Berkshire Hathaway 13F & Buffett Portfolio Tracker
Berkshire Hathaway SEC Form 13F Top Holdings & Asset Allocation Matrix
Verified against SEC Form 13F-HR and quarterly 10-Q corporate balance sheet filings.
| Ticker | Company | Sector | Market Value | Portfolio Weight | Quarterly Action | Annual Dividend |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Technology | $68.5B | 24.00% | TRIMMED | $300M |
| AXP | American Express Co. | Financial Services | $43.2B | 15.14% | HELD | $425M |
| BAC | Bank of America Corp. | Financial Services | $28.8B | 10.09% | TRIMMED | $653M |
| KO | The Coca-Cola Company | Consumer Defensive | $27.6B | 9.67% | HELD | $776M |
| CVX | Chevron Corporation | Energy | $18.2B | 6.38% | HELD | $773M |
| OXY | Occidental Petroleum Corp. | Energy | $14.8B | 5.19% | ACCUMULATED | $225M |
| KHC | The Kraft Heinz Company | Consumer Defensive | $11.4B | 3.99% | HELD | $521M |
| MCO | Moody's Corporation | Financial Services | $11.2B | 3.92% | HELD | $84M |
| CB | Chubb Limited | Insurance | $7.8B | 2.73% | ACCUMULATED | $98M |
| DVA | DaVita Inc. | Healthcare | $5.4B | 1.89% | HELD | $0 |
Berkshire Hathaway 13F & Warren Buffett Portfolio Tracker Live
The berkshire hathaway 13f portfolio tracker delivers institutional-grade real-time telemetry into Warren Buffett's public stock holdings, quarterly SEC EDGAR Form 13F-HR filings, and record cash reserves. Operating as an interactive warren buffett stock holdings calculator and predictive sec 13f berkshire portfolio tool, this terminal maps Berkshire Hathaway's multi-decade capital allocation shifts, Apple (AAPL) position trimming, Bank of America (BAC) regulatory threshold reductions, and continuous Occidental Petroleum (OXY) accumulation. Portfolio managers and equity research analysts utilize our buffett cash and stock allocation tracker to stress-test equity market drawdown scenarios against Berkshire's $365.4B cash and short-term U.S. Treasury bills fortress.
Direct Answer: Berkshire Hathaway 13F Portfolio Tracker & Asset Allocation
The berkshire hathaway 13f portfolio tracker reveals a historic defensive posture: Berkshire holds a record $365.4B in cash and short-term Treasury bills (56.15% of $650.8B investable capital) versus $285.4B in public equities (43.85%). This marks the highest cash allocation in Berkshire's 61-year corporate history.
Direct Answer: Warren Buffett Stock Holdings Calculator & T-Bills Yield
Through our warren buffett stock holdings calculator, Berkshire's cash fortress generates over $16.26 billion in annualized risk-free interest income at current 4.45% short-term Treasury bill yields. Combined with $3.84 billion in annual common stock dividends, Berkshire produces more than $20.1 billion in annual liquidity.
Direct Answer: SEC 13F Berkshire Portfolio Tool & Buffett Cash Allocation Tracker
The sec 13f berkshire portfolio tool and buffett cash and stock allocation tracker confirm Buffett trimmed Apple from 905M to 300M shares to lock in historic capital gains, while accumulating Occidental Petroleum (OXY) and Chubb Limited (CB) to expand Berkshire's energy infrastructure and commercial insurance float.
Strategic Macro Analysis: The $365.4B Cash Moat & Opportunistic Dry Powder
Warren Buffett's systematic accumulation of U.S. Treasury bills and liquidity represents an unprecedented dry-powder war chest. With more than $365 billion invested in 3-month and 6-month government paper, Berkshire Hathaway currently owns more short-term U.S. Treasury bills than the Federal Reserve's direct balance sheet inventory. This massive capital reserve ensures complete immunity to credit market freezes, while allowing Buffett and Greg Abel to deploy tens of billions of dollars within hours when systemic equity market panics present distressed acquisition opportunities.
Frequently Asked Questions: Berkshire Hathaway 13F & Buffett Allocation
1. What is the SEC Form 13F 45-day reporting lag?
Institutional investment managers managing over $100M must file Form 13F within 45 days of the end of each calendar quarter. Consequently, public holdings reflect positioning as of quarter-end rather than intraday trading.
2. Why does Berkshire hold more Treasury bills than common stocks?
Buffett prioritizes principal preservation when equity market valuations (as measured by the Buffett Indicator Market Cap to GDP) reach extreme elevated percentiles, earning safe 4.45%+ yields while awaiting valuation resets.
3. How can retail traders replicate Warren Buffett's portfolio?
Traders can purchase Berkshire Hathaway Class B shares (BRK.B) directly for proportional exposure, or build a synthetic basket replicating Berkshire's top five core holdings (AAPL, AXP, BAC, KO, CVX) combined with cash reserves.
4. What triggers Berkshire Hathaway to start aggressively buying stocks?
Historically, Buffett deploys capital during credit crunches and bear markets where high-return operating companies trade at wide discounts to intrinsic value, similar to his 2008 Goldman Sachs and 2011 Bank of America interventions.
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Upgrade to Edge Pro ($' + proMonthly + '/mo)Frequently asked questions
What is the Berkshire Hathaway Form 13F filing and who is required to file it?
The Berkshire Hathaway Form 13F is a mandatory quarterly regulatory filing submitted to the United States Securities and Exchange Commission (SEC). Under Section 13(f) of the Securities Exchange Act of 1934, institutional investment managers exercising investment discretion over $100 million or more in Section 13(f) securities must report their equity holdings within 45 days after the end of each calendar quarter. For Berkshire Hathaway, this public disclosure reveals the equity positions managed directly by Warren Buffett, alongside portfolio managers Todd Combs and Ted Weschler.
What are the top holdings in the current Warren Buffett portfolio?
The Warren Buffett portfolio remains highly concentrated, with the top five holdings comprising over 70% of Berkshire Hathaway total equity assets. Key holdings include Apple Inc. (NASDAQ: AAPL), American Express Company (NYSE: AXP), Bank of America Corporation (NYSE: BAC), The Coca-Cola Company (NYSE: KO), and Chevron Corporation (NYSE: CVX), complemented by a major controlling position in Occidental Petroleum Corporation (NYSE: OXY).
Why did Warren Buffett aggressively sell Apple and Bank of America stock?
Warren Buffett reduced Berkshire Hathaway Apple position by more than 60% and systematically trimmed Bank of America below the 10% regulatory threshold. At the Berkshire Hathaway annual meeting, Buffett indicated that capturing substantial unrealized capital gains at current federal corporate tax rates of 21% is financially prudent ahead of potential future fiscal tax hikes. Furthermore, stretched market valuations and elevated price-to-earnings multiples relative to historic norms incentivized harvesting profit.
Why is Berkshire Hathaway holding a record cash hoard exceeding $300 billion?
Berkshire Hathaway accumulated an unprecedented cash and short-term US Treasury bill reserve surpassing $300 billion because Warren Buffett prioritizes capital preservation over deploying capital into richly priced assets. By rolling short-duration US Treasury bills yielding 4% to 5%, Berkshire earns billions in risk-free annualized float while maintaining dry powder for opportunistic acquisitions during market dislocations.
How can retail investors copy the Berkshire Hathaway 13F portfolio despite the 45-day lag?
Investors copying Berkshire Hathaway 13F filings must recognize the 45-day disclosure lag. Because Warren Buffett invests with a multi-decade horizon based on durable competitive advantages (economic moats) and steady free cash flow, the 45-day lag is less disadvantageous for long-term compounders than for momentum trades. Investors should monitor SEC Form 4 filings for intra-quarter transactions in positions exceeding 10% ownership, such as Occidental Petroleum.
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Trading and investing in digital assets, financial instruments, and predictive events involve substantial risk of loss and are not suitable for every investor. The predictive intelligence, probability distributions, historical precedents, and scenario modeling presented on this page are compiled for informational and research purposes only and do not constitute financial, investment, legal, or tax advice. Past performance and statistical precedents do not guarantee future outcomes. Always conduct independent due diligence before committing capital.