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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
+5.11%
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
$274B
AUM Growth
+$6.83B
(+2.6%)
Cap. Flow
-$5.05B
Cap. Flow
% of AUM
-1.84%
Top 10 Holdings %
Top 10 Hldgs %
88.26%
Holding
42
New
1
Increased
4
Reduced
9
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
+$1.23B |
| 2 |
Chubb
CB
|
+$853M |
| 3 |
New York Times
NYT
|
+$314M |
| 4 |
Domino's
DPZ
|
+$153M |
| 5 |
Lamar Advertising Co
LAMR
|
+$37.6K |
Top Sells
| 1 |
Apple
AAPL
|
+$2.76B |
| 2 |
Bank of America
BAC
|
+$2.68B |
| 3 |
Amazon
AMZN
|
+$1.77B |
| 4 |
Aon
AON
|
+$174M |
| 5 |
Pool Corp
POOL
|
+$101M |
Sector Composition
| 1 | Financials | 42.81% |
| 2 | Technology | 23.4% |
| 3 | Consumer Staples | 14.88% |
| 4 | Energy | 11.21% |
| 5 | Communication Services | 3.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.66T
| $62B | 22.6% |
227,917,808
-10,294,956
| -4% | -$2.76B |
|
2
American Express
AXP
$242B
| $56.1B | 20.46% |
151,610,700
| – | – |
|
|
3
Bank of America
BAC
$422B
| $28.5B | 10.38% |
517,295,934
-50,774,078
| -9% | -$2.68B |
|
4
Coca-Cola
KO
$362B
| $28B | 10.2% |
400,000,000
| – | – |
|
|
5
Chevron
CVX
$363B
| $19.8B | 7.24% |
130,156,362
+8,091,570
| +7% | +$1.23B |
|
6
Moody's
MCO
$86.6B
| $12.6B | 4.6% |
24,669,778
| – | – |
|
7
Occidental Petroleum
OXY
$54.5B
| $10.9B | 3.97% |
264,941,431
| – | – |
|
|
8
Chubb
CB
$138B
| $10.7B | 3.9% |
34,249,183
+2,916,288
| +9% | +$853M |
|
9
Kraft Heinz
KHC
$29.9B
| $7.9B | 2.88% |
325,634,818
| – | – |
|
10
Alphabet (Google) Class A
GOOGL
$4.3T
| $5.59B | 2.04% |
17,846,142
| – | – |
|
11
DaVita
DVA
$15.1B
| $3.61B | 1.32% |
31,759,065
-401,514
| -1% | -$48.8M |
|
12
Kroger
KR
$36.3B
| $3.12B | 1.14% |
50,000,000
| – | – |
|
13
Visa
V
$680B
| $2.91B | 1.06% |
8,297,460
| – | – |
|
14
SiriusXM
SIRI
$10.3B
| $2.5B | 0.91% |
124,807,117
| – | – |
|
15
Mastercard
MA
$475B
| $2.28B | 0.83% |
3,986,648
| – | – |
|
16
VeriSign
VRSN
$24.6B
| $2.18B | 0.8% |
8,989,880
| – | – |
|
17
Constellation Brands
STZ
$23B
| $1.79B | 0.65% |
13,000,000
-400,000
| -3% | -$54.9M |
|
18
Capital One
COF
$125B
| $1.73B | 0.63% |
7,150,000
| – | – |
|
19
UnitedHealth
UNH
$390B
| $1.66B | 0.61% |
5,039,564
| – | – |
|
|
20
Domino's
DPZ
$10.3B
| $1.4B | 0.51% |
3,350,000
+368,055
| +12% | +$153M |
|
21
Ally Financial
ALLY
$13.8B
| $1.31B | 0.48% |
29,000,000
| – | – |
|
|
22
Aon
AON
$78.5B
| $1.27B | 0.46% |
3,602,995
-497,005
| -12% | -$174M |
|
23
Nucor
NUE
$53.1B
| $1.05B | 0.38% |
6,407,749
| – | – |
|
24
Liberty Live Group Series C
LLYVK
$9.66B
| $908M | 0.33% |
10,917,661
| – | – |
|
25
Lennar Class A
LEN
$20B
| $725M | 0.26% |
7,050,950
| – | – |
|
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