Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL Apple Inc	227.9M	$62B	22.6%	—	$93.72	+191.12%	29 qtrs	Decreased 0
AXP American Express Co	151.6M	$56.1B	20.5%	—	$85.76	+334.42%	29 qtrs	Unchanged 0
BAC Bank of America Corp	517.3M	$28.5B	10.4%	—	$20.86	+164.99%	29 qtrs	Decreased 0
KO Coca-Cola Co/The	400M	$28B	10.2%	—	$38.06	+84.10%	29 qtrs	Unchanged 0
CVX Chevron Corp	130.2M	$19.8B	7.2%	—	$128.90	+17.01%	21 qtrs	Increased 67
MCO Moody's Corp	24.7M	$12.6B	4.6%	—	$131.21	+293.07%	29 qtrs	Unchanged 0
OXY Occidental Petroleum Corp	264.9M	$10.9B	4.0%	—	$55.84	-25.76%	16 qtrs	Unchanged 0
CB Chubb Ltd	34.2M	$10.7B	3.9%	—	$262.94	+19.47%	8 qtrs	Increased 65
KHC Kraft Heinz Co/The	325.6M	$7.9B	2.9%	—	$31.02	-21.24%	29 qtrs	Unchanged 0
GOOGL Alphabet Inc	17.8M	$5.6B	2.0%	—	$243.89	+28.69%	2 qtrs	Unchanged 0
DVA DAVITA INC	31.8M	$3.6B	1.3%	—	$50.37	+125.97%	29 qtrs	Decreased 0
KR Kroger Co/The	50M	$3.1B	1.1%	—	$30.46	+104.76%	25 qtrs	Unchanged 0
V Visa Inc	8.3M	$2.9B	1.1%	—	$124.45	+183.56%	29 qtrs	Unchanged 0
SIRI Sirius XM Holdings Inc	124.8M	$2.5B	0.9%	—	$22.53	-11.42%	6 qtrs	Unchanged 0
MA Mastercard Inc	4M	$2.3B	0.8%	—	$178.73	+222.58%	29 qtrs	Unchanged 0
VRSN VeriSign Inc	9M	$2.2B	0.8%	—	$147.73	+66.46%	29 qtrs	Unchanged 0
STZ Constellation Brands Inc	13M	$1.8B	0.7%	—	$191.08	-27.14%	5 qtrs	Decreased 0
COF Capital One Financial Corp	7.2M	$1.7B	0.6%	—	$92.95	+162.48%	12 qtrs	Unchanged 0
UNH UnitedHealth Group Inc	5M	$1.7B	0.6%	—	$305.12	+8.86%	3 qtrs	Unchanged 0
DPZ Domino's Pizza Inc	3.4M	$1.4B	0.5%	—	$421.58	+0.08%	6 qtrs	Increased 52
ALLY Ally Financial Inc	29M	$1.3B	0.5%	—	$32.45	+39.49%	16 qtrs	Unchanged 0
AON Aon PLC	3.6M	$1.3B	0.5%	—	$224.84	+58.56%	20 qtrs	Decreased 0
NUE Nucor Corp	6.4M	$1B	0.4%	—	$129.91	+26.43%	3 qtrs	Unchanged 0
LLYVK LIBERTY LIVE HOLDINGS INC	10.9M	$907.9M	0.3%	—	$83.33	0.00%	1 qtr	New 54
LEN Lennar Corp	7.1M	$724.8M	0.3%	—	$108.78	-4.92%	3 qtrs	Unchanged 0
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

DPZDomino's Pizza Inc

Q4 2024 → Q4 2025+2.1M shares+$846.9M

LAMRLamar Advertising Co

Q3 2025 → Q4 2025+32,903 shares+$10.3M

CBChubb Ltd

Q3 2025 → Q4 2025+7.2M shares+$2.9B

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer