Berkshire Hathaway Inc.
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Berkshire Hathaway Inc. right now?
Berkshire Hathaway's Q1 2026 13F-HR reports $263.1B across 29 positions, with the portfolio remaining highly concentrated: Apple (22.0%), American Express (17.4%), and Coca-Cola (11.6%) alone account for over half of disclosed equity holdings. The energy allocation — Chevron at 6.6% and Occidental at 6.5% — represents a combined $34.4B. Notable share increases include Alphabet (+204% quarter-over-quarter, now 5.9% of the portfolio) and New York Times (+199%), alongside additions to both Lennar share classes.
The reported quarterly return of +12.4% trailed SPY's +17.6%, producing alpha of -5.2% for Q1 2026. Negative alpha has persisted across all four reported quarters. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
Convergence · Berkshire Hathaway Inc.
active pattern signalSource data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 11:08 UTC.