berkshire_portfolio.py

"""
Example: Berkshire Hathaway 13F Portfolio

Prints Berkshire Hathaway's full institutional portfolio sorted by position
size, showing the total portfolio value and each holding with its weight.

Get your free API key:
https://rapidapi.com/dapdev-dapdev-default/api/sec-edgar-financial-data-api
"""

import os
from edgar_client import EdgarAPI

API_KEY = os.environ.get("RAPIDAPI_KEY", "YOUR_API_KEY_HERE")


def main():
    with EdgarAPI(api_key=API_KEY) as api:
        print("Fetching Berkshire Hathaway 13F holdings...\n")
        portfolio = api.holdings(EdgarAPI.BERKSHIRE, limit=100)

        sep = "=" * 60
        print(sep)
        print("  " + portfolio.company_name)
        print("  Report Date : " + portfolio.report_date)
        print("  Total Value : $" + f"{portfolio.total_value_billions:.2f}B")
        print("  # Holdings  : " + str(portfolio.total_holdings))
        print(sep + "\n")

        col_rank = "Rank"
        col_company = "Company"
        col_value = "Value ($M)"
        col_weight = "Weight"
        col_shares = "Shares"
        print(f"{col_rank:<5} {col_company:<35} {col_value:<14} {col_weight:<8} {col_shares:>12}")
        print("-" * 80)

        sorted_holdings = sorted(
            portfolio.holdings, key=lambda h: h.value_usd, reverse=True
        )
        total = portfolio.total_value_usd or 1

        for rank, h in enumerate(sorted_holdings, start=1):
            weight = h.value_usd / total * 100
            shares_str = f"{h.shares:,}"
            val_str = "$" + f"{h.value_millions:,.1f}"
            weight_str = f"{weight:.2f}%"
            name = h.name_of_issuer[:34]
            print(f"{rank:<5} {name:<35} {val_str:<14} {weight_str:<8} {shares_str:>12}")

        top5_val = sum(h.value_usd for h in portfolio.top(5))
        pct = top5_val / total * 100
        print(f"\nTop 5 positions account for {pct:.1f}% of the portfolio.")


if __name__ == "__main__":
    main()