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 | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $118B | 43.61% | 887,135,554 -57,160,000 | -6% | -$7.58B |
|
2
Bank of America
BAC
$376B
| $30.6B | 11.34% | 1,010,100,606 | – | – |
|
3
Coca-Cola
KO
$297B
| $21.9B | 8.13% | 400,000,000 | – | – |
|
4
American Express
AXP
$231B
| $18.3B | 6.79% | 151,610,700 | – | – |
|
5
Kraft Heinz
KHC
$33.1B
| $11.3B | 4.18% | 325,634,818 | – | – |
|
|
6
Verizon
VZ
$186B
| $8.62B | 3.19% | 146,716,496 +88,368,729 | +151% | +$5.19B |
|
7
Moody's
MCO
$91.4B
| $7.16B | 2.65% | 24,669,778 | – | – |
|
8
US Bancorp
USB
$76B
| $6.11B | 2.26% | 131,137,998 -823,834 | -0.6% | -$38.4M |
|
9
DaVita
DVA
$9.85B
| $4.24B | 1.57% | 36,095,570 | – | – |
|
|
10
Chevron
CVX
$324B
| $4.1B | 1.52% | 48,498,965 +4,226,195 | +10% | +$357M |
|
11
Charter Communications
CHTR
$36.3B
| $3.45B | 1.28% | 5,213,461 | – | – |
|
12
Bank of New York Mellon
BK
$74.5B
| $3.07B | 1.14% | 72,357,453 | – | – |
|
|
13
General Motors
GM
$55.8B
| $3.02B | 1.12% | 72,500,000 -7,500,000 | -9% | -$312M |
|
14
VeriSign
VRSN
$25.5B
| $2.77B | 1.03% | 12,815,613 | – | – |
|
|
15
AbbVie
ABBV
$372B
| $2.74B | 1.01% | 25,533,082 +4,268,766 | +20% | +$457M |
|
|
16
Merck
MRK
$210B
| $2.35B | 0.87% | 28,697,435 +6,294,333 | +28% | +$515M |
|
17
Visa
V
$683B
| $2.18B | 0.81% | 9,987,460 | – | – |
|
18
Bristol-Myers Squibb
BMY
$96B
| $2.07B | 0.77% | 33,336,016 +3,364,822 | +11% | +$209M |
|
|
LSXMK
19
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.88B | 0.7% | 43,208,291 | – | – |
|
20
Amazon
AMZN
$2.44T
| $1.74B | 0.64% | 533,300 | – | – |
|
21
Snowflake
SNOW
$79.6B
| $1.72B | 0.64% | 6,125,376 | – | – |
|
22
Mastercard
MA
$538B
| $1.63B | 0.6% | 4,564,756 | – | – |
|
|
23
Wells Fargo
WFC
$263B
| $1.58B | 0.59% | 52,423,867 -74,956,573 | -59% | -$2.26B |
|
24
StoneCo
STNE
$4.41B
| $1.19B | 0.44% | 14,166,748 | – | – |
|
25
Kroger
KR
$44.9B
| $1.07B | 0.39% | 33,534,017 +8,555,578 | +34% | +$272M |
|