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| Berkshire Hathaway’s Q1 2025 13F Filings |
1. Berkshire Hathaway’s Latest Holdings: A Snapshot
The recent 13F filings from Berkshire Hathaway offer a fascinating window into the evolving portfolio of Warren Buffett, one of the most respected investors of our time. These documents detail the holdings and investment choices of Berkshire Hathaway as of the latest quarter, and they highlight both consistent long-term bets and newer strategic moves across various sectors.
Among the most significant holdings is Apple (AAPL), with a massive 300 million shares valued at over $66.6 billion, constituting 25.76% of the portfolio. This underscores Buffett’s ongoing faith in Apple’s ecosystem and profitability. Similarly, other key investments include Bank of America (BAC) with over 631 million shares and Coca-Cola (KO), a long-standing favorite with 400 million shares. Notably, while some positions like BAC saw a decrease of over 48 million shares, other positions such as Occidental Petroleum (OXY) and Sirius XM (SIRI) recorded slight increases.
The 13F data also reveal a well-diversified portfolio that spans across consumer staples, finance, communications, and energy. These sectors reflect Buffett’s philosophy of balancing growth opportunities with reliable, income-generating investments. Some investments have remained unchanged, signifying Buffett’s characteristic patience and long-term approach, while others hint at a strategic pivot or market-driven rebalancing.
The total market value of Berkshire Hathaway’s disclosed equity positions is dominated by Apple, with Bank of America and Coca-Cola rounding out the top three. The portfolio adjustments, such as the significant reduction in BAC and the increases in OXY and SIRI, highlight the dynamic nature of Buffett’s investment decisions even within a generally long-term horizon.
Berkshire Hathaway’s Key Holdings Summary
| Company | Sector | Shares Held | Market Value | % of Portfolio | Change in Shares |
|---|---|---|---|---|---|
| Apple (AAPL) | Information Technology | 300,000,000 | $66.64B | 25.76% | No Change |
| Bank of America (BAC) | Finance | 631,573,531 | $26.36B | 10.19% | -48.66M |
| Coca-Cola (KO) | Consumer Staples | 400,000,000 | $28.65B | 11.07% | No Change |
| Chevron (CVX) | Energy | 118,610,534 | $19.84B | 7.67% | No Change |
| Occidental Petroleum (OXY) | Energy | 264,941,431 | $13.08B | 5.06% | +763,017 |
| Moody’s (MCO) | Finance | 24,669,778 | $11.49B | 4.44% | No Change |
| VeriSign (VRSN) | Communications | 13,289,880 | $3.37B | 1.30% | +18,423 |
| Sirius XM (SIRI) | Communications | 119,776,692 | $2.70B | 1.04% | +2.31M |
2. Portfolio Adjustments and Notable Changes
A deeper look into the 13F filings reveals subtle yet meaningful shifts within Berkshire Hathaway’s portfolio. While many of the top holdings like Apple and Coca-Cola remain unchanged, some holdings did experience noteworthy changes. For instance, Bank of America (BAC) saw a significant reduction of over 48 million shares, reflecting a cautious adjustment in the financial sector. This cutback, amounting to a 7.15% decrease, underscores how even a patient investor like Buffett can make large moves when deemed necessary.
On the other hand, smaller but meaningful increases in holdings like Occidental Petroleum (OXY), which added over 763,000 shares, and Sirius XM (SIRI), which gained over 2.3 million shares, indicate a growing confidence in these companies. OXY’s increase, even though modest, highlights Berkshire’s evolving stance on energy investments, a sector that was traditionally approached conservatively by Buffett.
The overall portfolio structure still shows a strong preference for technology and finance, with Apple and Bank of America making up nearly 36% of the entire portfolio. These figures reinforce Buffett’s strategy of betting big on companies with wide moats, solid cash flow, and enduring market positions. Meanwhile, smaller positions like Moody’s (MCO), VeriSign (VRSN), and DaVita (DVA) remain important for diversification and stability.
The increase in energy and communication sectors like OXY and SIRI also suggests that Buffett’s team is keeping a watchful eye on emerging trends and potential growth drivers outside the traditional consumer and finance domains.
3. Warren Buffett’s Strategic Philosophy
Beyond the numbers, Warren Buffett’s investment philosophy shines through the latest 13F filings. The strong presence of companies like Apple and Coca-Cola reflects his conviction that great businesses with powerful brands and pricing power can weather economic cycles. This is the essence of Buffett’s well-known mantra: “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”
Furthermore, the portfolio’s diversified nature spanning consumer staples, financials, energy, and communications demonstrates a thoughtful approach to risk and opportunity. Rather than chasing fleeting trends, Buffett’s team focuses on sectors that deliver long-term value, high returns on equity, and shareholder-friendly policies like dividends and buybacks.
The minor changes in holdings, such as the trim in Bank of America and the boost in energy positions, reveal that even within this patient, value-driven framework, Buffett is not afraid to adjust. His investment style balances a bedrock of long-term convictions with a willingness to adapt when the market or company fundamentals shift. This adaptive approach, anchored in deep research and a disciplined process, has long been a hallmark of Berkshire Hathaway’s stewardship.
Buffett’s preference for companies with strong cash flow, durable competitive advantages, and shareholder-friendly policies remains the guiding principle of his portfolio. The 13F filings confirm that this approach continues to guide every tweak and adjustment made.
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