Berkshire Hathaway · 2026-Q2 · filed 2026-08-14 · SEC Form 13F-HR
| # | Ticker | Value | Weight | Shares | Δ Qtr |
|---|---|---|---|---|---|
| 1 | AAPL Apple Inc |
$65.95B | 26.9% | 227.9M | — |
| 2 | AXP American Express Co |
$51.28B | 20.9% | 151.6M | — |
| 3 | GOOGL Alphabet Inc |
$37.76B | 15.4% | 106.0M | +83.2% |
| 4 | KO Coca Cola Co |
$32.51B | 13.3% | 400.0M | — |
| 5 | CVX Chevron Corporation |
$13.99B | 5.7% | 84.4M | — |
| 6 | MCO Moodys Corp |
$11.17B | 4.6% | 24.7M | — |
| 7 | KHC Kraft Heinz Co |
$7.69B | 3.1% | 325.6M | — |
| 8 | DVA Davita Inc |
$6.43B | 2.6% | 28.9M | -4.1% |
| 9 | DAL Delta Air Lines Inc |
$5.37B | 2.2% | 57.3M | +44% |
| 10 | SIRI Siriusxm Holdings Inc |
$3.69B | 1.5% | 124.8M | — |
| 11 | VRSN Verisign Inc |
$2.26B | 0.9% | 9.0M | — |
| 12 | KR Kroger Co |
$2.17B | 0.9% | 39.0M | -22% |
| 13 | LLYVA Liberty Live Holdings Inc |
$1.62B | 0.7% | 15.6M | — |
| 14 | LEN Lennar Corp |
$1.21B | 0.5% | 13.4M | +29.7% |
| 15 | NYT New York Times Co Mtn Be |
$1.10B | 0.4% | 15.7M | +3.7% |
| 16 | LPX Louisiana Pac Corp |
$445.6M | 0.2% | 5.7M | — |
| 17 | NUE Nucor Corp |
$413.8M | 0.2% | 1.9M | -52.5% |
| 18 | M Macys Inc |
$173.0M | 0.1% | 7.3M | +141.8% |
| 19 | NVR Nvr Inc |
$75.7M | 0.0% | 11K | — |
| 20 | JEF Jefferies Financial Group In |
$21.7M | 0.0% | 434K | — |
Source: SEC EDGAR Form 13F-HR. 13F filings disclose long US equity positions with a 45-day reporting lag and exclude shorts, cash, bonds and non-US holdings — they are a partial, delayed snapshot. Educational only, not investment advice.
Sum of disclosed long US equity positions per 13F quarter. History accrues from mid-2026 onward.
13F filings arrive 45 days late. Our three systematic strategies publish a verifiable month-by-month track record — Premium members see the exact 25 holdings of each basket at every monthly rebalance. Performance and backtests stay public.
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