Berkshire Hathaway Portfolio holdings
AUM
$258B
Berkshire Hathaway is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Chaired by legendary investor Warren Buffett, it is known for its diverse range of subsidiaries and investments—spanning industries such as insurance, rail transportation, energy, manufacturing, and retail. Over the decades, Berkshire’s patient and value-oriented approach to investing has earned it a reputation for long-term stability and significant growth, turning it into one of the largest and most influential corporations in the world.
This Quarter Return
+1.48%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$258B
AUM Growth
+$258B
(-0.88%)
Cap. Flow
-$3.16B
Cap. Flow
% of AUM
-1.23%
Top 10 Holdings %
Top 10 Hldgs %
87.29%
Holding
42
New
3
Increased
8
Reduced
6
Closed
1
Top Buys
| 1 |
UnitedHealth
UNH
|
$1.57B |
| 2 |
Pool Corp
POOL
|
$581M |
| 3 |
Lennar Class A
LEN
|
$566M |
| 4 |
Chevron
CVX
|
$495M |
| 5 |
Constellation Brands
STZ
|
$226M |
Top Sells
| 1 |
Apple
AAPL
|
$4.1B |
| 2 |
Bank of America
BAC
|
$1.24B |
| 3 |
T-Mobile US
TMUS
|
$1.04B |
| 4 |
Charter Communications
CHTR
|
$377M |
| 5 |
DaVita
DVA
|
$192M |
Sector Composition
| 1 | Financials | 41.37% |
| 2 | Technology | 23.8% |
| 3 | Consumer Staples | 16.5% |
| 4 | Energy | 11.11% |
| 5 | Healthcare | 2.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $57.4B | 22.31% | 280,000,000 -20,000,000 | -7% | -$4.1B |
|
2
American Express
AXP
$231B
| $48.4B | 18.78% | 151,610,700 | – | – |
|
|
3
Bank of America
BAC
$376B
| $28.6B | 11.12% | 605,267,375 -26,306,156 | -4% | -$1.24B |
|
4
Coca-Cola
KO
$297B
| $28.3B | 10.99% | 400,000,000 | – | – |
|
|
5
Chevron
CVX
$324B
| $17.5B | 6.79% | 122,064,792 +3,454,258 | +3% | +$495M |
|
6
Moody's
MCO
$91.4B
| $12.4B | 4.81% | 24,669,778 | – | – |
|
7
Occidental Petroleum
OXY
$46.9B
| $11.1B | 4.32% | 264,941,431 | – | – |
|
8
Kraft Heinz
KHC
$33.1B
| $8.41B | 3.26% | 325,634,818 | – | – |
|
9
Chubb
CB
$110B
| $7.83B | 3.04% | 27,033,784 | – | – |
|
|
10
DaVita
DVA
$9.85B
| $4.81B | 1.87% | 33,796,541 -1,345,938 | -4% | -$192M |
|
11
VeriSign
VRSN
$25.5B
| $3.84B | 1.49% | 13,289,880 | – | – |
|
12
Kroger
KR
$44.9B
| $3.59B | 1.39% | 50,000,000 | – | – |
|
13
Visa
V
$683B
| $2.95B | 1.14% | 8,297,460 | – | – |
|
14
SiriusXM
SIRI
$7.96B
| $2.75B | 1.07% | 119,776,692 | – | – |
|
15
Mastercard
MA
$538B
| $2.24B | 0.87% | 3,986,648 | – | – |
|
16
Amazon
AMZN
$2.44T
| $2.19B | 0.85% | 10,000,000 | – | – |
|
|
17
Constellation Brands
STZ
$28.5B
| $2.18B | 0.85% | 13,400,000 +1,391,000 | +12% | +$226M |
|
|
18
UnitedHealth
UNH
$281B
| $1.57B | 0.61% | +5,039,564 | New | +$1.57B |
|
19
Capital One
COF
$145B
| $1.52B | 0.59% | 7,150,000 | – | – |
|
20
Aon
AON
$79.1B
| $1.46B | 0.57% | 4,100,000 | – | – |
|
21
Domino's
DPZ
$15.6B
| $1.19B | 0.46% | 2,633,868 +13,255 | +0.5% | +$5.97M |
|
22
Ally Financial
ALLY
$12.6B
| $1.13B | 0.44% | 29,000,000 | – | – |
|
|
23
Pool Corp
POOL
$11.6B
| $1.01B | 0.39% | 3,458,885 +1,994,885 | +136% | +$581M |
|
24
Liberty Live Group Series C
LLYVK
$8.95B
| $886M | 0.34% | 10,917,661 | – | – |
|
25
Nucor
NUE
$34.1B
| $857M | 0.33% | 6,614,112 +857,602 | +15% | +$111M |
|