
	Bill Gates 13F
	Bill & Melinda Gates Foundation Trust

	Last update 2024-08-14	23 Stocks (0 new)
	Value $47.67 Bil	Turnover 6 %
	Countries: Top Holdings: MSFT(32.71%)BRK.B(21.01%)WM(15.77%)CNI(13.59%)CAT(5.14%) Portfolio Report

Bill Gates Profile

Bill Gates is one of the smartest businessmen in the world. He founded Microsoft in 1975 alongside his partner Paul Allen and grew it to be one of the world's largest software developers. Thanks to the success of Microsoft, Bill Gates was the richest man for 15 consecutive years. The portfolio we track here before June 2009 is called Cascade Investment, which is the personal portfolio of Bill Gates. Since June 2009, the portfolio we track is for Bill & Melinda Gates Foundation Trust.

Bill Gates Investing Philosophy

The investments of the trust are managed by an outside team of portfolio managers. Bill and Melinda guide the managers in voting proxies consistent with the principles of good governance and good management. When instructing the investment managers, they also consider other issues beyond corporate profits, including the values that drive the foundation's work. They have defined areas in which the endowment will not invest, such as companies whose profit model is centrally tied to corporate activity that they find egregious.

Bill Gates Portfolio and Latest Trades

Ticker
Ticker
BRK.B
MSFT
CVNA
BRK.B
MSFT
BRK.B
MSFT
DE
IYW
AAPL
META
KBWB
XLK
ADBE
AMAT
AMGN
AMZN
AVGO
CSCO
GOOGL
NVDA
BKNG
AMP
ELV
CB
CVS
CVX
ETN
GS
TT
JNJ
JPM
LMT
MS
NSC
ORCL
PFE
PG
PHM
PNC
SLB
TJX
TMO
TTE
UL
UNH
V
XOM
XLP
GOOG
AMT
DIS
EMN
HD
LOW
MRK
PEP
TGT
RTX
BRK.B
AAPL
META
IYW
MSFT
ADBE
GOOGL
AMZN
AMP
AMGN
ELV
AMAT
BKNG
AVGO
CVS
CVX
CSCO
XOM
GS
KBWB
JPM
JNJ
LMT
MS
NSC
NVDA
ORCL
PNC
PFE
PG
PHM
SLB
XLK
TJX
TMO
TTE
UL
UPS
UNH
V
ETN

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
BRK.B	Berkshire Hathaway Inc	2024-06-30	Add	+6.24%	● 396.73 ($408.62) 420.24	$468.90	14.75%	Add 42.29%	24,620,202	7,317,105
MSFT	Microsoft Corp	2024-06-30	Reduce	-1.48%	● 389.33 ($422.32) 452.85	$420.12	-0.52%	Reduce -4.41%	34,889,597	-1,610,000
CVNA	Carvana Co	2024-06-30	Sold Out	-0.10%	● 69.16 ($100.64) 132.88	$238.93	137.41%	Sold Out	0	-520,000
BRK.B	Berkshire Hathaway Inc	2024-03-31	Reduce	-2.20%	● 359.29 ($393.34) 420.52	$468.90	19.21%	Reduce -13.12%	17,303,097	-2,613,252
MSFT	Microsoft Corp	2024-03-31	Reduce	-1.52%	● 367.75 ($404.82) 429.37	$420.12	3.78%	Reduce -4.48%	36,499,597	-1,711,272
BRK.B	Berkshire Hathaway Inc	2023-12-31	Reduce	-2.35%	● 331.71 ($350.99) 362.68	$468.90	33.59%	Reduce -11.6%	19,916,349	-2,613,252
MSFT	Microsoft Corp	2023-12-31	Reduce	-0.87%	● 313.39 ($355.93) 382.7	$420.12	18.03%	Reduce -2.74%	38,210,869	-1,075,301
DE	Deere & Co	2023-12-31	Reduce	-0.35%	● 359.39 ($377.05) 401.64	$405.71	7.60%	Reduce -9.2%	3,557,378	-360,315
IYW	iShares U.S. Technology ETF	2023-12-31	Sold Out	-0.02%	● 101.31 ($113.27) 123.31	$157.95	39.45%	Sold Out	0	-57,600
AAPL	Apple Inc	2023-12-31	Sold Out	-0.02%	● 166.89 ($184.64) 198.11	$222.72	20.62%	Sold Out	0	-52,815
META	Meta Platforms Inc	2023-12-31	Sold Out	-0.02%	● 288.35 ($325.65) 358.32	$572.05	75.66%	Sold Out	0	-27,035
KBWB	Invesco KBW Bank ETF	2023-12-31	Sold Out	-0.01%	● 36.74 ($42.31) 49.8	$69.27	63.72%	Sold Out	0	-50,270
XLK	Technology Select Sector SPDR ETF	2023-12-31	Sold Out	-0.01%	● 160.19 ($178.05) 193.07	$233.35	31.06%	Sold Out	0	-24,300
ADBE	Adobe Inc	2023-12-31	Sold Out	-0.01%	● 507.03 ($576.76) 633.66	$504.83	-12.47%	Sold Out	0	-5,485
AMAT	Applied Materials Inc	2023-12-31	Sold Out	-0.01%	● 130.11 ($146.92) 164.28	$187.52	27.63%	Sold Out	0	-22,800
AMGN	Amgen Inc	2023-12-31	Sold Out	-0.01%	● 255.7 ($272.47) 288.46	$321.79	18.10%	Sold Out	0	-11,050
AMZN	Amazon.com Inc	2023-12-31	Sold Out	-0.01%	● 119.57 ($140.18) 154.07	$207.09	47.73%	Sold Out	0	-44,000
AVGO	Broadcom Inc	2023-12-31	Sold Out	-0.01%	● 81.48 ($94.69) 114.7	$179.55	89.62%	Sold Out	0	-6,500
CSCO	Cisco Systems Inc	2023-12-31	Sold Out	-0.01%	● 47.7 ($51.09) 54.39	$57.87	13.27%	Sold Out	0	-62,000
GOOGL	Alphabet Inc	2023-12-31	Sold Out	-0.01%	● 122.17 ($134.36) 141.52	$176.51	31.37%	Sold Out	0	-38,400
NVDA	NVIDIA Corp	2023-12-31	Sold Out	-0.01%	● 40.33 ($46.34) 50.41	$145.56	214.10%	Sold Out	0	-9,165
BKNG	Booking Holdings Inc	2023-12-31	Sold Out	-0.01%	● 2742.69 ($3118.13) 3566.65	$5,001.19	60.39%	Sold Out	0	-1,650
AMP	Ameriprise Financial Inc	2023-12-31	Sold Out	-0.01%	● 307.14 ($342.9) 381.62	$567.43	65.48%	Sold Out	0	-12,400
ELV	Elevance Health Inc	2023-12-31	Sold Out	-0.01%	● 433.51 ($462.41) 488.06	$428.93	-7.24%	Sold Out	0	-8,500
CB	Chubb Ltd	2023-12-31	Sold Out	-0.01%	● 204.91 ($218.69) 229.43	$280.01	28.04%	Sold Out	0	-10,250
CVS	CVS Health Corp	2023-12-31	Sold Out	-0.01%	● 66.29 ($71.17) 79	$61.61	-13.43%	Sold Out	0	-32,500
CVX	Chevron Corp	2023-12-31	Sold Out	-0.01%	● 141.77 ($151.24) 169.1	$157.72	4.28%	Sold Out	0	-21,500
ETN	Eaton Corp PLC	2023-12-31	Sold Out	-0.01%	● 193.99 ($220.73) 240.82	$359.18	62.72%	Sold Out	0	-26,100
GS	The Goldman Sachs Group Inc	2023-12-31	Sold Out	-0.01%	● 289.91 ($333.76) 386.41	$595.98	78.57%	Sold Out	0	-7,060
TT	Trane Technologies PLC	2023-12-31	Sold Out	-0.01%	● 184.42 ($218.78) 243.95	$391.86	79.11%	Sold Out	0	-15,900
JNJ	Johnson & Johnson	2023-12-31	Sold Out	-0.01%	● 145.6 ($153.34) 158.88	$157.88	2.96%	Sold Out	0	-14,945
JPM	JPMorgan Chase & Co	2023-12-31	Sold Out	-0.01%	● 135.69 ($151.54) 170.3	$247.06	63.03%	Sold Out	0	-29,600
LMT	Lockheed Martin Corp	2023-12-31	Sold Out	-0.01%	● 397.35 ($443.05) 458.04	$551.82	24.55%	Sold Out	0	-5,900
MS	Morgan Stanley	2023-12-31	Sold Out	-0.01%	● 70.4 ($80) 93.66	$131.49	64.36%	Sold Out	0	-27,880
NSC	Norfolk Southern Corp	2023-12-31	Sold Out	-0.01%	● 184.53 ($209.57) 236.53	$277.00	32.18%	Sold Out	0	-11,700
ORCL	Oracle Corp	2023-12-31	Sold Out	-0.01%	● 100.31 ($109.14) 117.16	$181.24	66.06%	Sold Out	0	-39,800
PFE	Pfizer Inc	2023-12-31	Sold Out	-0.01%	● 26.13 ($30.23) 33.94	$27.36	-9.49%	Sold Out	0	-68,000
PG	Procter & Gamble Co	2023-12-31	Sold Out	-0.01%	● 143 ($148.11) 153.52	$161.05	8.74%	Sold Out	0	-22,975
PHM	PulteGroup Inc	2023-12-31	Sold Out	-0.01%	● 69.65 ($84.98) 104.88	$129.17	52.00%	Sold Out	0	-53,500
PNC	PNC Financial Services Group Inc	2023-12-31	Sold Out	-0.01%	● 109.71 ($129.47) 155.63	$204.97	58.31%	Sold Out	0	-17,400
SLB	Schlumberger Ltd	2023-12-31	Sold Out	-0.01%	● 48.46 ($54.35) 60.59	$43.77	-19.47%	Sold Out	0	-47,005
TJX	TJX Companies Inc	2023-12-31	Sold Out	-0.01%	● 87.19 ($89.71) 93.81	$115.63	28.89%	Sold Out	0	-42,500
TMO	Thermo Fisher Scientific Inc	2023-12-31	Sold Out	-0.01%	● 431.41 ($484.03) 532.94	$559.68	15.63%	Sold Out	0	-5,675
TTE	TotalEnergies SE	2023-12-31	Sold Out	-0.01%	● 62.82 ($66.67) 69.16	$61.78	-7.33%	Sold Out	0	-38,500
UL	Unilever PLC	2023-12-31	Sold Out	-0.01%	● 46.26 ($47.96) 48.94	$59.27	23.58%	Sold Out	0	-72,610
UNH	UnitedHealth Group Inc	2023-12-31	Sold Out	-0.01%	● 509.47 ($533.34) 552.97	$596.69	11.88%	Sold Out	0	-5,665
V	Visa Inc	2023-12-31	Sold Out	-0.01%	● 228.81 ($246.48) 262.38	$307.40	24.72%	Sold Out	0	-14,000
XOM	Exxon Mobil Corp	2023-12-31	Sold Out	-0.01%	● 98.05 ($105.1) 115.83	$121.00	15.13%	Sold Out	0	-17,000
XLP	Consumer Staples Select Sector SPDR	2023-12-31	Sold Out	0%	● 66.22 ($69.27) 72.3	$79.56	14.85%	Sold Out	0	-25,500
GOOG	Alphabet Inc	2023-12-31	Sold Out	0%	● 123.4 ($135.69) 142.82	$178.33	31.42%	Sold Out	0	-14,000
AMT	American Tower Corp	2023-12-31	Sold Out	0%	● 157.68 ($188.99) 217.16	$197.47	4.49%	Sold Out	0	-11,000
DIS	The Walt Disney Co	2023-12-31	Sold Out	0%	● 79.32 ($88.16) 96.06	$98.89	12.17%	Sold Out	0	-16,800
EMN	Eastman Chemical Co	2023-12-31	Sold Out	0%	● 69.03 ($79.7) 90.72	$103.68	30.09%	Sold Out	0	-25,000
HD	The Home Depot Inc	2023-12-31	Sold Out	0%	● 276.46 ($309.69) 354	$388.37	25.41%	Sold Out	0	-5,692
LOW	Lowe's Companies Inc	2023-12-31	Sold Out	0%	● 183.62 ($202.7) 225.59	$261.73	29.12%	Sold Out	0	-8,983
MRK	Merck & Co Inc	2023-12-31	Sold Out	0%	● 100.18 ($103.8) 109.02	$100.73	-2.96%	Sold Out	0	-17,740
PEP	PepsiCo Inc	2023-12-31	Sold Out	0%	● 158.08 ($165.85) 172.01	$164.71	-0.69%	Sold Out	0	-9,700
TGT	Target Corp	2023-12-31	Sold Out	0%	● 105.01 ($122.07) 142.54	$147.29	20.66%	Sold Out	0	-15,200
RTX	RTX Corp	2023-12-31	Sold Out	0%	● 69.38 ($79.14) 84.17	$121.59	53.64%	Sold Out	0	-20,200
BRK.B	Berkshire Hathaway Inc	2023-09-30	Reduce	-2.12%	● 340.9 ($354.77) 370.48	$468.90	32.17%	Reduce -10.39%	22,529,601	-2,613,252
AAPL	Apple Inc	2023-09-30	New Buy	+0.02%	● 170.43 ($183.38) 196.45	$222.72	21.45%	New holding	52,815	52,815
META	Meta Platforms Inc	2023-09-30	New Buy	+0.02%	● 283.25 ($301.3) 325.48	$572.05	89.86%	New holding	27,035	27,035
IYW	iShares U.S. Technology ETF	2023-09-30	New Buy	+0.02%	● 103.39 ($108.75) 113.67	$157.95	45.24%	New holding	57,600	57,600
MSFT	Microsoft Corp	2023-09-30	Add	+0.02%	● 312.14 ($330.44) 359.49	$420.12	27.14%	Add 0.05%	39,286,170	21,500
ADBE	Adobe Inc	2023-09-30	New Buy	+0.01%	● 481.29 ($524.63) 564.88	$504.83	-3.77%	New holding	5,485	5,485
GOOGL	Alphabet Inc	2023-09-30	New Buy	+0.01%	● 116.45 ($129.36) 138.21	$176.51	36.45%	New holding	38,400	38,400
AMZN	Amazon.com Inc	2023-09-30	New Buy	+0.01%	● 125.98 ($134) 144.85	$207.09	54.54%	New holding	44,000	44,000
AMP	Ameriprise Financial Inc	2023-09-30	New Buy	+0.01%	● 326.95 ($341.28) 356.9	$567.43	66.27%	New holding	12,400	12,400
AMGN	Amgen Inc	2023-09-30	New Buy	+0.01%	● 218.65 ($249.56) 271.46	$321.79	28.94%	New holding	11,050	11,050
ELV	Elevance Health Inc	2023-09-30	New Buy	+0.01%	● 414.13 ($453.58) 475.93	$428.93	-5.43%	New holding	8,500	8,500
AMAT	Applied Materials Inc	2023-09-30	New Buy	+0.01%	● 134.04 ($143.4) 153.99	$187.52	30.77%	New holding	22,800	22,800
BKNG	Booking Holdings Inc	2023-09-30	New Buy	+0.01%	● 2632.69 ($3027.95) 3243.01	$5,001.19	65.17%	New holding	1,650	1,650
AVGO	Broadcom Inc	2023-09-30	New Buy	+0.01%	● 80.84 ($86.68) 92.29	$179.55	107.14%	New holding	65,000	6,500
CVS	CVS Health Corp	2023-09-30	New Buy	+0.01%	● 65.17 ($70.86) 76.41	$61.61	-13.05%	New holding	32,500	32,500
CVX	Chevron Corp	2023-09-30	New Buy	+0.01%	● 152.88 ($161.52) 171.04	$157.72	-2.35%	New holding	21,500	21,500
CSCO	Cisco Systems Inc	2023-09-30	New Buy	+0.01%	● 50.38 ($53.95) 57.84	$57.87	7.27%	New holding	62,000	62,000
XOM	Exxon Mobil Corp	2023-09-30	New Buy	+0.01%	● 100.92 ($109.68) 120.2	$121.00	10.32%	New holding	17,000	17,000
GS	The Goldman Sachs Group Inc	2023-09-30	New Buy	+0.01%	● 313 ($334.12) 358.93	$595.98	78.37%	New holding	7,060	7,060
KBWB	Invesco KBW Bank ETF	2023-09-30	New Buy	+0.01%	● 39.52 ($42.64) 45.81	$69.27	62.45%	New holding	50,270	50,270
JPM	JPMorgan Chase & Co	2023-09-30	New Buy	+0.01%	● 143.21 ($149.9) 158	$247.06	64.82%	New holding	29,600	29,600
JNJ	Johnson & Johnson	2023-09-30	New Buy	+0.01%	● 155.75 ($165.01) 174.48	$157.88	-4.32%	New holding	14,945	14,945
LMT	Lockheed Martin Corp	2023-09-30	New Buy	+0.01%	● 408.72 ($443.64) 469.97	$551.82	24.38%	New holding	5,900	5,900
MS	Morgan Stanley	2023-09-30	New Buy	+0.01%	● 81.65 ($86.82) 94.67	$131.49	51.45%	New holding	27,880	27,880
NSC	Norfolk Southern Corp	2023-09-30	New Buy	+0.01%	● 195.64 ($216.16) 237.49	$277.00	28.15%	New holding	11,700	11,700
NVDA	NVIDIA Corp	2023-09-30	New Buy	+0.01%	● 40.86 ($44.8) 49.36	$145.56	224.90%	New holding	91,650	9,165
ORCL	Oracle Corp	2023-09-30	New Buy	+0.01%	● 104.62 ($115.75) 126.71	$181.24	56.58%	New holding	39,800	39,800
PNC	PNC Financial Services Group Inc	2023-09-30	New Buy	+0.01%	● 115.77 ($125.83) 136.89	$204.97	62.89%	New holding	17,400	17,400
PFE	Pfizer Inc	2023-09-30	New Buy	+0.01%	● 32.09 ($35.36) 37.51	$27.36	-22.62%	New holding	68,000	68,000
PG	Procter & Gamble Co	2023-09-30	New Buy	+0.01%	● 145.86 ($152.75) 157.09	$161.05	5.43%	New holding	22,975	22,975
PHM	PulteGroup Inc	2023-09-30	New Buy	+0.01%	● 73.2 ($79.71) 86.01	$129.17	62.05%	New holding	53,500	53,500
SLB	SLB	2023-09-30	New Buy	+0.01%	● 49.12 ($57.99) 62.1	$43.77	-24.52%	New holding	47,005	47,005
XLK	Technology Select Sector SPDR ETF	2023-09-30	New Buy	+0.01%	● 161.97 ($171.51) 180.26	$233.35	36.06%	New holding	24,300	24,300
TJX	TJX Companies Inc	2023-09-30	New Buy	+0.01%	● 82.7 ($88.05) 93.59	$115.63	31.32%	New holding	42,500	42,500
TMO	Thermo Fisher Scientific Inc	2023-09-30	New Buy	+0.01%	● 498.29 ($532.87) 574.41	$559.68	5.03%	New holding	5,675	5,675
TTE	TotalEnergies SE	2023-09-30	New Buy	+0.01%	● 55.39 ($61.84) 66.84	$61.78	-0.10%	New holding	38,500	38,500
UL	Unilever PLC	2023-09-30	New Buy	+0.01%	● 48.8 ($51.37) 54.19	$59.27	15.38%	New holding	72,610	72,610
UPS	United Parcel Service Inc	2023-09-30	Add	+0.01%	● 151.9 ($172.61) 188.34	$133.92	-22.41%	Add 1.94%	755,089	14,400
UNH	UnitedHealth Group Inc	2023-09-30	New Buy	+0.01%	● 447.75 ($492.14) 510.93	$596.69	21.24%	New holding	5,665	5,665
V	Visa Inc	2023-09-30	New Buy	+0.01%	● 229.5 ($240.37) 248.11	$307.40	27.89%	New holding	14,000	14,000
ETN	Eaton Corp PLC	2023-09-30	New Buy	+0.01%	● 197.75 ($215.58) 238.04	$359.18	66.61%	New holding	26,100	26,100

100/Page

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