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Bill Gates Portfolio

Bill Gates's foundation trust holds just a handful of stocks - its six biggest (per SEC 13F): Berkshire Hathaway, Waste Management, Canadian National Railway, Caterpillar, Deere, and Ecolab.

Holdings as of Q1 2026 (latest SEC 13F) - weights normalized across the top US-listed holdings.

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Berkshire Hathaway Inc. New Common Stock2011-02-28 → 2026-06-30click to change
%
Waste Management, Inc. Common Stock1991-10-31 → 2026-06-30click to change
%
Canadian National Railway Company Common Stock2011-02-28 → 2026-06-30click to change
%
Caterpillar, Inc. Common Stock1962-02-28 → 2026-06-30click to change
%
Deere & Company Common Stock1972-07-31 → 2026-06-30click to change
%
Ecolab Inc. Common Stock1988-02-29 → 2026-06-30click to change
%
Total 100%
Data window Bill Gates Portfolio: 2011-02-28 → 2026-06-30 · start: BRK.B

Portfolio growth

Bill Gates Portfolio
CAGR14.08%
Max Drawdown-19.42%
Volatility15.40%
Sharpe0.84
Final balance$76,174
Total return661.74%

Drawdown

Annual returns

Bill Gates Portfolio
Total Return661.74%
Sortino1.43
Best Year33.19%
Worst Year-9.31%
Positive Months62.70%
Annualized Return (mean)14.41%

Correlation

BRK.BCATCNIDEECLWM
BRK.B1.000.460.450.520.460.52
CAT0.461.000.400.680.330.23
CNI0.450.401.000.330.440.43
DE0.520.680.331.000.370.35
ECL0.460.330.440.371.000.58
WM0.520.230.430.350.581.00