Fishy Whales
13F Institutional Portfolio · CIK 1067983

Berkshire Hathaway

Reported 2026-03-31 · filed 2026-05-15
← All funds
$263.1B
Portfolio value
90
Positions
3
New positions
16
Sold out

13F book value over time

40 quarters
Quarter
-4%
1 Yr
+2%
2 Yr
-21%
3 Yr
-19%
5 Yr
-3%
10 Yr
+103%

Top holdings

by value
CompanySectorValueWeightΔ Q/Q
AAPL Information Technology $57.84B 22.0%
AXP Financials $45.86B 17.4%
KO Consumer Staples $30.42B 11.6%
BAC Financials $25.04B 9.5%
CVX Energy $17.46B 6.6% -35%
OXY Energy $17.22B 6.5%
GOOG Communication Services $15.6B 5.9% +204%
CB Financials $11.16B 4.2%
MCO Industrials $10.76B 4.1%
KHC Consumer Staples $7.32B 2.8%
DVA Health Care $4.63B 1.8% -5%
KR Consumer Staples $3.62B 1.4%
V Financials $2.91B 1.1% -100%
Siriusxm Holdings Inc Unclassified $2.88B 1.1%
DAL Industrials $2.65B 1.0% NEW
MA Financials $2.28B 0.9% -100%
VRSN Information Technology $2.23B 0.8%
UNH Health Care $1.66B 0.6% -100%
DPZ Consumer Staples $1.4B 0.5% -100%
COF Financials $1.3B 0.5%
AON Financials $1.27B 0.5% -100%
NYT Communication Services $1.27B 0.5% +199%
Ally Finl Inc Unclassified $1.14B 0.4%
GOOG Communication Services $1.03B 0.4% NEW
LLYVK Consumer Discretionary $996.4M 0.4% -3%

Sector allocation

SIC-derived
Financials 32%Information Technology 23%Consumer Staples 16%Energy 13%Communication Services 7%Industrials 5%Health Care 2%Unclassified 2%Consumer Discretionary 1%

Top buys

added this quarter
CompanyActionΔ value
GOOG added +10.01B
DAL new +2.65B
GOOG new +1.03B
NYT added +916.6M
LEN-B added +152.2M
Macys Inc new +55M
LEN-B added +2.8M

Top sells

trimmed + exited
CompanyActionΔ value
V sold out −2.91B
CVX trimmed −2.38B
MA sold out −2.28B
STZ trimmed −1.7B
UNH sold out −1.66B
DPZ sold out −1.4B
AON sold out −1.27B