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Stock Strategist

The 33 Stocks in the Buffett Portfolio

Berkshire Hathaway's investments are worth contemplating.

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Periodically, we review  Berkshire Hathaway's  (BRK.B) stock holdings. Berkshire is the conglomerate run by Warren Buffett, one of the all-time great investors. Each quarter, Berkshire files form 13-F with the SEC, which discloses its consolidated equity investments.

Berkshire's latest 13-F disclosed 32 stock positions as of June 30, and we added one foreign investment we knew of, for a total of 33. Note: we excluded Gillette, which has since merged with  Procter & Gamble (PG), and added  Anheuser-Busch (BUD), because Buffett has admitted accumulating a position even though Berkshire hasn't formally disclosed this to the SEC yet. We also omitted Ameriprise Financial (AMP), because we don't know whether Buffett retained his holding after it was spun off from  American Express (AXP). Berkshire now owns more stocks than at the end of 2004 and 2003, when it owned 29 and 30 stocks, respectively. However, Berkshire continues to struggle to find bargains--whether in equities, bonds, or acquisitions--as evidenced by a cash hoard that is approaching $50 billion. Although Berkshire has made several small acquisitions this year, cash seems to arrive in Omaha ever faster.

Dreyfus Neenan does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.