We Study Billionaires by The Investor’s Podcast Network (305 podcasts +)
An excellent Investor’s Podcast Network
We Study Billionaires by The Investor’s Podcast Network (305 podcasts +)
Category Famous Financial Guru
Warren Buffet’s Investment Strategies
Buffett’s books: Access to podcasts and videos about Buffet’s investment ideas and books that impacted Buffet’s value investing strategies.
Benjamin Graham–Intelligent Investor
The Best Stock Tips from Hedge Fund Manager Peter Lynch
Buffets’ Major Stocks
According to Warren Buffett, “wide diversification is only required when investors do not understand what they are doing.” In other words, if you diversify too much, you might not lose much, but you won’t gain much either.
According to 68% of Buffett’s Portfolio Is in These 4 Stocks (published on May 26, 2020): Of Buffett’s more than $196 billion in portfolio worth, as of May 21, 2020, 68% of it was centralized in just four stocks.
- Apple: $79.5 billion (40%)
- Bank of America: $21.7 billion (11%)
- Coca-Cola: $18.1 billion (9.2%)
- American Express: $13.6 billion (6.9%)
Based on The Most Surprising Thing About Warren Buffett’s Investing Strategy (2019), Buffett’s portfolio was highly concentrated in three sectors, as well as five individual stocks:
Buffet’s three main sectors:
- The Financial Sector: Big banks and insurers have been mainstays in Buffett’s portfolio for decades. In the second quarter of 2019, this sector has 47.37% allocation of Bershire Hathaway.
- The Information Technology Sector: This is the second largest holding in Buffett’s portfolio. It has 24.2% of invested capital at the end of June in 2019.
- The consumer Staples: Berkshire Hathaway’s portfolio holds 15.23% of stocks in Consumer staples at the end of the second quarter in 2019.
“These three sectors comprise 86.8% of Berkshire Hathaway’s $208 billion in invested capital.”
Based on CNBC’s Bershire Hathaway Portfolico Tracker, here are the top 10 holdings in buffett’s portfolio based on the Holdings reported on May 15, 2020, and other filings:
- Davita Inc (31.3%)
- Kraft Heinz Co (26.7%)
- American Express (18.8%)
- Moody’s Corporation (13.2%)
- Verisign, Inc. (11.1%)
- Liberty Sirius XM Group Series C (15.2%)
- Liberty Sirius XM Group Series A (14.7%)
- Liberty Global PLC Class A (10.9%)
- Bank of America (10.9%)
- Liberty Global PLC Class A (10.9%)
| Symbol | Holdings | Mkt. price | Value | Stake | |
|---|---|---|---|---|---|
| American Airlines Group Inc | AAL | 0 | $11.77 | $0 | 0.0% |
| Apple Inc. | AAPL | 250,866,566 | $314.94 | $79,007,916,296 | 5.8% |
| Amazon.com, Inc. | AMZN | 533,300 | $2,392.22 | $1,275,770,926 | 0.1% |
| American Express Company | AXP | 151,610,700 | $99.77 | $15,126,199,539 | 18.8% |
| Axalta Coating Systems Ltd | AXTA | 24,070,000 | $23.71 | $570,699,700 | 10.2% |
| Bank of America Corp | BAC | 947,760,000 | $25.73 | $24,385,864,800 | 10.9% |
| Biogen Inc | BIIB | 643,022 | $297.39 | $191,228,313 | 0.4% |
| Bank of New York Mellon Corp | BK | 88,130,897 | $38.18 | $3,364,837,647 | 10.0% |
| Charter Communications Inc | CHTR | 5,426,609 | $522.14 | $2,833,449,623 | 2.6% |
| Costco Wholesale Corporation | COST | 4,333,363 | $302.25 | $1,309,758,967 | 1.0% |
| Delta Air Lines, Inc. | DAL | 0 | $25.89 | $0 | 0.0% |
| Davita Inc | DVA | 38,095,570 | $78.38 | $2,985,930,777 | 31.3% |
| Globe Life Inc | GL | 6,353,727 | $78.38 | $498,005,122 | 6.0% |
| General Motors Company | GM | 74,681,000 | $27.50 | $2,053,727,500 | 5.2% |
| Goldman Sachs Group Inc | GS | 1,920,180 | $205.68 | $394,942,622 | 0.6% |
| Johnson & Johnson | JNJ | 327,100 | $143.76 | $47,023,896 | 0.0% |
| JPMorgan Chase & Co. | JPM | 57,714,433 | $99.63 | $5,750,088,960 | 1.9% |
| Kraft Heinz Co | KHC | 325,634,818 | $30.77 | $10,019,783,350 | 26.7% |
| Coca-Cola Co | KO | 400,000,000 | $46.25 | $18,500,000,000 | 9.3% |
| Kroger Co | KR | 18,940,079 | $32.74 | $620,098,186 | 2.4% |
| Liberty Global PLC Class A | LBTYA | 19,791,000 | $20.97 | $415,017,270 | 10.9% |
| Liberty Global PLC Class C | LBTYK | 7,346,968 | $20.46 | $150,318,965 | 1.8% |
| Liberty Latin America Ltd Class A | LILA | 2,630,792 | $10.24 | $26,939,310 | 5.2% |
| Liberty Latin America Ltd Class C | LILAK | 1,284,020 | $9.90 | $12,711,798 | 1.0% |
| Liberty Sirius XM Group Series A | LSXMA | 14,860,360 | $35.97 | $534,527,149 | 14.7% |
| Liberty Sirius XM Group Series C | LSXMK | 30,850,985 | $35.93 | $1,108,475,891 | 15.2% |
| Southwest Airlines Co | LUV | 0 | $33.14 | $0 | 0.0% |
| Mastercard Inc | MA | 4,934,756 | $296.78 | $1,464,536,886 | 0.5% |
| Moody’s Corporation | MCO | 24,669,778 | $256.30 | $6,322,864,101 | 13.2% |
| MONDELEZ INTERNATIONAL INC Common Stock | MDLZ | 578,000 | $49.71 | $28,732,380 | 0.0% |
| M&T Bank Corporation | MTB | 5,382,040 | $112.17 | $603,703,427 | 4.2% |
| Occidental Petroleum Corporation | OXY | 36,207,184 | $14.29 | $517,400,659 | 4.0% |
| Procter & Gamble Co | PG | 315,400 | $112.88 | $35,602,352 | 0.0% |
| PNC Financial Services Group Inc | PNC | 9,197,984 | $114.75 | $1,055,468,664 | 2.2% |
| Restoration Hardware Holdings, Inc common stock | RH | 1,708,348 | $206.94 | $353,525,535 | 8.9% |
| Restaurant Brands International Inc | QSR | 8,438,225 | $54.98 | $463,933,611 | 1.6% |
| Sirius XM Holdings Inc | SIRI | 132,418,729 | $5.77 | $764,056,066 | 3.0% |
| SPDR S&P 500 ETF Trust | SPY | 39,400 | $300.19 | $11,827,486 | 0.0% |
| StoneCo Ltd | STNE | 14,166,748 | $34.05 | $482,377,769 | 5.1% |
| Store Capital Corp | STOR | 18,621,674 | $20.27 | $377,461,332 | 7.6% |
| Suncor Energy Inc. | SU | 14,949,031 | $17.39 | $259,963,649 | 1.0% |
| Synchrony Financial | SYF | 20,128,000 | $21.17 | $426,109,760 | 3.4% |
| Teva Pharmaceutical Industries Ltd | TEVA | 42,789,295 | $12.67 | $542,140,368 | 3.9% |
| United Airlines Holdings Inc | UAL | 0 | $30.38 | $0 | 0.0% |
| United Parcel Service, Inc. | UPS | 59,400 | $98.40 | $5,844,960 | 0.0% |
| U.S. Bancorp | USB | 149,590,275 | $37.26 | $5,573,733,647 | 9.9% |
| Visa Inc | V | 10,562,460 | $191.23 | $2,019,859,226 | 0.5% |
| VANGUARD IX FUN/S&P 500 ETF SHS NEW | VOO | 43,000 | $275.92 | $11,864,560 | 0.0% |
| Verisign, Inc. | VRSN | 12,815,613 | $207.54 | $2,659,752,322 | 11.1% |
| Wells Fargo & Co | WFC | 345,688,918 | $27.65 | $9,558,298,583 | 8.4% |
| TOTAL | 3,327,109,747 | $204,722,373,950 |
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