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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 | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.66T
| $109B | 46.35% |
944,295,554
-36,326,710
| -4% | -$3.96B |
|
|
2
Bank of America
BAC
$422B
| $24.3B | 10.31% |
1,010,100,606
+85,092,006
| +9% | +$2.12B |
|
3
Coca-Cola
KO
$362B
| $19.7B | 8.37% |
400,000,000
| – | – |
|
4
American Express
AXP
$242B
| $15.2B | 6.44% |
151,610,700
| – | – |
|
5
Kraft Heinz
KHC
$29.9B
| $9.75B | 4.13% |
325,634,818
| – | – |
|
6
Moody's
MCO
$86.6B
| $7.15B | 3.03% |
24,669,778
| – | – |
|
7
US Bancorp
USB
$97.1B
| $4.73B | 2.01% |
131,961,832
| – | – |
|
|
8
Verizon
VZ
$178B
| $3.47B | 1.47% |
+58,347,767
| New | +$3.39B |
|
9
Charter Communications
CHTR
$16.2B
| $3.25B | 1.38% |
5,213,461
| – | – |
|
|
10
Chevron
CVX
$363B
| $3.19B | 1.35% |
+44,272,770
| New | +$3.72B |
|
11
DaVita
DVA
$15.1B
| $3.09B | 1.31% |
36,095,570
-2,000,000
| -5% | -$171M |
|
|
12
Wells Fargo
WFC
$268B
| $2.99B | 1.27% |
127,380,440
-110,202,265
| -46% | -$2.72B |
|
13
VeriSign
VRSN
$24.6B
| $2.63B | 1.11% |
12,815,613
| – | – |
|
|
BNY
14
Bank of New York Mellon
BNY
$104B
| $2.48B | 1.05% |
72,357,453
| – | – |
|
15
General Motors
GM
$69.2B
| $2.37B | 1% |
80,000,000
+5,319,000
| +7% | +$149M |
|
16
Visa
V
$680B
| $2B | 0.85% |
9,987,460
| – | – |
|
|
17
AbbVie
ABBV
$438B
| $1.86B | 0.79% |
+21,264,316
| New | +$2B |
|
|
18
Merck
MRK
$306B
| $1.86B | 0.79% |
+23,478,451
| New | +$1.84B |
|
19
Bristol-Myers Squibb
BMY
$121B
| $1.81B | 0.77% |
+29,971,194
| New | +$1.8B |
|
20
Amazon
AMZN
$2.66T
| $1.68B | 0.71% |
10,666,000
| – | – |
|
21
Mastercard
MA
$475B
| $1.54B | 0.65% |
4,564,756
| – | – |
|
22
Snowflake
SNOW
$93.1B
| $1.54B | 0.65% |
+6,125,376
| New | +$1.46B |
|
|
LSXMK
23
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.43B | 0.61% |
55,781,904
| – | – |
|
24
Kroger
KR
$36.3B
| $847M | 0.36% |
24,978,439
+3,038,360
| +14% | +$105M |
|
25
StoneCo
STNE
$2.71B
| $749M | 0.32% |
14,166,748
| – | – |
|
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