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Guy Spier
Stock Portfolio

Guy Spier
Stock Portfolio

Below is the current stock portfolio and sector weightings of Guy Spier. This information includes his number of shares, portfolio weight, and the latest value of his stock picks to date. Note: The data presented here are updated every quarter.

  • Stock Picks: 14
  • Total Value: 262.56 Mil
  • Stock Picks: 14
  • Total Value: 262.56 Mil

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TIP Finance is a great way to track your own portfolio, to monitor changes to legend investors’ investments,
and for finding your next great stock pick and calculating its intrinsic value.

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TIP FINANCE

TIP Finance is a great way to track your own portfolio, to monitor changes to legend investors’ investments, and for finding your next great stock pick and calculating its intrinsic value.

Plus so much more!

Start using TIP Finance today (for free) to become a better investor like thousands of others already have.

TIP Finance is a great way to track your own portfolio, to monitor changes to legend investors’ investments, and for finding your next great stock pick and calculating its intrinsic value.

Plus so much more!

Start using TIP Finance today (for free) to become a better investor like
thousands of others already have.

SECTOR WEIGHTINGS (%)

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CURRENT PORTFOLIO

(As of March 31, 2024)

Ticker Company % Portfolio Number of Shares Value ($1,000)
BRK.B Berkshire Hathaway CL B 21.78% 140,600 57,196
AXP American Express 18.52% 210,000 48,626
BAC Bank of America Corp. 11.63% 767,845 30,537
MA Mastercard Inc. 11.05% 65,750 29,006
MU Micron Technology Inc. 10.02% 200,000 26,306
RACE Ferrari NV 9.32% 60,000 24,471
BRK.A Berkshire Hathaway CL A 7.00% 30 18,367
MCO Moody’s Corp. 4.33% 27,000 11,365
DJCO Daily Journal Corp. 1.73% 11,500 4,537
BABA Alibaba Group Holdings 1.30% 47,500 3,420
GOOGL Alphabet Inc. 1.11% 16,000 2,914
SRG Seritage Growth Properties 0.89% 500,000 2,335
AMR Alpha Metallurgical Resources Inc. 0.85% 8,000 2,244
ARCH Arch Resources Inc. 0.47% 8,100 1,233
– – – Asset Under Management 100.00% 2,062,325 262,557

CURRENT PORTFOLIO

(As of March 31, 2024)

Ticker Company % Portfolio Number of Shares Value ($1,000)
BRK.B Berkshire Hathaway CL B 21.78% 140,600 57,196
AXP American Express 18.52% 210,000 48,626
BAC Bank of America Corp. 11.63% 767,845 30,537
MA Mastercard Inc. 11.05% 65,750 29,006
MU Micron Technology Inc. 10.02% 200,000 26,306
RACE Ferrari NV 9.32% 60,000 24,471
BRK.A Berkshire Hathaway CL A 7.00% 30 18,367
MCO Moody’s Corp. 4.33% 27,000 11,365
DJCO Daily Journal Corp. 1.73% 11,500 4,537
BABA Alibaba Group Holdings 1.30% 47,500 3,420
GOOGL Alphabet Inc. 1.11% 16,000 2,914
SRG Seritage Growth Properties 0.89% 500,000 2,335
AMR Alpha Metallurgical Resources Inc. 0.85% 8,000 2,244
ARCH Arch Resources Inc. 0.47% 8,100 1,233
– – – Asset Under Management 100.00% 2,062,325 262,557

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