All Investors

Berkshire Hathaway (Buffett)

CIK: 0001067983 · Filing period: 2025-12-31
2.0×
Trust Weight
42
Positions
4
In our model
4
New
3
Increasing
8
Decreasing
27
Unchanged
In Our Model Portfolio
These holdings also appear in the Bogen Capital model
AXP 20.5% GOOGL 2.0% UNH 0.6% AMZN 0.2%
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
42 positions, sorted by portfolio weight
# Company Ticker Sector % of Portfolio Activity Change
1 APPLE INC AAPL Technology 22.6% ▼ Decreasing -4%
2 AMERICAN EXPRESS CO AXP Financials 20.5% — Unchanged —
3 BANK AMERICA CORP BAC Financials 10.4% ▼ Decreasing -9%
4 COCA COLA CO KO Consumer Staples 10.2% — Unchanged —
5 CHEVRON CORP NEW CVX Energy 7.2% ▲ Increasing +7%
6 MOODYS CORP MCO Financials 4.6% — Unchanged —
7 OCCIDENTAL PETE CORP OXY Energy 4.0% — Unchanged —
8 CHUBB LIMITED CB Financials 3.9% ▲ Increasing +9%
9 KRAFT HEINZ CO KHC Consumer Staples 2.9% — Unchanged —
10 ALPHABET INC GOOGL Technology 2.0% — Unchanged —
11 DAVITA INC DVA Healthcare 1.3% — Unchanged -1%
12 KROGER CO KR Consumer Staples 1.1% — Unchanged —
13 VISA INC V Technology 1.1% — Unchanged —
14 SIRIUS XM HOLDINGS INC SIRI Communications 0.9% — Unchanged —
15 MASTERCARD INCORPORATED MA Technology 0.8% — Unchanged —
16 VERISIGN INC VRSN Technology 0.8% — Unchanged —
17 CONSTELLATION BRANDS INC STZ Consumer 0.7% ▼ Decreasing -3%
18 CAPITAL ONE FINL CORP COF Financials 0.6% — Unchanged —
19 UNITEDHEALTH GROUP INC UNH Healthcare 0.6% — Unchanged —
20 DOMINOS PIZZA INC DPZ Other 0.5% ▲ Increasing +12%
21 ALLY FINL INC ALLY Other 0.5% — Unchanged —
22 AON PLC AON Other 0.5% ▼ Decreasing -12%
23 NUCOR CORP NUE Other 0.4% — Unchanged —
24 LIBERTY LIVE HOLDINGS INC LLYVA Other 0.3% ● New NEW
25 LENNAR CORP LEN Other 0.3% — Unchanged —
26 POOL CORP POOL Other 0.3% ▼ Decreasing -11%
27 AMAZON COM INC AMZN Technology 0.2% ▼ Decreasing -77%
28 LOUISIANA PAC CORP LPX Other 0.2% — Unchanged —
29 LIBERTY LIVE HOLDINGS INC LLYVK Other 0.1% ● New NEW
30 NEW YORK TIMES CO NYT Other 0.1% ● New NEW
31 HEICO CORP NEW HEI Other 0.1% — Unchanged —
32 LIBERTY MEDIA CORP DEL LSXMA Other 0.1% ● New NEW
33 CHARTER COMMUNICATIONS INC N CHTR Other 0.1% — Unchanged —
34 LAMAR ADVERTISING CO NEW LAMR Other 0.1% — Unchanged —
35 ALLEGION PLC ALLE Other 0.1% — Unchanged —
36 NVR INC NVR Other 0.0% — Unchanged —
37 DIAGEO PLC DEO Other 0.0% — Unchanged —
38 JEFFERIES FINL GROUP INC JEF Other 0.0% — Unchanged —
39 LENNAR CORP LEN.B Other 0.0% — Unchanged —
40 LIBERTY LATIN AMERICA LTD LILA Other 0.0% ▼ Decreasing -9%
41 ATLANTA BRAVES HLDGS INC BATRA Other 0.0% ▼ Decreasing -48%
42 LIBERTY LATIN AMERICA LTD LILAK Other 0.0% — Unchanged —
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Berkshire Hathaway (Buffett), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.