$BRKA Portfolio 2/14/20

Total 48 names.

Top 5:
$AAPL 38%
$BAC 11%
$KO 9%
$AXP 7%
$WFC 5%
Top 5 Stocks: 70%

Holding period for all 5 is fairly long, as far as I know. Apple position initiated relatively recently, in May, 2016. https://t.co/zZfBOxeb8O