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
-1.29%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$260B
AUM Growth
+$260B
(-2.8%)
Cap. Flow
-$1.32B
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
88.64%
Holding
41
New
3
Increased
8
Reduced
6
Closed
2
Top Buys
| 1 |
Constellation Brands
STZ
|
$1.17B |
| 2 |
Nucor
NUE
|
$693M |
| 3 |
Pool Corp
POOL
|
$275M |
| 4 |
Lennar Class A
LEN
|
$222M |
| 5 |
D.R. Horton
DHI
|
$192M |
Top Sells
| 1 |
Bank of America
BAC
|
$2.03B |
| 2 |
Citigroup
C
|
$1.03B |
| 3 |
Nu Holdings
NU
|
$416M |
| 4 |
Liberty Media Series C
FWONK
|
$296M |
| 5 |
DaVita
DVA
|
$146M |
Sector Composition
| 1 | Financials | 36.91% |
| 2 | Technology | 26.95% |
| 3 | Consumer Staples | 17% |
| 4 | Energy | 12.67% |
| 5 | Communication Services | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $66.6B | 25.65% | 300,000,000 | – | – |
|
2
American Express
AXP
$231B
| $40.8B | 15.7% | 151,610,700 | – | – |
|
3
Coca-Cola
KO
$297B
| $28.6B | 11.03% | 400,000,000 | – | – |
|
|
4
Bank of America
BAC
$376B
| $26.4B | 10.14% | 631,573,531 -48,660,056 | -7% | -$2.03B |
|
5
Chevron
CVX
$324B
| $19.8B | 7.64% | 118,610,534 | – | – |
|
6
Occidental Petroleum
OXY
$46.9B
| $13.1B | 5.03% | 264,941,431 +763,017 | +0.3% | +$37.7M |
|
7
Moody's
MCO
$91.4B
| $11.5B | 4.42% | 24,669,778 | – | – |
|
8
Kraft Heinz
KHC
$33.1B
| $9.91B | 3.81% | 325,634,818 | – | – |
|
9
Chubb
CB
$110B
| $8.16B | 3.14% | 27,033,784 | – | – |
|
|
10
DaVita
DVA
$9.85B
| $5.38B | 2.07% | 35,142,479 -953,091 | -3% | -$146M |
|
11
Kroger
KR
$44.9B
| $3.38B | 1.3% | 50,000,000 | – | – |
|
12
VeriSign
VRSN
$25.5B
| $3.37B | 1.3% | 13,289,880 +18,423 | +0.1% | +$4.68M |
|
13
Visa
V
$683B
| $2.91B | 1.12% | 8,297,460 | – | – |
|
14
SiriusXM
SIRI
$7.96B
| $2.7B | 1.04% | 119,776,692 +2,308,119 | +2% | +$52M |
|
|
15
Constellation Brands
STZ
$28.5B
| $2.2B | 0.85% | 12,009,000 +6,384,676 | +114% | +$1.17B |
|
16
Mastercard
MA
$538B
| $2.19B | 0.84% | 3,986,648 | – | – |
|
17
Amazon
AMZN
$2.44T
| $1.9B | 0.73% | 10,000,000 | – | – |
|
18
Aon
AON
$79.1B
| $1.64B | 0.63% | 4,100,000 | – | – |
|
19
Capital One
COF
$145B
| $1.28B | 0.49% | 7,150,000 -300,000 | -4% | -$53.8M |
|
20
Domino's
DPZ
$15.6B
| $1.2B | 0.46% | 2,620,613 +238,613 | +10% | +$110M |
|
21
Ally Financial
ALLY
$12.6B
| $1.06B | 0.41% | 29,000,000 | – | – |
|
22
T-Mobile US
TMUS
$284B
| $1.04B | 0.4% | 3,883,145 -466,855 | -11% | -$125M |
|
23
Liberty Live Group Series C
LLYVK
$8.95B
| $744M | 0.29% | 10,917,661 | – | – |
|
24
Charter Communications
CHTR
$36.3B
| $731M | 0.28% | 1,984,259 -7,500 | -0.4% | -$2.76M |
|
|
25
Nucor
NUE
$34.1B
| $693M | 0.27% | +5,756,510 | New | +$693M |
|