Comparing Portfolio to Warren Buffetts

You can take a peek at Warren Buffett's stock holdings via the SEC filings for Berkshire Hathaway. Sites like GuruFocus provide easy access to this information.

I thought I would take a look at what invesments in his portfolio I also have in my taxable investment portfolio - here is a partial list:

Investment

Berkshire’s Portfolio

2mil's Portfolio

Coca-Cola Co.

200,000,000

18%

0

0%

American Express Co.

151,610,700

17.12%

0

0%

Wells Fargo & Co.

190,641,600

13.89%

0

0%

Procter & Gamble Co.

100,000,000

12.48%

28

2.32%

Moody's Corp.

48,000,000

6.32%

0

0%

Wesco Financial Corp.

5,703,087

5.02%

0

0%

Anheuser-Busch

36,417,400

3.48%

101

5.91%

Johnson & Johnson

24,588,800

3.22%

8

0.72%

Washington Post Co.

1,727,765

2.56%

0

0%

ConocoPhillips

17,938,100

2.15%

0*

0%*

Wal-Mart

19,944,300

1.98%

0

0%

Ameriprise Financial

19,256,537

1.82%

0

0%

M&T Bank Corp.

6,708,760

1.62%

0

0%

USG Corp.

16,700,992

1.58%

18

1.26%

American Standard

11,062,700

0.94%

0

0%

Comcast CL A SPCL

11,110,200

0.82%

0

0%

Nike Inc.

4,000,000

0.71%

0

0%

Tyco International Ltd.

10,000,000

0.56%

0

0%

General Electric Co.

7,777,900

0.55%

83

3.83%

Costco Wholesale

5,254,000

0.53%

0

0%

Iron Mountain

9,047,850

0.51%

0

0%

SunTrust

3,204,600

0.49%

0

0%

H&R Block

10,971,000

0.47%

0

0%

First Data

10,000,000

0.45%

0

0%

Lowes

7,000,000

0.39%

44

1.74%

Gannett

3,447,600

0.39%

0

0%


*Pending investment in Connoco; The portfolio percentage is based on just my taxable investment holdings and doesn't include my retirement accounts. You can find more info on my current investment holdings here.

What is glaringly obvious when I look at this table is the lack of financial investments I have in my portfolio compared to Warren Buffets. American Express, Wells Fargo, Wesco Financial, Ameriprise, M&T Bank, SunTrust, First Data, Western Union, etc are all financial-related companies that Warren has interest in. I own nothing in this sector. Instead my portfolio has a much higher weightings in big pharmaceuticals (PFE, MRK) and technology (IBM).

Also here is a recent Moringstar article that also digs a bit into Warren Buffet's holdings.

Related in Stocks:

Chairmen Letters to Shareholders (Mar 09, 2014) Its that time of year again --the close of fiscal years means an overload of annual reports including Letters to Shareholders. Two annual letters that I read each year are those from Berkshire Hathaway (Warren Buffet) and Fairfax Financial (Prem...

Investment Performance January 2014 (-2.94%) (Feb 23, 2014) January 2014 Investment Report: January Highlights: January was a bad way to start out the year, but our portfolio performed slightly better thank our benchmark (-2.94% vs -3.17%). We made our regular monthly investments in our Roth IRAs, and some...

Investment Performance December 2013 (+2.20%) (Jan 10, 2014) December 2013 Investment Report: December Highlights: December was another subpar for us as our portfolio performed poorly compared to our benchmark (+2.20% vs +2.58%). We made our regular monthly investments in our Roth IRAs, and some dividends & dividend reinvestments....

Comments (10)


Are you trying to emulate Buffett's portfolio, or is this just a "hmmm...I was wondering...." scenario?

I have been thinking of investing part of my Sharebuilder portfolio (or my rollover IRA) into some Berkshire B shares. I do think that there is room to run there - and without being able to currently cite chapter and verse, I know that I have read articles recently that preach the same idea.

Buffett would never hold positions in technology companies because he doesn't "understand" their business.

Get out of Lowes and into COSTCO (cost). Rumor has it that Buffet is going large on it this year and his right had man Charles Munger sits on its board of directors. Retail stock of 2007.

I wouldn't say Warren Buffett doesn't understand Technology companies, but yet technology companies change too much over time.

I've watched Warrent before give a 1 1/2 hour speech and one of the things he talked about was technology stocks. He said he wouldn't hold technology stocks because they do not have a fundamental business that is tried and true and does not dramatically change over time.

Then he sited an example of what he meant. He said, when you buy chewing gum or a company that produces chewing gum you know what you are getting. Chewing gum doesn't really change over time. It's a business that knows what it needs to do and it does it over time. It's a boring business but it churns out the same product year over year.

He sited the same example with Coca-Cola. He said Coke has the same test in the morning, afternoon or night. He says the taste of Coke never gets dull, and that's why people can drink many a day.

So it's not that he doesn't "understand" their business, it's more that technology companies don't understand their business, and it will be ever changing forever.

just a bit of curiosity to see how our portfolios overlap.

thanks for the list. Even though it made me feel like a third world homeless dude.

Buffet doesn't own IBM for good reason, it's a loser of a company. Did you sell your shares before the drop today? If not then I guess you haven't ever looked at a chart. IBM always drops in January. Oh well, maybe next January you can sell your shares at $100. Just like you could have in 2002, 2004, or 2005. You seem like a smart enough guy but your investment in IBM is mind-boggling. Take some advice from Buffet and put your money somewhere else.

You should check out the forums at Martketocracy.com. You can manage a fund and soon enough earn the privilege of getting posting privileges. The forums are an awesome place to learn about investing! Good luck to you!

It would be interesting to add a 1yr return to your table for each of those investments. Over the last year, I wonder whose picks from the list performed the best... (even though Buffet is the ultimate buy and hold investor)

http://retiringearly.blogspot.com

I just posted a book review of Benjamin Graham's The Intelligent Investor on my blog. Graham is one of two people who greatly influenced Warren Buffett. By looking at Graham's philosophies, you can see why Buffett selects many of the stocks he does.

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A personal finance weblog of my journey to reach my goal of $2 million + the value of my primary residence.
Current Net Worth: $1,574,185

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