Berkshire Hathaway Inc. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Concentration is the first item to inspect: top 5 70.88%, top 10 88.27%, top 20 96.73%. The largest names are AAPL (Apple Inc.) 22.60%, AXP (American Express Company) 20.46%, BAC (Bank of America Corporation) 10.38%, KO (The Coca-Cola Company) 10.20%, and CVX (Chevron Corporation) 7.24%, and the largest sector exposures are Financials 42.81%, Information Technology 23.40%, and Consumer Staples 14.87%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by AAPL (Apple Inc.) 22.60%, AXP (American Express Company) 20.46%, and BAC (Bank of America Corporation) 10.38%, with sector exposure of Financials 42.81%, Information Technology 23.40%, and Consumer Staples 14.87%. The baseline metrics show return 10.76%, alpha -2.60%, beta 1.03, Sharpe 0.61, Sortino 0.75, and max drawdown -39.39%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The latest change list shows AAPL unchanged to 22.60%; AXP unchanged to 20.46%; BAC unchanged to 10.38%. Combined with top 5 70.88%, top 10 88.27%, top 20 96.73%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.