BERKSHIRE HATHAWAY INC

FundStock

CIK 0001067983 · Q2 2026

13F Equity AUM

$299.3B

+13.7% QoQ

Positions

0 QoQ

AUM Rank

#48

Top 0.5%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,490 · Top 66%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 68.7%Top 10: 88.5%Top 20: 99.2%

AAPL22.0%

AXP17.1%

KO10.9%

GOOGL9.4%

BAC9.2%

CHV4.7%

OXY4.3%

CB3.9%

DUT3.7%

GOOG3.2%

Others (19)11.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services30.9%

Technology22.8%

Communication Services14.8%

Consumer Defensive14.2%

Energy9.0%

Consumer Discretionary3.7%

Healthcare2.1%

Other2.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 29Median: 0.76%Avg: 3.45%

0–0.5%

13(2.3%)

0.5–1%

2(1.5%)

1–3%

4(7.7%)

3–5%

5(19.8%)

5%+

5(68.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 29vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1Increased7Decreased6Exited1

New Positions

DHI0.0%

+4K

Increased

GOOGL9.4%

+24.5M(+45%)

GOOG3.2%

+23.6M(+658%)

DAL1.8%

+17.5M(+44%)

M0.1%

+4.3M(+142%)

LEN0.4%

+3.0M(+30%)

NYT0.4%

+553K(+4%)

LEN/B0.0%

+60K(+25%)

Decreased

BAC9.2%

-30,230,150(-6%)

KR0.7%

-11,000,000(-22%)

COF0.2%

-4,150,000(-58%)

NUE0.1%

-2,049,323(-52%)

ALLY0.4%

-2,000,000(-7%)

TRL2.1%

-1,220,376(-4%)

Exited

CB1A

-632,890

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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