| Ticker | Name | Current Value | vs Filing % | % of Portfolio | vs Last Filing |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $78.4B | +18.9% | 25% | — |
| AXP | AMERICAN EXPRESS CO | $49.3B | -3.9% | 15.7% | — |
| KO | COCA COLA CO | $38.3B | +17.8% | 12.2% | — |
| BAC | BANK OF AMER CORP | $24.1B | -12.7% | 7.7% | -5.9% |
| GOOGL | ALPHABET INC | $22.3B | -20.9% | 7.1% | +45.2% |
| CVX | CHEVRON CORPORATION | $18.0B | +28.5% | 5.7% | — |
| OXY | OCCIDENTAL PETE CORP | $14.9B | +16% | 4.8% | — |
| CB | CHUBB LIMITED | $12.7B | +9.1% | 4.1% | — |
| MCO | MOODYS CORP | $12.7B | +13.8% | 4.1% | — |
| KHC | KRAFT HEINZ CO | $8.25B | +7.2% | 2.6% | — |
| GOOG | ALPHABET INC | $7.66B | -20.3% | 2.4% | +658.3% |
| DVA | DAVITA INC | $5.63B | -12.4% | 1.8% | -4.1% |
| DAL | DELTA AIR LINES INC | $4.89B | -8.9% | 1.6% | +44% |
| SIRI | SIRIUSXM HOLDINGS INC | $4.15B | +12.5% | 1.3% | — |
| VRSN | VERISIGN INC | $2.81B | +24% | 0.9% | — |
| KR | KROGER CO | $2.71B | +25% | 0.9% | -22% |
| LEN | LENNAR CORP | $1.20B | +1.2% | 0.4% | +29.8% |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1.15B | +2.6% | 0.4% | — |
| ALLY | ALLY FINL INC | $1.05B | -15.5% | 0.3% | -6.9% |
| NYT | NEW YORK TIMES CO MTN BE | $1.03B | -6.3% | 0.3% | +3.7% |
| COF | CAPITAL ONE FINL CORP | $612M | +1.6% | 0.2% | -58% |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $518M | +2.6% | 0.2% | — |
| NUE | NUCOR CORP | $456M | +10.3% | 0.1% | -52.5% |
| LPX | LOUISIANA PAC CORP | $436M | -2.1% | 0.1% | — |
| M | MACYS INC | $178M | +2.7% | 0.1% | +141.8% |
| NVR | NVR INC | $71.3M | -5.9% | 0% | — |
| LEN-B | LENNAR CORP | $26.6M | +0.7% | 0% | +25.4% |
| JEF | JEFFERIES FINANCIAL GROUP IN | $21.1M | -2.8% | 0% | — |
| DHI | D R HORTON INC | $562k | -3.2% | 0% | new |
Portfolio reflects Berkshire Hathaway's 13-F filed 2026-08-14 (2026-06-30 quarter-end), marked to most recent close.