BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q1 2019

Top Holdings48 positions

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Activity:

Apple Inc

249.6M$47.4B23.8%$37.39+20.94%
2 qtrssince 2018-Q4
Unchanged
0

Bank of America Corp

896.2M$24.7B12.4%$20.47+12.54%
2 qtrssince 2018-Q4
Unchanged
0

Wells Fargo & Co

409.8M$19.8B9.9%$37.34+5.81%
2 qtrssince 2018-Q4
Decreased
0

Coca-Cola Co/The

400M$18.7B9.4%$37.45-0.17%
2 qtrssince 2018-Q4
Unchanged
0

American Express Co

151.6M$16.6B8.3%$86.06+15.14%
2 qtrssince 2018-Q4
Unchanged
0

Kraft Heinz Co/The

325.6M$10.6B5.3%$29.13-23.21%
2 qtrssince 2018-Q4
Unchanged
0

US Bancorp

129.3M$6.2B3.1%$33.89+7.44%
2 qtrssince 2018-Q4
Unchanged
0

JPMorgan Chase & Co

59.5M$6B3.0%$79.89+4.50%
2 qtrssince 2018-Q4
Increased
70

Moody's Corp

24.7M$4.5B2.2%$130.99+29.69%
2 qtrssince 2018-Q4
Unchanged
0

Bank of New York Mellon Corp/T

80.9M$4.1B2.0%$37.99+8.66%
2 qtrssince 2018-Q4
Unchanged
0

Delta Air Lines Inc

70.9M$3.7B1.8%$46.72+3.90%
2 qtrssince 2018-Q4
Increased
55

Goldman Sachs Group Inc/The

18.4M$3.5B1.8%$138.51+18.24%
2 qtrssince 2018-Q4
Unchanged
0

Southwest Airlines Co

53.6M$2.8B1.4%$42.75+11.37%
2 qtrssince 2018-Q4
Decreased
0

General Motors Co

72.3M$2.7B1.3%$31.03+10.44%
2 qtrssince 2018-Q4
Unchanged
0

VeriSign Inc

13M$2.4B1.2%$145.61+23.61%
2 qtrssince 2018-Q4
Unchanged
0

DaVita Inc

38.6M$2.1B1.0%$51.46+5.50%
2 qtrssince 2018-Q4
Unchanged
0

Charter Communications Inc

5.7M$2B1.0%$285.08+21.69%
2 qtrssince 2018-Q4
Decreased
0

United Continental Holdings In

21.9M$1.8B0.9%$83.17-4.08%
2 qtrssince 2018-Q4
Unchanged
0

USCF Gold Strategy Plus Income

39M$1.7B0.8%——
2 qtrssince 2018-Q4
Unchanged
0

Visa Inc

10.6M$1.6B0.8%$124.91+18.59%
2 qtrssince 2018-Q4
Unchanged
0
$199.5B
AUM
48
Positions
Q1 2019
Filing
HI score · 4.0/5
Quarterly 13F Value Change
Not enough history yet
Activity profile
$ moved · Q1'19
New24%Increased51%Decreased25%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg <1 quarter
<1Q2%1-4Q98%1-2Y0%2Y+0%

BERKSHIRE HATHAWAY INC manages $199.5B across 48 positions as of Q1 2019. Top holdings: AAPL (23.8%), BAC (12.4%), WFC (9.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q1 2019 Summary

Added 1 new position, exited 1, increased 4, trimmed 4. Top move: JPM (INCREASED, conviction 70). Portfolio: $199.5B across 48 positions.

Top holdings by portfolio weight

Total AUM$199B
AAPL23.77%
BAC12.39%
WFC9.93%
KO9.40%
AXP8.31%
KHC5.33%
USB3.12%
JPM3.02%
MCO2.24%
BK2.05%
Other1.84%

Portfolio allocation by GICS sector

Sectors10
Financial Services45.93%
Technology25.24%
Consumer Defensive15.28%
Industrials4.81%
Unknown3.11%
Consumer Cyclical2.05%
Communication Services1.42%
Healthcare1.41%
Energy0.44%
Basic Materials0.31%

Behavioral investing profile

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Concentrated Value- primarily Financial Services, Technology, Consumer Defensive
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(4.0 / 5.0)
Holdings P&L84
Conviction37
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
2Q
GOOGLGOOGLAlphabet Inc.
Q1 2026 → Q2 2026+60.9M shares+$22.6B
2Q
LENLENLENNAR CORP
Q1 2026 → Q2 2026+6.1M shares+$461.6M
2Q
LEN/BLEN/BLENNAR CORP CL B
Q1 2026 → Q2 2026+117,137 shares+$9.2M
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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