Gates Foundation Trust

Live since inception vs SPY

Published and tracked from Oct 1, 2025 close

"–" = the live record is shorter than that period (live tracking started 2025-10-01).

Look-back Backtested

Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.

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Gates Foundation Trust · Allocation Pie

24 positions · 100%

Interactive weighting by individual position or sector/asset sleeve

By Holding By Sector / Sleeve

Top weight: BRK-B (21.4%) · Lead sleeve: Industrials (65.5%)

BRK-B

21.4%

Financials

CAT

19.6%

Industrials

CNI

17.9%

Industrials

WM

17.3%

Industrials

DE

6.5%

Industrials

ECL

4.2%

Materials

WMT

2.8%

Consumer Staples

FDX

2.2%

Industrials

KOF

1.9%

Consumer Defensive

HD

1.0%

Consumer Discretionary

+14 More

5.1%

Diversified

Industrials

9 holdings: CAT, CNI, WM, DE, FDX…

65.5%

Financials

1 holding: BRK-B

21.4%

Materials

1 holding: ECL

4.2%

Consumer Staples

3 holdings: WMT, KHC, HRL

3.1%

Consumer Defensive

2 holdings: KOF, BUD

2.3%

Consumer Discretionary

2 holdings: HD, MCD

1.3%

Health Care

3 holdings: WST, SDGR, DHR

1.0%

Communication Services

1 holding: MSGS

0.7%

Consumer Cyclical

2 holdings: CPNG, ONON

0.5%

BRK-B Berkshire Hathaway 21.4%
+1.2% today

Financials · $548.56 · 1M +8.5% · 1Y +11.5% · stock page →

CAT Caterpillar Inc. 19.7%
+0.7% today

Industrials · $692.13 · 1M -15.8% · 1Y +33.2% · stock page →

CNI Canadian National Railway Compa 18.0%
+0.1% today

Industrials · $123.28 · 1M +1.9% · 1Y +31.6% · stock page →

WM Waste Management 17.3%
+0.7% today

Industrials · $241.02 · 1M +16.5% · 1Y +14.2% · stock page →

DE Deere & Company 6.6%
-0.8% today

Industrials · $641.25 · 1M -6.9% · 1Y +37.2% · stock page →

ECL Ecolab 4.2%
+0.1% today

Materials · $288.89 · 1M +3.4% · 1Y +5.3% · stock page →

WMT Walmart 2.8%
-0.8% today

Consumer Staples · $119.32 · 1M +10.5% · 1Y +15.2% · stock page →

FDX FedEx 2.2%
-1.7% today

Industrials · $298.72 · 1M +2.5% · 1Y +58.3% · stock page →

KOF Coca Cola Femsa S.A.B. de C.V. 1.9%
-1.9% today

Consumer Defensive · $115.90 · 1M +6.2% · 1Y +37.5% · stock page →

HD Home Depot (The) 1.0%
-0.1% today

Consumer Discretionary · $319.38 · 1M +8.9% · 1Y -15.1% · stock page →

WCN Waste Connections, Inc. 1.0%
+0.1% today

Industrials · $186.72 · 1M +20.0% · 1Y +6.3% · stock page →

MSGS Madison Square Garden Sports Corp. 0.7%
-1.1% today

Communication Services · $384.39 · 1M -4.6% · 1Y +68.6% · stock page →

FDXF FedEx Freight 0.5%
-0.9% today

Industrials · $108.50 · 1M -4.1% · 1Y – · stock page →

CPNG Coupang, Inc. 0.5%
-1.1% today

Consumer Cyclical · $13.75 · 1M -0.9% · 1Y -55.9% · stock page →

WST West Pharmaceutical Services 0.5%
+0.7% today

Health Care · $394.73 · 1M +6.6% · 1Y +33.1% · stock page →

BUD Anheuser-Busch Inbev SA Sponsor 0.4%
-2.7% today

Consumer Defensive · $81.98 · 1M +5.1% · 1Y +35.7% · stock page →

PCAR Paccar 0.3%
-2.4% today

Industrials · $106.96 · 1M -4.6% · 1Y +10.3% · stock page →

SDGR Schrödinger, Inc. 0.3%
+2.9% today

Health Care · $24.50 · 1M -15.1% · 1Y +8.8% · stock page →

MCD McDonald's 0.3%
+1.0% today

Consumer Discretionary · $250.83 · 1M +6.1% · 1Y -15.9% · stock page →

DHR Danaher Corporation 0.2%
+1.1% today

Health Care · $232.97 · 1M +4.0% · 1Y +5.2% · stock page →

KHC Kraft Heinz 0.2%
-0.3% today

Consumer Staples · $24.73 · 1M +4.7% · 1Y +4.6% · stock page →

HRL Hormel Foods 0.2%
-0.5% today

Consumer Staples · $20.95 · 1M +7.9% · 1Y -7.2% · stock page →

ONON On Holding AG 0.1%
-4.4% today

Consumer Cyclical · $32.51 · 1M +7.8% · 1Y -24.8% · stock page →

VLTO Veralto 0.0%
-0.9% today

Industrials · $103.35 · 1M +6.5% · 1Y -0.7% · stock page →

Full 13F filing on SEC EDGAR ↗

Changes vs prior quarter

BRK-B Berkshire Hathaway Inc DelTrimmed-14%

WM Waste Mgmt Inc DelTrimmed-3%

HD Home Depot IncNew

FDXF Fedex Fght Hldg Co IncNew