Warren Buffett Berkshire Hathaway Portfolio & 13F Stock Holdings (2026) — Gemral Edge
Warren Buffett Berkshire Hathaway Portfolio: 13F Holdings & Real-Time Form 4 Telemetry (2026)
Warren Buffett, Chairman and Chief Executive Officer of Berkshire Hathaway Inc. (NYSE: BRK.A / BRK.B), is widely regarded as the most successful capital allocator in financial history. With an equity portfolio exceeding $285 billion and cash reserves surpassing $325 billion in U.S. Treasury Bills, Berkshire Hathaway represents the ultimate benchmark for long-term fundamental compounding. The Gemral Edge Terminal delivers a comprehensive, real-time breakdown of Buffett’s public equity holdings, interactive asset-allocation donut wheels, historical concentration trends, and high-frequency SEC Form 4 insider transaction cross-referencing.
Direct Answer: What is in Warren Buffett's Berkshire Hathaway Portfolio?
Direct Answer: Warren Buffett's Berkshire Hathaway equity portfolio totals over $285 billion across 41 public companies, led by top conviction allocations in Apple (AAPL), American Express (AXP), Bank of America (BAC), and Coca-Cola (KO). Gemral Edge provides real-time portfolio donut visualization and 48-hour Form 4 insider alert cross-referencing.
Berkshire Hathaway Capital Allocation & Treasury Reserves Analysis
Berkshire Hathaway Capital Allocation & Treasury Reserves Analysis: Berkshire Hathaway Inc. (NYSE: BRK.A / BRK.B) operates as an institutional multi-industry holding conglomerate stewarded by Warren Buffett. As documented in statutory SEC Form 13F-HR disclosures, the conglomerate's public equity portfolio exhibits extreme top-heavy concentration, with over 70% of invested capital concentrated in its top five holdings. Complementing its equity book, Berkshire maintains record short-term U.S. Treasury Bill holdings exceeding $325 billion, providing unmatched dry powder during macroeconomic liquidity contractions. Gemral Edge models Berkshire's asset allocation using dynamic interactive donut wheels and eliminates the statutory 45-day 13F filing lag by monitoring real-time SEC Form 4 filings and corporate open-market buyback authorizations across Berkshire's major operating subsidiaries and equity holdings.
Interactive Portfolio Allocation Wheel: Visualizing Buffett's Conviction
Berkshire Hathaway Portfolio Allocation Donut Wheel
Top 10 High-Conviction Holdings in Berkshire Hathaway Portfolio
Berkshire Hathaway's public equity book reflects severe concentration in cash-flow-generative franchises with wide economic moats and robust pricing power:
| Stock Ticker | Company Name | Shares Held | Market Value | Portfolio Weight % | Sector Classification | 48h Insider Activity |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 300,000,000 | $68.4B | 28.0% | Consumer Technology | Routine Dispositions |
| AXP | American Express Co. | 151,610,700 | $45.8B | 16.1% | Consumer Financial Services | Zero Selling / Buybacks |
| BAC | Bank of America Corp. | 766,300,000 | $31.4B | 11.0% | Diversified Banking | Disclosed Trimming Feeds |
| KO | The Coca-Cola Company | 400,000,000 | $25.6B | 9.0% | Non-Alcoholic Beverages | Permanent Core Holding |
| CVX | Chevron Corporation | 118,600,000 | $17.1B | 6.0% | Integrated Oil & Gas | Energy Hedging Signal |
| OXY | Occidental Petroleum | 255,300,000 | $14.5B | 5.1% | Exploration & Production | Active SEC Form 4 Buying |
| KHC | The Kraft Heinz Company | 325,634,818 | $11.4B | 4.0% | Packaged Consumer Foods | Board Governance Oversight |
| MCO | Moody's Corporation | 24,670,000 | $11.1B | 3.9% | Financial Credit Ratings | High Operating Margins |
| CB | Chubb Limited | 27,033,784 | $7.8B | 2.7% | Property & Casualty Insurance | Undisclosed Buy Succeeded |
| C | Citigroup Inc. | 55,244,797 | $3.5B | 1.2% | Diversified Banking | Restructuring Watchlist |
The $325 Billion Cash Fortress: Short-Term Treasuries & Macro Optionality
A defining metric of Berkshire Hathaway's balance sheet in 2026 is its colossal cash hoard, which exceeds $325 billion invested primarily in 3-month and 6-month U.S. Treasury Bills. By maintaining higher Treasury reserves than many sovereign central banks, Buffett has established unmatched defensive optionality.
When equity market valuations trade at historically elevated price-to-earnings multiples (P/E > 22x on the S&P 500), Berkshire collects billions of dollars in risk-free annualized yield while positioning capital to execute massive liquidity injections during inevitable market corrections. Gemral Edge monitors this cash fortress alongside the Federal Reserve's Overnight Reverse Repurchase (RRP) operations, providing macro researchers with a unified liquidity indicator.
Occidental Petroleum (OXY) & Energy Consolidation: Regulatory Approval & Warrants
Unlike static holdings where Berkshire remains passive, Occidental Petroleum (NYSE: OXY) represents an active strategic accumulation campaign. Berkshire holds statutory regulatory approval from the Federal Energy Regulatory Commission (FERC) to acquire up to 50% of Occidental's common stock. Furthermore, Berkshire holds $8.5 billion in preferred stock and warrants to purchase 83.86 million common shares at an exercise price of $59.62.
Because Berkshire owns over 28% of Occidental's outstanding common shares, every purchase must be reported on SEC Form 4 within two business days. Gemral Edge tracks these filings as they occur, alerting subscribers to exact purchase price brackets before quarterly 13F aggregators are aware of position expansions.
Insurance Float & Costless Leverage: The Berkshire Compounding Engine
Central to Berkshire's multi-decade outperformance is its property and casualty insurance operations (GEICO, General Re, National Indemnity). Insurance float represents premium capital collected upfront that has not yet been disbursed in claims. In 2026, Berkshire's statutory net float exceeds $170 billion. Because Berkshire historically operates with an underwriting profit rather than an underwriting loss, this $170 billion acts as negative-cost leverage—an institutional structural advantage unattainable by conventional mutual funds or retail margin accounts. When combined with long-duration corporate bond investments and utility infrastructure assets across Berkshire Hathaway Energy (BHE), the conglomerate's capital deployment flywheel compounds book value across economic cycles.
Bank of America (BAC) Trimming Strategy & Financial Sector Rebalancing
In recent statutory Form 4 filings, Berkshire initiated systematic profit-taking across its Bank of America equity stake, monetizing billions of dollars in capital gains accumulated since its initial 2011 preferred stock commitment. By systematically reducing its ownership threshold toward the 10% statutory boundary, Berkshire reduces regulatory reporting friction under the Bank Holding Company Act while redeploying proceeds into short-term Treasury Bills yielding over 4.2%. Gemral Edge tracks these high-frequency open-market block sales in real time, contrasting Buffett's banking repositioning against broader financial sector macroeconomic capital flows.
48-Hour SEC Form 4 vs 45-Day 13F Lag: The Modern Buffett Tracking Method
For decades, retail investors waited for Berkshire's quarterly 13F filings to be parsed by financial newspapers. By modern algorithmic trading standards, this process is obsolete. Gemral Edge modernizes the tracking workflow by automatically detecting:
- 10% Beneficial Ownership Form 4 Disclosures: Real-time filings in OXY and other high-ownership entities within 48 hours.
- SEC Schedule 13D/G Filings: Mandatory 5-day notifications when Berkshire crosses significant 5% and 10% equity thresholds.
- Confidential Treatment Requests: Detecting when Berkshire requests SEC confidentiality for confidential accumulation programs (such as Chubb Limited in late 2023).
- Item 703 Share Repurchase Tracking: Continuous monitoring of Berkshire's corporate buyback volume and implied intrinsic valuation floors reported in quarterly Form 10-Q filings.
Declarative WebMCP Integration for Berkshire Hathaway Equity Inquiries
Autonomous AI agents can query Berkshire's latest holdings, cash reserves, and sector exposures via declarative WebMCP endpoints:
Data Provenance & Regulatory Compliance
All portfolio statistics and share calculations are sourced directly from statutory SEC EDGAR filings (accession numbers verified) and Berkshire Hathaway quarterly 10-Q disclosures. Data is presented strictly for research purposes with zero investment recommendations. Explore the complete superinvestor directory on the Superinvestors Hub or review our quantitative verification criteria on the Methodology Page.
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Everything on Gemral Edge is derived from public records and presented as a data signal with a transparent methodology, never as a buy or sell recommendation. Nothing here is investment advice, and no output is personalised to your circumstances.
Frequently asked questions
What are the largest stock holdings in Warren Buffett's Berkshire Hathaway portfolio?
Berkshire Hathaway's top equity holdings include Apple (AAPL), American Express (AXP), Bank of America (BAC), Coca-Cola (KO), Chevron (CVX), and Occidental Petroleum (OXY), representing over 70% of its total equity portfolio value.
How much cash and Treasury Bills does Berkshire Hathaway hold in 2026?
Berkshire Hathaway holds over $325 billion in cash, cash equivalents, and short-term U.S. Treasury Bills, providing unmatched liquidity and defensive optionality during market drawdowns.
Why does Gemral Edge use dynamic donut wheels to visualize Buffett's portfolio?
Unlike static monochrome tables on legacy platforms like Dataroma, Gemral Edge's interactive donut wheels visually map sector concentrations, position sizes, and cash proportions for rapid intuitive portfolio analysis.
How can investors track Buffett's trades without the 45-day 13F delay?
By monitoring real-time SEC Form 4 disclosures and SEC Schedule 13D/G ownership threshold filings in stocks where Berkshire holds more than 10% (such as Occidental Petroleum), which must be reported within two business days rather than quarterly.