Approximately six out of ten components of Warren Buffett's substantial $299 billion investment portfolio at Berkshire Hathaway are allocated to these four remarkable equity options.
In the bustling world of Wall Street, the overwhelming amount of data available to investors can sometimes make it challenging to stay on top of things. One significant release that might have slipped through the cracks is the Form 13F filing deadline, which fell on February 14. This deadline is crucial for institutional investors with at least $100 million in assets under management.
February 14 marked the announcement of the investments and sales made by prominent money managers in the December-ended quarter. Among these investors, none is as closely watched as Warren Buffett, the CEO of Berkshire Hathaway and the legendary "Oracle of Omaha."
Buffett, a value investor with a penchant for sustainable moats and strong management teams, tends to concentrate his portfolio on his best ideas. Following the Form 13F filing, we've learned that 60% of the $299 billion portfolio he oversees at Berkshire Hathaway is invested in just four extraordinary stocks.
Top Investments by Warren Buffett
Apple: $73.4 billion (24.6% of invested assets)
Despite divesting more than 615 million shares of tech giant Apple from October 1, 2023, to September 30, 2024, it remains the top holding in Buffett's portfolio. He admires Apple for its rock-solid management team, transformation into a services-driven platform, and world-leading capital-return program.
American Express: $47.2 billion (15.8% of invested assets)
American Express, which has been a continuous holding since 1991, is the second-longest tenured stock in Buffett's portfolio. Its ability to generate income from both sides of a transaction, coupled with its uncanny ability to attract high earners, makes it ideally positioned to weather economic downturns.
Bank of America: $31.9 billion (10.7% of invested assets)
Bank of America, with which Buffett has a long history, makes up more than 10% of Berkshire's invested assets. Its cyclical nature, interest rate sensitivity, and ability to generate high-quality loans during economic expansions make it an appealing investment.
Coca-Cola: $27.5 billion (9.2% of invested assets)
Coca-Cola, held by Berkshire Hathaway since 1988, is the fourth magnificent stock in Buffett's portfolio. Its consumer staples status, geographic diversity, superior marketing, and capital-return program make it a reliable long-term investment.
Berkshire Hathaway's latest Form 13F filing also revealed additional holdings, such as Constellation Brands Inc., Occidental Petroleum Corp., and Domino's Pizza Inc., as well as notable divestments, such as DaVita Inc., Nu Holdings Ltd., Charter Communications Inc., and Ulta Beauty Inc.
In conclusion, although the Form 13F filing might have slipped through the cracks, it provides valuable insights into the investment strategies of Wall Street's biggest players, such as Warren Buffett. As investors, it's crucial to stay informed and keep an eye on the moves of these influential figures.
The Form 13F filing deadline on February 14 revealed significant investments by prominent money managers, including Warren Buffett. Buffett's portfolio at Berkshire Hathaway, worth $299 billion, is primarily invested in four stocks, with Apple being the top holding at $73.4 billion. American Express, Bank of America, and Coca-Cola follow closely, each holding a significant portion of the portfolio. These financially robust companies are likely to continue being attractive investments due to their strong management teams, robust business models, and capital-return programs, serving as a benchmark for other financiers. The behemoth of a portfolio also includes other holdings and notable divestments, underscoring Buffett's strategic approach to finance and investing.
