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
+12.26%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$325B
AUM Growth
+$325B
(+8.7%)
Cap. Flow
-$2.07B
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
90.15%
Holding
52
New
3
Increased
7
Reduced
8
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
$3.37B |
| 2 |
Occidental Petroleum
OXY
|
$1.08B |
| 3 |
Capital One
COF
|
$954M |
| 4 |
Bank of America
BAC
|
$651M |
| 5 |
HP
HPQ
|
$484M |
Top Sells
| 1 |
Chevron
CVX
|
$4.99B |
| 2 |
Bank of New York Mellon
BK
|
$1.14B |
| 3 |
RH
RH
|
$631M |
| 4 |
TSMC
TSM
|
$618M |
| 5 |
General Motors
GM
|
$367M |
Sector Composition
| 1 | Technology | 49.99% |
| 2 | Financials | 22.44% |
| 3 | Consumer Staples | 12.3% |
| 4 | Energy | 10.71% |
| 5 | Communication Services | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
McKesson
MCK
$85.4B
| $815M | 0.25% | 2,289,864 -565,650 | -20% | -$201M |
|
27
T-Mobile US
TMUS
$284B
| $759M | 0.23% | 5,242,000 | – | – |
|
28
Ally Financial
ALLY
$12.6B
| $739M | 0.23% | 29,000,000 -800,000 | -3% | -$20.4M |
|
29
Globe Life
GL
$11.3B
| $699M | 0.22% | 6,353,727 | – | – |
|
30
Markel Group
MKL
$24.8B
| $603M | 0.19% | 471,661 +4,050 | +0.9% | +$5.17M |
|
31
Liberty Media Series C
FWONK
$25B
| $578M | 0.18% | 7,722,451 | – | – |
|
|
LSXMA
32
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $568M | 0.17% | 20,207,680 | – | – |
|
33
Nu Holdings
NU
$71.5B
| $510M | 0.16% | 107,118,784 | – | – |
|
34
Floor & Decor
FND
$8.82B
| $469M | 0.14% | 4,780,000 | – | – |
|
35
Louisiana-Pacific
LPX
$6.62B
| $382M | 0.12% | 7,044,909 | – | – |
|
36
StoneCo
STNE
$4.41B
| $102M | 0.03% | 10,695,448 | – | – |
|
37
Marsh & McLennan
MMC
$101B
| $67.4M | 0.02% | 404,911 | – | – |
|
38
Johnson & Johnson
JNJ
$427B
| $50.7M | 0.02% | 327,100 | – | – |
|
39
Procter & Gamble
PG
$368B
| $46.9M | 0.01% | 315,400 | – | – |
|
40
Diageo
DEO
$62.1B
| $41.3M | 0.01% | +227,750 | New | +$41.3M |
|
41
Mondelez International
MDLZ
$79.5B
| $40.3M | 0.01% | 578,000 | – | – |
|
42
Liberty Latin America Class A
LILA
$1.61B
| $21.9M | 0.01% | 2,630,792 | – | – |
|
43
Vanguard S&P 500 ETF
VOO
$726B
| $16.2M | 0.01% | 43,000 | – | – |
|
44
SPDR S&P 500 ETF Trust
SPY
$658B
| $16.1M | 0.01% | 39,400 | – | – |
|
45
Jefferies Financial Group
JEF
$13.4B
| $13.8M | ﹤0.01% | 433,558 | – | – |
|
46
United Parcel Service
UPS
$74.1B
| $11.5M | ﹤0.01% | 59,400 | – | – |
|
|
47
Liberty Latin America Class C
LILAK
$1.65B
| $10.6M | ﹤0.01% | 1,284,020 | – | – |
|
48
Vitesse Energy
VTS
$1.03B
| $971K | ﹤0.01% | +51,026 | New | +$971K |
|
|
49
Bank of New York Mellon
BK
$74.5B
| – | – | -25,069,867 | Closed | -$1.14B |
|
|
50
RH
RH
$4.23B
| – | – | -2,360,000 | Closed | -$631M |
|