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Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
92
+1 vs. Q1 2024
Portfolio value
$1.52B
−$10.2M (−0.7%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Barr E S & Co in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock547,013$222.5M14.6%−6,003−1.1%ReducedHistory
MKLMarkel Group Inc.COM78,681$124.0M8.1%−924−1.2%ReducedHistory
GOOGAlphabet Inc.Stock597,585$109.6M7.2%−5,375−0.9%ReducedHistory
GSGoldman Sachs Group IncStock190,466$86.2M5.7%−4,406−2.3%ReducedHistory
AMZNAmazon Com IncStock444,694$85.9M5.6%−2,131−0.5%ReducedHistory
JPMJPMorgan Chase & CoStock364,694$73.8M4.8%−224,634−38.1%ReducedHistory
MCOMoodys CorpStock170,735$71.9M4.7%−2,980−1.7%ReducedHistory
BXBlackstone Inc.COM534,172$66.1M4.3%−6,784−1.3%ReducedHistory
HOMBHome Bancshares IncCOM2,558,902$61.3M4.0%−19,074−0.7%ReducedHistory
SCHWSchwab Charles CorpStock794,479$58.5M3.8%−5,645−0.7%ReducedHistory
GOOGLAlphabet Inc.Stock221,236$40.3M2.6%−3,496−1.6%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF496,630$38.1M2.5%+496,630New–
AAPLApple Inc.Stock177,217$37.3M2.4%−1,323−0.7%ReducedHistory
AXPAmerican Express CoStock159,321$36.9M2.4%−3,287−2.0%ReducedHistory
AMTAmerican Tower CorpREIT165,192$32.1M2.1%+5,710+3.6%AddedHistory
NKENIKE, Inc.Stock393,746$29.7M1.9%−4,401−1.1%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH651,098$27.0M1.8%−4,177−0.6%ReducedHistory
ADBEAdobe Inc.Stock43,240$24.0M1.6%−446−1.0%ReducedHistory
JNJJohnson & JohnsonStock163,045$23.8M1.6%−5,301−3.1%ReducedHistory
MAMastercard IncStock50,749$22.4M1.5%−160−0.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A35$21.4M1.4%00.0%UnchangedHistory
TROWPrice T Rowe Group IncStock168,266$19.4M1.3%−3,132−1.8%ReducedHistory
TTWOTake Two Interactive Software IncCOM111,854$17.4M1.1%−170−0.2%ReducedHistory
PEPPepsiCo IncStock103,560$17.1M1.1%−2,111−2.0%ReducedHistory
KMXCarMax IncCOM232,227$17.0M1.1%−2,988−1.3%ReducedHistory
ELEstee Lauder Companies IncCL A157,732$16.8M1.1%−348−0.2%ReducedHistory
ORLYO Reilly Automotive IncStock14,660$15.5M1.0%−149−1.0%ReducedHistory
CHCOCity Holding CoCOM138,880$14.8M1.0%00.0%UnchangedHistory
MTDMettler Toledo International IncCOM8,866$12.4M0.8%−60−0.7%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM239,878$10.8M0.7%+41,068+20.7%AddedHistory
SHWSherwin Williams CoCOM25,177$7.51M0.5%−50−0.2%ReducedHistory
COSTCostco Wholesale CorpStock8,787$7.47M0.5%−200−2.2%ReducedHistory
MSFTMicrosoft CorpStock14,530$6.49M0.4%+60+0.4%AddedHistory
WFCWells Fargo & CompanyStock81,994$4.87M0.3%−2,313−2.7%ReducedHistory
DHILDiamond Hill Investment Group IncCOM NEW33,718$4.75M0.3%−13,581−28.7%ReducedHistory
NVDANVIDIA CorpStock33,025$4.08M0.3%+355+1.1%AddedConverted for a 10-for-1 splitHistory
CHDNChurchill Downs IncCOM28,200$3.94M0.3%00.0%UnchangedHistory
PGProcter & Gamble CoStock22,565$3.72M0.2%−800−3.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM28,916$3.33M0.2%+500+1.8%AddedHistory
LLYEli Lilly & CoStock3,261$2.95M0.2%00.0%UnchangedHistory
KKRKKR & Co. Inc.COM27,125$2.85M0.2%00.0%UnchangedHistory
WYNNWynn Resorts LtdCOM31,850$2.85M0.2%−406−1.3%ReducedHistory
SBUXStarbucks CorpStock36,501$2.84M0.2%−1,286−3.4%ReducedHistory
DISWalt Disney CoStock27,539$2.73M0.2%−78,030−73.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF3,928$2.14M0.1%+95+2.5%AddedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW70,250$1.66M0.1%−22,500−24.3%ReducedHistory
WMTWalmart Inc.Stock22,460$1.52M0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock7,485$1.48M0.1%00.0%UnchangedHistory
KOCoca Cola CoStock21,032$1.34M0.1%−600−2.8%ReducedHistory
CMECME Group Inc.COM6,100$1.20M0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock1,809$1.19M0.1%00.0%UnchangedHistory
CVXChevron CorpStock7,297$1.14M0.1%+200+2.8%AddedHistory
PNCPNC Financial Services Group, Inc.Stock7,142$1.11M0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock560$899.1K0.1%+560NewHistory
VVisa Inc.Stock3,314$869.8K0.1%−4−0.1%ReducedHistory
MCDMcDonalds CorpStock3,269$833.1K0.1%−90−2.7%ReducedHistory
MRKMerck & Co., Inc.Stock6,234$771.8K0.1%−416−6.3%ReducedHistory
HDHome Depot, Inc.Stock2,173$748.0K<0.1%−17−0.8%ReducedHistory
METAMeta Platforms, Inc.Stock1,339$675.2K<0.1%00.0%UnchangedHistory
CTASCintas CorpStock950$665.2K<0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF1,325$634.8K<0.1%+1,325New–
CATCaterpillar IncStock1,863$620.6K<0.1%+50+2.8%AddedHistory
iShares Tr4642874571 3 YR TREAS BD6,775$553.2K<0.1%+6,775New–
UPSUnited Parcel Service IncStock3,989$545.9K<0.1%−37−0.9%ReducedHistory
STTState Street CorpCOM6,400$473.6K<0.1%+150+2.4%AddedHistory
WTFCWintrust Financial CorpCOM4,800$473.1K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock2,699$462.9K<0.1%+10+0.4%AddedHistory
SUNSunoco LPCOM UT REP LP7,775$439.6K<0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF781$427.4K<0.1%00.0%Unchanged–
COPConocoPhillipsStock3,725$426.1K<0.1%00.0%UnchangedHistory
HUMHumana IncStock1,090$407.3K<0.1%−115−9.5%ReducedHistory
RTXRTX CorpStock3,744$375.9K<0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF6,085$356.1K<0.1%+125+2.1%Added–
HSYHershey CoCOM1,936$355.9K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW8,668$344.1K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock1,116$334.6K<0.1%00.0%UnchangedHistory
TPLTexas Pacific Land CorpStock450$330.4K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,446$327.2K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock2,921$321.6K<0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock1,316$314.1K<0.1%00.0%UnchangedHistory
MGMMGM Resorts InternationalStock7,000$311.1K<0.1%+7,000NewHistory
iShares S&P 500 Growth ETF464287309ETF3,270$302.6K<0.1%+650+24.8%Added–
AMGNAmgen IncStock957$299.0K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock2,738$284.5K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock893$270.9K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock8,768$245.3K<0.1%−140−1.6%ReducedHistory
CSXCSX CorpStock7,000$234.2K<0.1%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock1,319$228.8K<0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock2,230$226.0K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock431$219.7K<0.1%+7+1.7%AddedHistory
FFord Motor CoStock16,675$209.1K<0.1%00.0%UnchangedHistory
MVISMicrovision, Inc.COM NEW29,650$31.4K<0.1%+5,000+20.3%AddedHistory

Sold out since Q1 2024 (4)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Barr E S & Co sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
AVGOBroadcom Inc.COM575$762.1K<0.1%History
LYVLive Nation Entertainment, Inc.COM4,368$462.0K<0.1%History
EMREmerson Electric CoStock1,800$204.2K<0.1%History
Rand Worldwide Inc752246108COM11,500$193.2K<0.1%–