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:
183.65%
Gain +0.21%
Monthly
0.89%
Yearly
11.28%
Drawdown
34.98%
$315.53B
Equity
Holdings
$315.53B
Investment
$156.09B
$334.94B
Profit +$219.54M
Realized
$175.5B
Unrealized
$159.44B
Dividends
$59.46B
Goals
Avg. 93.67% completed goals
Yearly
Gain > 6% 2026
Yearly
Loss < 25% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$219.54M
Win %
76%
This Week
Compared To Last Week
Gain
1.49%
Profit
$4.62B
Win %
76%
This Month
Compared to last month
Gain
3.49%
Profit
$10.64B
Win %
76%
This Year
Compared to last year
Gain
4.85%
Profit
$14.6B
Win %
72%
OXY Occidental Petroleum Corporation
+2.79%
+$447.75M 
CVX Chevron Corporation
+2.44%
+$451.41M 
CB Chubb Limited
+1.67%
+$202.24M 
KR Kroger Co.
+1.56%
+$38.22M 
KO The Coca-Cola Company
+1.2%
+$440M 
LPX Louisiana-Pacific Corporation
+1.17%
+$4.59M 
COF Capital One Financial Corporation
+0.99%
+$5.91M 
KHC The Kraft Heinz Company
+0.8%
+$60.24M 
NUE Nucor Corporation
+0.79%
+$3.75M 
AAPL Apple Inc.
+0.07%
+$54.7M 
DAL Delta Air Lines, Inc.
-3.55%
-$158.78M 
GOOGL Alphabet Inc
-2.49%
-$684.7M 
GOOG Alphabet Inc
-2.32%
-$217.24M 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-2.14%
-$22.6M 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-2.03%
-$9.75M 
NYT New York Times Co.
-1.28%
-$13.89M 
VRSN Verisign Inc.
-1.2%
-$32.72M 
SIRI Sirius XM Holdings Inc.
-1.12%
-$38.07M 
LEN Lennar Corporation
-0.98%
-$9.96M 
DVA DaVita Inc.
-0.82%
-$44.76M 
LEN-B Lennar Corporation
-0.78%
-$178,870.2 
M Macy's Inc.
-0.64%
-$1.14M 
NVR NVR, Inc.
-0.58%
-$382,364.81 
BAC Bank of America Corporation
-0.52%
-$130.52M 
DHI D.R. Horton, Inc.
-0.42%
-$2,102.76 
AXP American Express Company
-0.21%
-$98.55M 
MCO Moody's Corporation
-0.2%
-$23.93M 
ALLY Ally Financial Inc.
-0.2%
-$2.02M 
JEF Jefferies Financial Group Inc.
-0.11%
-$21,677.9 Events
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Dividends
Dividend Analysis
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| Trades 1316 | Longs Won 799/1316 60% | Profit Factor 8.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.43B |
| Average Win $478.74M | Best Trade (Jun 30) $46.9B | Sharpe Ratio -13.23 |
| Average Loss -$92.02M | Worst Trade (Oct 14) -$15.61B | Z-Score -9.61 (100%) |
| Commissions $0 | Avg. Trade Length 3y 4m 3w 6d | Expectancy $254.51M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.23% | 5.69% |
| Consecutive Losing Trades | 3,425 | 3,082 | 2,740 | 2,397 | 2,055 | 1,712 | 1,370 | 1,027 | 685 | 342 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 227.92M | $13.22B | $78B | - | $64.79B | 490.22% | +0.07% |
| ALLY Ally Financial Inc. | 27M | $964.28M | $1.02B | - | $52.4M | 5.43% | -0.199% |
| AXP American Express Company | 151.61M | $6.83B | $47.49B | - | $40.66B | 595.1% | -0.207% |
| BAC Bank of America Corporation | 483.39M | $13.13B | $24.86B | - | $11.73B | 89.28% | -0.522% |
| CB Chubb Limited | 34.25M | $9.12B | $12.29B | - | $3.16B | 34.64% | +1.674% |
| COF Capital One Financial Corporation | 3M | $322.15M | $602.49M | - | $280.34M | 87.02% | +0.991% |
| CVX Chevron Corporation | 84.38M | $13.25B | $18.96B | - | $5.7B | 43.02% | +2.439% |
| DAL Delta Air Lines, Inc. | 57.32M | $4.29B | $4.32B | - | $30.2M | 0.7% | -3.548% |
| DHI D.R. Horton, Inc. | 3,564 | $580,504 | $495,253.44 | - | -$85,250.56 | -14.69% | -0.423% |
| DVA DaVita Inc. | 28.88M | $1.61B | $5.42B | - | $3.8B | 235.53% | -0.819% |
| GOOG Alphabet Inc | 27.19M | $9.37B | $9.16B | - | -$207.85M | -2.22% | -2.317% |
| GOOGL Alphabet Inc | 78.79M | $23.58B | $26.83B | - | $3.25B | 13.8% | -2.488% |
| JEF Jefferies Financial Group Inc. | 433,558 | $12.23M | $19.45M | - | $7.22M | 59.03% | -0.111% |
| KHC The Kraft Heinz Company | 325.63M | $22.98B | $7.64B | - | -$15.34B | -66.75% | +0.795% |
| KO The Coca-Cola Company | 400M | $10.96B | $37.24B | - | $26.28B | 239.78% | +1.196% |
| KR Kroger Co. | 39M | $1.39B | $2.48B | - | $1.1B | 78.99% | +1.563% |
| LEN Lennar Corporation | 13.11M | $1.32B | $1.01B | - | -$308.63M | -23.43% | -0.978% |
| LEN-B Lennar Corporation | 298,117 | $30.36M | $22.76M | - | -$7.6M | -25.05% | -0.78% |
| LLYVA Liberty Media Corporation Series A Liberty Live Common Stock | 4.99M | $406.41M | $471.16M | - | $64.75M | 15.93% | -2.027% |
| LLYVK Liberty Media Corporation Series C Liberty Live Common Stock | 10.59M | $880.43M | $1.03B | - | $152.08M | 17.27% | -2.142% |
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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 - $16.72B, The Coca-Cola Company - $9.9B, Wells Fargo & Company - $9.61B, and Chevron Corporation - $9.01B. 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 $59.46B earned over time. The largest contributors to dividend income include The Coca-Cola Company - $10.62B, Wells Fargo & Company - $6.84B, The Kraft Heinz Company - $6.79B, Bank of America Corporation - $6.48B, and American Express Company - $4.92B. 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.
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