1y return+19.2%S&P 500 +20.9%
3y return+43.9%S&P 500 +68.5%
5y return+60.5%S&P 500 +74.5%
10y return+198.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $299 against $357 in the S&P 500.2
Berkshire Hathaway IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $66.0B | 22.0% | |
| AXPAmerican Express Co | $51.3B | 17.1% | |
| KOCoca Cola Co | $32.5B | 10.9% | |
| GOOGLAlphabet Inc | $28.2B | 9.4% | +45.2% |
| BACBank Of Amer Corp | $27.5B | 9.2% | −5.9% |
| CVXChevron Corporation | $14.0B | 4.7% | |
| OXYOccidental Pete Corp | $12.9B | 4.3% | |
| Chubb LimitedCUSIP H1467J104 | $11.7B | 3.9% | |
| MCOMoodys Corp | $11.2B | 3.7% | |
| GOOGAlphabet Inc | $9.6B | 3.2% | +658.3% |
| KHCKraft Heinz Co | $7.7B | 2.6% | |
| DVADavita Inc | $6.4B | 2.1% | −4.1% |
| DALDelta Air Lines Inc | $5.4B | 1.8% | +44.0% |
| SIRISiriusxm Holdings Inc | $3.7B | 1.2% | |
| VRSNVerisign Inc | $2.3B | 0.8% | |
| KRKroger Co | $2.2B | 0.7% | −22.0% |
| ALLYAlly Finl Inc | $1.2B | 0.4% | −6.9% |
| LENLennar Corp | $1.2B | 0.4% | +29.8% |
| LLYVKLiberty Live Holdings Inc | $1.1B | 0.4% | |
| NYTNew York Times Co Mtn Be | $1.1B | 0.4% | +3.7% |
| COFCapital One Finl Corp | $601.9M | 0.2% | −58.0% |
| LLYVALiberty Live Holdings Inc | $504.9M | 0.2% | |
| LPXLouisiana Pac Corp | $445.6M | 0.1% | |
| NUENucor Corp | $413.8M | 0.1% | −52.5% |
| MMacys Inc | $173.0M | 0.1% | +141.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $51.3B |
| AAPLApple Inc | June 30, 2020 | +217.3% | $66.0B |
| DVADavita Inc | June 30, 2020 | +181.1% | $6.4B |
| BACBank Of Amer Corp | June 30, 2020 | +139.9% | $27.5B |
| CVXChevron Corporation | September 30, 2020 | +130.2% | $14.0B |
| COFCapital One Finl Corp | March 31, 2023 | +108.6% | $601.9M |
| NUENucor Corp | March 31, 2025 | +85.1% | $413.8M |
| KOCoca Cola Co | June 30, 2020 | +81.9% | $32.5B |
| JEFJefferies Financial Group In | September 30, 2022 | +69.4% | $21.7M |
| MCOMoodys Corp | June 30, 2020 | +64.9% | $11.2B |
Sold off last quarter
- STZConstellation Brands Inc was $94.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.0% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +4.5% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +0.3% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | +2.8% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | +9.3% | +4.0% |
| March 31, 2024 | −0.3% | +10.0% |
| December 31, 2023 | +11.7% | +11.2% |
| September 30, 2023 | −8.3% | −3.6% |
| June 30, 2023 | +8.7% | +8.3% |
| March 31, 2023 | +9.4% | +7.0% |
| December 31, 2022 | +4.3% | +7.1% |
| September 30, 2022 | −2.8% | −5.3% |
| June 30, 2022 | −18.1% | −16.5% |
| March 31, 2022 | −0.9% | −4.9% |
| December 31, 2021 | +13.1% | +10.7% |
| September 30, 2021 | +0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Berkshire Hathaway Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1067983&type=13F-HR&dateb=&owner=include&count=40CIK 1067983
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/Filed August 14, 2026 · accession 0001193125-26-352200