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
+3.29%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$267B
AUM Growth
+$267B
(+0.3%)
Cap. Flow
-$6.73B
Cap. Flow
% of AUM
-2.52%
Top 10 Holdings %
Top 10 Hldgs %
89.72%
Holding
41
New
1
Increased
5
Reduced
8
Closed
3
Top Buys
| 1 |
Constellation Brands
STZ
|
$1.24B |
| 2 |
Domino's
DPZ
|
$464M |
| 3 |
Occidental Petroleum
OXY
|
$440M |
| 4 |
SiriusXM
SIRI
|
$281M |
| 5 |
VeriSign
VRSN
|
$94.3M |
Top Sells
| 1 |
Bank of America
BAC
|
$5.16B |
| 2 |
Citigroup
C
|
$2.86B |
| 3 |
Nu Holdings
NU
|
$479M |
| 4 |
Capital One
COF
|
$294M |
| 5 |
Charter Communications
CHTR
|
$285M |
Sector Composition
| 1 | Financials | 38.96% |
| 2 | Technology | 29.15% |
| 3 | Consumer Staples | 14.68% |
| 4 | Energy | 11.32% |
| 5 | Communication Services | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $75.1B | 28.12% | 300,000,000 | – | – |
|
2
American Express
AXP
$231B
| $45B | 16.84% | 151,610,700 | – | – |
|
|
3
Bank of America
BAC
$376B
| $29.9B | 11.19% | 680,233,587 -117,449,720 | -15% | -$5.16B |
|
4
Coca-Cola
KO
$297B
| $24.9B | 9.32% | 400,000,000 | – | – |
|
5
Chevron
CVX
$324B
| $17.2B | 6.43% | 118,610,534 | – | – |
|
|
6
Occidental Petroleum
OXY
$46.9B
| $13.1B | 4.89% | 264,178,414 +8,896,890 | +3% | +$440M |
|
7
Moody's
MCO
$91.4B
| $11.7B | 4.37% | 24,669,778 | – | – |
|
8
Kraft Heinz
KHC
$33.1B
| $10B | 3.74% | 325,634,818 | – | – |
|
9
Chubb
CB
$110B
| $7.47B | 2.8% | 27,033,784 | – | – |
|
10
DaVita
DVA
$9.85B
| $5.4B | 2.02% | 36,095,570 | – | – |
|
11
Kroger
KR
$44.9B
| $3.06B | 1.14% | 50,000,000 | – | – |
|
|
12
VeriSign
VRSN
$25.5B
| $2.75B | 1.03% | 13,271,457 +455,844 | +4% | +$94.3M |
|
|
13
SiriusXM
SIRI
$7.96B
| $2.68B | 1% | 117,468,573 +12,313,544 | +12% | +$281M |
|
14
Visa
V
$683B
| $2.62B | 0.98% | 8,297,460 | – | – |
|
15
Amazon
AMZN
$2.44T
| $2.19B | 0.82% | 10,000,000 | – | – |
|
16
Mastercard
MA
$538B
| $2.1B | 0.79% | 3,986,648 | – | – |
|
17
Aon
AON
$79.1B
| $1.47B | 0.55% | 4,100,000 | – | – |
|
|
18
Capital One
COF
$145B
| $1.33B | 0.5% | 7,450,000 -1,650,000 | -18% | -$294M |
|
|
19
Constellation Brands
STZ
$28.5B
| $1.24B | 0.47% | +5,624,324 | New | +$1.24B |
|
20
Ally Financial
ALLY
$12.6B
| $1.04B | 0.39% | 29,000,000 | – | – |
|
|
21
Citigroup
C
$178B
| $1.03B | 0.39% | 14,639,502 -40,605,295 | -74% | -$2.86B |
|
|
22
Domino's
DPZ
$15.6B
| $1,000M | 0.37% | 2,382,000 +1,104,744 | +86% | +$464M |
|
23
T-Mobile US
TMUS
$284B
| $960M | 0.36% | 4,350,000 -322,000 | -7% | -$71.1M |
|
24
Liberty Live Group Series C
LLYVK
$8.95B
| $743M | 0.28% | 10,917,661 | – | – |
|
|
25
Charter Communications
CHTR
$36.3B
| $683M | 0.26% | 1,991,759 -830,120 | -29% | -$285M |
|