Group portfolio update, 9/29/22. All holdings had a market value of $4,000 at the close on 8/8/22. Dividends have been reinvested.
Stock, market value
Alibaba (BABA), $3,568.61
Ally Financial (ALLY), 3,325.96
Alphabet (GOOGL), 3,286.26
Amazon (AMZN), 3,254.01
Apple (AAPL), 3,395.96
ASML (ASML), 2,912.91
Berkshire Hathaway Class B (BRK.B), 3,685.16
Blackrock (BLK), 3,182.00
Blackstone (BX), 3,274.07
Broadridge (BR), 3,474.61
Brookfield Asset Management (BAM), 3,273.73
CarMax (KMX), 2,661.33
Clearfield (CLDF), 3,828.00
Constellation Software (CNSWF), 3,360.98
Costco (COST), 3,504.25
Intel (INTC), 2,934.99
Markel (MKL), 3,669.31
McKesson (MCK), 3,925.34
Meta Platforms (META), 3,196.45
Microsoft (MSFT), 3,370.02
Progressive (PGR), 3,929.35
Qualcomm (QCOM), 3,084.03
Salesforce (CRM), 3,058.03
United Parcel Service (UPS), 3,339.43
UnitedHealth Group (UNH), 3,798.00
total, $84,292.79, down 15.71%
S&P 500 index with dividends reinvested, down 13.14%