| Ticker | Name | Current Value | vs Filing % | % of Portfolio | vs Last Filing |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $77.7B | +17.9% | 25% | — |
| AXP | AMERICAN EXPRESS CO | $46.8B | -8.7% | 15.1% | — |
| KO | COCA COLA CO | $35.1B | +8% | 11.3% | — |
| BAC | BANK OF AMER CORP | $27.4B | -0.5% | 8.8% | -5.9% |
| GOOGL | ALPHABET INC | $27.1B | -3.8% | 8.7% | +45.2% |
| CVX | CHEVRON CORPORATION | $17.3B | +23.3% | 5.5% | — |
| OXY | OCCIDENTAL PETE CORP | $15.1B | +17.1% | 4.8% | — |
| MCO | MOODYS CORP | $11.6B | +3.5% | 3.7% | — |
| CB | CHUBB LIMITED | $11.4B | -2.2% | 3.7% | — |
| GOOG | ALPHABET INC | $9.27B | -3.5% | 3% | +658.3% |
| KHC | KRAFT HEINZ CO | $7.69B | 0% | 2.5% | — |
| DVA | DAVITA INC | $5.15B | -19.8% | 1.7% | -4.1% |
| DAL | DELTA AIR LINES INC | $4.87B | -9.3% | 1.6% | +44% |
| SIRI | SIRIUSXM HOLDINGS INC | $3.23B | -12.5% | 1% | — |
| VRSN | VERISIGN INC | $2.58B | +14.2% | 0.8% | — |
| KR | KROGER CO | $2.29B | +5.8% | 0.7% | -22% |
| LEN | LENNAR CORP | $1.08B | -9.2% | 0.3% | +29.8% |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1.05B | -5.9% | 0.3% | — |
| ALLY | ALLY FINL INC | $1.05B | -15.6% | 0.3% | -6.9% |
| NYT | NEW YORK TIMES CO MTN BE | $1.00B | -8.8% | 0.3% | +3.7% |
| COF | CAPITAL ONE FINL CORP | $601M | -0.2% | 0.2% | -58% |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $480M | -4.9% | 0.2% | — |
| NUE | NUCOR CORP | $459M | +11% | 0.1% | -52.5% |
| LPX | LOUISIANA PAC CORP | $378M | -15.2% | 0.1% | — |
| M | MACYS INC | $166M | -3.9% | 0.1% | +141.8% |
| NVR | NVR INC | $70.0M | -7.6% | 0% | — |
| LEN-B | LENNAR CORP | $24.0M | -9.3% | 0% | +25.4% |
| JEF | JEFFERIES FINANCIAL GROUP IN | $20.7M | -4.6% | 0% | — |
| DHI | D R HORTON INC | $504k | -13.1% | 0% | new |
Portfolio reflects Berkshire Hathaway's 13-F filed 2026-08-14 (2026-06-30 quarter-end), marked to most recent close.