가치투자As of 2026-03-31
Warren Buffett
Berkshire Hathaway Inc
The Oracle of Omaha. A legend who achieved over 20% average annual returns for more than 50 years through long-term value investing. Focuses on companies with economic moats and his quarterly portfolio changes serve as a compass for global investors.
$263.10BAUM
27Holdings
2026-03-31 Summary
2개 종목 신규 매수 (DAL, GOOG) · 3개 종목 추가 매수 (GOOGL, NYT, LEN) · 6개 비중 축소 · Top holding: AAPL 22.0%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준
Holdings
27 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  AAPLAPPLE INC | 21.99% | 227,917,808 | $57.84B | +0.00% | No Change |
| 2 |  AXPAMERICAN EXPRESS CO | 17.43% | 151,610,700 | $45.86B | +0.00% | No Change |
| 3 |  KOCOCA COLA CO | 11.56% | 400,000,000 | $30.42B | +0.00% | No Change |
| 4 |  BACBANK AMERICA CORP | 9.52% | 513,624,165 | $25.04B | -0.71% | Partial Sell |
| 5 |  CVXCHEVRON CORPORATION | 6.64% | 84,375,856 | $17.46B | -35.17% | Partial Sell |
| 6 |  OXYOCCIDENTAL PETE CORP | 6.55% | 264,941,431 | $17.22B | +0.00% | No Change |
| 7 |  GOOGLALPHABET INC | 5.93% | 54,249,798 | $15.60B | +203.99% | Added |
| 8 |  CBCHUBB LTD SWITZ | 4.24% | 34,249,183 | $11.16B | +0.00% | No Change |
| 9 |  MCOMOODYS CORP | 4.09% | 24,669,778 | $10.76B | +0.00% | No Change |
| 10 |  KHCKRAFT HEINZ CO | 2.78% | 325,634,818 | $7.32B | +0.00% | No Change |
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