Holding companyOmaha13F filer since 1999

Berkshire Hathaway

Managed by Warren Buffett, chairman

13F portfolio value$299.3BQ2 2026 · up 14% vs Q1

Positions291 new · 1 sold out

Top 10 weight88%of portfolio value

Turnover4%vs Q1

Largest holdingAAPL22.0% of portfolio

Last filingAug 14for Q2 2026

What changed in Q2 2026

Automated summary of the 13F · filed Aug 14, 2026

Added to GOOGL (+45% shares) and GOOG (+658% shares); new positions in DHI.

Biggest cut: COF (−58% of shares). Sold out of STZ.

Since the quarter ended, the top 10 holdings on Markets are up about 10.1% on average, led by CVX and AAPL.

Holdings · Q2 2026

1AAPLApple Inc.22.0%$65.95B227.9MNo change+23.0%7.3%

2AXPAmerican Express17.1%$51.28B151.6MNo change——

3KOCoca-Cola Co.10.9%$32.51B400.0MNo change+20.1%—

4GOOGLAlphabet Inc.9.4%$28.16B78.8MAdded +45%−17.8%—

5BACBank of America9.2%$27.54B483.4MTrimmed −6%−11.1%—

6CVXChevron Corp.4.7%$13.99B84.4MNo change+28.7%—

7OXYOccidental Petroleum4.3%$12.87B264.9MNo change+17.7%—

8ChubbChubb3.9%$11.67B34.2MNo change——

9MCOMoodys3.7%$11.17B24.7MNo change——

10GOOGAlphabet3.2%$9.61B27.2MAdded +658%——

Sector allocation

Technology22%+0.1 ptConsumer staples11%−0.7 ptCommunication9%+3.5 ptFinancials9%−0.3 ptEnergy9%−4.2 ptOther40%+1.7 pt

Change shown in percentage points vs Q1. Holdings outside Markets’ coverage count as Other.

Reported portfolio value

$266.4B

$267.2B

$258.7B

$257.5B

$267.3B

$274.2B

$263.1B

$299.3B

Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26

13F market value at each quarter end, US long positions only.

Not investment advice. From SEC Form 13F filings (SEC EDGAR 13F). Following an investor alerts you when their next filing lands; it does not copy trades.