Gains are reinvested — principal and returns grow together.
Hypothetical backtest — not a real trading record. Simulated on public data from 2013-08: each position is bought only after the filing became public (using no information unavailable at the time), with trading costs deducted, on a total-return basis. Past performance does not predict future results.
Warren Buffett has run Berkshire Hathaway since 1965, buying outstanding businesses at fair prices and holding them for the long haul — turning that value discipline into one of the most studied long-term records in history. He transformed a failing textile mill into a colossal insurance-and-industrial conglomerate, and his decades of compounding are treated as canon.
| Ticker | Name | Weight | vs last filing |
|---|---|---|---|
| AAPL | Apple Inc. | 22.0% | −0.6 ▼ |
| AXP | American Express Company | 17.4% | −3.0 ▼ |
| KO | Coca-Cola Company | 11.6% | +1.4 ▲ |
| BAC | Bank of America Corporation | 9.5% | −0.9 ▼ |
| CVX | Chevron Corporation | 6.6% | −0.6 ▼ |
| OXY | Occidental Petroleum Corporation | 6.5% | +2.6 ▲ |
| GOOGL | Alphabet Inc. Class A Common Stock | 5.9% | +3.9 ▲ |
| MCO | Moody's Corporation | 4.1% | −0.5 ▼ |
| KHC | The Kraft Heinz Company Common Stock | 2.8% | — |
| DVA | DaVita Inc. | 1.8% | +0.4 ▲ |
| KR | The Kroger Co. | 1.4% | +0.2 ▲ |
| SIRI | Siriusxm Holdings Inc | 1.1% | — |
| DAL | Delta Air Lines, Inc. | 1.0% | New |