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
+1.05%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$293B
AUM Growth
+$293B
(+0.14%)
Cap. Flow
-$1.88B
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
88.46%
Holding
46
New
2
Increased
1
Reduced
7
Closed
3
Top Buys
| 1 |
Chevron
CVX
|
$566M |
| 2 |
Royalty Pharma
RPRX
|
$475M |
| 3 |
Floor & Decor
FND
|
$98.7M |
Top Sells
| 1 |
Charter Communications
CHTR
|
$737M |
| 2 |
Merck
MRK
|
$712M |
| 3 |
AbbVie
ABBV
|
$661M |
| 4 |
Bristol-Myers Squibb
BMY
|
$251M |
| 5 |
Marsh & McLennan
MMC
|
$220M |
Sector Composition
| 1 | Technology | 44.43% |
| 2 | Financials | 32.1% |
| 3 | Consumer Staples | 12.12% |
| 4 | Communication Services | 4.3% |
| 5 | Healthcare | 2.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $126B | 42.78% | 887,135,554 | – | – |
|
2
Bank of America
BAC
$376B
| $42.9B | 14.61% | 1,010,100,606 | – | – |
|
3
American Express
AXP
$231B
| $25.4B | 8.66% | 151,610,700 | – | – |
|
4
Coca-Cola
KO
$297B
| $21B | 7.15% | 400,000,000 | – | – |
|
5
Kraft Heinz
KHC
$33.1B
| $12B | 4.09% | 325,634,818 | – | – |
|
6
Moody's
MCO
$91.4B
| $8.76B | 2.99% | 24,669,778 | – | – |
|
7
Verizon
VZ
$186B
| $8.58B | 2.92% | 158,824,575 | – | – |
|
8
US Bancorp
USB
$76B
| $7.51B | 2.56% | 126,417,887 -2,471,019 | -2% | -$147M |
|
9
DaVita
DVA
$9.85B
| $4.2B | 1.43% | 36,095,570 | – | – |
|
10
Bank of New York Mellon
BK
$74.5B
| $3.75B | 1.28% | 72,357,453 | – | – |
|
11
General Motors
GM
$55.8B
| $3.16B | 1.08% | 60,000,000 | – | – |
|
|
12
Charter Communications
CHTR
$36.3B
| $3.06B | 1.04% | 4,200,626 -1,012,835 | -19% | -$737M |
|
|
13
Chevron
CVX
$324B
| $2.91B | 0.99% | 28,703,519 +5,579,599 | +24% | +$566M |
|
14
VeriSign
VRSN
$25.5B
| $2.63B | 0.9% | 12,815,613 | – | – |
|
15
Kroger
KR
$44.9B
| $2.5B | 0.85% | 61,787,910 | – | – |
|
16
Visa
V
$683B
| $2.13B | 0.73% | 9,562,460 -425,000 | -4% | -$94.7M |
|
|
LSXMK
17
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $2.05B | 0.7% | 43,208,291 | – | – |
|
18
Snowflake
SNOW
$79.6B
| $1.85B | 0.63% | 6,125,376 | – | – |
|
19
Amazon
AMZN
$2.44T
| $1.75B | 0.6% | 533,300 | – | – |
|
|
20
AbbVie
ABBV
$372B
| $1.55B | 0.53% | 14,398,488 -6,129,373 | -30% | -$661M |
|
21
Mastercard
MA
$538B
| $1.49B | 0.51% | 4,288,648 -276,108 | -6% | -$96M |
|
|
22
Bristol-Myers Squibb
BMY
$96B
| $1.3B | 0.44% | 22,046,936 -4,247,330 | -16% | -$251M |
|
23
Aon
AON
$79.1B
| $1.26B | 0.43% | 4,396,000 | – | – |
|
24
RH
RH
$4.23B
| $1.2B | 0.41% | 1,791,967 | – | – |
|
|
STOR
25
DELISTED
STORE Capital Corporation
STOR
| $782M | 0.27% | 24,415,168 | – | – |
|