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Berkshire Hathaway Portfolio holdings
AUM
$263B
1-Year Est. Return
16.68%
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 Fund
S&P 500
This Quarter
Est. Return
+1.25%
1 Year Est. Return
+16.68%
3 Year Est. Return
+59.22%
5 Year Est. Return
+100.95%
10 Year Est. Return
+340.48%
AUM
$263B
AUM Growth
-$11.1B
(-4%)
Cap. Flow
-$6.65B
Cap. Flow
% of AUM
-2.53%
Top 10 Holdings %
Top 10 Hldgs %
90.72%
Holding
45
New
3
Increased
4
Reduced
6
Closed
16
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$11.4B |
| 2 |
Delta Air Lines
DAL
|
+$2.68B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.13B |
| 4 |
New York Times
NYT
|
+$763M |
| 5 |
Lennar Class A
LEN
|
+$329M |
Top Sells
| 1 |
Chevron
CVX
|
+$8.35B |
| 2 |
Visa
V
|
+$2.91B |
| 3 |
Mastercard
MA
|
+$2.28B |
| 4 |
Constellation Brands
STZ
|
+$1.91B |
| 5 |
UnitedHealth
UNH
|
+$1.66B |
Sector Composition
| 1 | Financials | 36.22% |
| 2 | Technology | 22.83% |
| 3 | Consumer Staples | 15.76% |
| 4 | Energy | 13.18% |
| 5 | Communication Services | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.66T
| $57.8B | 21.99% |
227,917,808
| – | – |
|
2
American Express
AXP
$242B
| $45.9B | 17.43% |
151,610,700
| – | – |
|
3
Coca-Cola
KO
$362B
| $30.4B | 11.56% |
400,000,000
| – | – |
|
4
Bank of America
BAC
$422B
| $25B | 9.52% |
513,624,165
-3,671,769
| -0.7% | -$189M |
|
|
5
Chevron
CVX
$363B
| $17.5B | 6.64% |
84,375,856
-45,780,506
| -35% | -$8.35B |
|
6
Occidental Petroleum
OXY
$54.5B
| $17.2B | 6.55% |
264,941,431
| – | – |
|
|
7
Alphabet (Google) Class A
GOOGL
$4.3T
| $15.6B | 5.93% |
54,249,798
+36,403,656
| +204% | +$11.4B |
|
8
Chubb
CB
$138B
| $11.2B | 4.24% |
34,249,183
| – | – |
|
9
Moody's
MCO
$86.6B
| $10.8B | 4.09% |
24,669,778
| – | – |
|
10
Kraft Heinz
KHC
$29.9B
| $7.32B | 2.78% |
325,634,818
| – | – |
|
11
DaVita
DVA
$15.1B
| $4.63B | 1.76% |
30,100,585
-1,658,480
| -5% | -$225M |
|
12
Kroger
KR
$36.3B
| $3.62B | 1.38% |
50,000,000
| – | – |
|
13
SiriusXM
SIRI
$10.3B
| $2.88B | 1.09% |
124,807,117
| – | – |
|
|
14
Delta Air Lines
DAL
$56.6B
| $2.65B | 1.01% |
+39,809,456
| New | +$2.68B |
|
15
VeriSign
VRSN
$24.6B
| $2.23B | 0.85% |
8,989,880
| – | – |
|
16
Capital One
COF
$125B
| $1.3B | 0.5% |
7,150,000
| – | – |
|
|
17
New York Times
NYT
$12.1B
| $1.27B | 0.48% |
15,146,535
+10,080,791
| +199% | +$763M |
|
18
Ally Financial
ALLY
$13.8B
| $1.14B | 0.43% |
29,000,000
| – | – |
|
|
19
Alphabet (Google) Class C
GOOG
$4.28T
| $1.03B | 0.39% |
+3,585,215
| New | +$1.13B |
|
20
Liberty Live Group Series C
LLYVK
$9.66B
| $996M | 0.38% |
10,587,143
-330,518
| -3% | -$29.7M |
|
|
21
Lennar Class A
LEN
$20B
| $877M | 0.33% |
10,099,642
+3,048,692
| +43% | +$329M |
|
22
Nucor
NUE
$53.1B
| $661M | 0.25% |
3,907,075
-2,500,674
| -39% | -$436M |
|
|
23
Liberty Live Group Series A
LLYVA
$9.3B
| $457M | 0.17% |
4,986,588
| – | – |
|
24
Louisiana-Pacific
LPX
$5.04B
| $412M | 0.16% |
5,664,793
| – | – |
|
|
25
Constellation Brands
STZ
$23B
| $94.9M | 0.04% |
632,890
-12,367,110
| -95% | -$1.91B |
|
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