Follow the Rich

Value · Berkshire Hathaway
Warren Buffett
Berkshire Hathaway
Chairman and CEO
Investing style
Long-term value investing — buying high-quality businesses with durable competitive advantages at reasonable prices, and holding them for decades.
Famous principles
- "Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1."
- "Be fearful when others are greedy, and greedy when others are fearful."
- "Our favorite holding period is forever."
NoteHoldings aggregated by issuer across share classes and Berkshire's sub-managers. Berkshire's equity portfolio shrank from ~$274B and 40 positions at year-end 2025 — a major cleanup quarter.
Total portfolio value
$263.10B
Positions
26
Largest holding
AAPL · 22.0%
Biggest move this quarter
Added: GOOGL $16.63B
Allocation
Top 8 holdings + Other
| Ticker | Company | Value | % of Portfolio | Change |
|---|---|---|---|---|
| Apple Inc | $57.84B | 21.99% | unchanged | |
| American Express Co | $45.86B | 17.43% | unchanged | |
| Coca-Cola Co | $30.42B | 11.56% | unchanged | |
| Bank of America Corp | $25.04B | 9.52% | trimmed | |
| Chevron Corporation | $17.46B | 6.64% | trimmed | |
| Occidental Petroleum Corp | $17.22B | 6.55% | unchanged | |
| Alphabet Inc (Class A & C combined) | $16.63B | 6.32% | added | |
| Chubb Ltd | $11.16B | 4.24% | unchanged | |
| Moody's Corp | $10.76B | 4.09% | unchanged | |
| Kraft Heinz Co | $7.32B | 2.78% | unchanged | |
| DaVita Inc | $4.63B | 1.76% | trimmed | |
| Kroger Co | $3.62B | 1.38% | unchanged | |
| SiriusXM Holdings Inc | $2.88B | 1.09% | unchanged | |
| Delta Air Lines Inc | $2.65B | 1.01% | new | |
| VeriSign Inc | $2.23B | 0.85% | unchanged |
Showing top 15 of 26 reported positions.
What changed this quarter
- trimmedBACBank of America Corp
- trimmedCVXChevron Corporation
- addedGOOGLAlphabet Inc (Class A & C combined)
- trimmedDVADaVita Inc
- newDALDelta Air Lines Inc
- exitedVVisa Inc
- exitedMAMastercard Incorporated
- exitedAMZNAmazon.com Inc
- exitedUNHUnitedHealth Group Inc
- exitedDPZDomino's Pizza Inc
- exitedPOOLPool Corp
- exitedHEIHeico Corp
- exitedAONAon plc
- exitedALLEAllegion plc
- exitedCHTRCharter Communications
- exitedDEODiageo plc
- exitedLAMRLamar Advertising
