-10-16	6
34	Microsoft CorpMSFT	Above valueimplies fair	—	$130–$504	$5292026-10-16	42
35	Amazon.Com IncAMZN	Above valueimplies demanding	—	$48–$94	$2502026-10-16	38
36	Meta Platforms Inc-Class AMETA	Above valueimplies modest	—	$200–$632	$7092026-10-16	34
37	Visa Inc-Class A SharesV	Above valueimplies fair	—	$99–$373	$4032026-10-16	32
38	Apple IncAAPL	Above valueimplies demanding	—	$76–$156	$3432026-10-16	27
39	Mastercard Inc - AMA	Above valueimplies demanding	—	$150–$281	$6172026-10-16	22
40	Walt Disney Co/TheDIS	Above valueimplies demanding	—	$18–$52	$1112026-10-16	21
41	Bank Of America CorpBAC	Above valueimplies modest	—	$37–$48	$512026-10-16	19
42	Moody's CorpMCO	Above valueimplies demanding	—	$117–$311	$4852026-10-16	19
43	Capital One Financial CorpCOF	Above valueimplies modest	—	$122–$149	$2022026-10-16	19
44	Unitedhealth Group IncUNH	Above valueimplies demanding	—	$148–$197	$4012026-10-16	19
45	Nvidia CorpNVDA	Above valueimplies modest	—	$44–$208	$2142026-10-16	19
46	Jpmorgan Chase & CoJPM	Above valueimplies modest	—	$178–$309	$3402026-10-16	19
47	Wells Fargo & CoWFC	Above value	—	$53–$65	$842026-10-16	18
48	American Express CoAXP	Above valueimplies modest	—	$137–$269	$3142026-10-16	16
49	Uber Technologies IncUBER	Above valueimplies modest	—	$18–$30	$702026-10-16	15
50	Oracle CorpORCL	Above valueimplies demanding	—	$15–$58	$1282026-10-16	15
51	Applied Materials IncAMAT	Above valueimplies demanding	—	$89–$245	$4092026-10-16	14
52	Chevron CorpCVX	Above valueimplies modest	—	$111–$209	$2252026-10-16	13
53	Cvs Health CorpCVS	Above valueimplies demanding	—	$20–$45	$922026-10-16	13
54	Elevance Health IncELV	Above valueimplies fair	—	$125–$303	$4282026-10-16	13
55	Thermo Fisher Scientific IncTMO	Above valueimplies demanding	—	$81–$176	$6902026-10-16	13
56	Broadcom IncAVGO	Above valueimplies demanding	—	$38–$78	$3292026-10-16	13
57	Citigroup IncC	Above valueimplies demanding	—	$108	$1242026-10-16	13
58	Johnson & JohnsonJNJ	Above valueimplies demanding	—	$94–$115	$2562026-10-16	13
59	Danaher CorpDHR	Above value	—	$31–$70	$2292026-10-16	13
60	Exxon Mobil CorpXOM	Above valueimplies demanding	—	$63–$106	$1792026-10-16	13

1Adobe IncADBE
PositionBelow valueimplies modestMargin−29%Price$2452026-10-16
2Paypal Holdings IncPYPL
PositionBelow valueimplies modestMargin−15%Price$572026-10-16
3Fiserv IncFISV
PositionBelow valueimplies modestMargin−27%Price$482026-10-16
4Interactive Brokers Gro-Cl AIBKR
PositionBelow valueimplies modestMargin−33%Price$832026-10-16
5Bristol-Myers Squibb CoBMY
PositionBelow valueimplies modestMargin−14%Price$602026-10-16
6Chubb LtdCB
PositionBelow valueimplies modestMargin−2%Price$3602026-10-16
7Zoetis IncZTS
PositionBelow valueimplies modestMargin−6%Price$792026-10-16
8Pnc Financial Services GroupPNC
PositionBelow valueimplies modestMargin−1%Price$2172026-10-16
9Everest Group LtdEG
PositionStrike zoneimplies modestMargin−42%Price$3892026-10-16
10Aercap Holdings NvAER
PositionBelow valueimplies modestMargin−7%Price$1462026-10-16
11Alphabet Inc-Cl AGOOGL
PositionWithin bandimplies fairMargin—Price$3412026-10-16
12Alphabet Inc-Cl CGOOG
PositionWithin bandimplies fairMargin—Price$3372026-10-16
13Berkshire Hathaway Inc-Cl BBRK.B
PositionWithin bandimplies demandingMargin—Price$5322026-10-16
14Berkshire Hathaway Inc-Cl ABRK.A
PositionWithin bandimplies demandingMargin—Price$798,0002026-10-16
15Comcast Corp-Class ACMCSA
PositionBelow value· unconf.implies modestMargin−33%Price$222026-10-16
16Netflix IncNFLX
PositionWithin bandimplies fairMargin—Price$712026-10-16
17Pepsico IncPEP
PositionWithin bandimplies demandingMargin—Price$1312026-10-16
18Accenture Plc-Cl AACN
PositionWithin bandimplies fairMargin—Price$2302026-10-16
19Progressive CorpPGR
PositionWithin bandimplies modestMargin—Price$2182026-10-16
20Te Connectivity PlcTEL
PositionWithin bandimplies demandingMargin—Price$2132026-10-16
21Intuit IncINTU
PositionWithin bandimplies modestMargin—Price$3252026-10-16
22Crocs IncCROX
PositionWithin bandimplies modestMargin—Price$1232026-10-16
23Charter Communications Inc-ACHTR
PositionStrike zone· unconf.implies modestMargin−64%Price$1102026-10-16
24Zimmer Biomet Holdings IncZBH
PositionWithin bandimplies demandingMargin—Price$952026-10-16
25Crh PlcCRH
PositionWithin bandimplies demandingMargin—Price$842026-10-16
26Copart IncCPRT
PositionWithin bandimplies modestMargin—Price$282026-10-16
27Travelers Cos Inc/TheTRV
PositionWithin bandimplies modestMargin—Price$3902026-10-16
28Airbnb Inc-Class AABNB
PositionWithin bandimplies modestMargin—Price$1742026-10-16
29Ally Financial IncALLY
PositionBelow value· unconf.implies modestMargin−13%Price$382026-10-16
30Cognizant Tech Solutions-ACTSH
PositionWithin bandimplies modestMargin—Price$662026-10-16
31Markel Group IncMKL
PositionWithin bandimplies modestMargin—Price$1,8502026-10-16
32Synchrony FinancialSYF
PositionBelow value· unconf.Margin−10%Price$742026-10-16
33Oshkosh CorpOSK
PositionWithin bandimplies modestMargin—Price$1272026-10-16
34Microsoft CorpMSFT
PositionAbove valueimplies fairMargin—Price$5292026-10-16
35Amazon.Com IncAMZN
PositionAbove valueimplies demandingMargin—Price$2502026-10-16
36Meta Platforms Inc-Class AMETA
PositionAbove valueimplies modestMargin—Price$7092026-10-16
37Visa Inc-Class A SharesV
PositionAbove valueimplies fairMargin—Price$4032026-10-16
38Apple IncAAPL
PositionAbove valueimplies demandingMargin—Price$3432026-10-16
39Mastercard Inc - AMA
PositionAbove valueimplies demandingMargin—Price$6172026-10-16
40Walt Disney Co/TheDIS
PositionAbove valueimplies demandingMargin—Price$1112026-10-16
41Bank Of America CorpBAC
PositionAbove valueimplies modestMargin—Price$512026-10-16
42Moody's CorpMCO
PositionAbove valueimplies demandingMargin—Price$4852026-10-16
43Capital One Financial CorpCOF
PositionAbove valueimplies modestMargin—Price$2022026-10-16
44Unitedhealth Group IncUNH
PositionAbove valueimplies demandingMargin—Price$4012026-10-16
45Nvidia CorpNVDA
PositionAbove valueimplies modestMargin—Price$2142026-10-16
46Jpmorgan Chase & CoJPM
PositionAbove valueimplies modestMargin—Price$3402026-10-16
47Wells Fargo & CoWFC
PositionAbove valueMargin—Price$842026-10-16
48American Express CoAXP
PositionAbove valueimplies modestMargin—Price$3142026-10-16
49Uber Technologies IncUBER
PositionAbove valueimplies modestMargin—Price$702026-10-16
50Oracle CorpORCL
PositionAbove valueimplies demandingMargin—Price$1282026-10-16
51Applied Materials IncAMAT
PositionAbove valueimplies demandingMargin—Price$4092026-10-16
52Chevron CorpCVX
PositionAbove valueimplies modestMargin—Price$2252026-10-16
53Cvs Health CorpCVS
PositionAbove valueimplies demandingMargin—Price$922026-10-16
54Elevance Health IncELV
PositionAbove valueimplies fairMargin—Price$4282026-10-16
55Thermo Fisher Scientific IncTMO
PositionAbove valueimplies demandingMargin—Price$6902026-10-16
56Broadcom IncAVGO
PositionAbove valueimplies demandingMargin—Price$3292026-10-16
57Citigroup IncC
PositionAbove valueimplies demandingMargin—Price$1242026-10-16
58Johnson & JohnsonJNJ
PositionAbove valueimplies demandingMargin—Price$2562026-10-16
59Danaher CorpDHR
PositionAbove valueMargin—Price$2292026-10-16
60Exxon Mobil CorpXOM
PositionAbove valueimplies demandingMargin—Price$1792026-10-16

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Valuation as of 2026-10-19 · method: conservative Greenwald value band + Owner-Earnings DCF. Margin of safety is the distance from the conservative value band, not a quality or timing judgment. For reference only, not investment advice.