Warren Buffett y su compañía Berkshire Hathaway siguen su ascenso año tras año. Este inversor ha sido fiel a su estilo en busca de buenas empresas de baja valoración durante décadas. A sus 90 años sigue con su equipo buscando oportunidades para el fondo. No compra acciones de compañías con frecuencia, sino de empresas directamente y con presencia en los consejos de administración de éstas. Analizando su portafolio podemos encontrar grandes oportunidades de inversiones a largo plazo. Hoy son 4 compañías
las que tienen sobre las demás con porcentajes de mas del 10% .Durante el año en curso las ha mantenido y respaldado. Estas han sido Apple Inc., Bank of America, American Express y Cocacola.
Para el curioso en ver sus inversiones paso una lista de su portfolio en los últimos meses.
Juan Ma
las que tienen sobre las demás con porcentajes de mas del 10% .Durante el año en curso las ha mantenido y respaldado. Estas han sido Apple Inc., Bank of America, American Express y Cocacola.
Para el curioso en ver sus inversiones paso una lista de su portfolio en los últimos meses.
Juan Ma
|
Company (links to holding history)
|
Ticker
|
Value On
2021-03-31 |
No of Shares
|
% of portfolio
|
|---|---|---|---|---|
|
APPLE INC (COM)
|
AAPL
|
108,363,609,000
|
887,135,554
|
40.07%
|
|
BANK AMER CORP (COM)
|
BAC
|
39,080,793,000
|
1,010,100,606
|
14.45%
|
|
AMERICAN EXPRESS CO (COM)
|
AXP
|
21,443,817,000
|
151,610,700
|
7.92%
|
|
COCA COLA CO (COM)
|
KO
|
21,083,999,000
|
400,000,000
|
7.79%
|
|
KRAFT HEINZ CO (COM)
|
KHC
|
13,025,393,000
|
325,634,818
|
4.81%
|
|
VERIZON COMMUNICATIONS INC (COM)
|
VZ
|
9,235,649,000
|
158,824,575
|
3.41%
|
|
MOODYS CORP (COM)
|
MCO
|
7,366,643,000
|
24,669,778
|
2.72%
|
|
US BANCORP DEL (COM NEW)
|
USB
|
7,172,993,000
|
129,687,084
|
2.65%
|
|
DAVITA INC (COM)
|
DVA
|
3,890,020,000
|
36,095,570
|
1.43%
|
|
GENERAL MTRS CO (COM)
|
GM
|
3,849,820,000
|
67,000,000
|
1.42%
|
|
BANK OF NEW YORK MELLON CORP (COM)
|
BK
|
3,421,785,000
|
72,357,453
|
1.26%
|
|
CHARTER COMMUNICATIONS INC N (CL A)
|
CHTR
|
3,216,810,000
|
5,213,461
|
1.18%
|
|
VERISIGN INC (COM)
|
VRSN
|
2,547,231,000
|
12,815,613
|
0.94%
|
|
CHEVRON CORP NEW (COM)
|
CVX
|
2,480,617,000
|
23,672,271
|
0.91%
|
|
ABBVIE INC (COM)
|
ABBV
|
2,474,794,000
|
22,868,178
|
0.91%
|
|
VISA INC (COM CL A)
|
V
|
2,114,645,000
|
9,987,460
|
0.78%
|
|
BRISTOL-MYERS SQUIBB CO (COM)
|
BMY
|
1,959,064,000
|
31,032,227
|
0.72%
|
|
LIBERTY MEDIA CORP DELAWARE (COM C SIRIUSXM)
|
LSXMK
|
1,905,918,000
|
43,208,291
|
0.70%
|
|
KROGER CO (COM)
|
KR
|
1,837,660,000
|
51,060,296
|
0.67%
|
|
AMAZON COM INC (COM)
|
AMZN
|
1,650,073,000
|
533,300
|
0.61%
|
|
MASTERCARD INC (CL A)
|
MA
|
1,625,281,000
|
4,564,756
|
0.60%
|
|
SNOWFLAKE INC (CL A)
|
1,404,426,000
|
6,125,376
|
0.51%
|
|
|
MERCK & CO. INC (COM)
|
MRK
|
1,378,553,000
|
17,882,388
|
0.50%
|
|
RH (COM)
|
1,047,897,000
|
1,756,448
|
0.38%
|
|
|
AON PLC (SHS CL A)
|
942,564,000
|
4,096,146
|
0.34%
|
|
|
STORE CAP CORP (COM)
|
STOR
|
817,909,000
|
24,415,168
|
0.30%
|
|
T-MOBILE US INC (COM)
|
TMUS
|
656,770,000
|
5,242,000
|
0.24%
|
|
LIBERTY MEDIA CORP DELAWARE (COM A SIRIUSXM)
|
LSXMA
|
655,045,000
|
14,860,360
|
0.24%
|
|
STONECO LTD (COM CL A)
|
STNE
|
654,775,000
|
10,695,448
|
0.24%
|
|
MARSH & MCLENNAN COS INC (COM)
|
MMC
|
644,021,000
|
5,287,526
|
0.23%
|
|
GLOBE LIFE INC (COM)
|
613,961,000
|
6,353,727
|
0.22%
|
|
|
TEVA PHARMACEUTICAL INDS LTD (SPONSORED ADR)
|
TEVA
|
493,789,000
|
42,789,295
|
0.18%
|
|
AXALTA COATING SYS LTD (COM)
|
AXTA
|
410,779,000
|
13,887,037
|
0.15%
|
|
SIRIUS XM HLDGS INC (COM)
|
SIRI
|
265,882,000
|
43,658,800
|
0.09%
|
|
LIBERTY GLOBAL PLC (SHS CL C)
|
LBTYK
|
187,642,000
|
7,346,968
|
0.06%
|
|
BIOGEN INC (COM)
|
BIIB
|
179,885,000
|
643,022
|
0.06%
|
|
LIBERTY GLOBAL PLC (SHS CL A)
|
LBTYA
|
86,213,000
|
3,359,831
|
0.03%
|
|
JOHNSON & JOHNSON (COM)
|
JNJ
|
53,759,000
|
327,100
|
0.01%
|
|
PROCTER & GAMBLE CO (COM)
|
PG
|
42,715,000
|
315,400
|
0.01%
|
|
MONDELEZ INTL INC (CL A)
|
MDLZ
|
33,830,000
|
578,000
|
0.01%
|
|
LIBERTY LATIN AMERICA LTD (COM CL A)
|
33,753,000
|
2,630,792
|
0.01%
|
|
|
WELLS FARGO & CO NEW (COM)
|
WFC
|
26,374,000
|
675,054
|
0.00%
|
|
LIBERTY LATIN AMERICA LTD (COM CL C)
|
16,667,000
|
1,284,020
|
0.00%
|
|
|
VANGUARD INDEX FDS (S&P 500 ETF SHS)
|
VOO
|
15,665,000
|
43,000
|
0.00%
|
|
SPDR S&P 500 ETF TR (TR UNIT)
|
SPY
|
15,615,000
|
39,400
|
0.00%
|
|
UNITED PARCEL SERVICE INC (CL B)
|
UPS
|
10,097,000
|
59,400
|
0.00%
|
|
Total Value As 2021-03-31:
|
270,435,200,000
|
