Warren Buffett's Top Seventeen Financial Ventures
Warren Buffett's Top Holdings as of June 30, 2021
Warren Buffett, often referred to as the "Oracle of Omaha," is one of the most influential investors in the world. A recent report, submitted by his investment firm Berkshire Hathaway on August 16, 2021, provides insights into his portfolio as of June 30, 2021.
The report reveals that the top seven holdings of Berkshire Hathaway at that time were:
- Apple (AAPL) - With approximately 280 million shares, the tech giant accounted for about $57.4 billion and 22.31% of the portfolio.
- American Express (AXP) - The financial services company held 151.6 million shares, amounting to around $48.4 billion or 18.78% of the portfolio.
- Bank of America (BAC) - The bank held 605.3 million shares, making up about $28.6 billion or 11.12% of the portfolio.
- Coca-Cola (KO) - The beverage company held 400 million shares, equating to around $28.3 billion or 10.99% of the portfolio.
- Chevron (CVX) - The oil and gas company held 122.1 million shares, amounting to about $17.5 billion or 6.79% of the portfolio.
- Moody’s (MCO) - The credit rating agency held 24.7 million shares, equating to around $12.4 billion or 4.81% of the portfolio.
- Occidental Petroleum (OXY) - The oil and gas company held 264.9 million shares, amounting to about $11.1 billion or 4.32% of the portfolio.
These figures represent Berkshire's largest equity investments by value and portfolio weight as reported around that date. The portfolio also included other notable holdings like Kraft Heinz and Chubb, but they were below the top seven by size.
It is important to note that these holdings provide a snapshot of Berkshire Hathaway's investments as of June 30, 2021. More recent reports mention new industrial investments and portfolio changes, but they do not alter the June 30, 2021, snapshot of top holdings.
As an institutional investor, Warren Buffett is required to submit quarterly reports on his holdings to the United States Securities and Exchange Commission (SEC), as per regulations for institutional investors with assets over $100 million. The latest report from Berkshire Hathaway provides a comprehensive overview of Warren Buffett's investment strategy as of June 30, 2021.
