Warren Buffett Portfolio in Excel: Track Berkshire and Screen for Moats
Warren Buffett portfolio history over 50 years, his owner earnings metric, a Berkshire Hathaway tracker, a 13F filings dashboard and a wide moat screener, all built in Excel with live data.
- 1Warren Buffett Investment Portfolio through the Last 50 Years
How Warren Buffett built Berkshire Hathaway over its first 50 years: insurance float, wholly owned businesses, and long-term stock holdings, as described in 2014 and 2017.
- 2Warren Buffett Portfolio (Top Stocks)
Warren Buffett's top 10 Berkshire Hathaway holdings as of the December 31, 2020 13F (led by Apple and Bank of America), plus the value investing principles behind them. Check Berkshire's latest 13F for current holdings.
- 3Owner Earnings Calculator Excel: Buffett's Preferred Valuation Metric (May 2026)
Owner earnings = net income + D&A +/- other non-cash items - maintenance capex - working capital increase. A free Excel calculator for 20 stocks with a two-stage DCF.
- 4Berkshire Hathaway Portfolio Tracker Excel: Buffett-Style Watchlist for May 2026
Berkshire Hathaway portfolio tracker Excel - track Warren Buffett's publicly disclosed equity holdings with live MarketXLS prices, ROE, debt-to-equity, dividend yield and a quality score, all in one Excel workbook for Ma
- 513F Filings Tracker Excel: Q1 2026 Hedge Fund Holdings Dashboard
13F filings tracker excel - build a live Q1 2026 hedge fund holdings dashboard in Excel using MarketXLS formulas, with consensus picks and sector allocation.
- 6Wide Moat Stock Screener Excel: Economic Moat Dashboard for May 2026 Quality Investing
Wide moat stock screener Excel - a premium dashboard-style template that ranks 27 large-cap U.S. companies by ROIC, gross margin, operating margin, and revenue growth, with conditional formatting heatmaps and live Market