Latest Portfolio (reported on 2012-05-15; portfolio on 2012-03-31)

 

Company Ticker Value On
2012-03-31
No of Shares % of portfolio
COCA COLA CO    (COM) KO 14,802,000,000 200,000,000 19.65%
WELLS FARGO & CO NEW    (COM) WFC 13,462,596,000 394,334,928 17.87%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 13,436,163,000 64,395,700 17.84%
AMERICAN EXPRESS CO    (COM) AXP 8,772,196,000 151,610,700 11.64%
PROCTER & GAMBLE CO    (COM) PG 4,923,411,000 73,254,136 6.53%
KRAFT FOODS INC    (CL A) KFT 2,965,432,000 78,017,165 3.93%
WAL MART STORES INC    (COM) WMT 2,858,538,000 46,708,142 3.79%
CONOCOPHILLIPS    (COM) COP 2,211,963,000 29,100,937 2.93%
US BANCORP DEL    (COM NEW) USB 2,187,165,000 69,039,326 2.90%
JOHNSON & JOHNSON    (COM) JNJ 1,914,036,000 29,018,127 2.54%
MOODYS CORP    (COM) MCO 1,196,282,000 28,415,250 1.58%
DIRECTV COM CL A    (SHS) DTV 1,134,800,000 22,999,600 1.50%
WASHINGTON POST CO    (CL B) WPO 645,441,000 1,727,765 0.85%
DAVITA INC    (COM) DVA 541,020,000 6,000,000 0.71%
M & T BK CORP    (COM) MTB 467,591,000 5,382,040 0.62%
COSTCO WHSL CORP NEW    (COM) COST 393,469,000 4,333,363 0.52%
VISA INC    (COM CL A) V 338,071,000 2,865,008 0.44%
CVS CAREMARK CORPORATION    (COM) CVS 318,371,000 7,106,500 0.42%
U S G CORP    (COM NEW) USG 293,642,000 17,072,192 0.38%
GENERAL DYNAMICS CORP    (COM) GD 284,503,000 3,877,122 0.37%
LIBERTY MEDIA CORPORATION - LIBERTY CAP CLASS A COMMON STOCK    (SHS) LCAPA 264,450,000 3,000,000 0.35%
GENERAL MOTORS COMPANY COMMON STOCK    (SHS) GM 256,500,000 10,000,000 0.34%
INTEL CORP    (COM) INTC 217,751,000 7,745,000 0.28%
TORCHMARK CORP    (COM) TMK 211,156,000 4,235,818 0.28%
MASTERCARD INC    (CL A) MA 170,319,000 405,000 0.22%
DOLLAR GENERAL CORP COMMON STOCK    (SHS) DG 168,037,000 3,637,164 0.22%
SANOFI AVENTIS    (SPONSORED ADR) SNY 157,467,000 4,063,675 0.20%
GENERAL ELECTRIC CO    (COM) GE 156,102,000 7,777,900 0.20%
BANK OF NEW YORK MELLON CORP    (COM) BK 135,308,000 5,607,466 0.17%
UNITED PARCEL SERVICE INC    (CL B) UPS 115,365,000 1,429,200 0.15%
VERISK ANALYTICS, INC.    (SHS) VRSK 104,750,000 2,230,148 0.13%
VIACOM INC NEW    (CL B) VIA-B 75,541,000 1,591,670 0.10%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 67,837,000 1,510,500 0.09%
GANNETT INC    (COM) GCI 26,678,000 1,740,231 0.03%
INGERSOLL RAND LTD A    (SHS) IR 26,299,000 636,000 0.03%
Total Value As 2012-03-31: 75,300,250,000 SEC FILING
* Portfolios do not reflect changes after reporting

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