Warren Buffett Portfolio
Invests via Berkshire Hathaway Inc. | Managed by Greg Abel, Ted Weschler
Invests via Berkshire Hathaway Inc.
Managed by Greg Abel, Ted Weschler
Automatically Tracked
Warren Buffett Profile
Known for concentrated, long-horizon equity investing and skillful capital allocation, Warren Buffett is chairman and CEO of Berkshire Hathaway, which he transformed into a diversified holding company anchored by insurance float and large-cap U.S. equities. A disciple of Benjamin Graham, he built a framework emphasizing intrinsic value, franchise durability and free-cash-flow generation. Widely influential in markets, he also engages in large-scale share repurchases, acquisitions and philanthropic commitments via the Giving Pledge.
Known for concentrated, long-horizon equity investing and skillful capital allocation, Warren Buffett is chairman and CEO of Berkshire Hathaway, which he transformed into a diversified holding company anchored by insurance float and large-cap U.S. equities. A disciple of Benjamin Graham, he built a framework emphasizing intrinsic value, franchise durability and free-cash-flow generation. Widely influential in markets, he also engages in large-scale share repurchases, acquisitions and philanthropic commitments via the Giving Pledge.
Investment Philosophy & Strategy
Long-term, value-oriented equity investor focused on durable economic franchises, predictable free cash flow and margin of safety. Prefers concentrated stakes in large-cap businesses with strong moats, predictable earnings and capital allocation optionality, deploying insurance float and operating cash to fund repurchases and acquisitions. Emphasizes intrinsic value appraisal, conservative underwriting, downside protection and patient holding periods, while allowing size-driven discipline to favor scale, shareholder-friendly management and simple, cash-generative business models.
Long-term, value-oriented equity investor focused on durable economic franchises, predictable free cash flow and margin of safety. Prefers concentrated stakes in large-cap businesses with strong moats, predictable earnings and capital allocation optionality, deploying insurance float and operating cash to fund repurchases and acquisitions. Emphasizes intrinsic value appraisal, conservative underwriting, downside protection and patient holding periods, while allowing size-driven discipline to favor scale, shareholder-friendly management and simple, cash-generative business models.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
150.64%
Gain -1.62%
Monthly
0.9%
Yearly
11.37%
Drawdown
34.98%
$313.86B
Equity
Holdings
$313.86B
Investment
$156.09B
$333.28B
Profit -$2.59B
Realized
$175.5B
Unrealized
$157.78B
Dividends
$58.52B
Goals
Avg. 90.67% completed goals
Yearly
Gain > 6% 2026
Yearly
Loss < 25% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.62%
Profit
-$2.59B
Win %
74%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$2.59B
Win %
74%
This Month
Compared to last month
Gain
-0.48%
Profit
-$1.52B
Win %
74%
This Year
Compared to last year
Gain
4.3%
Profit
$12.94B
Win %
70%
SIRI Sirius XM Holdings Inc.
+1.68%
+$58.66M 
COF Capital One Financial Corporation
+1.57%
+$10.53M 
CVX Chevron Corporation
+1.16%
+$194.06M 
OXY Occidental Petroleum Corporation
+1.14%
+$174.86M 
NYT New York Times Co.
+1.03%
+$10.36M 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+0.92%
+$10.48M 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
+0.78%
+$4.04M 
ALLY Ally Financial Inc.
+0.69%
+$8.37M 
BAC Bank of America Corporation
+0.62%
+$193.36M 
KHC The Kraft Heinz Company
+0.51%
+$42.33M 
DVA DaVita Inc.
+0.5%
+$25.7M 
KO The Coca-Cola Company
+0.33%
+$116M 
AAPL Apple Inc.
+0.22%
+$152.7M 
DAL Delta Air Lines, Inc.
-2.15%
-$112.35M 
M Macy's Inc.
-1.8%
-$3.16M 
JEF Jefferies Financial Group Inc.
-1.29%
-$312,161.76 
NUE Nucor Corporation
-1.24%
-$6.28M 
NVR NVR, Inc.
-1.05%
-$745,279.84 
VRSN Verisign Inc.
-1.01%
-$26.16M 
KR Kroger Co.
-0.94%
-$21.06M 
LEN Lennar Corporation
-0.81%
-$9.31M 
DHI D.R. Horton, Inc.
-0.71%
-$3,813.48 
MCO Moody's Corporation
-0.71%
-$85.36M 
LEN-B Lennar Corporation
-0.54%
-$137,133.82 
AXP American Express Company
-0.34%
-$177.38M 
LPX Louisiana-Pacific Corporation
-0.34%
-$1.42M 
CB Chubb Limited
-0.25%
-$29.45M 
GOOGL Alphabet Inc
-0.13%
-$36.24M 
GOOG Alphabet Inc
-0.12%
-$10.88M Events
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Dividends
Dividend Analysis
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| Trades 1316 | Longs Won 797/1316 60% | Profit Factor 8.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.4B |
| Average Win $476.98M | Best Trade (Jun 30) $46.9B | Sharpe Ratio -13.22 |
| Average Loss -$90.32M | Worst Trade (Aug 27) -$14.91B | Z-Score -9.48 (100%) |
| Commissions $0 | Avg. Trade Length 3y 4m 3w 3d | Expectancy $253.25M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.22% | 5.5% |
| Consecutive Losing Trades | 3,472 | 3,125 | 2,778 | 2,431 | 2,083 | 1,736 | 1,389 | 1,042 | 694 | 347 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 227.92M | $13.22B | $69.73B | - | $56.51B | 427.6% | +0.219% |
| ALLY Ally Financial Inc. | 27M | $964.28M | $1.21B | - | $248.29M | 25.75% | +0.695% |
| AXP American Express Company | 151.61M | $6.83B | $51.92B | - | $45.09B | 660.04% | -0.34% |
| BAC Bank of America Corporation | 483.39M | $13.13B | $31.17B | - | $18.04B | 137.35% | +0.624% |
| CB Chubb Limited | 34.25M | $9.12B | $11.77B | - | $2.64B | 28.99% | -0.25% |
| COF Capital One Financial Corporation | 3M | $322.15M | $682.02M | - | $359.87M | 111.71% | +1.568% |
| CVX Chevron Corporation | 84.38M | $13.25B | $16.88B | - | $3.62B | 27.32% | +1.163% |
| DAL Delta Air Lines, Inc. | 57.32M | $4.29B | $5.12B | - | $834.97M | 19.48% | -2.147% |
| DHI D.R. Horton, Inc. | 3,564 | $580,504 | $530,358.84 | - | -$50,145.16 | -8.64% | -0.714% |
| DVA DaVita Inc. | 28.88M | $1.61B | $5.2B | - | $3.59B | 222.03% | +0.497% |
| GOOG Alphabet Inc | 27.19M | $9.37B | $9.34B | - | -$27.87M | -0.3% | -0.116% |
| GOOGL Alphabet Inc | 78.79M | $23.58B | $27.25B | - | $3.68B | 15.6% | -0.133% |
| JEF Jefferies Financial Group Inc. | 433,558 | $12.23M | $23.91M | - | $11.68M | 95.51% | -1.289% |
| KHC The Kraft Heinz Company | 325.63M | $22.98B | $8.31B | - | -$14.68B | -63.86% | +0.512% |
| KO The Coca-Cola Company | 400M | $10.96B | $35.08B | - | $24.12B | 220.1% | +0.332% |
| KR Kroger Co. | 39M | $1.39B | $2.21B | - | $823.16M | 59.32% | -0.944% |
| LEN Lennar Corporation | 13.11M | $1.32B | $1.14B | - | -$178.76M | -13.57% | -0.811% |
| LEN-B Lennar Corporation | 298,117 | $30.36M | $25.45M | - | -$4.91M | -16.18% | -0.536% |
| LLYVA Liberty Media Corporation Series A Liberty Live Common Stock | 4.99M | $406.41M | $523.54M | - | $117.13M | 28.82% | +0.778% |
| LLYVK Liberty Media Corporation Series C Liberty Live Common Stock | 10.59M | $880.43M | $1.15B | - | $272.09M | 30.9% | +0.918% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Warren Buffett?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $133.4B, Bank of America Corporation - $16.57B, The Coca-Cola Company - $9.69B, Wells Fargo & Company - $9.61B, and Chevron Corporation - $8.86B. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Paramount Global - $1.83B, American Airlines Group Inc - $1.19B, Delta Air Lines, Inc - $1.16B, United Airlines Holdings, Inc - $762.17M, and Southwest Airlines Co - $684.19M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Warren Buffett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $58.52B earned over time. The largest contributors to dividend income include The Coca-Cola Company - $10.4B, Wells Fargo & Company - $6.84B, The Kraft Heinz Company - $6.66B, Bank of America Corporation - $6.32B, and American Express Company - $4.78B. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Warren Buffett's monthly returns?
Warren Buffett's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Warren Buffett's strategy be considered aggressive or moderate?
Warren Buffett's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Warren Buffett's strategy?
Warren Buffett's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
