Finance

Inside Warren Buffett's $646 Million 'Secret' Investment Portfolio

Published May 28, 2024

Warren Buffett, the seasoned investor behind the behemoth conglomerate Berkshire Hathaway, has a reputation for investments that consistently beat the market. Known for his value investing strategy, Buffett's portfolio runs deep with a diverse set of securities. Of the 90 holdings known to be under Buffett's oversight, five stand out as particularly outstanding purchases from the March-ended quarter.

The Elite Five in Buffett's Arsenal

The latest regulatory filings reveal significant stakes in these five companies, each a leader in its respective industry. Notably, Berkshire Hathaway has increased its positions in energy titan CVX, telecommunications giants T and VZ, financial institution WFC, and has maintained substantial holdings in its own stock, BRK-A, highlighting Buffett's confidence in the intrinsic value of his company.

Why These Stocks Make the Cut

CVX, also known as Chevron Corporation, stands as a global leader in the energy sector. With operations spanning 180 countries, Chevron's reach in hydrocarbon exploration, production, and the petrochemical industry makes it a powerhouse in energy.

As the world's largest telecommunications company, T, or AT&T Inc., boasts an extensive network and is a second-largest provider of mobile telephone services. Their customer reach and influence in the telecom industry cannot be overstated.

In the same industry but with its unique strengths, VZ — Verizon Communications — also garners a spot in Buffett's list. As a key player in American telecommunications and a Dow Jones Industrial Average component, Verizon has a crucial presence in the market.

Moving to finance, WFC — Wells Fargo — is known for its multifaceted financial services. With a strong brand and extensive operational reach, it represents the financial sector's robustness in Buffett's collection.

Last but by no means least is BRK-A. This conglomerate continues to showcase resilience and growth under Buffett's leadership. Its widespread investments and wholly-owned subsidiaries across critical industries are a testament to its strength.

Another notable mention is JNR, a titan in the healthcare world. Johnson & Johnson, famed for its AAA credit rating and position on the Dow Jones, is a proven performer with a wide range of products and services in medical devices, pharmaceuticals, and consumer goods.

Buffett, investment, stocks