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
+4.39%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$364B
AUM Growth
+$364B
(+9.9%)
Cap. Flow
+$35.8B
Cap. Flow
% of AUM
9.85%
Top 10 Holdings %
Top 10 Hldgs %
87.2%
Holding
52
New
8
Increased
7
Reduced
4
Closed
3
Top Buys
| 1 |
Chevron
CVX
|
$19.7B |
| 2 |
Occidental Petroleum
OXY
|
$7.74B |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$3.98B |
| 4 |
HP
HPQ
|
$3.79B |
| 5 |
Citigroup
C
|
$2.95B |
Top Sells
| 1 |
Verizon
VZ
|
$8.02B |
| 2 |
AbbVie
ABBV
|
$411M |
| 3 |
Bristol-Myers Squibb
BMY
|
$324M |
| 4 |
STOR
STORE Capital Corporation
STOR
|
$282M |
| 5 |
Royalty Pharma
RPRX
|
$279M |
Sector Composition
| 1 | Technology | 46.45% |
| 2 | Financials | 27.18% |
| 3 | Consumer Staples | 11.29% |
| 4 | Energy | 9.26% |
| 5 | Communication Services | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Celanese
CE
$5.22B
| $1.13B | 0.31% | +7,880,998 | New | +$1.13B |
|
|
LSXMA
27
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $924M | 0.25% | 20,207,680 | – | – |
|
28
McKesson
MCK
$85.4B
| $895M | 0.25% | +2,921,975 | New | +$895M |
|
29
Nu Holdings
NU
$71.5B
| $827M | 0.23% | 107,118,784 | – | – |
|
30
RH
RH
$4.23B
| $708M | 0.19% | 2,170,000 +353,453 | +19% | +$115M |
|
31
T-Mobile US
TMUS
$284B
| $673M | 0.19% | 5,242,000 | – | – |
|
32
Globe Life
GL
$11.3B
| $639M | 0.18% | 6,353,727 | – | – |
|
33
Markel Group
MKL
$24.8B
| $620M | 0.17% | +420,293 | New | +$620M |
|
34
Liberty Media Series C
FWONK
$25B
| $539M | 0.15% | 7,722,451 +5,603,705 | +264% | +$391M |
|
|
STOR
35
DELISTED
STORE Capital Corporation
STOR
| $431M | 0.12% | 14,754,811 -9,660,357 | -40% | -$282M |
|
36
Ally Financial
ALLY
$12.6B
| $390M | 0.11% | +8,969,420 | New | +$390M |
|
37
Floor & Decor
FND
$8.82B
| $387M | 0.11% | 4,780,000 +3,936,291 | +467% | +$319M |
|
38
StoneCo
STNE
$4.41B
| $125M | 0.03% | 10,695,448 | – | – |
|
|
39
Verizon
VZ
$186B
| $70.3M | 0.02% | 1,380,111 -157,444,464 | -99% | -$8.02B |
|
40
Marsh & McLennan
MMC
$101B
| $69M | 0.02% | 404,911 | – | – |
|
|
41
Royalty Pharma
RPRX
$15.6B
| $58.3M | 0.02% | 1,496,372 -7,151,896 | -83% | -$279M |
|
42
Johnson & Johnson
JNJ
$427B
| $58M | 0.02% | 327,100 | – | – |
|
43
Procter & Gamble
PG
$368B
| $48.2M | 0.01% | 315,400 | – | – |
|
44
Mondelez International
MDLZ
$79.5B
| $36.3M | 0.01% | 578,000 | – | – |
|
45
Liberty Latin America Class A
LILA
$1.61B
| $25.5M | 0.01% | 2,630,792 | – | – |
|
46
Vanguard S&P 500 ETF
VOO
$726B
| $17.9M | ﹤0.01% | 43,000 | – | – |
|
47
SPDR S&P 500 ETF Trust
SPY
$658B
| $17.8M | ﹤0.01% | 39,400 | – | – |
|
48
United Parcel Service
UPS
$74.1B
| $12.7M | ﹤0.01% | 59,400 | – | – |
|
|
49
Liberty Latin America Class C
LILAK
$1.65B
| $12.3M | ﹤0.01% | 1,284,020 | – | – |
|
|
50
AbbVie
ABBV
$372B
| – | – | -3,033,561 | Closed | -$411M |
|