Public Dashboard: Berkshire Hathaway
Analysis of the Berkshire "Equity Portfolio" as provided by the 2020 letter to shareholders. Other: Kraft Heinz ... BYD ... Itochu ... Occidental ($10B)
| 08/02/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STOR | 24.40 | |||||||||||
| STRZA | 43.20 | |||||||||||
| Averages | $382,300.13 | 6.6% | 21.9 | 1.3% | 83% | 90 | 88.5 | 9.0% | ||||
| Apple | AAPL | 907.60 | $202.38 | $183,680.09 | 48.0% | 6.2% | 24.8 | 0.4% | 92% | 95 | 98 | 8.2% |
| Abbvie | ABBV | 25.50 | $195.22 | $4,978.11 | 1.3% | 7.1% | 14.9 | 3.0% | 50% | 96 | 99 | 9.0% |
| Amazon.com | AMZN | 0.53 | $214.75 | $114.46 | 0.0% | 11.2% | 40.2 | 0.0% | 96% | 48 | 75 | 11.9% |
| American Express | AXP | 151.60 | $294.27 | $44,611.33 | 11.7% | 9.7% | 21.1 | 1.7% | 65% | 75 | 69 | 9.0% |
| Axalta Coating | AXTA | 23.40 | $27.82 | $650.99 | 0.2% | 4.6% | 16.0 | 0.0% | 28% | 62 | 55 | 13.6% |
| Bank of America | BAC | 1032.90 | $45.66 | $47,162.21 | 12.3% | 7.0% | 12.2 | 2.4% | 93% | 89 | 89 | 10.6% |
| Biogen | BIIB | 0.60 | $131.95 | $79.17 | 0.0% | 0.7% | 16.8 | 0.0% | 49% | 42 | 35 | 10.9% |
| Bank of NY Mellon | BK | 66.80 | $99.81 | $6,667.31 | 1.7% | 6.9% | 14.3 | 2.3% | 93% | 86 | 82 | 5.9% |
| Bristol-Myers Squibb | BMY | 33.30 | $44.23 | $1,472.86 | 0.4% | 2.4% | 17.8 | 4.0% | 41% | 26 | 32 | 15.2% |
| Charter Communications | CHTR | 5.20 | $264.69 | $1,376.39 | 0.4% | 1.1% | 12.4 | 0.0% | 13% | 59 | 29 | 20.4% |
| Chevron Corp | CVX | 48.50 | $151.40 | $7,342.90 | 1.9% | 7.0% | 13.4 | 3.6% | 99% | 43 | 76 | 12.4% |
| DaVita Inc. | DVA | 36.10 | $138.48 | $4,999.13 | 1.3% | 3.6% | 18.0 | 0.0% | 21% | 97 | 62 | 19.7% |
| General Motors | GM | 53.00 | $52.53 | $2,784.09 | 0.7% | 5.1% | 6.4 | 1.4% | 73% | 88 | 71 | 14.7% |
| Johnson & Johnson | JNJ | 0.33 | $167.33 | $54.72 | 0.0% | 4.5% | 17.0 | 2.8% | 97% | 90 | 96 | 8.8% |
| Coca-Cola | KO | 400.00 | $68.86 | $27,544.00 | 7.2% | 4.6% | 22.4 | 3.0% | 82% | 100 | 93 | 9.1% |
| Kroger | KR | 33.50 | $71.36 | $2,390.56 | 0.6% | 2.4% | 14.8 | 2.2% | 74% | 83 | 63 | 6.8% |
| Liberty Global | LBTYA | 18.00 | $10.54 | $189.72 | 0.0% | -3.1% | 17.6 | 0.0% | 6% | 9 | 4 | 1.2% |
| Mastercard | MA | 4.60 | $559.89 | $2,575.49 | 0.7% | 11.9% | 25.2 | 0.7% | 83% | 100 | 99 | 5.3% |
| Moody's | MCO | 24.70 | $501.28 | $12,381.62 | 3.2% | 7.7% | 40.9 | 1.2% | 60% | 92 | 75 | 7.8% |
| Mondelez | MDLZ | 0.58 | $63.93 | $36.95 | 0.0% | 5.5% | 18.1 | 2.3% | 85% | 84 | 86 | 9.5% |
| Marsh & McLennan | MMC | 4.30 | $197.78 | $850.45 | 0.2% | 7.5% | 23.5 | 1.3% | 66% | 90 | 81 | 13.3% |
| Merck | MRK | 28.70 | $79.29 | $2,275.62 | 0.6% | 5.9% | 10.1 | 2.8% | 77% | 80 | 98 | 12.2% |
| Procter & Gamble | PG | 0.32 | $150.65 | $47.45 | 0.0% | 2.8% | 23.5 | 2.3% | 83% | 99 | 89 | 7.1% |
| RH [Restoration Hardware] | RH | 1.70 | $200.76 | $341.29 | 0.1% | 5.1% | 15.3 | 0.0% | 3% | 34 | 29 | 10.8% |
| Snowflake | SNOW | 6.10 | $205.02 | $1,250.62 | 0.3% | 16.6% | 147.8 | 0.0% | 30% | 3 | 19 | 0.9% |
| StoneCo* | STNE | 14.20 | $12.57 | $178.49 | 0.0% | 8.7% | 10.5 | 0.0% | 20% | 20 | 21 | 13.3% |
| Synchrony Financial | SYF | 20.10 | $67.53 | $1,357.35 | 0.4% | 1.4% | 11.0 | 1.8% | 48% | 44 | 28 | 1.1% |
| T-Mobile US | TMUS | 5.20 | $237.20 | $1,233.44 | 0.3% | 5.1% | 20.0 | 0.0% | 48% | 67 | 75 | 11.0% |
| United Parcel Service | UPS | 0.06 | $84.50 | $4.99 | 0.0% | 0.4% | 14.3 | 4.3% | 86% | 83 | 78 | 14.0% |
| U.S. Bancorp | USB | 148.20 | $43.94 | $6,511.91 | 1.7% | 5.2% | 11.2 | 3.6% | 98% | 95 | 96 | 12.6% |
| Visa Inc. | V | 10.00 | $339.35 | $3,393.50 | 0.9% | 10.8% | 27.3 | 0.7% | 91% | 100 | 100 | 8.3% |
| Verisign | VRSN | 12.80 | $265.37 | $3,396.74 | 0.9% | 7.2% | 27.2 | 0.0% | 37% | 99 | 83 | 4.4% |
| Verizon | VZ | 146.70 | $42.88 | $6,290.50 | 1.6% | 1.7% | 9.3 | 4.7% | 67% | 98 | 76 | 7.9% |
| Wells Fargo | WFC | 52.40 | $77.78 | $4,075.67 | 1.1% | 5.1% | 12.3 | 2.5% | 87% | 74 | 79 | 8.5% |