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)
09/16/2025 | ||||||||||||
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 | $425,931.76 | 6.6% | 22.0 | 1.3% | 84% | 90 | 88.8 | 6.6% | ||||
Apple | AAPL | 907.60 | $236.70 | $214,828.92 | 50.4% | 6.2% | 24.8 | 0.4% | 92% | 95 | 98 | 4.9% |
Abbvie | ABBV | 25.50 | $217.61 | $5,549.06 | 1.3% | 7.1% | 14.9 | 3.0% | 50% | 96 | 99 | 6.7% |
Amazon.com | AMZN | 0.53 | $231.43 | $123.35 | 0.0% | 11.2% | 40.2 | 0.0% | 96% | 48 | 75 | 10.2% |
American Express | AXP | 151.60 | $327.26 | $49,612.62 | 11.6% | 9.7% | 21.1 | 1.7% | 65% | 75 | 69 | 6.7% |
Axalta Coating | AXTA | 23.40 | $30.89 | $722.83 | 0.2% | 4.6% | 16.0 | 0.0% | 28% | 62 | 55 | 11.3% |
Bank of America | BAC | 1032.90 | $50.59 | $52,254.41 | 12.3% | 7.0% | 12.2 | 2.4% | 93% | 89 | 89 | 8.4% |
Biogen | BIIB | 0.60 | $143.32 | $85.99 | 0.0% | 0.7% | 16.8 | 0.0% | 49% | 42 | 35 | 9.1% |
Bank of NY Mellon | BK | 66.80 | $104.21 | $6,961.23 | 1.6% | 6.9% | 14.7 | 2.3% | 96% | 74 | 79 | 5.5% |
Bristol-Myers Squibb | BMY | 33.30 | $46.35 | $1,543.46 | 0.4% | 2.4% | 17.8 | 4.0% | 41% | 26 | 32 | 14.2% |
Charter Communications | CHTR | 5.20 | $260.72 | $1,355.74 | 0.3% | 1.1% | 12.4 | 0.0% | 13% | 59 | 29 | 20.8% |
Chevron Corp | CVX | 48.50 | $157.31 | $7,629.54 | 1.8% | 7.0% | 13.4 | 3.6% | 99% | 43 | 76 | 11.6% |
DaVita Inc. | DVA | 36.10 | $130.95 | $4,727.30 | 1.1% | 3.6% | 18.0 | 0.0% | 21% | 97 | 62 | 21.1% |
General Motors | GM | 53.00 | $58.95 | $3,124.35 | 0.7% | 5.1% | 6.4 | 1.4% | 73% | 88 | 71 | 12.2% |
Johnson & Johnson | JNJ | 0.33 | $177.40 | $58.01 | 0.0% | 4.5% | 17.0 | 2.8% | 97% | 90 | 96 | 7.6% |
Coca-Cola | KO | 400.00 | $66.21 | $26,484.00 | 6.2% | 4.6% | 22.4 | 3.0% | 82% | 100 | 93 | 10.0% |
Kroger | KR | 33.50 | $67.41 | $2,258.23 | 0.5% | 2.4% | 14.8 | 2.2% | 74% | 83 | 63 | 8.0% |
Liberty Global | LBTYA | 18.00 | $11.89 | $214.02 | 0.1% | -3.1% | 17.6 | 0.0% | 6% | 9 | 4 | -1.2% |
Mastercard | MA | 4.60 | $582.96 | $2,681.62 | 0.6% | 11.9% | 25.2 | 0.7% | 83% | 100 | 99 | 4.5% |
Moody's | MCO | 24.70 | $508.76 | $12,566.37 | 3.0% | 7.7% | 40.9 | 1.2% | 60% | 92 | 75 | 7.5% |
Mondelez | MDLZ | 0.58 | $61.60 | $35.60 | 0.0% | 5.5% | 18.1 | 2.3% | 85% | 84 | 86 | 10.3% |
Marsh & McLennan | MMC | 4.30 | $198.11 | $851.87 | 0.2% | 7.5% | 23.5 | 1.3% | 66% | 90 | 81 | 13.2% |
Merck | MRK | 28.70 | $81.02 | $2,325.27 | 0.5% | 5.9% | 10.1 | 2.8% | 77% | 80 | 98 | 11.7% |
Procter & Gamble | PG | 0.32 | $156.83 | $49.40 | 0.0% | 2.8% | 23.5 | 2.3% | 83% | 99 | 89 | 6.3% |
RH [Restoration Hardware] | RH | 1.70 | $222.83 | $378.81 | 0.1% | 5.1% | 15.3 | 0.0% | 3% | 34 | 29 | 8.5% |
Snowflake | SNOW | 6.10 | $225.79 | $1,377.32 | 0.3% | 16.6% | 147.8 | 0.0% | 30% | 3 | 19 | -1.1% |
StoneCo* | STNE | 14.20 | $18.65 | $264.83 | 0.1% | 8.7% | 10.5 | 0.0% | 20% | 20 | 21 | 4.7% |
Synchrony Financial | SYF | 20.10 | $76.28 | $1,533.23 | 0.4% | 1.4% | 11.0 | 1.8% | 48% | 44 | 28 | -1.3% |
T-Mobile US | TMUS | 5.20 | $239.74 | $1,246.65 | 0.3% | 5.1% | 20.0 | 0.0% | 48% | 67 | 75 | 10.7% |
United Parcel Service | UPS | 0.06 | $84.02 | $4.96 | 0.0% | 0.4% | 14.3 | 4.3% | 86% | 83 | 78 | 14.1% |
U.S. Bancorp | USB | 148.20 | $49.29 | $7,304.78 | 1.7% | 5.2% | 11.2 | 3.6% | 98% | 95 | 96 | 10.1% |
Visa Inc. | V | 10.00 | $339.05 | $3,390.50 | 0.8% | 10.8% | 27.3 | 0.7% | 91% | 100 | 100 | 8.4% |
Verisign | VRSN | 12.80 | $287.96 | $3,685.89 | 0.9% | 7.2% | 27.2 | 0.0% | 37% | 99 | 83 | 2.7% |
Verizon | VZ | 146.70 | $43.87 | $6,435.73 | 1.5% | 1.7% | 9.3 | 4.7% | 67% | 98 | 76 | 7.5% |
Wells Fargo | WFC | 52.40 | $81.41 | $4,265.88 | 1.0% | 5.1% | 12.3 | 2.5% | 87% | 74 | 79 | 7.5% |