Berkshire Hathaway Reports $299.3 Billion in Assets, Apple Remains the Largest Position at $65.9 Billion

Berkshire Hathaway, led by Warren Buffett, reported a total of $299.3 billion in equity securities as of September 30, 2026.

Berkshire Hathaway: Warren Buffett's Investment Philosophy

Warren Buffett employs a value-oriented approach, seeking businesses with sustainable competitive advantages, high-quality management, and predictable cash flow. The fund favors long-term positions, often held for decades, and avoids frequent turnover. Historically, this strategy has allowed Berkshire to outperform benchmark indices over the long term, though no specific figures are provided in the current filing. The most represented sectors are consumer technology, financial services, consumer goods, and energy, reflecting Buffett's preference for strong brands and stable revenue streams.

Key New Positions and Strengthenings

Based on available information, the third-quarter 2026 13F filing does not detail movements compared to the previous quarter. Therefore, no new positions or strengthenings can be identified from the provided data. The table of top holdings reveals the current portfolio allocation, with Apple ($65.95 billion, 22.0% of the portfolio), American Express ($51.28 billion, 17.1%), Alphabet ($37.76 billion, 12.6%), Coca-Cola ($32.51 billion, 10.9%), Bank of America ($27.54 billion, 9.2%), Chevron ($13.99 billion, 4.7%), Occidental Petroleum ($12.87 billion, 4.3%), Chubb ($11.67 billion, 3.9%), Moody’s ($11.17 billion, 3.7%), and Kraft Heinz ($7.69 billion, 2.6%). These holdings collectively represent more than 80% of the total reported value, indicating significant concentration in companies deemed to have strong cash generation capabilities and dominant market positions.

Cuts and Exits – What Buffett/The Manager is Leaving

The 13F form does not explicitly indicate reductions in stakes or complete exits for the quarter ended. Without a comparison to the previous quarter's filing, it is not possible to specify which securities were sold or reduced. The table presented only reflects the state of holdings as of September 30, 2026.

Limitations of the 13F: What This Filing DOES NOT Say

The 13F form, filed with the SEC within 45 days following the end of the quarter, only includes long positions in U.S.-listed equities. It does not include short sales, options, non-U.S. securities positions, or liquidity or bond holdings. Additionally, the filing deadline means that data may already be several weeks outdated by the time of publication, and movements after the quarter-end date are not reflected. Finally, the 13F does not specify the purchase price, acquisition date, or holding objectives, limiting the analysis to position size alone.

For individual investors, it is recommended to consult the full filing available on the SEC's EDGAR website to verify the figures and review any appendices. The official deposit link is: SEC 13F – Berkshire Hathaway (2026-08-14).