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Logo Berkshire Hathaway Inc

Logo Berkshire Hathaway Inc Berkshire Hathaway Inc Institutional portfolio overview

Portfolio size

29

Market value

$263,1 mld.

Performance

Last 1 year +11,39 % Relative to benchmark: -4,9 %
Last 5 years +63,18 % Relative to benchmark: -1,1 %
Since inception +203 % Relative to benchmark: -110 %

Investor details

CIK 0001067983
Investor Berkshire Hathaway Inc
Founder --
Last report 31. 3. 2026
Position count 29
Hodnota $263,1 mld.
Obrat 24,09 %

Quarterly performance

Logo Berkshire Hathaway Inc
Berkshire Hathaway Inc/BERKSHIRE
Portfolio performance
Načítání
Poslední aktualizace:

Drženo

Aktivum Symbol Hodnota Portfolio share Aktivita
Apple AAPL $57,84 mld. 21,99 % Reduced
American Express AXP $45,86 mld. 17,43 % Reduced
Coca-Cola KO $30,42 mld. 11,56 % Increased
Bank of America BAC $25,04 mld. 9,52 % Reduced
Chevron CVX $17,46 mld. 6,64 % Reduced
Occidental petroleum OXY $17,22 mld. 6,55 % Increased
Alphabet GOOGL $15,6 mld. 5,93 % Increased
Chubb CB $11,16 mld. 4,24 % Increased
Moody's MCO $10,76 mld. 4,09 % Reduced
Kraft Heinz KHC $7,32 mld. 2,78 % Reduced
DaVita HealthCare Partners DVA $4,63 mld. 1,76 % Increased
Kroger Company KR $3,62 mld. 1,38 % Increased
Sirius XM SIRI $2,88 mld. 1,09 % Increased
Delta Airlines DAL $2,65 mld. 1,01 % Nový
VeriSign VRSN $2,23 mld. 0,85 % Increased
Capital One Financial COF $1,3 mld. 0,5 % Reduced
New York Times Company NYT $1,27 mld. 0,48 % Increased
Ally Financial ALLY $1,14 mld. 0,43 % Reduced
Alphabet Inc GOOG $1,03 mld. 0,39 % Nový
Liberty Media LLYVK $996,4 mil. 0,38 % Increased
Lennar LEN $877,1 mil. 0,33 % Increased
Nucor NUE $660,7 mil. 0,25 % Reduced
Liberty Live Holdings Inc LLYVA $457 mil. 0,17 % Increased
Louisiana-Pacific LPX $412,1 mil. 0,16 % Reduced
Constellation Brands STZ $94,93 mil. 0,036 % Reduced
NVR NVR $73,23 mil. 0,028 % Reduced
Macy's M $54,96 mil. 0,021 % Nový
Lennar LEN-B $20 mil. 0,0076 % Increased
Jefferies Financial JEF $17,89 mil. 0,0068 % Reduced
Celkem $263,1 mld. 100 %

Trades

Aktivum Symbol Hodnota Směr obchodu
American Express AXP $10,23 mld. Prodej
Alphabet GOOGL $10,01 mld. Nákup
Occidental petroleum OXY $6,33 mld. Nákup
Apple AAPL $4,12 mld. Prodej
Bank of America BAC $3,41 mld. Prodej
Visa V $2,91 mld. Prodej
Delta Airlines DAL $2,65 mld. Nákup
Coca-Cola KO $2,46 mld. Nákup
Chevron CVX $2,38 mld. Prodej
MasterCard MA $2,28 mld. Prodej
Moody's MCO $1,84 mld. Prodej
Constellation Brands STZ $1,7 mld. Prodej
UnitedHealth Group UNH $1,66 mld. Prodej
Domino’s Pizza DPZ $1,4 mld. Prodej
Aon AON $1,27 mld. Prodej
Alphabet Inc GOOG $1,03 mld. Nákup
DaVita HealthCare Partners DVA $1,02 mld. Nákup
New York Times Company NYT $916,6 mil. Nákup
Pool Corporation POOL $702 mil. Prodej
Kraft Heinz KHC $573,1 mil. Prodej
Amazon AMZN $525,3 mil. Prodej
Kroger Company KR $494 mil. Nákup
Chubb CB $473 mil. Nákup
Capital One Financial COF $428,5 mil. Prodej
Sirius XM SIRI $385 mil. Nákup
Nucor NUE $384,5 mil. Prodej
HEICO HEI-A $326,8 mil. Prodej
Formula One FWONK $297,4 mil. Prodej
Charter Communications CHTR $221,5 mil. Prodej
Ally Financial ALLY $175,7 mil. Prodej
Lennar LEN $152,2 mil. Nákup
Lamar Advertising Company LAMR $152,2 mil. Prodej
Allegion Plc ALLE $124,2 mil. Prodej
Liberty Media LLYVK $88,44 mil. Nákup
Macy's M $54,96 mil. Nákup
Liberty Live Holdings Inc LLYVA $50,56 mil. Nákup
VeriSign VRSN $48,64 mil. Nákup
Louisiana-Pacific LPX $45,37 mil. Prodej
Diageo Plc DEO $19,65 mil. Prodej
Liberty Latin America Ltd LILA $17,71 mil. Prodej
Liberty Latin America Ltd LILAK $9,58 mil. Prodej
Jefferies Financial JEF $8,97 mil. Prodej
NVR NVR $7,81 mil. Prodej
Atlanta Braves Hldgs Inc BATRK $4,55 mil. Prodej
Lennar LEN-B $2,78 mil. Nákup

Sector allocation

Sector Allocation
Electronic Computers 21,99 %
Finance Services 17,43 %
Beverages 11,6 %
National Commercial Banks 10,01 %
Services-Computer Programming, Data Processing, Etc. 6,71 %
Petroleum Refining 6,64 %
Crude Petroleum & Natural Gas 6,55 %
Fire, Marine & Casualty Insurance 4,24 %
Services-Consumer Credit Reporting, Collection Agencies 4,09 %
Canned, Frozen & Preservd Fruit, Veg & Food Specialties 2,78 %
Services-Misc Health & Allied Services, Nec 1,76 %
Retail-Grocery Stores 1,38 %
Radio Broadcasting Stations 1,09 %
Air Transportation, Scheduled 1,01 %
Services-Computer Programming Services 0,85 %
Television Broadcasting Stations 0,55 %
Newspapers: Publishing Or Publishing & Printing 0,48 %
State Commercial Banks 0,43 %
General Bldg Contractors - Residential Bldgs 0,34 %
Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) 0,25 %
Lumber & Wood Products (No Furniture) 0,16 %
Operative Builders 0,028 %
Retail-Department Stores 0,021 %
Security Brokers, Dealers & Flotation Companies 0,0068 %
Celkem 100 %

Sector trend

Sector Změnit metodu Trend
Finance Services +9,11 % Growing
Services-Computer Programming, Data Processing, Etc. +6,71 % Growing
Beverages +4,89 % Growing
Fire, Marine & Casualty Insurance +2,95 % Growing
Crude Petroleum & Natural Gas +2,41 % Growing
Services-Consumer Credit Reporting, Collection Agencies +1,35 % Growing
Petroleum Refining +1,29 % Growing
Radio Broadcasting Stations +1,03 % Growing
Air Transportation, Scheduled +1,01 % Growing
Retail-Grocery Stores +0,73 % Growing
Services-Misc Health & Allied Services, Nec +0,68 % Growing
Newspapers: Publishing Or Publishing & Printing +0,48 % Growing
General Bldg Contractors - Residential Bldgs +0,34 % Growing
Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) +0,25 % Growing
State Commercial Banks +0,14 % Growing
Services-Computer Programming Services +0,099 % Growing
Retail-Department Stores +0,021 % Growing
Lumber & Wood Products (No Furniture) +0,015 % Growing
Operative Builders +0,0057 % Growing
Security Brokers, Dealers & Flotation Companies +0,0018 % Growing
Aircraft Engines & Engine Parts 0 % No change
Hospital & Medical Service Plans 0 % No change
Life Insurance 0 % No change
Real Estate Investment Trusts 0 % No change
Retail-Retail Stores, Nec 0 % No change
Services-Computer Processing & Data Preparation 0 % No change
Services-Detective, Guard & Armored Car Services 0 % No change
Wholesale-Groceries & Related Products 0 % No change
Wholesale-Misc Durable Goods 0 % No change
Services-Amusement & Recreation Services -0,0025 % Declining
Retail-Lumber & Other Building Materials Dealers -0,15 % Declining
Computer & Office Equipment -0,2 % Declining
Radiotelephone Communications -0,24 % Declining
Insurance Agents, Brokers & Service -0,34 % Declining
Services-Prepackaged Software -0,35 % Declining
Cable & Other Pay Television Services -0,43 % Declining
Retail-Catalog & Mail-Order Houses -0,43 % Declining
Television Broadcasting Stations -0,54 % Declining
Canned, Frozen & Preservd Fruit, Veg & Food Specialties -0,64 % Declining
Services-Business Services, Nec -1,1 % Declining
National Commercial Banks -1,1 % Declining
Electronic Computers -28 % Declining

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