Warren Buffett - Berkshire Hathaway Portfolio
Warren Buffett - Berkshire Hathaway Q4 2024 Portfolio
Berkshire Hathaway, a hedge fund managed by Warren Buffett, disclosed 38 security holdings in their SEC 13F filing for the fourth quarter of 2024, with a total portfolio value $267,175,474,249
Berkshire Hathaway Portfolio Analysis
Based on 13F filing for reporting period: Q4, 2024
Portfolio Manager
Warren Buffett
Filing Date
February 14, 2025
Total Value
$267,175,474,249
Number of Positions
38
Portfolio Allocation
Holdings Breakdown
| Rank | Company Name | % of Portfolio | Ticker/CUSIP | Shares | Market Value ($) |
|---|
Warren Buffett's Portfolio
As of Q4 2024, Warren Buffett's Berkshire Hathaway portfolio reveals measured adjustments across several major holdings. Below is a detailed overview of his latest positions and notable changes since the previous quarter.
Top Holdings
Portfolio Strategy Analysis
Apple remains the top holding with no further reductions, emphasizing Buffett's ongoing belief in the tech leader's ecosystem. American Express also stands firm, reflecting strong consumer spending patterns and a robust travel sector recovery.
The further trimming of Bank of America suggests a measured approach to financial sector exposure, possibly reflecting concerns about interest-rate volatility or a desire to free up capital for other opportunities.
While Chevron's position remained constant, Berkshire increased its stake in Occidental Petroleum. This move underscores Buffett's positive stance on energy, betting on steady or rising oil demand.
Positions in Coca-Cola, Kraft Heinz, and DaVita remain relatively unchanged, signifying continued reliance on defensive, demand-driven sectors. These holdings help offset volatility from the tech and financial segments.
With Moody's (financial services) and Chubb (insurance), Buffett preserves a well-rounded portfolio. The mix of growth-oriented and defensive stocks aligns with Berkshire's long-standing strategy of balancing risk and reward.
Conclusion
Warren Buffett's Q4 2024 portfolio underscores a commitment to core holdings like Apple, American Express, and Coca-Cola, while reflecting subtle shifts in financials and energy. The modest reduction in Bank of America and the additional shares of Occidental Petroleum illustrate a strategic realignment to manage both risk and potential upside.
Meanwhile, steady positions in consumer staples, healthcare, and insurance provide a foundation of stability, consistent with Buffett's long-term, value-oriented investment philosophy. This balanced approach continues to demonstrate Berkshire's disciplined investment strategy amidst evolving market conditions.
Warren Buffett's Stocks Performance
Introduction
From reported Q4 2024 prices to today’s marks (April 29, 2025), Berkshire’s top holdings have seen both notable declines—Apple –16.08% and American Express –10.73%—and strong gains—Coca-Cola +15.31% and Chubb +2.13%. Below we update each position’s reported vs. current price performance and highlight Buffett’s likely thinking amid early 2025 volatility.
Top 10 Holdings (Reported vs Current Price)
| Company (Ticker) | Reported Price | Current Price | % Difference |
|---|---|---|---|
| Apple (AAPL) | $250.42 | $210.14 | –16.08% |
| American Express (AXP) | $296.79 | $264.95 | –10.73% |
| Bank of America (BAC) | $43.95 | $39.78 | –9.49% |
| Coca-Cola (KO) | $62.26 | $71.79 | +15.31% |
| Chevron (CVX) | $144.84 | $140.10 | –3.27% |
| Occidental Petroleum (OXY) | $49.41 | $40.51 | –18.01% |
| Moody’s (MCO) | $473.37 | $439.78 | –7.10% |
| Kraft Heinz (KHC) | $30.71 | $28.81 | –6.19% |
| Chubb (CB) | $276.30 | $282.18 | +2.13% |
| DaVita (DVA) | $149.55 | $140.50 | –6.05% |
Major Winners & Buffett’s Confidence
Coca-Cola (KO)
KO’s +15.31% rise highlights its defensive resilience and pricing power—key reasons Buffett holds this beverage staple.
Chubb (CB)
Chubb gained +2.13% as underwriting profits and higher yields supported its insurance business in a rising-rate environment.
Stability Through Mixed Performances
Chevron (CVX) & DaVita (DVA)
CVX’s modest –3.27% pullback reflects energy’s defensive role, while DVA’s –6.05% shows steady healthcare demand despite broader volatility.
Weathering Short-Term Challenges
Tech & Financials: Apple, AMEX & BAC
AAPL (–16.08%), AXP (–10.73%) and BAC (–9.49%) reflect sector corrections; Buffett remains focused on their strong moats and long-term cash flows.
Broader Economic Context
In early 2025’s high-rate, inflationary environment, Berkshire’s cash hoard (~$330B) and focus on dividend payers provided resilience and optionality for opportunistic buys.
Buffett’s Timeless Strategy
Buffett’s mantra—buy durable businesses with wide moats and hold through volatility—remains his guiding principle, emphasizing long-term compounding over short-term swings.
Disclaimer
This article is for informational purposes only and does not constitute investment advice. Please conduct your own research or consult a licensed advisor before making any investment decisions.
Berkshire Hathaway Inc.
2024 Financial Highlights
DaVita Inc. - Schedule 13D Filing Summary
Issuer: DaVita Inc. (Ticker: DVA)
Event Date: February 11, 2025
Filed Date: February 13, 2025
CUSIP: 23918K108
Key Reporting Persons:
- Warren Buffett (via Berkshire Hathaway)
- Berkshire Hathaway Inc.
- National Indemnity Company
- GEICO Corporation
- Government Employees Insurance Company
- Berkshire Hathaway Consolidated Pension Plan Trust
- BNSF Master Retirement Trust
- Scott Fetzer Company Trust
- R. Ted Weschler
Strategic Arrangement:
Berkshire and its affiliates have a Share Repurchase Agreement with DaVita Inc. to maintain ownership at approximately 45%. Any ownership above 45% triggers mandatory repurchases by DaVita.
Apple Inc. (NASDAQ: AAPL)
Financial Analysis | April 20, 2025
Company Overview
Apple Inc. stands as one of the world's most iconic technology companies, offering a tightly integrated ecosystem of devices, operating systems, and services. With over four decades of innovation, Apple has maintained leadership through its flagship hardware (iPhone, Mac, iPad, Apple Watch, AirPods), in‑house chips (M‑series), and a rapidly growing services segment. The brand's ecosystem continues to drive high customer retention and strong global demand.
Financial Highlights (TTM as of Dec 28, 2024)
Segment & Margin Analysis
Valuation Metrics
Balance Sheet Strength
Stock Performance & Shareholder Returns
Risks & Opportunities
Risks
Opportunities
Conclusion
Strengths
- Exceptional profitability and capital returns
- Consistent innovation and ecosystem depth
- World-class brand equity
- Bulletproof balance sheet
Concerns
- Slowing earnings growth
- High valuation leaves little room for error
- Supply chain and antitrust headwinds
