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)
04/30/2025 | ||||||||||||
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 | $376,306.54 | 7.0% | 21.6 | 1.3% | 88% | 90 | 90.2 | 9.0% | ||||
Apple | AAPL | 907.60 | $210.14 | $190,723.06 | 50.7% | 6.4% | 24.4 | 0.4% | 95% | 95 | 98 | 7.5% |
Abbvie | ABBV | 25.50 | $192.34 | $4,904.67 | 1.3% | 7.1% | 14.0 | 3.4% | 74% | 97 | 100 | 8.1% |
Amazon.com | AMZN | 0.53 | $187.39 | $99.88 | 0.0% | 12.0% | 35.6 | 0.0% | 90% | 58 | 77 | 13.8% |
American Express | AXP | 151.60 | $264.95 | $40,166.42 | 10.7% | 13.8% | 18.2 | 1.7% | 63% | 72 | 76 | 12.1% |
Axalta Coating | AXTA | 23.40 | $31.74 | $742.72 | 0.2% | 3.2% | 24.3 | 0.0% | 39% | 51 | 41 | 9.2% |
Bank of America | BAC | 1032.90 | $39.99 | $41,305.67 | 11.0% | 6.9% | 11.8 | 2.4% | 92% | 87 | 87 | 11.7% |
Biogen | BIIB | 0.60 | $119.12 | $71.47 | 0.0% | 0.7% | 18.4 | 0.0% | 64% | 42 | 43 | 15.0% |
Bank of NY Mellon | BK | 66.80 | $78.91 | $5,271.19 | 1.4% | 5.9% | 13.1 | 2.3% | 92% | 88 | 79 | 9.0% |
Bristol-Myers Squibb | BMY | 33.30 | $48.46 | $1,613.72 | 0.4% | 2.6% | 18.0 | 4.0% | 71% | 25 | 46 | 14.0% |
Charter Communications | CHTR | 5.20 | $386.33 | $2,008.92 | 0.5% | 1.0% | 11.5 | 0.0% | 17% | 59 | 31 | 10.0% |
Chevron Corp | CVX | 48.50 | $139.30 | $6,756.05 | 1.8% | 3.4% | 16.8 | 3.3% | 100% | 42 | 64 | 17.3% |
DaVita Inc. | DVA | 36.10 | $141.54 | $5,109.59 | 1.4% | 3.3% | 16.7 | 0.0% | 23% | 89 | 59 | 13.8% |
General Motors | GM | 53.00 | $47.24 | $2,503.72 | 0.7% | 5.2% | 6.6 | 1.6% | 62% | 89 | 65 | 15.7% |
Johnson & Johnson | JNJ | 0.33 | $155.35 | $50.80 | 0.0% | 4.5% | 16.4 | 2.8% | 100% | 90 | 97 | 9.3% |
Coca-Cola | KO | 400.00 | $72.35 | $28,940.00 | 7.7% | 4.5% | 21.8 | 3.0% | 98% | 99 | 95 | 7.5% |
Kroger | KR | 33.50 | $71.38 | $2,391.23 | 0.6% | 2.9% | 15.2 | 2.4% | 77% | 81 | 65 | 5.8% |
Liberty Global | LBTYA | 18.00 | $11.02 | $198.36 | 0.1% | -2.9% | 16.7 | 0.0% | 12% | 10 | 5 | 3.5% |
Mastercard | MA | 4.60 | $534.49 | $2,458.65 | 0.7% | 13.2% | 24.9 | 0.8% | 100% | 100 | 100 | 6.1% |
Moody's | MCO | 24.70 | $439.78 | $10,862.57 | 2.9% | 8.6% | 36.6 | 1.1% | 91% | 97 | 89 | 9.7% |
Mondelez | MDLZ | 0.58 | $65.65 | $37.95 | 0.0% | 5.3% | 18.1 | 2.3% | 95% | 83 | 88 | 8.8% |
Marsh & McLennan | MMC | 4.30 | $222.00 | $954.60 | 0.3% | 6.9% | 24.4 | 1.3% | 96% | 82 | 86 | 8.8% |
Merck | MRK | 28.70 | $83.19 | $2,387.55 | 0.6% | 5.9% | 9.9 | 2.7% | 96% | 81 | 99 | 11.1% |
Procter & Gamble | PG | 0.32 | $162.26 | $51.11 | 0.0% | 2.7% | 24.7 | 2.3% | 99% | 99 | 92 | 6.4% |
RH [Restoration Hardware] | RH | 1.70 | $184.60 | $313.82 | 0.1% | 5.1% | 19.9 | 0.0% | 5% | 34 | 29 | 18.1% |
Snowflake | SNOW | 6.10 | $160.35 | $978.13 | 0.3% | 22.2% | 251.5 | 0.0% | 61% | 1 | 33 | 7.0% |
StoneCo* | STNE | 14.20 | $14.08 | $199.94 | 0.1% | 7.1% | 8.6 | 0.0% | 29% | 20 | 22 | 4.7% |
Synchrony Financial | SYF | 20.10 | $52.17 | $1,048.62 | 0.3% | 1.9% | 10.0 | 1.8% | 43% | 47 | 29 | 5.0% |
T-Mobile US | TMUS | 5.20 | $236.77 | $1,231.20 | 0.3% | 5.1% | 20.0 | 0.0% | 61% | 69 | 79 | 10.1% |
United Parcel Service | UPS | 0.06 | $97.09 | $5.73 | 0.0% | 1.7% | 13.8 | 4.1% | 79% | 87 | 81 | 14.5% |
U.S. Bancorp | USB | 148.20 | $40.50 | $6,002.10 | 1.6% | 5.1% | 11.7 | 3.6% | 97% | 95 | 96 | 13.9% |
Visa Inc. | V | 10.00 | $341.52 | $3,415.20 | 0.9% | 11.5% | 27.0 | 0.8% | 99% | 100 | 100 | 8.3% |
Verisign | VRSN | 12.80 | $278.36 | $3,563.01 | 0.9% | 7.2% | 25.5 | 0.0% | 72% | 99 | 93 | 1.9% |
Verizon | VZ | 146.70 | $42.95 | $6,300.77 | 1.7% | 1.7% | 9.7 | 4.7% | 71% | 98 | 77 | 8.4% |
Wells Fargo | WFC | 52.40 | $69.43 | $3,638.13 | 1.0% | 5.1% | 11.8 | 2.5% | 87% | 74 | 78 | 9.1% |