Latest Berkshire Hathaway Inc Stock Portfolio
Warren Buffet Performance:
2024 Q4: 2.74%YTD: 17.13%2023: 21.11%
Performance for 2024 Q4 is 2.74%, and YTD is 17.13%, and 2023 is 21.11%.
About Warren Buffet and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Warren Buffet reported an equity portfolio of $267.2 Billions as of 31 Dec, 2024.
The top stock holdings of Berkshire Hathaway Inc are AAPL, AXP, BAC. The fund has invested 28.1% of it's portfolio in APPLE INC and 16.8% of portfolio in AMERICAN EXPRESS CO.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), SPDR S&P 500 ETF TR (SPY) and ULTA BEAUTY INC (ULTA) stocks. They significantly reduced their stock positions in CITIGROUP INC (C), NU HLDGS LTD (NU) and CHARTER COMMUNICATIONS INC N (CHTR). Berkshire Hathaway Inc opened new stock positions in CONSTELLATION BRANDS INC (STZ). The fund showed a lot of confidence in some stocks as they added substantially to DOMINOS PIZZA INC (DPZ), POOL CORP (POOL) and SIRIUS XM HOLDINGS INC.
The top stock holdings of Berkshire Hathaway Inc are AAPL, AXP, BAC. The fund has invested 28.1% of it's portfolio in APPLE INC and 16.8% of portfolio in AMERICAN EXPRESS CO.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), SPDR S&P 500 ETF TR (SPY) and ULTA BEAUTY INC (ULTA) stocks. They significantly reduced their stock positions in CITIGROUP INC (C), NU HLDGS LTD (NU) and CHARTER COMMUNICATIONS INC N (CHTR). Berkshire Hathaway Inc opened new stock positions in CONSTELLATION BRANDS INC (STZ). The fund showed a lot of confidence in some stocks as they added substantially to DOMINOS PIZZA INC (DPZ), POOL CORP (POOL) and SIRIUS XM HOLDINGS INC.
Warren Buffet Annual Return Estimates Vs S&P 500
Our best estimate is that Berkshire Hathaway Inc made a return of 2.74% in the last quarter. In trailing 12 months, it's portfolio return was 17.13%.
New Buys
| Ticker | $ Bought |
|---|---|
| constellation brands inc | 1,242,980,000 |
New stocks bought by Berkshire Hathaway Inc
Additions
| Ticker | % Inc. |
|---|---|
| dominos pizza inc | 86.49 |
| pool corp | 48.17 |
| sirius xm holdings inc | 11.71 |
| verisign inc | 3.56 |
| occidental pete corp | 3.49 |
Additions to existing portfolio by Berkshire Hathaway Inc
Reductions
| Ticker | % Reduced |
|---|---|
| citigroup inc | -73.5 |
| nu hldgs ltd | -53.52 |
| charter communications inc n | -29.42 |
| capital one finl corp | -18.13 |
| bank amer corp | -14.72 |
| liberty media corp del | -11.93 |
| t-mobile us inc | -6.89 |
| louisiana pac corp | -5.03 |
Berkshire Hathaway Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard index fds | -22,689,800 |
| spdr s&p 500 etf tr | -22,606,100 |
| ulta beauty inc | -9,417,870 |
Berkshire Hathaway Inc got rid off the above stocks
Sector Distribution
Berkshire Hathaway Inc has about 38.8% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 38.8 |
| Technology | 29.1 |
| Consumer Defensive | 14.7 |
| Energy | 11.3 |
| Healthcare | 2 |
| Others | 1.8 |
| Consumer Cyclical | 1.2 |
Market Cap. Distribution
Berkshire Hathaway Inc has about 98% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 58 |
| LARGE-CAP | 40 |
| UNALLOCATED | 1.8 |
Stocks belong to which Index?
About 97.5% of the stocks held by Berkshire Hathaway Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 97.5 |
| Others | 1.9 |
Warren Buffet Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Warren Buffet
Berkshire Hathaway Inc has 38 stocks in it's portfolio. About 89.7% of the portfolio is in top 10 stocks. KO proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Berkshire Hathaway Inc last quarter.
Last Reported on: 14 Feb, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 28.12 | 300,000,000 | 75,126,000,000 | unchanged | 0.00 | ||
Historical Trend of APPLE INC Position Held By Warren BuffetWhat % of Portfolio is AAPL?:Number of AAPL shares held:Change in No. of Shares Held: | ||||||||
| AXP | american express co | 16.84 | 151,611,000 | 44,996,500,000 | unchanged | 0.00 | ||
| BAC | bank amer corp | 11.19 | 680,234,000 | 29,896,300,000 | reduced | -14.72 | ||
| KO | coca cola co | 9.32 | 400,000,000 | 24,904,000,000 | unchanged | 0.00 | ||
| CVX | chevron corp new | 6.43 | 118,611,000 | 17,179,500,000 | unchanged | 0.00 | ||
| OXY | occidental pete corp | 4.89 | 264,178,000 | 13,053,100,000 | added | 3.49 | ||
| MCO | moodys corp | 4.37 | 24,669,800 | 11,677,900,000 | unchanged | 0.00 | ||
| KHC | kraft heinz co | 3.74 | 325,635,000 | 10,000,200,000 | unchanged | 0.00 | ||
| CB | chubb limited | 2.80 | 27,033,800 | 7,469,430,000 | unchanged | 0.00 | ||
| DVA | davita inc | 2.02 | 36,095,600 | 5,398,090,000 | unchanged | 0.00 | ||
| KR | kroger co | 1.14 | 50,000,000 | 3,057,500,000 | unchanged | 0.00 | ||
| VRSN | verisign inc | 1.03 | 13,271,500 | 2,746,660,000 | added | 3.56 | ||
| sirius xm holdings inc | 1.00 | 117,469,000 | 2,678,280,000 | added | 11.71 | |||
| V | visa inc | 0.98 | 8,297,460 | 2,622,330,000 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.82 | 10,000,000 | 2,193,900,000 | unchanged | 0.00 | ||
| MA | mastercard inc | 0.79 | 3,986,650 | 2,099,250,000 | unchanged | 0.00 | ||
| AON | aon plc | 0.55 | 4,100,000 | 1,472,560,000 | unchanged | 0.00 | ||
| COF | capital one finl corp | 0.50 | 7,450,000 | 1,328,480,000 | reduced | -18.13 | ||
| STZ | constellation brands inc | 0.47 | 5,624,320 | 1,242,980,000 | new | |||
| C | citigroup inc | 0.39 | 14,639,500 | 1,030,470,000 | reduced | -73.5 | ||
