Grand Portfolio
Combined latest 13F portfolios of 86 superinvestors
Latest period:    Q2 2026 (reported so far)
Portfolio value:    $1,126 B
Holdings Qtr buys 6 month buys Qtr sells 6 month sells Below avg reported price Sector stats
Buys/adds reported over the last two quarters (Q1 2026 + Q2 2026) — 1,834 stocks
Symbol Stock Buys ▼ New positions Adds Bought %
MSFT Microsoft Corp. 20 2 18 24.205
AMZN Amazon.com, Inc. 16 2 14 28.201
META Meta Platforms, Inc. 16 3 13 10.803
V Visa Inc. 13 1 12 14.793
SUNB Sunbelt Rentals Holdings, Inc. 11 11 65.561
DIS The Walt Disney Co. 11 1 10 1.520
NVDA NVIDIA Corp. 10 4 6 13.691
UNH UnitedHealth Group Inc. 10 2 8 2.488
UBER Uber Technologies, Inc. 9 1 8 13.471
BRK.B Berkshire Hathaway CL B 9 1 8 5.784
ADBE Adobe Inc. 9 3 6 5.570
FISV Fiserv, Inc. 9 1 8 4.545
WAT Waters Corp. 9 6 3 4.124
SPOT Spotify Technology S.A. 8 4 4 5.546
ASML ASML Holdings N.V. 8 3 5 5.423
AVGO Broadcom Inc. 8 1 7 3.748
CMCSA Comcast Corp. 8 1 7 3.549
TMO Thermo Fisher Scientific Inc. 8 8 1.414
GOOG Alphabet Inc. 7 2 5 12.040
MA Mastercard Inc. 7 2 5 9.798
GOOGL Alphabet Inc. 7 3 4 8.438
AON Aon plc 7 1 6 5.491
TSM Taiwan Semiconductor 7 2 5 4.543
AAPL Apple Inc. 7 2 5 3.770
MELI MercadoLibre, Inc. 7 3 4 3.400
FERG Ferguson Enterprises Inc. 7 1 6 3.030
INTU Intuit Inc. 7 4 3 2.922
ORCL Oracle Corp. 7 1 6 2.109
AVTR Avantor, Inc. 7 2 5 1.949
ACN Accenture plc 7 1 6 1.893
ZBH Zimmer Biomet Holdings, Inc. 7 1 6 1.510
TSN Tyson Foods, Inc. 7 7 0.564
ELV Elevance Health, Inc. 7 7 0.227
ICLR ICON Public Ltd. Co. 6 3 3 14.455
SPGI S&P Global Inc. 6 2 4 11.814
NFLX Netflix, Inc. 6 2 4 9.832
SPY State Street SPDR S&P 500 ETF Trust 6 2 4 9.663
NOW ServiceNow, Inc. 6 3 3 4.990
CRM Salesforce, Inc. 6 1 5 4.491
BAX Baxter International Inc. 6 1 5 3.212
CI The Cigna Group 6 1 5 2.055
JLL Jones Lang LaSalle Inc. 6 1 5 1.223
MCD McDonald's Corp. 6 1 5 1.058
NKE NIKE, Inc. 6 1 5 1.037
ABM ABM Industries Inc. 6 2 4 0.521
LIN Linde plc 5 2 3 9.566
CPNG Coupang, Inc. 5 3 2 7.876
MCO Moody's Corp. 5 1 4 6.857
ADP Automatic Data Processing, Inc. 5 3 2 4.419
VSNT Versant Media Group, Inc. 5 5 3.911
CROX Crocs, Inc. 5 2 3 3.544
MDLN Medline Inc. 5 2 3 2.930
AJG Arthur J. Gallagher & Co. 5 1 4 2.198
MRSH Marsh & McLennan Companies, Inc. 5 2 3 1.702
KHC The Kraft Heinz Co. 5 2 3 1.491
EFX Equifax Inc. 5 5 1.165
MICC The Magnum Ice Cream Co. N.V. 5 2 3 0.798
FITB Fifth Third Bancorp 5 2 3 0.446
CBRE CBRE Group, Inc. 5 1 4 0.382
DEO Diageo plc 5 1 4 0.263
CIGI Colliers International Group Inc. 5 1 4 0.248
COP ConocoPhillips 5 5 0.215
CVX Chevron Corp. 5 2 3 0.166
STZ Constellation Brands, Inc. 5 1 4 0.119
UNP Union Pacific Corp. 5 1 4 0.110
VTI Vanguard Total Stock Market Index Fund ETF Shares 5 5 0.089
CNI Canadian National Railway Co. 5 2 3 0.056
APP AppLovin Corp. 4 1 3 12.383
SGOV iShares 0-3 Month Treasury Bond ETF 4 1 3 11.283
CVNA Carvana Co. 4 4 7.825
TSLA Tesla, Inc. 4 2 2 7.230
VST Vistra Corp. 4 1 3 6.324
PYPL PayPal Holdings, Inc. 4 2 2 5.144
ZTS Zoetis Inc. 4 1 3 5.111
GLW Corning Inc. 4 3 1 4.644
XRAY DENTSPLY SIRONA Inc. 4 1 3 4.305
PGR The Progressive Corp. 4 1 3 4.104
DVN Devon Energy Corp. 4 1 3 3.698
UPS United Parcel Service, Inc. 4 1 3 3.279
NCLH Norwegian Cruise Line Holdings Ltd. 4 2 2 3.254
PFE Pfizer Inc. 4 1 3 3.106
FICO Fair Isaac Corp. 4 4 2.976
CSGP CoStar Group, Inc. 4 1 3 2.905
BA The Boeing Co. 4 1 3 2.769
SAP SAP SE 4 1 3 2.638
MDT Medtronic plc 4 1 3 2.558
ROP Roper Technologies, Inc. 4 2 2 2.435
OMC Omnicom Group Inc. 4 1 3 2.397
REZI Resideo Technologies, Inc. 4 2 2 2.344
OC Owens Corning 4 1 3 2.307
INTC Intel Corp. 4 2 2 2.094
GLD SPDR Gold Shares 4 3 1 2.070
CSL Carlisle Companies Inc. 4 2 2 1.429
WDAY Workday, Inc. 4 4 1.365
BKNG Booking Holdings Inc. 4 4 1.300
ENTG Entegris, Inc. 4 2 2 1.250
VTRS Viatris Inc. 4 1 3 1.209
FN Fabrinet 4 2 2 1.190
SN SharkNinja, Inc. 4 2 2 1.131
MU Micron Technology, Inc. 4 2 2 1.109
123419Next