WB
Warren Buffett
Berkshire Hathaway13F filer
Concentrated quality compounding; insurance float — as the firm describes itselfPortfolio as of Jun 30, 2026Filed Aug 14, 2026
Quarter ended Jun 30, 2026, from the 13F filed Aug 14, 2026Changes are against the quarter ended Mar 31, 2026U.S.-listed shares only — no bonds, cash, shorts or foreign listings
Portfolio value
$299.25B
As reported, at quarter-end prices
Positions
29
U.S.-listed companies held
1 new · 1 exited this quarter
Concentration
88%in the top 10
Weight held in the ten largest positions
This quarter
7added · 6trimmed
Positions resized since the prior quarter
What changed this quarter
See which positions were opened, increased, reduced or closed—and how large those positions are now.
| Company | Reported move | Change in shares | Portfolio weight now |
|---|---|---|---|
| New position | Not held in prior quarter | <0.01% | |
CONSTELLATION BRANDS INCSTZ | Sold out | Position closed | No longer held |
ALPHABET INCGOOGL | Added to | +45.2% | 9.41% |
ALPHABET INCGOOG | Added to | +658.3% | 3.21% |
| Added to | +44.0% | 1.79% | |
LENNAR CORPLEN | Added to | +29.8% | 0.40% |
| Added to | +141.8% | 0.06% | |
| Added to | +3.7% | 0.37% | |
LENNAR CORP - B SHSLEN/B | Added to | +25.4% | <0.01% |
| Reduced | -5.9% | 9.20% |
Showing 1–10 of 15 changes · Share classes count separatelyBars: square-root scale · Percentages shown · — unavailable
Changes compare reported share counts at quarter-end. The filing does not tell us when trades happened or why the investor made them.
Portfolio
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| AAPL | APPLE INCUNCHANGED | 22.04% | $289.36 | $65.95B | 227.9M |
| AXP | AMERICAN EXPRESS COUNCHANGED | 17.14% | $338.25 | $51.28B | 151.6M |
| KO | COCA COLA COUNCHANGED | 10.86% | $81.27 | $32.51B | 400.0M |
| GOOGL | ALPHABET INC· CAP STK CL AINCREASED +45.2% | 9.41% | $357.37 | $28.16B | 78.8M |
| BAC | BANK AMERICA CORPDECREASED -5.9% | 9.20% | $56.98 | $27.54B | 483.4M |
| CVX | CHEVRON CORPORATIONUNCHANGED | 4.67% | $165.76 | $13.99B | 84.4M |
| OXY | OCCIDENTAL PETE CORPUNCHANGED | 4.30% | $48.57 | $12.87B | 264.9M |
| CB | CHUBB LIMITEDUNCHANGED | 3.90% | $340.74 | $11.67B | 34.2M |
| MCO | MOODYS CORPUNCHANGED | 3.73% | $452.92 | $11.17B | 24.7M |
| GOOG | ALPHABET INC· CAP STK CL CINCREASED +658.3% | 3.21% | $353.33 | $9.61B | 27.2M |
Showing 1–10 of 29 · the top 10 are 88.5% of the reported portfolioEach row opens the company · how we read 13F filings
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
All 29 positions, with reported prices and share counts, open with a free account.
Connected research
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