Re: The 33 stocks in the Buffett Portfolio
Most of these aren't Buffett's stocks. Most of these stocks are in GEICO's portfolio, which a smaller one run by Lou Simpson. As a subsidary, Lou's holdings are reported along side Warren's on SEC reports, and reporters aren't astute enough to separate them out.
The big holdings are reported in the annual report by Buffett himself. I haven't read a report in a while but the one's I'm pretty sure about are.
Coca-Cola KO: Wide Moat, 5 Stars
American Express AXP: Wide Moat, 3 Stars
Procter & Gamble PG: Wide Moat, 3 Stars
Wells Fargo WFC: Wide Moat, 5 Stars
Moody's MCO: Wide Moat, 3 Stars
Wesco Financial WSC: Narrow Moat, 5 Stars
Washington Post WPO: Wide Moat, 5 Stars
USG Corporation USG: Not Rated
Costco COST: Narrow Moat, 3 Stars
PetroChina PTR: Narrow Moat, 1 Star
Home Depot HD: Wide Moat, 4 Stars
Anheuser-Busch BUD: Wide Moat, 5 Stars
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