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
+16.19%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$270B
AUM Growth
+$270B
(+14%)
Cap. Flow
-$3.84B
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
85.25%
Holding
52
New
–
Increased
9
Reduced
6
Closed
5
Top Buys
| 1 |
Verizon
VZ
|
$5.19B |
| 2 |
Merck
MRK
|
$515M |
| 3 |
AbbVie
ABBV
|
$457M |
| 4 |
T-Mobile US
TMUS
|
$381M |
| 5 |
Chevron
CVX
|
$357M |
Top Sells
| 1 |
Apple
AAPL
|
$7.58B |
| 2 |
Wells Fargo
WFC
|
$2.26B |
| 3 |
B
Barrick Mining Corporation
B
|
$337M |
| 4 |
General Motors
GM
|
$312M |
| 5 |
M&T Bank
MTB
|
$269M |
Sector Composition
| 1 | Technology | 45.72% |
| 2 | Financials | 26.85% |
| 3 | Consumer Staples | 12.73% |
| 4 | Communication Services | 5.09% |
| 5 | Healthcare | 4.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
STOR
26
DELISTED
STORE Capital Corporation
STOR
| $830M | 0.31% |
24,415,168
| – | – |
|
27
RH
RH
$4.15B
| $775M | 0.29% |
1,732,548
+24,200
| +1% | +$10.8M |
|
|
28
T-Mobile US
TMUS
$288B
| $707M | 0.26% |
5,242,000
+2,828,844
| +117% | +$381M |
|
29
Synchrony
SYF
$28.1B
| $699M | 0.26% |
20,128,000
| – | – |
|
30
Axalta
AXTA
$6.72B
| $669M | 0.25% |
23,420,000
| – | – |
|
|
LSXMA
31
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $642M | 0.24% |
14,860,360
| – | – |
|
32
Globe Life
GL
$11.3B
| $603M | 0.22% |
6,353,727
| – | – |
|
33
Marsh & McLennan
MMC
$101B
| $499M | 0.19% |
4,267,825
+901,318
| +27% | +$105M |
|
34
Liberty Global Class A
LBTYA
$3.96B
| $436M | 0.16% |
18,010,000
| – | – |
|
35
Teva Pharmaceuticals
TEVA
$21.5B
| $413M | 0.15% |
42,789,295
| – | – |
|
36
SiriusXM
SIRI
$7.78B
| $319M | 0.12% |
50,000,000
| – | – |
|
37
Suncor Energy
SU
$50.1B
| $232M | 0.09% |
13,849,207
-5,352,318
| -28% | -$89.8M |
|
38
Liberty Global Class C
LBTYK
$4.02B
| $174M | 0.06% |
7,346,968
| – | – |
|
39
Biogen
BIIB
$20.5B
| $157M | 0.06% |
643,022
| – | – |
|
40
Johnson & Johnson
JNJ
$429B
| $51.5M | 0.02% |
327,100
| – | – |
|
41
Procter & Gamble
PG
$370B
| $43.9M | 0.02% |
315,400
| – | – |
|
42
Mondelez International
MDLZ
$80B
| $33.8M | 0.01% |
578,000
| – | – |
|
43
Liberty Latin America Class A
LILA
$1.57B
| $29.3M | 0.01% |
2,630,792
| – | – |
|
44
Vanguard S&P 500 ETF
VOO
$720B
| $14.8M | 0.01% |
43,000
| – | – |
|
45
SPDR S&P 500 ETF Trust
SPY
$653B
| $14.7M | 0.01% |
39,400
| – | – |
|
|
46
Liberty Latin America Class C
LILAK
$1.6B
| $14.2M | 0.01% |
1,284,020
-146,177
| -10% | -$1.62M |
|
47
United Parcel Service
UPS
$72.2B
| $10M | ﹤0.01% |
59,400
| – | – |
|
|
B
48
Barrick Mining Corporation
B
$45.9B
| – | – |
-12,000,000
| Closed | -$337M |
|
49
JPMorgan Chase
JPM
$824B
| – | – |
-967,267
| Closed | -$93.1M |
|
|
50
M&T Bank
MTB
$31.1B
| – | – |
-2,919,613
| Closed | -$269M |
|