Warren Buffett's Berkshire Hathaway reports a portfolio of $299.3 billion as of September 30, 2026

Berkshire Hathaway, led by Warren Buffett, reports a portfolio of $299.3 billion as of September 30, 2026, according to its 13F-HR filing, and indicates a total of 26 long positions.

Warren Buffett's Investment Philosophy at Berkshire Hathaway

Warren Buffett's strategy is based on value investing, which involves purchasing undervalued stocks relative to their intrinsic value and holding them for the long term. This approach emphasizes strong management, a solid business model, and the ability to generate stable cash flow. The fund avoids frequent tactical moves and focuses on companies whose market price does not fully reflect their long-term potential.

Over decades, Berkshire Hathaway has outperformed the S&P 500, largely due to its discipline in buying and holding stocks. The portfolio combines "cash-rich" positions in defensive sectors with more modest bets in technology, reflecting a balance between stability and growth.

Key New Positions and Strengths

The third-quarter 2026 filing indicates no new positions or position increases compared to the previous quarter, according to information available in the official document.

The top ten holdings, including Apple, American Express, Alphabet, Coca-Cola, Bank of America, Chevron, Occidental Petroleum, Chubb, Moody's, and Kraft Heinz, account for 93.6% of the reported value, highlighting a high concentration around a few essential companies deemed crucial by the manager.

Apple (65.95 billion dollars, 22.0% of the portfolio) and American Express (51.28 billion dollars, 17.1% of the portfolio) illustrate Buffett's interest in brands with strong customer loyalty and recurring cash flow. Apple represents the technology sector, while American Express is in financial services, two areas that the fund has historically favored.

Alphabet, with 37.76 billion dollars (12.6% of the portfolio), confirms a moderate exposure to technology and online search and advertising, a sector where the ability to monetize data remains a sustainable advantage. Coca-Cola and Kraft Heinz, respectively 32.51 billion (10.9%) and 7.69 billion (2.6%), reinforce the fund's presence in consumer staples, a segment known for its resilience during economic slowdowns.

Positions in the energy sector, Chevron (13.99 billion, 4.7%) and Occidental Petroleum (12.87 billion, 4.3%), demonstrate a cautious allocation to hydrocarbons, reflecting Buffett's belief that oil and gas remain essential energy sources despite the energy transition.

Holdings in insurance company Chubb (11.67 billion, 3.9%) and credit rating agency Moody's (11.17 billion, 3.7%) provide exposure to financial services with strong margins, aligning with Berkshire's preference for businesses with durable competitive advantages.

Reductions and Exits - What Buffett is Leaving Behind

The August 14, 2026, 13F-HR filing does not mention any position reductions or full exits among the 26 holdings, according to available information.

The absence of notable divestments suggests that the portfolio has maintained its core structure without major adjustments during the quarter, which aligns with the manager's long-term holding philosophy.

Limitations of the 13F Filing: What This Report Doesn't Say

The 13F filing must be submitted within 45 days after the end of the quarter, meaning the data reflects the situation on the last day of the quarter but may already be outdated by the time of publication.

The filing only covers long positions in U.S. listed stocks; it excludes short positions, derivatives, options, non-U.S. securities, and indirect holdings through funds or affiliated companies.

Consequently, the total value of the reported portfolio does not necessarily represent the full extent of assets managed by Berkshire Hathaway, which also holds significant unlisted investments, bonds, and real estate.

For a detailed review of the filing, investors can access the official document on the SEC website at https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm.