Introduction
I used to be sitting outside on the deck somewhere with a cool morning breeze when I used to go through the most recent Berkshire Hathaway 13F filing- and you know, there is nothing like the dull whir of my laptop as the numbers finally came to the top. So, it turns out that Warren Buffett portfolio, worth about 258,700 (as of March 31, 2025), is as concentrated as ever.
Why Care (and You Possibly Should Care)
I am pleased with his focus: the top five holdings constitute over 70 percent of all groups. Who would not be pleased with that type of belief?
To be honest, I have my doubts about over-diversification and Buffett must feel the same: “You do things when an opportunity comes along.” (This is in an interview done in 1972.)
My Short Personal Story:
The previous quarter, you can find me in my favorite coffee shop drinking a cup of coffee when I noticed that the oil stocks were dropping. My instincts told me to monitor Buffett, and true enough, he increased Occidental Petroleum. That lesson was: do what the rest are waiting to; and buy, when others are holding.
Portfolio Composition and Value
| Company | Ticker | Market Value (as of March 31, 2025) | Number of Shares | % of Total Portfolio |
|---|---|---|---|---|
| Apple Inc. | AAPL | $66,639,000,000 | 300,000,000 | 25.76% |
| American Express Co. | AXP | $40,790,859,000 | 151,610,700 | 15.77% |
| The Coca-Cola Co. | KO | $28,648,000,000 | 400,000,000 | 11.07% |
| Bank of America Corp. | BAC | $26,355,565,000 | 631,573,531 | 10.19% |
| Chevron Corp. | CVX | $19,842,358,000 | 118,610,534 | 7.67% |
| Occidental Petroleum Corp. | OXY | $13,077,509,000 | 264,941,431 | 5.06% |
| Moody's Corp. | MCO | $11,488,469,000 | 24,669,778 | 4.44% |
| Kraft Heinz Co. | KHC | $9,909,068,000 | 325,634,818 | 3.83% |
| Chubb Limited | CB | $8,163,932,000 | 27,033,784 | 3.16% |
| DaVita HealthCare Partners | DVA | $5,375,746,000 | 35,142,479 | 2.08% |
Other holdings include Kroger Co. (KR) at 1.31%, Verisign Inc. (VRSN) at 1.30%, Visa Inc. (V) at 1.12%, Sirius XM Holdings Inc. (SIRI) at 1.04%, Constellation Brands (STZ) at 0.85%, Mastercard Inc. (MA) at 0.84%, Amazon.com Inc. (AMZN) at 0.74%, Aon PLC (AON) at 0.63%, Capital One Financial (COF) at 0.50%, Domino's Pizza Inc. (DPZ) at 0.47%, Ally Financial Inc. (ALLY) at 0.41%, T-Mobile US Inc. (TMUS) at 0.40%, and Liberty Media Corp. (LLYVK) at 0.29%.
Also Read:
What Has Happened In The Recent Past?
- Constellation Brands (STZ): Stocks leaped 113 %-now 12 m, ~2.2 billion (0.85 %).
- Domino Pizza (DPZ): New shares of 2.6 million (~$1.2 billion, 0.47 percent).
- Verisign (VRSN): As much as 13.3 million shares after two consecutive quarters of growths.
Apple or AmEx were not as affected this time as they were rock-solid.
What is Behind the Emphasis on Japan?
Berkshire is an owner of five huge trading organizations in Japan- Itochu, Marubeni, Mitsubishi, Mitsui, and Sumitomo, as reported on March 17, 2025. It reminds me: global diversification could be easy.
Money & Gameplan
- Cash Reserve: Cash of $ 347 billion as at Q12025.
- One of Buffett's mottos is: Wait till the right deal comes along.
Up to this point, he has done that with a dry powder record.
Comparative Analysis
To organize the key findings, the following table summarizes the main aspects of Warren Buffett’s portfolio:
| Aspect | Details |
|---|---|
| Latest Portfolio Date | March 31, 2025, reported in 13F filing on May 15, 2025 |
| Total Portfolio Value | Approximately $258.7 billion |
| Top Holding | Apple Inc. (AAPL), 25.76%, $66.6 billion, 300 million shares |
| Other Key Holdings | American Express (15.77%), Coca-Cola (11.07%), Bank of America (10.19%), Chevron (7.67%) |
| Recent Additions | Increased stakes in Constellation Brands, Domino's Pizza, Verisign |
| Cash Reserve | $347 billion as of Q1 2025 |
| Japanese Holdings | Includes Itochu, Marubeni, Mitsubishi, Mitsui, Sumitomo, as of March 17, 2025 |