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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
+3.86%
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
$270B
AUM Growth
+$508M
(+0.19%)
Cap. Flow
-$5.46B
Cap. Flow
% of AUM
-2.02%
Top 10 Holdings %
Top 10 Hldgs %
86.72%
Holding
48
New
1
Increased
4
Reduced
11
Closed
2
Top Buys
| 1 |
Aon
AON
|
+$902M |
| 2 |
Verizon
VZ
|
+$683M |
| 3 |
Kroger
KR
|
+$599M |
| 4 |
MRSH
Marsh
MRSH
|
+$117M |
| 5 |
RH
RH
|
+$11.8M |
Top Sells
| 1 |
Chevron
CVX
|
+$2.42B |
| 2 |
Wells Fargo
WFC
|
+$1.83B |
| 3 |
Merck
MRK
|
+$836M |
| 4 |
Synchrony
SYF
|
+$699M |
| 5 |
Liberty Global Class A
LBTYA
|
+$370M |
Sector Composition
| 1 | Technology | 41.77% |
| 2 | Financials | 31.23% |
| 3 | Consumer Staples | 13.32% |
| 4 | Communication Services | 5.07% |
| 5 | Healthcare | 3.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.66T
| $108B | 40.07% |
887,135,554
| – | – |
|
2
Bank of America
BAC
$422B
| $39.1B | 14.45% |
1,010,100,606
| – | – |
|
3
American Express
AXP
$242B
| $21.4B | 7.93% |
151,610,700
| – | – |
|
4
Coca-Cola
KO
$362B
| $21.1B | 7.8% |
400,000,000
| – | – |
|
5
Kraft Heinz
KHC
$29.9B
| $13B | 4.82% |
325,634,818
| – | – |
|
|
6
Verizon
VZ
$178B
| $9.24B | 3.42% |
158,824,575
+12,108,079
| +8% | +$683M |
|
7
Moody's
MCO
$86.6B
| $7.37B | 2.72% |
24,669,778
| – | – |
|
8
US Bancorp
USB
$97.1B
| $7.17B | 2.65% |
129,687,084
-1,450,914
| -1% | -$72.5M |
|
9
DaVita
DVA
$15.1B
| $3.89B | 1.44% |
36,095,570
| – | – |
|
10
General Motors
GM
$69.2B
| $3.85B | 1.42% |
67,000,000
-5,500,000
| -8% | -$292M |
|
|
BNY
11
Bank of New York Mellon
BNY
$104B
| $3.42B | 1.27% |
72,357,453
| – | – |
|
12
Charter Communications
CHTR
$16.2B
| $3.22B | 1.19% |
5,213,461
| – | – |
|
13
VeriSign
VRSN
$24.6B
| $2.55B | 0.94% |
12,815,613
| – | – |
|
|
14
Chevron
CVX
$363B
| $2.48B | 0.92% |
23,672,271
-24,826,694
| -51% | -$2.42B |
|
15
AbbVie
ABBV
$438B
| $2.47B | 0.92% |
22,868,178
-2,664,904
| -10% | -$285M |
|
16
Visa
V
$680B
| $2.11B | 0.78% |
9,987,460
| – | – |
|
17
Bristol-Myers Squibb
BMY
$121B
| $1.96B | 0.72% |
31,032,227
-2,303,789
| -7% | -$143M |
|
|
LSXMK
18
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.91B | 0.7% |
55,781,904
| – | – |
|
|
19
Kroger
KR
$36.3B
| $1.84B | 0.68% |
51,060,296
+17,526,279
| +52% | +$599M |
|
20
Amazon
AMZN
$2.66T
| $1.65B | 0.61% |
10,666,000
| – | – |
|
21
Mastercard
MA
$475B
| $1.63B | 0.6% |
4,564,756
| – | – |
|
22
Snowflake
SNOW
$93.1B
| $1.4B | 0.52% |
6,125,376
| – | – |
|
|
23
Merck
MRK
$306B
| $1.38B | 0.51% |
18,740,743
-11,334,169
| -38% | -$836M |
|
|
24
RH
RH
$3.06B
| $1.05B | 0.39% |
1,756,448
+23,900
| +1% | +$11.8M |
|
|
25
Aon
AON
$78.5B
| $943M | 0.35% |
+4,096,146
| New | +$902M |
|
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