Fishy Whales
13F Institutional Portfolio · CIK 1067983

Berkshire Hathaway

Reported 2026-06-30 · filed 2026-08-14
← All funds
$299.25B
Portfolio value
89
Positions
1
New positions
1
Sold out

13F book value over time

41 quarters
Quarter
+14%
1 Yr
+16%
2 Yr
+7%
3 Yr
-14%
5 Yr
+2%
10 Yr
+131%

Top holdings

by value
CompanySectorValueWeightΔ Q/Q
AAPL Information Technology $65.95B 22.0%
AXP Financials $51.28B 17.1%
KO Consumer Staples $32.51B 10.9%
GOOG Communication Services $28.16B 9.4% +45%
BAC Financials $27.54B 9.2% -6%
CVX Energy $13.99B 4.7%
OXY Energy $12.87B 4.3%
CB Financials $11.67B 3.9%
MCO Industrials $11.17B 3.7%
GOOG Communication Services $9.61B 3.2% +658%
KHC Consumer Staples $7.69B 2.6%
DVA Health Care $6.43B 2.1% -4%
DAL Industrials $5.37B 1.8% +44%
Siriusxm Holdings Inc Unclassified $3.69B 1.2%
VRSN Information Technology $2.26B 0.8%
KR Consumer Staples $2.17B 0.7% -22%
Ally Finl Inc Unclassified $1.24B 0.4% -7%
LEN-B Consumer Discretionary $1.19B 0.4% +30%
LLYVK Consumer Discretionary $1.12B 0.4%
NYT Communication Services $1.1B 0.4% +4%
COF Financials $601.9M 0.2% -58%
LLYVK Consumer Discretionary $504.9M 0.2%
LPX Consumer Discretionary $445.6M 0.1%
NUE Materials $413.8M 0.1% -52%
Macys Inc Unclassified $173M 0.1% +142%

Sector allocation

SIC-derived
Financials 30%Information Technology 23%Consumer Staples 14%Communication Services 13%Energy 9%Industrials 6%Health Care 2%Unclassified 2%Consumer Discretionary 1%

Top buys

added this quarter
CompanyActionΔ value
GOOG added +12.56B
GOOG added +8.58B
DAL added +2.72B
LEN-B added +309.4M
Macys Inc added +118.1M
LEN-B added +6.5M
D R Horton Inc new +581K

Top sells

trimmed + exited
CompanyActionΔ value
KR trimmed −1.45B
COF trimmed −702.5M
NUE trimmed −246.9M
STZ sold out −94.9M
Ally Finl Inc trimmed −103M
DVA trimmed −1.8B
BAC trimmed −2.5B