Berkshire Hathaway Inc.
Annual return '25
+20.6%
SPY '25
+17.7%
Alpha
+2.8ptsvs SPY
Invested
$263.1B
Holdings
34
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 0.8% (1.22M → 1.21M shares)
22.0%
02
$AXP
AMERICAN EXPRESS CO
Q1 2026: Sold 6.7% (159.5k → 148.8k shares)
17.4%
03
$KO
COCA COLA CO
Q4 2025: New position (23.4k shares)
11.6%
04
$BAC
BANK AMERICA CORP
Q1 2026: Sold 1.7% (3.40M → 3.34M shares)
9.5%
05
$CHV
CHEVRON CORPORATION
Q1 2026: Increased +80.5% (21.6k → 39.0k shares)
6.6%
06
$OXY
OCCIDENTAL PETE CORP
Q1 2025: New position (264.94M shares)
6.5%
07
$GOOGL
ALPHABET INC
Q1 2026: Increased +11.8% (49.9k → 55.8k shares)
5.9%
08
$CB
CHUBB LTD SWITZ
Q1 2026: Increased +4.5% (2.3k → 2.4k shares)
4.2%
09
$MCO
MOODYS CORP
Q1 2025: New position (37.87M shares)
4.1%
10
$KHC
KRAFT HEINZ CO
Q1 2026: Sold 81.1% (1.67M → 316.6k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:27 UTC.