Subject: Re: BRK vs S&P
This provides a good summary of current portfolio holdings but not YTD,

Thanks, yes, it's gotten better over the years as well.

FWIW, I have the top 5 holdings currently at about 13 billion in the red Q over Q, mostly from the AAPL & AXP drops, but mitigated somewhat by KO & CVX's YTD performance.