Tweedy Browne's investment portfolio showcases a strategic collection of blue-chip and growth-oriented stocks, signaling a focus on stability and long-term value. Leading their investments is Berkshire Hathaway Inc. – Class A shares, the renowned conglomerate managed by Warren Buffett known for its diversified holdings in insurance, energy, transportation, and consumer goods, reflecting confidence in strong corporate governance and consistent performance.
The firm also holds a significant position in Alphabet Inc - Class A shares, tapping into the robust growth of the tech sector. As the parent company of Google, Alphabet represents an investment in innovation, digital advertising dominance, and emerging technologies like AI and cloud computing.
In the materials sector, FMC Corp. stands out in Tweedy Browne's portfolio as a global leader specializing in agricultural sciences and crop protection, offering both sustainability-angled business practices and potential growth amid rising food demand.
Healthcare giant Johnson & Johnson is another cornerstone of the portfolio, illustrating Tweedy Browne's preference for stable stocks with enduring brand strength, wide moats, and recession-resistant characteristics due to its diverse healthcare products and pharmaceuticals.
Rounding out the top five is Coca-Cola Femsa S.A.B. DE C.V. - ADR, the largest franchise bottler of Coca-Cola products in the world. This stake highlights an investment interest in established consumer brands with expansive distribution networks and resilient sales in various economic climates.
In sum, Tweedy Browne's portfolio emphasizes reliable companies with proven track records, market leadership, and clear potential for sustained growth—all crucial factors which resonate well within the investing community when pursuing a prudent and profitable stock investment strategy.
As a former mutual fund analyst, there are some asset management brands I remember. Tweedy, Browne is one of them.
ETF Trends, 3 months ago
STAMFORD, Conn.--(BUSINESS WIRE)--Tweedy, Browne Company, a 104-year-old value-oriented asset management firm serving institutional and individual clients with $7.2 billion unde...
Business Wire, 4 months ago
On Friday, Tweedy, Browne began its foray into the ETF landscape with the launch of the Tweedy, Browne Insider + Value ETF (COPY). COPY seeks to offer capital growth with a lon...
ETF Trends, 5 months ago
Tweedy Browne's May 2025 portfolio is led by Berkshire Hathaway (BRK.A). The firm focuses on undervalued, long-term investments.
stockcircle, 16 days ago
