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Warren Buffett Portfolio 2023

Performance

1 Year

+12.22%

3 Years

+19.63%

5 Years

+98.99%

10 years

+178.45%

Sectors

Largest Holdings

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Trades

Apple Inc ^(AAPL)
Sector: Electronic Computer Manufacturing
% of Portfolio: 46.6%
^(Buy) $39.63 ― +428.0% →$209.27 ^(Now)

Last trade: Q1 2024 ^{Sold 12.8% shares}

Bank Of America Corp. ^(BAC)
Sector: Commercial Banking
% of Portfolio: 9.8%
^(Buy) $25.90 ― +41.5% →$36.65 ^(Now)

Last trade: Jul 30, 2024 ^{Sold 2.0% shares}

American Express Co. ^(AXP)
Sector: Other Activities Related to Credit Intermediation
% of Portfolio: 9.7%
^(Buy) $55.54 ― +306.7% →$225.92 ^(Now)

Last trade: Q2 2012 ^{Increased shares by 1628.3%}

Coca-Cola Co ^(KO)
Sector: Soft Drink Manufacturing
% of Portfolio: 7.7%
^(Buy) $32.90 ― +107.0% →$68.10 ^(Now)

Last trade: Q3 2012 ^{Increased shares by 100.0%}

Chevron Corp. ^(CVX)
Sector: Petroleum Refineries
% of Portfolio: 5.0%
^(Buy) $127.21 ― +13.7% →$144.66 ^(Now)

Last trade: Q1 2024 ^{Sold 2.5% shares}

Occidental Petroleum Corp. ^(OXY)
Sector: Crude Petroleum and Natural Gas Extraction
% of Portfolio: 4.0%
^(Buy) $54.48 ― +3.1% →$56.18 ^(Now)

Last trade: Jun 13, 2024 ^{Increased shares by 1.2%}

Kraft Heinz Co ^(KHC)
Sector: Fruit and Vegetable Canning
% of Portfolio: 3.2%
^(Buy) $75.49 ― -53.4% →$35.20 ^(Now)

Last trade: Q3 2015 ^{Increased shares by 0.1%}

Moody`s Corp. ^(MCO)
Sector: Credit Bureaus
% of Portfolio: 3.1%
^(Buy) $38.38 ― +1047.0% →$440.17 ^(Now)

Last trade: Q4 2013 ^{Sold 1.0% shares}

Chubb Limited ^(CB)
Sector: Direct Property and Casualty Insurance Carriers
% of Portfolio: 2.0%
^(Buy) $219.60 ― +22.6% →$269.32 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 29.0%}

DaVita Inc ^(DVA)
Sector: Kidney Dialysis Centers
% of Portfolio: 1.4%
^(Buy) $53.41 ― +153.5% →$135.41 ^(Now)

Last trade: Sep 17, 2020 ^{Sold 5.2% shares}

Citigroup Inc ^(C)
Sector: Commercial Banking
% of Portfolio: 0.9%
^(Buy) $61.75 ― -9.0% →$56.21 ^(Now)

Last trade: Q1 2023 ^{Increased shares by 0.2%}

Kroger Co. ^(KR)
Sector: Supermarkets and Other Grocery (except Convenience) Stores
% of Portfolio: 0.8%
^(Buy) $32.11 ― +67.8% →$53.90 ^(Now)

Last trade: Q4 2022 ^{Sold 0.5% shares}

Verisign Inc. ^(VRSN)
Sector: Custom Computer Programming Services
% of Portfolio: 0.6%
^(Buy) $45.10 ― +296.1% →$178.62 ^(Now)

Last trade: Q1 2020 ^{Sold 1.1% shares}

Visa Inc - Ordinary Shares - Class A ^(V)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 0.6%
^(Buy) $51.98 ― +393.3% →$256.44 ^(Now)

Last trade: Q4 2021 ^{Sold 13.2% shares}

Mastercard Incorporated - Ordinary Shares - Class A ^(MA)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 0.5%
^(Buy) $210.49 ― +110.0% →$442.00 ^(Now)

Last trade: Q4 2021 ^{Sold 7.0% shares}

Capital One Financial Corp. ^(COF)
Sector: Credit Card Issuing
% of Portfolio: 0.5%
^(Buy) $103.74 ― +26.7% →$131.42 ^(Now)

Last trade: Q2 2023 ^{Increased shares by 25.7%}

Amazon.com Inc. ^(AMZN)
Sector: Electronic Shopping and Mail-Order Houses
% of Portfolio: 0.5%
^(Buy) $84.22 ― +91.2% →$161.02 ^(Now)

Last trade: Q3 2023 ^{Sold 5.2% shares}

Liberty Media Corp. - Ordinary Shares (New Liberty SiriusXM) Series C ^(LSXMK)
Sector: Television Broadcasting
% of Portfolio: 0.4%
^(Buy) $29.11 ― -28.9% →$20.70 ^(Now)

Last trade: Apr 29, 2024 ^{Increased shares by 0.4%}

Charter Communications Inc. - Ordinary Shares - Class A ^(CHTR)
Sector: Cable and Other Subscription Programming
% of Portfolio: 0.4%
^(Buy) $223.09 ― +62.9% →$363.50 ^(Now)

Last trade: Q4 2021 ^{Sold 8.8% shares}

Aon plc. - Ordinary Shares - Class A ^(AON)
Sector: Insurance Agencies and Brokerages
% of Portfolio: 0.4%
^(Buy) $221.78 ― +46.6% →$325.02 ^(Now)

Last trade: Q3 2023 ^{Sold 5.4% shares}

Nu Holdings Ltd - Ordinary Shares Class A ^(NU)
Sector:
% of Portfolio: 0.3%
^(Buy) $9.82 ― +9.1% →$10.71 ^(Now)

Last trade: Q4 2021 ^{New holding}

Ally Financial Inc ^(ALLY)
Sector: Commercial Banking
% of Portfolio: 0.3%
^(Buy) $42.12 ― -6.2% →$39.52 ^(Now)

Last trade: Q1 2023 ^{Sold 2.7% shares}

T-Mobile US Inc ^(TMUS)
Sector: Wireless Telecommunications Carriers (except Satellite)
% of Portfolio: 0.3%
^(Buy) $117.69 ― +58.8% →$186.87 ^(Now)

Last trade: Q4 2020 ^{Increased shares by 117.2%}

Snowflake Inc - Ordinary Shares - Class A ^(SNOW)
Sector: Software Publishers
% of Portfolio: 0.2%
^(Buy) $238.10 ― -52.7% →$112.63 ^(Now)

Last trade: Q3 2020 ^{New holding}

Louisiana-Pacific Corp. ^(LPX)
Sector: Reconstituted Wood Product Manufacturing
% of Portfolio: 0.2%
^(Buy) $57.21 ― +60.5% →$91.81 ^(Now)

Last trade: Q1 2024 ^{Sold 6.3% shares}

Liberty Media Corp. - Ordinary Shares (New Liberty Formula One) Series C ^(FWONK)
Sector: Television Broadcasting
% of Portfolio: 0.2%
^(Buy) $60.62 ― +24.6% →$75.56 ^(Now)

Last trade: Q1 2022 ^{Increased shares by 264.5%}

Floor & Decor Holdings Inc - Ordinary Shares - Class A ^(FND)
Sector: Home Centers
% of Portfolio: 0.1%
^(Buy) $104.52 ― -7.2% →$97.04 ^(Now)

Last trade: Q1 2022 ^{Increased shares by 466.5%}

ViacomCBS Inc - Class B ^(VIAC)
Sector: Television Broadcasting
% of Portfolio: 0.1%
^(Buy) $33.87 ― -12.7% →$29.58 ^(Now)

Last trade: Q1 2024 ^{Sold 88.1% shares}

Sirius XM Holdings Inc ^(SIRI)
Sector: Satellite Telecommunications
% of Portfolio: 0.0%
^(Buy) $4.77 ― -36.9% →$3.01 ^(Now)

Last trade: Q1 2024 ^{Sold 8.8% shares}

Liberty Media Corp. - Ordinary Shares (New Liberty SiriusXM) Series A ^(LSXMA)
Sector: Television Broadcasting
% of Portfolio: 0.0%
^(Buy) $29.14 ― -28.9% →$20.71 ^(Now)

Last trade: Jun 13, 2024 ^{Sold 85.8% shares}

	Stock	% of portfolio	Average Buy Price		Current Price	Position
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Options

Can't find any put or calls that Warren Buffett has in Berkshire Hathaway

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Metrics

Performance

1 Year

+12.22%

3 Years

+19.63%

5 Years

+98.99%

10 years

+178.45%

Averaged Ratio's of Portfolio Stocks

Market Cap: $1.78 Trillion
Dividend Yield 1.26 %
Beta 0.9019
P/E Ratio 26.89
Negative P/E Ratio -7.05
Profit Margin 20.50%
PEG 373.05
Price to Sales Ratio 6.45
Price to Book Ratio 30.84

Enterprise Value to EBIT: 26.04
Enterprise Value to Revenue 6.93
Total Debt to Enterprise Value 0.18
Debt to Equity 1.5616
Quarterly Earnings Growth (YoY) -
Return on Equity 77.32%
Return on Assets 17.29%
Return on Invested Capital 35.12%

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Don't miss a trade. Get notified when Warren Buffett makes his next trade, It's Free!

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About Warren Buffett

Warren Buffett is one of the most successful investors of all time. As of today, he is among the top 10 richest people in the world. He runs Berkshire Hathaway, one of the largest publicly traded holding companies with a market capitalization of more than $600 billion. Here you see which stocks he picks and which stocks Berkshire Hathaway owns based on Buffett's 13F filings and insider trades. He's also known for the Buffett indicator which is a measure to decide if the current stock market is over or undervalued. Warren Buffett, the renowned investor and CEO of Berkshire Hathaway, holds a significant investment in Apple Inc, which stands as the largest position within his portfolio. The tech giant is known for its robust ecosystem and innovative products, offering both growth potential and strong brand loyalty. Bank of America Corp., another key holding, aligns with Buffett's preference for financial institutions with solid fundamentals and reliable dividends, making it an attractive stock for long-term investments.American Express Co., occupying a substantial slice of Buffett's investment pie, reflects his affinity for well-established companies that capitalize on loyal customer bases and deliver consistent performance. Coca-Cola Co., one of the most recognizable global brands, exemplifies a hallmark of Warren Buffett's investing strategy—putting money into companies with enduring value propositions and powerful brand recognition.Lastly, Chevron Corp., a relatively newer addition to his top investments, signals Buffett's confidence in the energy sector's resilience and ability to generate income through market cycles. Together, these stocks illustrate Buffett's overarching approach: investing in industry leaders with proven business models and clear competitive advantages for sustained profitability.

Books that Inspired Buffett:

The Intelligent Investor - Benjamin Graham

Berkshire Hathaway Letters to Shareholders - Warren Buffett

Warren Buffett

Performance

Sectors

Largest Holdings

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Trades

Options

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Metrics

Performance

Averaged Ratio's of Portfolio Stocks

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About Warren Buffett

Books that Inspired Buffett:

Top Performing Super Investors

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