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)
| 06/16/2025 | ||||||||||||
| 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 | $373,576.26 | 6.6% | 21.2 | 1.3% | 88% | 90 | 89.0 | 8.9% | ||||
| Apple | AAPL | 907.60 | $196.45 | $178,298.02 | 47.7% | 6.3% | 23.6 | 0.4% | 95% | 95 | 98 | 8.5% |
| Abbvie | ABBV | 25.50 | $191.08 | $4,872.54 | 1.3% | 7.1% | 13.9 | 3.4% | 72% | 97 | 100 | 8.4% |
| Amazon.com | AMZN | 0.53 | $212.10 | $113.05 | 0.0% | 11.2% | 39.2 | 0.0% | 92% | 48 | 73 | 11.6% |
| American Express | AXP | 151.60 | $287.79 | $43,628.96 | 11.7% | 9.6% | 20.7 | 1.7% | 63% | 75 | 68 | 8.5% |
| Axalta Coating | AXTA | 23.40 | $28.79 | $673.69 | 0.2% | 4.6% | 16.4 | 0.0% | 38% | 61 | 59 | 13.4% |
| Bank of America | BAC | 1032.90 | $44.09 | $45,540.56 | 12.2% | 7.0% | 11.9 | 2.4% | 92% | 89 | 88 | 10.2% |
| Biogen | BIIB | 0.60 | $130.65 | $78.39 | 0.0% | 0.7% | 17.3 | 0.0% | 65% | 42 | 44 | 11.7% |
| Bank of NY Mellon | BK | 66.80 | $88.60 | $5,918.48 | 1.6% | 6.9% | 14.2 | 2.3% | 92% | 88 | 81 | 7.4% |
| Bristol-Myers Squibb | BMY | 33.30 | $49.75 | $1,656.68 | 0.4% | 2.5% | 17.8 | 4.0% | 70% | 25 | 45 | 12.7% |
| Charter Communications | CHTR | 5.20 | $388.72 | $2,021.34 | 0.5% | 1.1% | 12.4 | 0.0% | 16% | 59 | 30 | 11.4% |
| Chevron Corp | CVX | 48.50 | $145.91 | $7,076.64 | 1.9% | 6.9% | 13.1 | 3.6% | 99% | 43 | 75 | 13.1% |
| DaVita Inc. | DVA | 36.10 | $136.12 | $4,913.93 | 1.3% | 3.6% | 16.2 | 0.0% | 22% | 96 | 63 | 17.6% |
| General Motors | GM | 53.00 | $48.65 | $2,578.45 | 0.7% | 5.1% | 6.4 | 1.4% | 63% | 87 | 67 | 16.5% |
| Johnson & Johnson | JNJ | 0.33 | $157.10 | $51.37 | 0.0% | 4.5% | 16.9 | 2.8% | 100% | 90 | 97 | 9.8% |
| Coca-Cola | KO | 400.00 | $71.02 | $28,408.00 | 7.6% | 4.5% | 22.2 | 3.0% | 99% | 99 | 95 | 8.2% |
| Kroger | KR | 33.50 | $65.56 | $2,196.26 | 0.6% | 2.9% | 15.4 | 2.4% | 76% | 81 | 65 | 7.9% |
| Liberty Global | LBTYA | 18.00 | $9.75 | $175.50 | 0.0% | -2.8% | 18.2 | 0.0% | 9% | 10 | 5 | 3.8% |
| Mastercard | MA | 4.60 | $562.03 | $2,585.34 | 0.7% | 11.9% | 25.2 | 0.7% | 99% | 100 | 100 | 5.2% |
| Moody's | MCO | 24.70 | $471.88 | $11,655.44 | 3.1% | 7.6% | 39.7 | 1.2% | 92% | 92 | 85 | 8.4% |
| Mondelez | MDLZ | 0.58 | $66.93 | $38.69 | 0.0% | 5.4% | 17.7 | 2.3% | 95% | 84 | 88 | 8.1% |
| Marsh & McLennan | MMC | 4.30 | $217.38 | $934.73 | 0.3% | 7.4% | 24.0 | 1.3% | 81% | 90 | 85 | 11.0% |
| Merck | MRK | 28.70 | $81.71 | $2,345.08 | 0.6% | 5.8% | 9.9 | 2.7% | 96% | 81 | 99 | 11.4% |
| Procter & Gamble | PG | 0.32 | $160.28 | $50.49 | 0.0% | 2.6% | 24.2 | 2.3% | 98% | 99 | 92 | 6.1% |
| RH [Restoration Hardware] | RH | 1.70 | $189.12 | $321.50 | 0.1% | 5.1% | 19.9 | 0.0% | 5% | 34 | 29 | 17.5% |
| Snowflake | SNOW | 6.10 | $208.18 | $1,269.90 | 0.3% | 16.6% | 141.3 | 0.0% | 62% | 2 | 29 | -0.3% |
| StoneCo* | STNE | 14.20 | $13.76 | $195.39 | 0.1% | 8.4% | 10.1 | 0.0% | 22% | 20 | 22 | 10.2% |
| Synchrony Financial | SYF | 20.10 | $59.84 | $1,202.78 | 0.3% | 1.7% | 11.0 | 1.8% | 48% | 47 | 30 | 3.9% |
| T-Mobile US | TMUS | 5.20 | $228.00 | $1,185.60 | 0.3% | 5.1% | 20.0 | 0.0% | 64% | 70 | 81 | 11.3% |
| United Parcel Service | UPS | 0.06 | $100.00 | $5.90 | 0.0% | 0.4% | 13.8 | 4.3% | 77% | 83 | 73 | 9.7% |
| U.S. Bancorp | USB | 148.20 | $42.99 | $6,371.12 | 1.7% | 5.2% | 11.2 | 3.6% | 97% | 95 | 96 | 12.5% |
| Visa Inc. | V | 10.00 | $352.85 | $3,528.50 | 0.9% | 10.8% | 26.9 | 0.7% | 99% | 100 | 100 | 7.2% |
| Verisign | VRSN | 12.80 | $279.90 | $3,582.72 | 1.0% | 7.2% | 26.4 | 0.0% | 72% | 99 | 93 | 2.7% |
| Verizon | VZ | 146.70 | $43.01 | $6,309.57 | 1.7% | 1.7% | 9.6 | 4.7% | 70% | 98 | 76 | 8.2% |
| Wells Fargo | WFC | 52.40 | $72.36 | $3,791.66 | 1.0% | 5.1% | 12.1 | 2.5% | 86% | 73 | 78 | 9.0% |