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🚗 What are the current top holdings in Warren Buffett's portfolio?

4/17/2025 06:19pm

``` The deep research logic is organized as follows: Okay, let's tackle this question about Warren Buffett's current top holdings. The user is interested in the Cloud Computing, 5G, US Tech, and Rare Metal sectors, especially Palantir and THRD. They want to know how recent news might impact Palantir and are considering purchasing THRD. Their strategy is news-driven with a medium to long-term horizon. First, I need to check the references provided. The latest data from the references is as of Q4 2024, with some articles dated April 2025. The user is asking for the current top holdings, which would be as of April 2025, but the latest 13F filing available is Q4 2024 (Reference 2, 3, 4, 5). Reference 6 and 19 show that the Q1 2025 13F filing hasn't been released yet, so we have to rely on the latest available data. Looking at Reference 1, the top 5 holdings as of March 31, 2024, are Apple, BAC, AXP, KO, and CVX. However, the articles from February 2025 (References 2, 3, 4, 5) mention that the top 10 holdings remained unchanged in order, with Apple still leading. Reference 13 from March 31, 2025, lists the top 12 stocks, confirming Apple, AXP, BAC, KO, CVX, etc., as the largest holdings. The user is interested in sectors like tech (Apple is a tech stock), so I should highlight Apple's position. Also, the user's interest in Palantir and THRD isn't directly addressed in the references, but I can note that Buffett's portfolio doesn't include these, which might be relevant. The user's focus on inflation-resistant stocks was covered in the previous answer, but since the current question is about top holdings, I should focus on the composition and recent adjustments. References 2, 3, 4, and 5 mention that Berkshire reduced its stake in BAC, increased in Occidental Petroleum, and added Constellation Brands. However, the top 5 remained the same. I need to present the top holdings with their percentages and values, citing the relevant references. Also, mention any recent changes or strategic moves, like the reduction in BAC and the new position in Constellation Brands. Since the user is interested in technical analysis and market sentiment, I should include the percentage of the portfolio these stocks represent and any recent performance metrics. For example, Apple's 28% of the portfolio, BAC's reduction to below 10%, etc. References 12 and 14 provide dividend details for Chevron and Apple, which could be relevant for the user's interest in stable investments. However, the user's profile mentions a preference for sectors like tech and rare metals, so I should connect Apple's position to the tech sector and note that Buffett's portfolio is concentrated in defensive, cash-generative companies, which might not directly align with the user's sectors but still provide stability. I should structure the answer with clear headings, bold the key points, and include the visualizations as required. Make sure to cite each reference properly using [^Number]. Also, check if any of the holdings relate to the user's interests in Palantir or THRD, but since there's no mention, I can note that Buffett's portfolio doesn't include these stocks, which might be a consideration for the user's strategy. Finally, conclude by summarizing the concentration in the top 5 holdings and their alignment with Buffett's long-term, value-oriented approach, which contrasts with the user's interest in tech and rare metals but offers stability. ``` **Warren Buffett’s Current Top Holdings: A Focus on Stability and Long-Term Value** As of the latest available data (Q4 2024), Warren Buffett’s Berkshire Hathaway portfolio remains heavily concentrated in **5 core stocks**, which collectively account for **~71% of the $267 billion equity portfolio** . Below is a detailed breakdown of these holdings, recent adjustments, and their implications for investors: --- ### **1. Top 5 Holdings (Q4 2024)** | **Rank** | **Stock** | **Portfolio Share** | **Market Value** | **Recent Action** | |----------|--------------------------|---------------------|------------------|-----------------------------------------------------------------------------------| | 1 | **Apple (AAPL)** | **28%** | **$75.1 billion** | Reduced by 116.19 million shares (-2.8% of position) , but remains Berkshire’s **"best business"** . | | 2 | **American Express (AXP)**| **13.1%** | **$34.5 billion**| No change; benefits from premium pricing power and fee growth . | | 3 | **Bank of America (BAC)** | **11.8%** | **$31.9 billion**| Reduced by 117.5 million shares (-14.7%) to stay below the 10% disclosure threshold . | | 4 | **Coca-Cola (KO)** | **9.3%** | **$24.5 billion**| No change; leverages brand moat and domestic sourcing to mitigate inflation . | | 5 | **Chevron (CVX)** | **7.3%** | **$19.4 billion**| Reduced by 3.11 million shares (-0.4%) , but remains a high-yield energy play (4.4% dividend yield) . | Stocks held by Warren Buffett; Top 5 Sorted by Amount of Institution Holding |code|stock code|stock name|last-price|last-change|Amount of Institution Holding ranking[20240331]|Institution Name[20240331]|Institution Action[20240331]|Share of Institution Holding[20240331]|Change in Holding Share (Institution)[20240331]|Institution Position[20240331]|Change in Position (Institution)[20240331]|Holding Period (Quarter)[20240331]|Guru[20240331]|Guru Action[20240331]|Shareholding Ratio[20240331]|Shareholding Ratio Change[20240331]|Amount of Institution Holding[20240331]|market_code| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |AAPL|AAPL.O|Apple|194.27|-3.8933412486395453|1/37|Berkshire Hathaway Inc|reducing|7.8936845E8|-1.1619155E8|40.81064157570667|-9.381790850266785|12|Warren Buffett|reducing|5.1465941472527215|-0.7575559311880553|1.35360901805E11|185| |BAC|BAC.N|Bank Of America|37.33|-1.737299289286664|2/37|Berkshire Hathaway Inc|unchange|1.032852006E9|0|11.808279090443623|1.7966715883112578|12|Warren Buffett|unchange|13.129138301821303|0|3.9165748068E10|169| |AXP|AXP.N|American Express|252.92|-1.9157682463352308|3/37|Berkshire Hathaway Inc|unchange|1.516107E8|0|10.407681498209001|2.2308891259364096|12|Warren Buffett|unchange|21.08632823365786|0|3.4520240283E10|169| |KO|KO.N|The Coca-Cola|71.68|-0.250487058168651|4/37|Berkshire Hathaway Inc|unchange|4.0E8|0|7.378186812610335|0.5921058969509035|12|Warren Buffett|unchange|9.285051067780872|0|2.4472E10|169| |CVX|CVX.N|Chevron|135.36|0.6094841682771084|5/37|Berkshire Hathaway Inc|reducing|1.22980207E8|-3113119|5.848671637715738|0.4340629417224927|12|Warren Buffett|reducing|6.658343559925621|-0.16854920275855523|1.9398897853E10|169| --- ### **2. Strategic Adjustments in Q4 2024** - **Apple (AAPL)**: Despite reductions, Apple remains Berkshire’s **single largest holding** (28% of portfolio), reflecting Buffett’s long-term confidence in its ecosystem and services growth . - **Bank of America (BAC)**: The 14.7% reduction aligns with Buffett’s caution around banking sector risks (e.g., credit tightening) . - **New Positions**: Added **Constellation Brands (STZ)** ($1.2 billion) and increased stakes in Occidental Petroleum (OXY) and Sirius XM (SIRI) . --- ### **3. Alignment with Investor Interests** - **Tech Sector (Apple)**: Apple’s position reinforces Buffett’s **"buy-and-hold"** approach to high-margin tech leaders. While not directly tied to 5G or cloud computing, Apple’s services segment (29% of revenue) offers exposure to these trends . - **Inflation Resistance**: Coca-Cola and American Express (fee-based revenue, brand pricing power) are defensively positioned, which may appeal to investors seeking stability amid macroeconomic uncertainty . - **Energy (Chevron)**: Chevron’s high dividend yield (4.4%) and exposure to oil/gas demand provide a hedge against deflationary risks . --- ### **4. Implications for Palantir (PLTR) and THRD** - **Palantir**: Not present in Berkshire’s portfolio, likely due to its high growth/tech focus (which Buffett typically avoids unless proven as a "forever business") . - **THRD**: Similarly absent, suggesting Buffett’s skepticism toward speculative or niche tech plays without proven moats . --- ### **5. Key Takeaways** Buffett’s portfolio emphasizes **defensive, cash-generative businesses** with pricing power and minimal reinvestment needs. While this contrasts with the user’s focus on high-growth tech/rare metals, the **concentration in Apple (28%)** and **Coca-Cola/American Express** provides indirect exposure to stable sectors. Investors should monitor Berkshire’s Q1 2025 filings (due mid-May 2025) for updates on Apple’s position and potential additions to tech/energy themes . **Conclusion**: Buffett’s holdings reflect a **risk-averse, value-oriented strategy**—ideal for long-term stability but less aligned with high-risk, high-reward tech plays like Palantir or THRD. Investors should balance this with their own risk tolerance and sector preferences.