巨匠一覧
ウォーレン・バフェット
Berkshire Hathaway · バリュー投資
オマハの賢人 — 良い企業を適正価格で長期保有
運用規模 (13F申告)
$299.3B
保有銘柄数
29 銘柄
基準四半期
2026 Q2
開示日
2026-08-14
今四半期の変動
新規1
DHI
買増7
GOOGL+45.2%GOOG+658.4%DAL+44.0%LEN+29.8%NYT+3.6%M+141.8%LEN/B+25.4%
縮小6
BAC-5.9%DVA-4.0%KR-22.0%ALLY-6.9%COF-58.0%NUE-52.5%
全売却1
STZ
保有銘柄29
| # | 銘柄 | 構成比 | 評価額 |
|---|---|---|---|
| 1 | AAPLApple Inc | 22.04% | $66.0B |
| 2 | AXPAmerican Express Co | 17.14% | $51.3B |
| 3 | KOCoca Cola Co | 10.86% | $32.5B |
| 4 | GOOGL買増 +45.2%Alphabet Inc | 9.41% | $28.2B |
| 5 | BAC縮小 -5.9%Bank Of Amer Corp | 9.20% | $27.5B |
| 6 | CVXChevron Corporation | 4.67% | $14.0B |
| 7 | OXYOccidental Pete Corp | 4.30% | $12.9B |
| 8 | Chubb LimitedCOM | 3.90% | $11.7B |
| 9 | MCOMoodys Corp | 3.73% | $11.2B |
| 10 | GOOG買増 +658.4%Alphabet Inc | 3.21% | $9.6B |
| 11 | KHCKraft Heinz Co | 2.57% | $7.7B |
| 12 | DVA縮小 -4.0%Davita Inc | 2.15% | $6.4B |
| 13 | DAL買増 +44.0%Delta Air Lines Inc | 1.79% | $5.4B |
| 14 | SIRISiriusxm Holdings Inc | 1.23% | $3.7B |
| 15 | VRSNVerisign Inc | 0.76% | $2.3B |
