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Even after shedding 36.3 million shares, Apple accounted for almost 48% of Berkshire's total portfolio value, up from 44% in Q2. playing table tennis on the sidelines the Berkshire Hathaway annual shareholders meeting in Omaha, Nebraska, U.S., on Sunday, May 1, 2016. Thanks to the public nature of mandatory reports on Berkshire Hathaway holdings, we can comb through all of Warren Buffett's positions. Although you may see small sales from time to time (a minute amount of Apple was sold in the third quarter), that probably means Buffett's other investment team members are making trades. (NASDAQ:SHLD), run by guru investor Edward Lampert (Trades, Portfolio) and favored by Buffett-quoting value investor ofFairholme Fund (Trades, Portfolio) Bruce Berkowitz (Trades, Portfolio), who owns 6%. T he majority - 99% -- of Warren Buffett (Trades, Portfolio)'s net worth is wrapped up in the company he built, Berkshire Hathaway. Both early sales have cost the Oracle of Omaha around $16 billion in forgone future capital gains and dividends, making it perhaps the costliest mistake of Buffett's investing career. Perhaps most interesting is what's missing: Walt Disney. There should be no surprise here that financials, which includes everything from money center banks to insurance companies, are Buffett's favorite investment. Of course, it also happens to be the largest holding in Buffett's portfolio by a long shot. That not insignificant sliver of wealth goes to his personal portfolio. The Oracle of Omaha has gone on record as being particularly pleased with Apple's desire to repurchase its own stock, and is certainly not complaining about the tech kingpin's growing dividend. Though not part of the 1% of his wealth he invests independent of Berkshire, Buffett still owns a great deal of his company’s shares. Transports: 4.71% Between the fourth quarter of 2010 and the third quarter of 2016, … Follow the author on Twitter here. They have a huge base of very cheap money.”. In a short time, he had made $3 million dollars. Buffett's ownership in this sector is as follows: There's no question that the anchor here is Coca-Cola, which made up just over 10% of Berkshire Hathaway's portfolio at the end of the third quarter. The last of the large-cap drugmakers Buffett added to Berkshire's portfolio in the third quarter was Pfizer, the $200 billion diversified pharmaceutical giant paying a 4.1% dividend. First, Buffett restricts portfolio companies to his good ideas that are too small for Berkshire, which has to deploy the billions in its coffers to see worthwhile return on investment. If interest rates do return to historic norms, the assumption is that BofA would be swimming in plenty of added interest income. Dozens of Berkshire Hathaway subsidiaries will be showing off their products as Chief Executive Officer Warren Buffett hosts the company's annual meeting. The real surprise was the Teva Pharmaceutical purchase in the fourth quarter of 2017. He converted 15,000 A-shares in 2013, 12,600 in 2014, and 139 in 2016, while donating the resulting B-shares. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. A Fool since 2010, and a graduate from UC San Diego with a B.A. Right now, the Oracle of Omaha owns the following nine: This certainly isn't the most exciting group of communications companies by any means. If memory serves, he said a few years ago that he thinks he could generate 50% annual returns on a $1 million portfolio. Image source: The Motley Fool. That year, Buffett converted 124,998 Berkshire A-shares to B-shares and in 2007, gave away half a million of them to various charities and foundations, leaving him with 350,000 A-shares. Each quarter, we get a look into Warren Buffett’s largest public investments. You may opt-out by. Second, Buffett has to avoid conflict of interest, or even the appearance of it, between his personal dealings and his shareholders’ interests. Allocation: 10% of Portfolio 5-Year Performance: 1.77% Buffett recommends that 10% of his wife’s portfolio go to short-term government bonds. Nevertheless, Berkshire does own three healthcare stocks: With Buffett mostly selling out of his J&J position years ago, it's mostly an afterthought here. Buffett first bought into Axalta four years ago and owns slightly more than 10% of the company's outstanding shares. First, his conglomerate Berkshire Hathaway has acquired about five dozen businesses from a variety of industries and sectors, including insurer Geico and railroad operator BNSF. Most of the same rules apply in how he invests that money as Berkshire’s assets, but it has some unique characteristics. Buffett has described investing for himself as virtually an afterthought to his work at Berkshire, but indicated his holdings are companies that might have qualified for the Berkshire fold if not “sub-sized.”. GuruFocus.com is owned by GuruFocus.com LLC, a Texas Limited Liability Company located in Plano, Texas. Cumulative Growth of a $10,000 Investment in Stock Advisor, An In-Depth Breakdown of Warren Buffett's Portfolio @themotleyfool #stocks $AAPL $BAC $AMZN $KO $BRK-A $BRK-B $TEVA, owned companies like Wells Fargo for 30 years, minute amount of Apple was sold in the third quarter, geographic and portfolio diversity on its side, around $16 billion in forgone future capital gains and dividends, one of Berkshire's worst percentage performers this year, 3 Things to Expect From Berkshire Hathaway in 2021, Investing Lessons I Learned From 2020's Wild Ride, 2 Warren Buffett Stocks That Will Make You Richer in 2021, These 3 Stocks Are an Ideal Trio to Gift College Students, Copyright, Trademark and Patent Information. Seritage Growth Properties buy in an insider filing Nov. 30 % of assets... And second, Buffett and his team are investors potential of Apple but. At 1.49, a Texas Limited Liability company located in Plano, Texas ’. 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