The Motley Fool

MARCH 23, 2024

That strict criteria is why so few technology stocks have made their way into Berkshire's portfolio. of the conglomerate's $372 billion publicly traded stocks and securities portfolio. Amazon generated $574 billion in revenue in 2023. That's more money than the conglomerate has invested in any other stock except one.

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The Motley Fool

SEPTEMBER 17, 2023

of his company's $353 billion stock portfolio is actually held in just two artificial intelligence (AI) growth stocks right now. To shed some light on how the Oracle of Omaha's current bets on AI are positioned, two Motley Fool contributors have profiled a top AI stock in the investment conglomerate's portfolio.

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The Motley Fool

FEBRUARY 21, 2025

From 1965 through 2023, Buffett's knack for spotting value that Wall Street overlooks has grown the value of Berkshire Hathaway stock by 4,384,748%. Domino's is one of Berkshire Hathaway's newest holdings, but you can see why Buffett's conglomerate has taken a shine to the restaurant stock.

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The Motley Fool

JANUARY 7, 2024

When the risk associated with any individual stock in your portfolio is high, spreading out your investments is essential. The top three stocks in my portfolio make up 32% of the total value. Intel is my largest holding because it soared 90% in 2023, but I won't be selling anytime soon. That strategy was an abject failure.

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The Motley Fool

DECEMBER 17, 2023

These three stocks have made Buffett the most money in 2023. Apple Other stocks in Berkshire's portfolio have delivered greater returns than Apple (NASDAQ: AAPL) has this year. However, there's no doubt whatsoever that Apple ranks as Buffett's biggest moneymaker in 2023. Berkshire's 20.8% Business is booming for Moody's.

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The Motley Fool

APRIL 17, 2024

The claims piled onto the already struggling stock, which had previously been a longtime holding of Warren Buffett's conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Buffett and his team have an excellent track record of evaluating management, which is a big reason for the conglomerate's long-term success.

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The Motley Fool

SEPTEMBER 24, 2023

It's hard to fathom, but we are already approaching 2023's final months. CrowdStrike's high-powered revenue growth makes it a must-know name for growth-oriented investors Jake Lerch (CrowdStrike): My pick for a hypergrowth stock destined to end 2023 on a high note is CrowdStrike. and Palantir Technologies wasn't one of them!

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The Motley Fool

JANUARY 16, 2025

Sign Up For Free But while Buffett is best known as one of the luminaries of value investing, there are also some high-profile growth stocks in Berkshire's portfolio -- and some of these companies are in the forefront of the artificial intelligence ( AI ) revolution.

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The Motley Fool

JANUARY 9, 2024

If you're looking to score wins in the AI space, these three Buffett-backed stocks could help take your portfolio to the next level. It's also the largest stock position by far in the Berkshire Hathaway portfolio, accounting for about 47% of the investment conglomerate's total stock holdings. Berkshire owns roughly $1.5

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The Motley Fool

AUGUST 20, 2023

portfolio is invested in these five high-yield dividend stocks. of Berkshire's overall portfolio. Its business is booming as well, with revenue and earnings jumping by a double-digit percentage year over year in the second quarter of 2023. of its portfolio. of Berkshire's total portfolio. It makes up 8.7%

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The Motley Fool

DECEMBER 17, 2023

of Berkshire's stock portfolio. Buffett's is betting big on Apple Buffett's been at the helm of Berkshire since 1965, but one of its biggest investments of all time didn't enter the equity portfolio until 2016. percent of the equity portfolio, it's Berkshire's second-largest holding. The stock offers an uninspiring 0.5%

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The Motley Fool

JULY 28, 2024

The conglomerate has dozens of holdings, but there's a single position that stands out. After purchasing shares of Apple (NASDAQ: AAPL) in the first quarter of 2016, this " Magnificent Seven Stock " now makes up 43% of Berkshire's $400 billion portfolio. in fiscal 2023. But this is still a company with a market cap of nearly $3.4

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The Motley Fool

AUGUST 13, 2024

Berkshire has become a conglomerate with several wholly owned companies under its umbrella, in addition to a portfolio of 47 publicly traded stocks and securities. Aside from the enormous capital gain, Berkshire received $736 million in dividend payments from Coca-Cola in 2023, and it's set to earn an even bigger amount this year!

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The Motley Fool

AUGUST 22, 2024

According to Berkshire's 13-F filing for the second quarter of 2024 (ended June 30), the conglomerate just sold a substantial amount of stock, which implies Buffett might be feeling cautious about the broader market. It's the most money the conglomerate has invested in any company since Buffett took the helm in 1965.

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The Motley Fool

DECEMBER 3, 2023

Diversifying the holdings in your investment portfolio can be a valuable tool for most investors. Buffett's hyper-concentrated approach to portfolio composition won't be a good fit for most investors, but it's undoubtedly served him well through the years. of Berkshire Hathaway's portfolio is invested in Apple stock as of this writing.

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The Motley Fool

JULY 31, 2023

Class A and B shares of Buffett's conglomerate Berkshire Hathaway have gained 24.1% of Berkshire Hathaway's investment portfolio. of Berkshire Hathaway's investment portfolio. With the Federal Reserve continuing its interest rate hike in July 2023, Bank of America may see even further growth in NII in the coming quarters.

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The Motley Fool

APRIL 21, 2024

Many financial advisors strongly recommend investors diversify their portfolios. Buffett has nearly 68% of Berkshire Hathaway 's $361 billion portfolio invested in only four stocks. This one stock makes up a whopping 42% of Berkshire's portfolio. The current value of the conglomerate's 1.03 billion shares is nearly $36.4

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The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Such funds offer a diverse portfolio of stocks representing numerous industries.

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The Motley Fool

AUGUST 31, 2023

If I had to start my investment portfolio over from square one, my first pick would be a world-class innovator and a pillar of stability. Am I asking too much of the first ticker in a freshly rebooted portfolio? And if I'm starting a fresh investment portfolio, Alphabet is the ultimate foundation for a more diverse approach.

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Private Equity Insights

FEBRUARY 14, 2025

Apleona, formerly part of German industrial conglomerate Bilfinger SE, provides facility management services across commercial, industrial, and public sectors. The deal follows PAI’s decision to explore strategic options for Apleona in 2023. The company employs more than 43,000 people across 30 countries.

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The Motley Fool

MARCH 16, 2024

One of the reasons the trust has been able to make such generous donations is because of the successful investments that make up The Bill & Melinda Gates Foundation Trust's portfolio, which is valued at about $42 billion. Main Street investors can take a cue from the trust and find investment ideas that would benefit their own portfolios.

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The Motley Fool

APRIL 10, 2025

is a massive conglomerate with operations in the finance, industrials, utility, energy, and consumer sectors. As noted above, Berkshire Hathaway is a conglomerate with a shockingly wide array of business lines. But the massive scale of Berkshire's portfolio makes it more like a mutual fund than a traditional corporation.

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The Motley Fool

JANUARY 2, 2024

Strikingly, the famous moneyman has delivered incredible returns while largely avoiding the time-honored practice of portfolio diversification. billion portfolio is concentrated in just two stocks. of Berkshire Hathaway's portfolio be invested in Apple (NASDAQ: AAPL) stock. of the company's portfolio. of Berkshire's $367.5

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The Motley Fool

MAY 14, 2024

Shares of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Warren Buffett's giant conglomerate, have risen by a stunning 4,187,214% since he took the helm of the core business in 1965. If you want to build a portfolio that can grow similarly, you might start by following his lead. billion as of the end of 2023.

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Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 245

The Motley Fool

MAY 23, 2024

Industrial giant General Electric rode its portfolio of businesses -- from aerospace to financial services -- to a $100 billion valuation in 1995. The conglomerate owns substantial positions in private and public success stories like GEICO, Coca-Cola , and even Apple. That's just one of the conglomerate's many success stories.

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The Motley Fool

AUGUST 5, 2024

Warren Buffett's biggest stock holding Berkshire Hathaway holds an equity portfolio worth about $300 billion. Despite the share sales, he fully intends for Apple to remain the largest holding in Berkshire's portfolio for the foreseeable future. The conglomerate already has a market cap approaching $950 billion.

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The Motley Fool

DECEMBER 21, 2023

First purchased by Berkshire in 2016, Apple is now the conglomerate's largest publicly held stock, making up 50% of its $313 billion investment portfolio. Having one stock make up such a large percentage of a portfolio would make most investors nervous. In 2018, Apple stock was 22% of Berkshire's portfolio.

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The Motley Fool

JANUARY 26, 2024

But the conglomerate happens to own stakes in a number of companies that are developing aspects of the technology on top of their core businesses, and just four of them account for 55.1% of its $370 billion portfolio of publicly listed stocks. Coca-Cola released a drink in 2023 called Y3000 that was formulated using AI.

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The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. As a result of the regular inflows of Gates's wealth, dividend payments, and outflows to charitable ventures, the trust's stock holdings and the amounts change regularly. Image source: Getty Images.

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The Motley Fool

AUGUST 14, 2024

Warren Buffett's diversified conglomerate generated those steady returns even as inflation, elevated interest rates, and geopolitical conflicts rattled the broader markets. Its wholly owned insurance underwriting and insurance-investment subsidiaries generated 40% of its total operating earnings in 2023. billion $9.57 billion $5.09

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The Motley Fool

FEBRUARY 28, 2024

It has amassed an expansive portfolio that includes several wholly owned private companies, and 47 publicly traded stocks and securities. billion -- but it also paid Berkshire $736 million in dividends in 2023. But that's just one of the conglomerate's many success stories. Buffett remains at the helm of Berkshire today.

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The Motley Fool

JANUARY 11, 2024

Much of the conglomerate's success has been the result of smart stock picking by Buffett -- or as he would prefer to say, business picking. Not all of the stocks added to Berkshire's portfolio have performed well, though. The conglomerate now owns over 15% of Paramount, with its stake worth close to $1.3

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The Motley Fool

OCTOBER 24, 2024

He and his team manage a portfolio of publicly traded stocks worth $317 billion, in addition to a $277 billion cash pile and numerous private, wholly owned subsidiaries. That's twice as much as the conglomerate has invested in any single company in its entire history. Apple is the largest holding in Berkshire's portfolio today.

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The Motley Fool

NOVEMBER 29, 2023

Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. Although the Oracle of Omaha and his team weren't too active on the buy side of the equation, satellite-radio operator Sirius XM Holdings (NASDAQ: SIRI) was re-added to Berkshire's portfolio following a roughly two-year absence.

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Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

MAY 20, 2024

The challenge is even more difficult for Buffett, who manages a portfolio of $377 billion in equities and $189 billion in cash for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). The current environment is reflected in Buffett's portfolio management decisions. As of the end of 2023, he'd purchased about $5 billion worth of it.

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The Motley Fool

AUGUST 31, 2024

As Chairman and CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett is in charge of managing the bulk of the conglomerate's equity portfolio. Buffett did just that when he started selling Apple (NASDAQ: AAPL) shares in the fourth quarter of 2023. billion portfolio, buying 1.95 billion portfolio.

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Private Equity Wire

DECEMBER 31, 2024

Additionally, he expects spinoffs like those undertaken by Vivendi SE and Sodexo to remain a trend as conglomerates streamline their portfolios. Looking ahead, Caron highlighted several sectors, including defence, technology, and green energy, as likely drivers of IPO activity in 2025.

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