Diversified Portfolio with BRK-A Dominance
Francis Chou's investment portfolio from 2025-09-30 features a strong allocation in BERKSHIRE HATHAWAY INC (BRK-A), followed by significant positions in ALPHABET INC (GOOG) and SIRIUSXM HOLDINGS INC (SIRI). The portfolio is notable for its balance across sectors, with Financial Services holding the largest share at 31.22%, while Energy contributes around 7.12%. STELLANTIS N.V (STLA) shows a notable increase in shares despite a slight percentage decrease.
Diversified Portfolio Analysis
Francis Chou's portfolio from September 30, 2025, demonstrates a strategic approach to asset allocation with significant holdings across multiple sectors. The total portfolio value is $207,738,272.
Top Holdings Breakdown
- Berkshire Hathaway Inc (BRK-A): Portfolio percentage allocation of 31.22%, valued at $64,861,222.
- Alphabet Inc (GOOG): Portfolio percentage allocation of 9.66%, valued at $20,066,085.
- SiriusXM Holdings Inc (SIRI): Portfolio percentage allocation of 7.87%, valued at $16,349,807.
- Financial Services Sector: BRK-A and SIRI collectively account for over half the portfolio's value.
- Energi (OXY): Portfolio percentage allocation of 7.12%, valued at $14,789,253.
- STELLANTIS N.V (STLA): Portfolio percentage allocation of 6.27%, with a significant increase in shares despite a slight decrease in value.
Sector Allocation Analysis
The portfolio exhibits the highest concentration in the Financial Services sector, comprising nearly one-third of the total investment. This is followed by Communication Services (GOOG) and Consumer Discretionary (SIRI). Notably, Energy (OXY) contributes around 7% to the portfolio.
Investment Strategy Insights
Francis Chou's strategy appears to focus on diversification across key sectors while maintaining a significant presence in high-growth areas like Technology and Financial Services. The inclusion of STLA, despite its percentage allocation being relatively low, highlights the portfolio's adaptability to emerging trends.
Changes in shares for STLA indicate increased interest or confidence in this sector, potentially reflecting positive market sentiment or strategic positioning.
Conclusion
Francis Chou's portfolio from September 2025 showcases a balanced investment strategy with strong allocations in well-established sectors and strategic diversification into emerging areas. The inclusion of BRK-A underscores the importance of Financial Services, while the growth in STLA suggests a focus on dynamic industries within the Energy sector.