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Focused investors/Warren Buffett

Warren Buffett - Berkshire Hathaway

As of Q2 2026, Warren Buffett reported 29 long-equity positions worth $299.25B in aggregate.

Copy-investor backtest

Latest quarter
+5.97%
1-year
+19.33%
3-year
+55.53%
5-year
+58.09%
3-year vs S&P 500
-17.71%
5-year vs S&P 500
-15.59%
5-year top 5
+78.99%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-08-14 from SEC 13F data.

Live quotes available for 29 of 30 rows. Rows without a quote are marked unavailable.

1AAPLAPPLE INC22.04%-227,917,808$65.95B$289.3652w: $201.50 - $316.94; reported $289.36
2AXPAMERICAN EXPRESS CO17.14%-151,610,700$51.28B$338.2552w: $288.34 - $387.49; reported $338.25
3KOCOCA COLA CO10.86%-400,000,000$32.51B$81.2752w: $65.35 - $84.04; reported $81.27
4GOOGLALPHABET INC9.41%Add +45.2%78,791,167$28.16B$357.3752w: $172.77 - $408.61; reported $357.37
5BACBANK OF AMER CORP9.20%Reduce -5.9%483,394,015$27.54B$56.9852w: $44.75 - $59.20; reported $56.98
6CVXCHEVRON CORPORATION4.67%-84,375,856$13.99B$165.7652w: $142.51 - $214.71; reported $165.76
7OXYOCCIDENTAL PETE CORP4.30%-264,941,431$12.87B$48.5752w: $38.80 - $67.45; reported $48.57
8CBCHUBB LIMITED3.90%-34,249,183$11.67B$340.7452w: $264.10 - $345.67; reported $340.74
9MCOMOODYS CORP3.73%-24,669,778$11.17B$452.9252w: $402.28 - $546.88; reported $452.92
10GOOGALPHABET INC3.21%Add +658.4%27,188,433$9.61B$353.3352w: $173.88 - $404.47; reported $353.33
11KHCKRAFT HEINZ CO2.57%-325,634,818$7.69B$23.6252w: $21.04 - $29.19; reported $23.62
12DVADAVITA INC2.15%Reduce -4.0%28,880,209$6.43B$222.4852w: $101.00 - $224.19; reported $222.48
13DALDELTA AIR LINES INC1.79%Add +44.0%57,320,000$5.37B$93.6652w: $48.24 - $95.14; reported $93.66
14SIRISIRIUSXM HOLDINGS INC1.23%-124,807,117$3.69B$29.5452w: $19.77 - $30.11; reported $29.54
15VRSNVERISIGN INC0.76%-8,989,880$2.26B$251.5652w: $208.86 - $312.48; reported $251.56
16KRKROGER CO0.72%Reduce -22.0%39,000,000$2.17B$55.5352w: $54.97 - $76.58; reported $55.53
17ALLYALLY FINL INC0.41%Reduce -6.9%27,000,000$1.24B$45.9552w: $35.92 - $47.27; reported $45.95
18LENLENNAR CORP0.40%Add +29.8%13,111,741$1.19B$90.4952w: $81.18 - $144.24; reported $90.49
19LLYVKLIBERTY LIVE HOLDINGS INC0.37%-10,587,143$1.12B$105.6452w: $76.30 - $107.59; reported $105.64
20NYTNEW YORK TIMES CO MTN BE0.37%Add +3.6%15,700,000$1.1B$69.9852w: $51.03 - $87.10; reported $69.98
21COFCAPITAL ONE FINL CORP0.20%Reduce -58.0%3,000,000$601.86M$200.6252w: $174.24 - $259.64; reported $200.62
22LLYVALIBERTY LIVE HOLDINGS INC0.17%-4,986,588$504.94M$101.2652w: $74.38 - $103.45; reported $101.26
23LPXLOUISIANA PAC CORP0.15%-5,664,793$445.59M$78.6652w: $66.12 - $102.86; reported $78.66
24NUENUCOR CORP0.14%Reduce -52.5%1,857,752$413.81M$222.7552w: $128.46 - $270.90; reported $222.75
25MMACYS INC0.06%Add +141.8%7,347,426$173.03M$23.5552w: $11.52 - $26.10; reported $23.55
26NVRNVR INC0.03%-11,112$75.71M$6813.4052w: $5501.01 - $8618.28; reported $6813.40
27LEN-BLENNAR CORP0.01%Add +25.4%298,117$26.45M$88.7152w: $79.50 - $137.39; reported $88.71
28JEFJEFFERIES FINANCIAL GROUP IN0.01%-433,558$21.67M$49.9852w: $35.53 - $71.04; reported $49.98
29DHID R HORTON INC0.00%New3,564$580.5K$162.8852w: $128.00 - $184.55; reported $162.88
30STZCONSTELLATION BRANDS INC-Sold0$0No quoteNo quote