Tweedy Browne Co. - Tweedy Browne Value Fund
As of Q2 2026, Tweedy Browne Co. reported 91 long-equity positions worth $1.32B in aggregate.
Copy-investor backtest
- Latest quarter
- +0.13%
- 1-year
- +22.43%
- 3-year
- +46.88%
- 5-year
- +48.19%
- 3-year vs S&P 500
- -25.68%
- 5-year vs S&P 500
- -25.53%
- 5-year top 5
- +53.31%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 36 of 58 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON COM | 11.03% | Add +18.1% | 4,398,798 | $297.18M | $67.56 | No quote |
| 2 | PM | PHILIP MORRIS INTERNATIONAL COM | 10.38% | Reduce -22.7% | 3,206,793 | $279.83M | $87.26 | No quote |
| 3 | COP | CONOCOPHILLIPS COM | 5.99% | Add +6.1% | 2,888,805 | $161.43M | $55.88 | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL-A COMCUSIP 084670108 | 5.25% | Reduce -1.1% | 1,132 | $141.44M | No quote | No quote |
| 5 | BAX | BAXTER INTERNATIONAL INC COM | 5.03% | Reduce -1.0% | 2,549,273 | $135.49M | $53.15 | No quote |
| 6 | WFC | WELLS FARGO & COMPANY COM | 4.89% | Reduce -2.4% | 3,939,502 | $131.74M | $33.44 | No quote |
| 7 | KOF | COCA COLA FEMSA COM | 4.26% | Reduce -33.1% | 877,285 | $114.82M | $130.88 | No quote |
| 8 | UNP | UNION PACIFIC COM | 4.04% | Reduce -2.5% | 912,412 | $108.86M | $119.31 | No quote |
| 9 | BK | BANK OF NEW YORK MELLON CORP COM | 3.73% | Add +41.7% | 4,583,194 | $100.6M | $21.95 | No quote |
| 10 | EMR | EMERSON ELECTRIC COMPANY COM | 3.58% | Add +0.2% | 2,070,863 | $96.46M | $46.58 | No quote |
| 11 | GOOGL | GOOGLE COM | 3.40% | New | 158,023 | $91.66M | $580.07 | No quote |
| 12 | MMM | 3M CO COM | 3.40% | Reduce -2.6% | 1,022,650 | $91.63M | $89.60 | No quote |
| 13 | DVN | DEVON ENERGY COM | 3.31% | Add +2.3% | 1,537,376 | $89.15M | $57.99 | No quote |
| 14 | WMT | WAL-MART STORES INC COM | 3.02% | Reduce -19.0% | 1,168,727 | $81.48M | $69.72 | No quote |
| 15 | CSCO | CISCO SYSTEMS INC COM | 2.64% | Add +22.3% | 4,148,134 | $71.22M | $17.17 | No quote |
| 16 | TMK | TORCHMARK CORP COM | 1.92% | Reduce -3.0% | 1,020,978 | $51.61M | No quote | No quote |
| 17 | MA | MASTERCARD INC. COM | 1.82% | Reduce -3.6% | 114,255 | $49.14M | $430.11 | No quote |
| 18 | CMCSK | COMCAST CORP SPECIAL CLASS A COM | 1.76% | Reduce -2.0% | 1,512,258 | $47.49M | No quote | No quote |
| 19 | SYY | SYSCO CORP COM | 1.75% | Add +10.6% | 1,580,888 | $47.13M | $29.81 | No quote |
| 20 | UNF | UNIFIRST CORP COM | 1.62% | Reduce -1.1% | 686,702 | $43.78M | $63.75 | No quote |
| 21 | DEO | DIAGEO PLC- SPONSORED ADR ADR | 1.52% | Reduce -9.4% | 398,047 | $41.03M | $103.07 | No quote |
| 22 | UN | UNILEVER (UN) ADR | 1.33% | Reduce -0.0% | 1,076,394 | $35.9M | No quote | No quote |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC-DEL-B COMCUSIP 084670702 | 1.31% | Reduce -0.1% | 424,608 | $35.38M | No quote | No quote |
| 24 | PSX | PHILLIPS 66 COM | 1.30% | New | 1,055,393 | $35.08M | $33.24 | No quote |
| 25 | BRO | BROWN AND BROWN INC. COM | 1.26% | Reduce -1.1% | 1,249,311 | $34.07M | $27.27 | No quote |
| 26 | ANAT | AMERICAN NATIONAL INSURANCE CO COM | 1.08% | Reduce -1.5% | 409,021 | $29.15M | No quote | No quote |
| 27 | USB | US BANCORP COM | 0.95% | Reduce -6.8% | 793,000 | $25.5M | $32.16 | No quote |
| 28 | NSC | NORFOLK SOUTHERN CORP COM | 0.88% | Reduce -11.4% | 331,526 | $23.79M | $71.77 | No quote |
| 29 | HSIC | HENRY SCHEIN INC COM | 0.81% | Reduce -2.9% | 277,618 | $21.79M | $78.49 | No quote |
| 30 | TTE | TOTAL SA - SPON ADR ADR | 0.74% | Add +24.8% | 443,893 | $19.95M | $44.95 | No quote |
| 31 | AXP | AMERICAN EXPRESS COMPANY COM | 0.71% | Reduce -0.1% | 329,742 | $19.19M | $58.21 | No quote |
| 32 | ITW | ILLINOIS TOOL WORKS COM | 0.69% | - | 353,253 | $18.68M | $52.89 | No quote |
| 33 | LMT | LOCKHEED MARTIN CORP COM COM | 0.68% | Reduce -12.2% | 211,022 | $18.38M | $87.08 | No quote |
| 34 | NVS | NOVARTIS AG ADR ADR | 0.66% | Add +0.3% | 319,537 | $17.86M | $55.90 | No quote |
| 35 | NWLI | NATIONAL WESTERN LIFE INS CO COM | 0.58% | - | 110,813 | $15.73M | No quote | No quote |
| 36 | LUK | LEUCADIA NATIONAL CORP COM | 0.49% | Add +15.3% | 621,507 | $13.22M | No quote | No quote |
| 37 | ADP | AUTOMATIC DATA PROCESSING COM | 0.37% | Reduce -0.1% | 180,639 | $10.05M | $55.66 | No quote |
| 38 | UL | UNILEVER ( ul ) ADR | 0.37% | - | 292,910 | $9.88M | $33.73 | No quote |
| 39 | HSBC | HSBC HOLDINGS PLC SPONSOR ADR' ADR | 0.29% | New | 175,245 | $7.73M | $44.13 | No quote |
| 40 | AKZOY | AKZO NOBEL NV SPONSORED ADR ADR | 0.25% | Add +0.2% | 427,778 | $6.7M | No quote | No quote |
| 41 | GSK | GLAXO SMITHKLINE PLC, ADR ADR | 0.23% | Reduce -0.4% | 135,141 | $6.16M | $45.57 | No quote |
| 42 | JEF | JEFFERIES GROUP INC. NEW COM | 0.20% | - | 420,884 | $5.47M | $12.99 | No quote |
| 43 | RHHBY | ROCHE HOLDINGS ADR ADR | 0.13% | - | 82,130 | $3.55M | No quote | No quote |
| 44 | AJG | ARTHUR J GALLAGHER COM | 0.08% | - | 63,723 | $2.24M | $35.07 | No quote |
| 45 | FHI | FEDERATED INVESTORS INC (PA.) COM | 0.06% | Reduce -47.2% | 77,006 | $1.68M | No quote | No quote |
| 46 | HRZCB | HORIZON TELCOM - CLASS A COM | 0.06% | - | 29,500 | $1.53M | No quote | No quote |
| 47 | ACMTA | ACMAT CORP CLASS A COM | 0.04% | Reduce -10.0% | 46,682 | $1.13M | No quote | No quote |
| 48 | CAJPY | CANON INC SPONSORED ADR ADR | 0.02% | - | 15,585 | $622K | No quote | No quote |
| 49 | SHEN | SHENANDOAH TELECOMMUNICATIONS COM | 0.02% | - | 39,840 | $542K | $13.60 | No quote |
| 50 | VOD | VODAFONE GROUP-SP ADR ADR | 0.01% | - | 10,511 | $296K | No quote | No quote |
| 51 | XOM | EXXON MOBIL CORPORATION COM | 0.01% | Reduce -3.7% | 2,834 | $243K | $85.74 | No quote |
| 52 | - | TRUMANSBURG HOME TEL CO COMCUSIP 897991105 | 0.01% | - | 15,100 | $151K | No quote | No quote |
| 58 | KFT | KRAFT FOODS INC-A COM | - | Sold | 0 | $0 | No quote | No quote |
| 57 | GPC | GENUINE PARTS CO COM | - | Sold | 0 | $0 | No quote | No quote |
| 56 | KO | COCA COLA COMPANY COM | - | Sold | 0 | $0 | No quote | No quote |
| 55 | CTAS | CINTAS CORP. COM | - | Sold | 0 | $0 | No quote | No quote |
| 54 | BR | BROADRIDGE FINANCIAL SOLUTIONS COM | - | Sold | 0 | $0 | No quote | No quote |
| 53 | T | AT&T INC COM | - | Sold | 0 | $0 | No quote | No quote |