Asset Manager
← All Institutions
Berkshire Hathaway Inc
Market Value
$273.0B
+2.3%
Holdings
41
+1
New Purchases
2
Added To
4
Closed
2
Reduced
8
Top 10 Concentration
88.7%
Turnover
9.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AXP | 20.55% | 18.87% | +1.68% | $56.1B |
| CB | 3.92% | 3.31% | +0.60% | $10.7B |
| GOOGL | 2.05% | 1.63% | +0.42% | $5.6B |
| KO | 10.25% | 9.94% | +0.30% | $28.0B |
| MCO | 4.62% | 4.40% | +0.21% | $12.6B |
| CVX | 7.27% | 7.10% | +0.16% | $19.8B |
| LLYVA | 0.15% | 0.00% | +0.15% | $406M |
| NYT | 0.13% | 0.00% | +0.13% | $352M |
| COF | 0.63% | 0.57% | +0.07% | $1.7B |
| NUE | 0.38% | 0.33% | +0.06% | $1.0B |
| ALLY | 0.48% | 0.43% | +0.06% | $1.3B |
| DPZ | 0.51% | 0.48% | +0.03% | $1.4B |
| V | 1.07% | 1.06% | +0.00% | $2.9B |
| LAMR | 0.06% | 0.06% | +0.00% | $152M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| OXY | 3.99% | 4.69% | -0.70% | $10.9B |
| AMZN | 0.19% | 0.82% | -0.63% | $525M |
| BAC | 10.42% | 10.98% | -0.56% | $28.5B |
| LLYVK | 0.00% | 0.40% | -0.40% | $0 |
| KHC | 2.89% | 3.18% | -0.28% | $7.9B |
| DVA | 1.32% | 1.60% | -0.28% | $3.6B |
| SIRI | 0.91% | 1.09% | -0.17% | $2.5B |
| POOL | 0.26% | 0.40% | -0.14% | $702M |
| VRSN | 0.80% | 0.94% | -0.14% | $2.2B |
| KR | 1.14% | 1.26% | -0.12% | $3.1B |
| FWONK | 0.00% | 0.12% | -0.12% | $0 |
| AON | 0.47% | 0.55% | -0.08% | $1.3B |
| LEN | 0.27% | 0.33% | -0.07% | $725M |
| UNH | 0.61% | 0.65% | -0.04% | $1.7B |
| AAPL | 22.70% | 22.73% | -0.03% | $62.0B |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 10 | $207.3B | 75.9% |
| Large Cap | 24 | $61.6B | 22.6% |
| Mid Cap | 5 | $4.1B | 1.5% |
| Small Cap | 2 | $27M | 0.0% |
Portfolio Analytics
Avg Market Cap
$383.0B
Median Market Cap
$28.2B
Avg P/E
24.1
Median P/E
21.2
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
41
# ETFs / Funds
0
Top Holdings (41 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 22.70% | 227,917,808 | $62.0B | $271.86 | $1.3B | -10,294,956 | -4.3% | |
| 2 | AXP | 20.55% | 151,610,700 | $56.1B | $369.95 | $5.7B | — | — | |
| 3 | BAC | 10.42% | 517,295,934 | $28.5B | $55.00 | -$855M | -50,774,078 | -8.9% | |
| 4 | KO | 10.25% | 400,000,000 | $28.0B | $69.91 | $1.4B | — | — | |
| 5 | CVX | 7.27% | 130,156,362 | $19.8B | $152.41 | $882M | +8,091,570 | +6.6% | |
| 6 | MCO | 4.62% | 24,669,778 | $12.6B | $510.85 | $848M | — | — | |
| 7 | OXY | 3.99% | 264,941,431 | $10.9B | $41.12 | -$1.6B | — | — | |
| 8 | CB | 3.92% | 34,249,183 | $10.7B | $312.12 | $1.8B | +2,916,288 | +9.3% | |
| 9 | KHC | 2.89% | 325,634,818 | $7.9B | $24.25 | -$583M | — | — | |
| 10 | GOOGL | 2.05% | 17,846,142 | $5.6B | $313.00 | $1.2B | — | — | |
| 11 | DVA | 1.32% | 31,759,065 | $3.6B | $113.61 | -$665M | -401,514 | -1.2% | |
| 12 | KR | 1.14% | 50,000,000 | $3.1B | $62.48 | -$247M | — | — | |
| 13 | V | 1.07% | 8,297,460 | $2.9B | $350.71 | $77M | — | — | |
| 14 | SIRI | 0.91% | 124,807,117 | $2.5B | $20.00 | -$409M | — | — | |
| 15 | MA | 0.83% | 3,986,648 | $2.3B | $570.88 | $8M | — | — | |
| 16 | VRSN | 0.80% | 8,989,880 | $2.2B | $242.95 | -$329M | — | — | |
| 17 | STZ | 0.66% | 13,000,000 | $1.8B | $137.96 | -$11M | -400,000 | -3.0% | |
| 18 | COF | 0.63% | 7,150,000 | $1.7B | $242.36 | $213M | — | — | |
| 19 | UNH | 0.61% | 5,039,564 | $1.7B | $330.11 | -$77M | — | — | |
| 20 | DPZ | 0.51% | 3,350,000 | $1.4B | $416.82 | $109M | +368,055 | +12.3% | |
| 21 | ALLY | 0.48% | 29,000,000 | $1.3B | $45.29 | $177M | — | — | |
| 22 | AON | 0.47% | 3,602,995 | $1.3B | $352.88 | -$191M | -497,005 | -12.1% | |
| 23 | NUE | 0.38% | 6,407,749 | $1.0B | $163.11 | $177M | — | — | |
| 24 | LEN | 0.27% | 7,050,950 | $725M | $102.80 | -$164M | — | — | |
| 25 | POOL | 0.26% | 3,068,885 | $702M | $228.75 | -$370M | -390,000 | -11.3% | |
| 26 | AMZN | 0.19% | 2,276,000 | $525M | $230.82 | -$1.7B | -7,724,000 | -77.2% | |
| 27 | LPX | 0.17% | 5,664,793 | $457M | $80.76 | -$46M | — | — | |
| 28 | LLYVA | 0.15% | 4,986,588 | $406M | $81.50 | — | +4,986,588 | — | NEW |
| 29 | NYT | 0.13% | 5,065,744 | $352M | $69.42 | — | +5,065,744 | — | NEW |
| 30 | HEI-A | 0.12% | 1,294,612 | $327M | $252.43 | -$2M | — | — | |
| 31 | CHTR | 0.08% | 1,060,882 | $221M | $208.75 | -$70M | — | — | |
| 32 | LAMR | 0.06% | 1,202,410 | $152M | $126.58 | $5M | +300 | +0.0% | |
| 33 | ALLE | 0.05% | 780,133 | $124M | $159.22 | -$14M | — | — | |
| 34 | NVR | 0.03% | 11,112 | $81M | $7,292.77 | -$8M | — | — | |
| 35 | JEF | 0.01% | 433,558 | $27M | $61.97 | -$1M | — | — | |
| 36 | DEO | 0.01% | 227,750 | $20M | $86.27 | -$2M | — | — | |
| 37 | LILA | 0.01% | 2,396,665 | $18M | $7.39 | -$4M | -234,127 | -8.9% | |
| 38 | LEN-B | 0.01% | 180,980 | $17M | $95.12 | -$5M | — | — | |
| 39 | LILAK | —% | 1,284,020 | $10M | $7.46 | -$1M | — | — | |
| 40 | FWONK | —% | — | — | — | -$315M | -3,018,555 | -100.0% | SOLD |
| 41 | LLYVK | —% | — | — | — | -$1.1B | -10,917,661 | -100.0% | SOLD |