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Portfolio (Quarterly) Guide ↗

Berkshire Hathaway

· CIK 0001067983
13F Portfolio $263.1B AUM 90 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 3 New 4 Added 6 Reduced 16 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BAC BANK AMERICA CORP Financial Services 513,624,165.0 $25.04B 9.52% -3.7M -0.7% $48.75 +2.1%
2 CVX CHEVRON CORPORATION Energy 84,375,856.0 $17.46B 6.63% -45.8M -35.2% $206.90 -7.6%
3 DVA DAVITA INC Healthcare 30,100,585.0 $4.63B 1.76% -1.7M -5.2% $153.69 +30.0%
4 LIBERTY LIVE HOLDINGS INC 10,587,143.0 $996.4M 0.38% -331K -3.0% $94.11
5 NUE NUCOR CORP Basic Materials 3,907,075.0 $660.7M 0.25% -2.5M -39.0% $169.10 +34.3%
6 STZ CONSTELLATION BRANDS INC Consumer Defensive 632,890.0 $94.9M 0.04% -12.4M -95.1% $150.00 -5.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.4%
Technology 22.9%
Consumer Defensive 15.8%
Energy 13.2%
Communication Services 8.1%
Healthcare 1.8%
Industrials 1.0%
Consumer Cyclical 0.4%
Basic Materials 0.4%