Warren Buffett Keeps 67% of Berkshire's $263 Billion Stock Portfolio in Just 5 Companies
Yahoo Finance ·
Warren Buffett has never believed in owning a little bit of everything. Berkshire Hathaway's ( BRKA 0.36% ) ( BRKB 0.33% ) latest 13F filing shows just how far the famed investor leans the other way. Of a $263 billion U.S. stock portfolio, about 67% (more than two-thirds) sits in just five companies. And that concentration isn't a quirk of one quarter. It's how the Oracle of Omaha has run Berkshire's money for decades, and he has been unusually direct about why. Here's a closer look at where the money sits, why Buffett runs the portfolio this way, and what everyday investors should (and shouldn't) take from it. Berkshire's 13F, which covers its U.S.-listed stock holdings as of the end of March, lists a portfolio of only about two dozen companies. At the top is iPhone maker Apple , a position worth about $58 billion, or about 22% of the portfolio. Integrated payments company American Express is second at about $46 billion, or about 17%. Those two names alone account for nearly 40% of the entire book.
AI 시장 분석
Warren Buffett's Berkshire Hathaway has been revealed to concentrate about 67% of its $263 billion US stock portfolio into just 5 companies. In particular, Apple and American Express account for approximately 40% of the total, demonstrating a strict adherence to an extreme concentration investment strategy. Individual investors must understand the essence of this concentration strategy and establish asset allocation strategies tailored to their own risk tolerance.
상승 영향
- Financials — American Express accounts for 17% of Berkshire's portfolio, proving stable cash flow and high earnings reliability.
- Big Tech — Apple occupies 22% of total assets, demonstrating strong brand power and profitability along with Buffett's continued confidence.
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