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Warren Buffett

Berkshire Hathaway

The Oracle of Omaha

🌐 WebsiteπŸ“ Omaha, NEEst. 1965πŸ’° ~$900B+ market cap (Berkshire Hathaway)

$299.25B

Portfolio Value

29

Holdings

Q2 '26

Period

2026-08-14

Filed

About Warren Buffett

Warren Edward Buffett (born 1930) is an American investor, businessman, and philanthropist. He is the chairman and CEO of Berkshire Hathaway. Often referred to as the 'Oracle of Omaha,' Buffett is one of the most successful investors of all time and consistently ranks among the world's wealthiest people.

Investment Philosophy

Long-term value investing focused on companies with durable competitive advantages ('economic moats'), strong management, and reasonable valuations. Prefers to buy wonderful companies at fair prices rather than fair companies at wonderful prices. Advocates for understanding the business thoroughly before investing.

Notable Facts

  • β€’Bought his first stock at age 11
  • β€’Student of Benjamin Graham at Columbia Business School
  • β€’Has pledged to give away 99% of his wealth to philanthropy
  • β€’Known for his annual shareholder letters and Berkshire Hathaway annual meetings
  • β€’Largest positions historically include Apple, Coca-Cola, and American Express
πŸ“‰

Simulated 13F Return

⚠️ Approximation

Total Return

+9.15%

Q4 '23 β†’ Q3 '25

Annualized

+5.13%/yr

S&P: +7.63%/yr

Alpha (vs S&P)

-4.57%

7 quarters tracked

1-Year Return

+8.79%

Ξ± -4.92%

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

πŸ“ˆ Recent Activity

Changes from previous quarter

GOOGLINCREASED
9.4% of portfolio
+45% shares+3.5pp
BACREDUCED
9.2% of portfolio
-6% shares-0.3pp
GOOGREDUCED
3.2% of portfolio
+658% shares+2.8pp
DVAREDUCED
2.1% of portfolio
-4% shares+0.4pp
DALINCREASED
1.8% of portfolio
+44% shares+0.8pp
KRREDUCED
0.7% of portfolio
-22% shares-0.7pp
ALLYREDUCED
0.4% of portfolio
-7% shares-0.0pp
LENINCREASED
0.4% of portfolio
+30% shares+0.1pp
NYTINCREASED
0.4% of portfolio
+4% shares-0.1pp
COFREDUCED
0.2% of portfolio
-58% shares-0.3pp
NUEREDUCED
0.1% of portfolio
-52% shares-0.1pp
MINCREASED
0.1% of portfolio
+142% shares+0.0pp
LENINCREASED
<0.1% of portfolio
+25% shares
DHINEW
<0.1% of portfolio
New position
STZSOLD
was <0.1%
Sold out position
Filing price: $150.00

Sold Out (1)

SOLDSTZCONSTELLATION BRANDS INCwas 0.04%@$150.00

πŸ“Š Sector Breakdown

Portfolio allocation by sector

Technology 34.7%Financials 26.5%Unknown 16.4%Consumer Staples 13.4%Energy 9.0%

πŸ’Ό Holdings

πŸ”

29 of 29 positions Β· $299.25B

This quarter: 1 new position, increased 6, reduced 7, sold 1. Net seller.

AAPL
22.0%
22.0% of portfolio
Filed ~$289
β€”πŸ“„
AXP
17.1%
17.1% of portfolio
Filed ~$338
β€”πŸ“„
KO
10.9%
10.9% of portfolio
Filed ~$81
β€”πŸ“„
GOOGLINCREASED
9.4%
9.4% of portfolio (was 5.9%, added)
Filed ~$357
β€”πŸ“„
BACREDUCED
9.2%
9.2% of portfolio (was 9.5%, trimmed)
Filed ~$57
β€”πŸ“„
CVX
4.7%
4.7% of portfolio
Filed ~$166
β€”πŸ“„
OXY
4.3%
4.3% of portfolio
Filed ~$49
β€”πŸ“„
CB
3.9%
3.9% of portfolio
Filed ~$341
β€”πŸ“„
MCO
3.7%
3.7% of portfolio
Filed ~$453
β€”πŸ“„
GOOGREDUCED
3.2%
3.2% of portfolio (was 0.4%, trimmed)
Filed ~$353
β€”πŸ“„
KHC
2.6%
2.6% of portfolio
Filed ~$24
β€”πŸ“„
DVAREDUCED
2.1%
2.1% of portfolio (was 1.8%, trimmed)
Filed ~$222
β€”πŸ“„
DALINCREASED
1.8%
1.8% of portfolio (was 1.0%, added)
Filed ~$94
β€”πŸ“„
SIRI
1.2%
1.2% of portfolio
Filed ~$30
β€”πŸ“„
VRSN
0.8%
0.8% of portfolio
Filed ~$252
β€”πŸ“„
KRREDUCED
0.7%
0.7% of portfolio (was 1.4%, trimmed)
Filed ~$56
β€”πŸ“„
ALLYREDUCED
0.4%
0.4% of portfolio (was 0.4%, trimmed)
Filed ~$46
β€”πŸ“„
LENINCREASED
0.4%
0.4% of portfolio (was 0.3%, added)
Filed ~$90
β€”πŸ“„
LLYVK
0.4%
0.4% of portfolio
Filed ~$106
β€”πŸ“„
NYTINCREASED
0.4%
0.4% of portfolio (was 0.5%, added)
Filed ~$70
β€”πŸ“„
COFREDUCED
0.2%
0.2% of portfolio (was 0.5%, trimmed)
Filed ~$201
β€”πŸ“„
LLYVA
0.2%
0.2% of portfolio
Filed ~$101
β€”πŸ“„
LPX
0.1%
0.1% of portfolio
Filed ~$79
β€”πŸ“„
NUEREDUCED
0.1%
0.1% of portfolio (was 0.3%, trimmed)
Filed ~$223
β€”πŸ“„
MINCREASED
0.1%
0.1% of portfolio (was <0.1%, added)
Filed ~$24
β€”πŸ“„
1–25 of 29

🚫 Sold Out (1 positions)

SOLDSTZCONSTELLATION BRANDS INCwas 0.04%@$150.00632890 shares Β· $94.9M