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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
+2.07%
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
$332B
AUM Growth
-$20.2B
(-5.7%)
Cap. Flow
-$20.3B
Cap. Flow
% of AUM
-6.12%
Top 10 Holdings %
Top 10 Hldgs %
91.19%
Holding
42
New
–
Increased
4
Reduced
5
Closed
1
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$21.1B |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$702M |
| 3 |
HP
HPQ
|
+$688M |
| 4 |
Chevron
CVX
|
+$470M |
| 5 |
Louisiana-Pacific
LPX
|
+$32.1M |
Sector Composition
| 1 | Technology | 41.84% |
| 2 | Financials | 31.21% |
| 3 | Consumer Staples | 11.87% |
| 4 | Energy | 10.71% |
| 5 | Healthcare | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.66T
| $135B | 40.81% |
789,368,450
-116,191,550
| -13% | -$21.1B |
|
2
Bank of America
BAC
$422B
| $39.2B | 11.81% |
1,032,852,006
| – | – |
|
3
American Express
AXP
$242B
| $34.5B | 10.41% |
151,610,700
| – | – |
|
4
Coca-Cola
KO
$362B
| $24.5B | 7.38% |
400,000,000
| – | – |
|
|
5
Chevron
CVX
$363B
| $19.4B | 5.85% |
122,980,207
-3,113,119
| -2% | -$470M |
|
6
Occidental Petroleum
OXY
$54.5B
| $16.1B | 4.86% |
248,018,128
+4,302,324
| +2% | +$257M |
|
7
Kraft Heinz
KHC
$29.9B
| $12B | 3.62% |
325,634,818
| – | – |
|
8
Moody's
MCO
$86.6B
| $9.7B | 2.92% |
24,669,778
| – | – |
|
9
Chubb
CB
$138B
| $6.72B | 2.03% |
25,923,840
+5,823,840
| +29% | +$1.43B |
|
10
DaVita
DVA
$15.1B
| $4.98B | 1.5% |
36,095,570
| – | – |
|
11
Citigroup
C
$240B
| $3.49B | 1.05% |
55,244,797
| – | – |
|
12
Kroger
KR
$36.3B
| $2.86B | 0.86% |
50,000,000
| – | – |
|
13
VeriSign
VRSN
$24.6B
| $2.43B | 0.73% |
12,815,613
| – | – |
|
14
Visa
V
$680B
| $2.32B | 0.7% |
8,297,460
| – | – |
|
|
LSXMK
15
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.95B | 0.59% |
65,486,288
+22,277,997
| +52% | +$668M |
|
16
Mastercard
MA
$475B
| $1.92B | 0.58% |
3,986,648
| – | – |
|
17
Capital One
COF
$125B
| $1.86B | 0.56% |
12,471,030
| – | – |
|
18
Amazon
AMZN
$2.66T
| $1.8B | 0.54% |
10,000,000
| – | – |
|
19
Aon
AON
$78.5B
| $1.37B | 0.41% |
4,100,000
| – | – |
|
20
Nu Holdings
NU
$66B
| $1.28B | 0.39% |
107,118,784
| – | – |
|
21
Ally Financial
ALLY
$13.8B
| $1.18B | 0.35% |
29,000,000
| – | – |
|
22
Charter Communications
CHTR
$16.2B
| $1.11B | 0.34% |
3,828,941
| – | – |
|
23
Snowflake
SNOW
$93.1B
| $990M | 0.3% |
6,125,376
| – | – |
|
|
LSXMA
24
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $973M | 0.29% |
32,755,624
+12,547,944
| +62% | +$377M |
|
25
T-Mobile US
TMUS
$204B
| $856M | 0.26% |
5,242,000
| – | – |
|
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