IJH is *slightly* beating the S&P lately.
Your method of cherry picking BRK holdings without buying BRK isn't uncommon. There was an IHUBer who did that about 10 years ago, but he often picked the worst of the bunch. Besides, many BRK divisions aren't publicly owned, such as the giant BNSF and the insurance divisions. About 47 BRK divisions are closely held, most prominently BHE or Berkshire Hathaway Energy which is likely the longterm focus of BRK. It's Buffett's legacy.
I'd recommend owning BRK rather than just some of its holdings. It's more sensibly diversified now with the addition of OXY. Wish I had bought some BRK for my kids.
DHR and CTAS have certainly snapped back. I'm especially thrilled with the QQQ owned by my boys. They had a remarkable >12-bagger in it since I bought it for them more than a decade ago. It's suffered along with most tech for the past 2 years, but it's been strong lately.
As usual none of my carefully selected large cap blue chips have gotten into serious trouble lately. Even my small Boeing holding is now outperforming, and may restore a dividend in a year, or more likely, two.
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You'll note BABYF is doing nothing. No sign of audited profits. And certainly no dividend. Just foreign penny junk. BABYF passes none of my tests. Note too the collapse of most of the faddish fake food stocks like BYND.
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