Update to 2025Q1
Update to 2025Q1
Representative
Warren Buffett
Style
GARP
AUM
253.33B
Berkshire Hathaway Inc., led by the legendary investors Warren Buffett and Charlie Munger, is known for its robust capital base and minimal debt. Over the past many years, the company has consistently delivered over 20% annual value growth to its shareholders.
Berkshire Hathaway Inc., led by the legendary inve...
AUM Chg.
4.12%
+$10.03B
2024Q4$243.3B
2025Q1$253.33B
Shares Chg.
2.94%
+1
2024Q434
2025Q135
Summary
Symbol | Company Name | Sector | Weight | Amount | Shares | Chg. of Shares |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Technology | 26.31% | $66,639,000,000 | 300,000,000 | 0% |
| AXP | American Express Company | Financial Services | 16.1% | $40,790,858,835 | 151,610,700 | 0% |
| KO | Coca-cola Co | Consumer Defensive | 11.31% | $28,648,000,000 | 400,000,000 | 0% |
| BAC | Bank Of America Corporation | Financial Services | 10.4% | $26,355,563,449 | 631,573,531 | -7% |
| CVX | Chevron Corp | Energy | 7.83% | $19,842,356,233 | 118,610,534 | 0% |
| OXY | Occidental Petroleum Corporation | Energy | 5.16% | $13,077,509,034 | 264,941,431 | 0~1% |
| MCO | Moody's Corporation | Industrials | 4.54% | $11,488,468,917 | 24,669,778 | 0% |
| KHC | Kraft Heinz Co | Consumer Defensive | 3.91% | $9,909,067,512 | 325,634,818 | 0% |
| CB | Chubb Ltd | Financial Services | 3.22% | $8,163,932,430 | 27,033,784 | 0% |
| KR | Kroger Co | Consumer Defensive | 1.34% | $3,384,500,000 | 50,000,000 | 0% |
1/4
We use Berkshire Hathaway Inc.'s 13F reports to calculate the current quarter's unrealized gain for their top 20 holdings. The cost estimation relies on VWAP for each quarter, dating back to 2013.
Buying Cost Estimation