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GATES FOUNDATION TRUST (auto-surfaced)

Tier None · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $31,665,505,891 · 22 positions · top-10 96.5% · SEC filing history →

13FScore 78/100 — cloning their disclosed top holdings over ~4.6y returned +20%/yr vs S&P +11%/yr (alpha +10%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
none

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
none

Top holdings now

Issuer% bookBusiness
$BRK.B · BERKSHIRE HATHAWAY INC DEL25.8%Buffett conglomerate — insurance, railroads, utilities, equities
$WM · WASTE MGMT INC DEL20.1%Waste collection, disposal and recycling
$CNR · CANADIAN NATL RY CO16.8%Canadian freight railroad
$CAT · CATERPILLAR INC14.2%Construction and mining machinery
$DE · DEERE & CO6.3%Agricultural and construction machinery (John Deere)
$ECL · ECOLAB INC4.4%Water, hygiene and infection-prevention solutions
$WMT · WALMART INC3.3%World's largest retailer; stores and e-commerce
$FDX · FEDEX CORP2.7%Express shipping and logistics
$KOF · COCA-COLA FEMSA SAB DE CV1.9%Largest Coca-Cola bottler (Latin America)
$WCN · WASTE CONNECTIONS INC1.0%Solid waste collection and disposal services

Generated 2026-06-27 · Alpha-Investor tracker