Managed by Warren Buffett
| Stock | % of Portfolio | Change |
|---|---|---|
| AAPL | 22.6% | — |
| AXP | 20.5% | +1.6pp |
| BAC | 10.4% | -0.6pp |
| KO | 10.2% | +0.3pp |
| CVX | 7.2% | +0.1pp |
| MCO | 4.6% | +0.2pp |
| OXY | 4.0% | -0.7pp |
| CB | 3.9% | +0.6pp |
| KHC | 2.9% | -0.3pp |
| GOOGL | 2.0% | +0.4pp |
| DVA | 1.3% | -0.3pp |
| KR | 1.1% | -0.1pp |
| V | 1.1% | — |
| SIRI | 0.9% | -0.2pp |
| MA | 0.8% | — |
| VRSN | 0.8% | -0.1pp |
| STZ | 0.7% | — |
| COF | 0.6% | — |
| UNH | 0.6% | — |
| DPZ | 0.5% | — |
| ALLY | 0.5% | — |
| AON | 0.5% | — |
| NUE | 0.4% | — |
| LLYVK | 0.3% | — |
| LEN | 0.3% | — |
| POOL | 0.3% | -0.1pp |
| AMZN | 0.2% | -0.6pp |
| LPX | 0.2% | — |
| LLYVA | 0.1% | — |
| NYT | 0.1% | NEW |
| HEIA | 0.1% | — |
| FWONK | 0.1% | — |
| CHTR | 0.1% | — |
| LAMR | 0.1% | — |
| ALLE | 0.0% | — |
| NVR | 0.0% | — |
| JEF | 0.0% | — |
| DEO | 0.0% | — |
| LILA | 0.0% | — |
| LENB | 0.0% | — |
| LILAK | 0.0% | — |
| BATRK | 0.0% | — |