OnlyAlpha
Free daily email

Berkshire Hathaway13F

Warren Buffett and Greg Abel · Value · quarter ending 2026-06-30, filed 2026-08-14 · SEC filing

Stock portfolio
$299.3B
Positions
29
Above their Pivot
59%
New positions
1

New positions this quarter

Sold out completely

Holdings

StockWeightValueLast quartervs PivotScoreTrendOther whales
AAPL Apple22.0%$66.0Bno change+18.1%72Above its Pivot14
AXP American Express17.1%$51.3Bno change-4.3%61Below its Pivot3
KO Coca Cola10.9%$32.5Bno change+13.6%70Above its Pivot5
GOOGL Alphabet9.4%$28.2Badded 45%-6.2%26Below its Pivot26
BAC Bank Of Amer9.2%$27.5Btrimmed 6%-8.2%28Below its Pivot7
CVX Chevron4.7%$14.0Bno change+21.7%85Above its Pivot8
OXY Occidental Pete4.3%$12.9Bno change+15.5%82Above its Pivot1
CB Chubb3.9%$11.7Bno change+6.7%70Above its Pivot3
MCO Moodys3.7%$11.2Bno change+3.3%69Above its Pivot3
GOOG Alphabet3.2%$9.6Badded 658%-6.5%24Below its Pivot15
KHC Kraft Heinz2.6%$7.7Bno change+3.9%76Above its Pivot1
DVA Davita2.1%$6.4Btrimmed 4%+4.9%55Above its Pivot0
DAL Delta AIR Lines1.8%$5.4Badded 44%+0.4%34Above its Pivot2
SIRI Siriusxm1.2%$3.7Bno change+6.0%70Above its Pivot0
VRSN Verisign0.8%$2.3Bno change+11.2%63Above its Pivot3
KR Kroger0.7%$2.2Btrimmed 22%+5.1%74Above its Pivot0
ALLY Ally Finl0.4%$1.2Btrimmed 7%-7.1%63Below its Pivot0
LEN Lennar0.4%$1.2Badded 30%-7.8%69Below its Pivot0
LLYVK Liberty Live0.4%$1.1Bno change+3.0%54Above its Pivot1
NYT NEW York Times0.4%$1.1Badded 4%-5.3%77Below its Pivot0
COF Capital ONE Finl0.2%$601.9Mtrimmed 58%-0.4%59Below its Pivot6
LLYVA Liberty Live0.2%$504.9Mno change+2.3%51Above its Pivot1
LPX Louisiana PAC0.1%$445.6Mno change-2.5%77Below its Pivot0
NUE Nucor0.1%$413.8Mtrimmed 52%+16.6%60Above its Pivot1
M Macys0.1%$173.0Madded 142%+11.5%68Above its Pivot0
NVR NVR0.0%$75.7Mno change-9.1%50Below its Pivot0
LEN-B Lennar0.0%$26.4Madded 25%-5.4%69Below its Pivot0
JEF Jefferies Financial0.0%$21.7Mno change-12.6%44Below its Pivot0
DHI D R Horton0.0%$581KNew buy-0.3%68Below its Pivot1

Largest 29 of 29 positions. Click any stock for its trend and everyone else who owns it.

Follow the whales after every closeThe free daily email flags when a stock the big funds own breaks its Pivot or docks.
Get it free → All the whales

Source: Form 13F-HR on SEC EDGAR. 13Fs are filed up to 45 days after the quarter ends and show only long US-listed positions.