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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
+14.44%
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
$236B
AUM Growth
+$33.5B
(+17%)
Cap. Flow
+$6.3B
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
84.85%
Holding
53
New
9
Increased
4
Reduced
10
Closed
1
Top Buys
| 1 |
Chevron
CVX
|
+$3.72B |
| 2 |
Verizon
VZ
|
+$3.39B |
| 3 |
Bank of America
BAC
|
+$2.12B |
| 4 |
AbbVie
ABBV
|
+$2B |
| 5 |
Merck
MRK
|
+$1.84B |
Top Sells
| 1 |
Apple
AAPL
|
+$3.96B |
| 2 |
Wells Fargo
WFC
|
+$2.72B |
| 3 |
JPMorgan Chase
JPM
|
+$2.09B |
| 4 |
Costco
COST
|
+$1.31B |
| 5 |
PNC Financial Services
PNC
|
+$369M |
Sector Composition
| 1 | Technology | 48.43% |
| 2 | Financials | 26.46% |
| 3 | Consumer Staples | 12.9% |
| 4 | Healthcare | 3.97% |
| 5 | Communication Services | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
STOR
26
DELISTED
STORE Capital Corporation
STOR
| $670M | 0.28% |
24,415,168
| – | – |
|
27
RH
RH
$3.06B
| $654M | 0.28% |
1,708,348
| – | – |
|
28
Synchrony
SYF
$24.6B
| $527M | 0.22% |
20,128,000
| – | – |
|
29
Axalta
AXTA
$6.86B
| $519M | 0.22% |
23,420,000
-650,000
| -3% | -$15.1M |
|
30
Globe Life
GL
$13.9B
| $508M | 0.22% |
6,353,727
| – | – |
|
|
LSXMA
31
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $493M | 0.21% |
20,224,950
| – | – |
|
|
MRSH
32
Marsh
MRSH
$87.5B
| $386M | 0.16% |
+3,366,507
| New | +$386M |
|
33
Teva Pharmaceuticals
TEVA
$37.5B
| $386M | 0.16% |
42,789,295
| – | – |
|
34
Liberty Global Class A
LBTYA
$3.69B
| $378M | 0.16% |
18,010,000
-1,300,000
| -7% | -$29.2M |
|
|
B
35
Barrick Mining
B
$60.2B
| $337M | 0.14% |
12,000,000
-8,918,701
| -43% | -$254M |
|
36
T-Mobile US
TMUS
$204B
| $276M | 0.12% |
+2,413,156
| New | +$267M |
|
37
M&T Bank
MTB
$35.5B
| $269M | 0.11% |
2,919,613
-1,616,561
| -36% | -$165M |
|
38
SiriusXM
SIRI
$10.3B
| $268M | 0.11% |
5,000,000
| – | – |
|
39
Suncor Energy
SU
$72.3B
| $235M | 0.1% |
19,201,525
| – | – |
|
|
40
PNC Financial Services
PNC
$102B
| $211M | 0.09% |
1,919,827
-3,430,759
| -64% | -$369M |
|
41
Biogen
BIIB
$30.9B
| $182M | 0.08% |
643,022
| – | – |
|
42
Liberty Global Class C
LBTYK
$3.56B
| $151M | 0.06% |
7,346,968
| – | – |
|
43
Pfizer
PFE
$140B
| $136M | 0.06% |
+3,912,216
| New | +$137M |
|
|
44
JPMorgan Chase
JPM
$896B
| $93.1M | 0.04% |
967,267
-21,241,160
| -96% | -$2.09B |
|
45
Johnson & Johnson
JNJ
$621B
| $48.7M | 0.02% |
327,100
| – | – |
|
46
Procter & Gamble
PG
$345B
| $43.8M | 0.02% |
315,400
| – | – |
|
47
Mondelez International
MDLZ
$76.8B
| $33.2M | 0.01% |
578,000
| – | – |
|
48
Liberty Latin America Class A
LILA
$1.51B
| $21.7M | 0.01% |
3,872,526
-236,224
| -6% | -$1.92M |
|
49
Vanguard S&P 500 ETF
VOO
$982B
| $13.2M | 0.01% |
43,000
| – | – |
|
50
State Street SPDR S&P 500 ETF Trust
SPY
$781B
| $13.2M | 0.01% |
39,400
| – | – |
|
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