Warren Buffett
Berkshire Hathaway
Led Berkshire Hathaway for six decades and remains the best-known name in value investing. The 13F shows Berkshire's US-listed stock positions.
13F portfolio value
Q2 2026
$299.25B
1-year growth
+16.2%
2-year growth
+6.9%
Positions
29
Top 10 share
88.5%
Quarterly turnover
1.4%
Last filed
Aug 14, 2026
Source: SEC EDGAR · Photo: USA International Trade Administration (Public domain)
Q2 2026: summary
MakklerAI- Berkshire’s 13F portfolio was $299.3B across 29 positions, up from $263.1B and 29 positions in the prior quarter.
- The top 10 holdings made up 88.5% of the portfolio; turnover fell to 1.4% from 5.8% in the prior quarter.
- Berkshire increased GOOGL shares by 45.2% and GOOG by 658.3%; their portfolio weights were 9.4% and 3.2%, respectively.
- BAC shares fell 5.9% to a 9.2% portfolio weight, while STZ was fully exited.
PROStill at the same price?
A 13F arrives 45 days late. See the estimated buy price of the other 27 positions, the move since, and where each stands against Makkler Fair Value with MakklerPRO.
AAPLApple Inc.22.0%Unchanged- Price
- $341.27
- Since est. buy
- +19.3%
- Fair Value gap
- +5.7%
AXPAmerican Express Company17.1%Unchanged- Price
- $309.84
- Since est. buy
- -3.2%
- Fair Value gap
- +20.6%
KOCoca-Cola Company10.9%Unchanged- Price
- $90.11
- Since est. buy
- Fair Value gap
GOOGLAlphabet Inc. Class A9.4%+45.2%- Price
- $353.78
- Since est. buy
- Fair Value gap
BACBank of America Corp9.2%-5.9%- Price
- $53.96
- Since est. buy
- Fair Value gap
CVXChevron Corporation4.7%Unchanged- Price
- $217.73
- Since est. buy
- Fair Value gap
OXYOccidental Petroleum Corporation4.3%Unchanged- Price
- $61.65
- Since est. buy
- Fair Value gap
CBChubb Limited3.9%Unchanged- Price
- $346.16
- Since est. buy
- Fair Value gap
MCOMoody's Corporation3.7%Unchanged- Price
- $464.13
- Since est. buy
- Fair Value gap
GOOGAlphabet Inc. Class C3.2%+658%- Price
- $349.52
- Since est. buy
- Fair Value gap
KHCKraft Heinz Company2.6%Unchanged- Price
- $22.43
- Since est. buy
- Fair Value gap
DVADaVita Inc.2.1%-4.1%- Price
- $182.08
- Since est. buy
- Fair Value gap
DALDelta Air Lines, Inc.1.8%+44.0%- Price
- $79.57
- Since est. buy
- Fair Value gap
SIRISiriusXM Holdings Inc.1.2%Unchanged- Price
- $26.57
- Since est. buy
- Fair Value gap
VRSNVeriSign, Inc.0.8%Unchanged- Price
- $301.76
- Since est. buy
- Fair Value gap
KRKroger Co.0.7%-22.0%- Price
- $60.74
- Since est. buy
- Fair Value gap
ALLYAlly Financial Inc0.4%-6.9%- Price
- $37.60
- Since est. buy
- Fair Value gap
LENLennar Corporation Class A0.4%+29.8%- Price
- $74.92
- Since est. buy
- Fair Value gap
LLYVKLiberty Live Holdings, Inc. Series -C-0.4%Unchanged- Price
- $98.40
- Since est. buy
- Fair Value gap
NYTNew York Times Company Class A0.4%+3.7%- Price
- $66.88
- Since est. buy
- Fair Value gap
COFCapital One Financial Corp0.2%-58.0%- Price
- $198.07
- Since est. buy
- Fair Value gap
LLYVALiberty Live Holdings, Inc. Registered Series -A-0.2%Unchanged- Price
- $95.50
- Since est. buy
- Fair Value gap
LPXLouisiana-Pacific Corporation0.1%Unchanged- Price
- $66.81
- Since est. buy
- Fair Value gap
NUENucor Corporation0.1%-52.5%- Price
- $253.80
- Since est. buy
- Fair Value gap
MMacy's, Inc.<0.1%+142%- Price
- $22.74
- Since est. buy
- Fair Value gap
NVRNVR, Inc.<0.1%Unchanged- Price
- $5,797.61
- Since est. buy
- Fair Value gap
LEN-BLennar Corporation Class B<0.1%+25.4%- Price
- $74.62
- Since est. buy
- Fair Value gap
JEFJefferies Financial Group Inc.<0.1%Unchanged- Price
- $44.86
- Since est. buy
- Fair Value gap
DHID.R. Horton, Inc.<0.1%New- Price
- $135.45
- Since est. buy
- Fair Value gap
Values are US dollar amounts as of the filing. The estimated buy price is the quarter's average close; Fair Value is the same model as on Makkler's stock pages.
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Ask MakklerAI about Warren Buffett's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.