Berkshire Hathaway Holds $299.3 Billion in Securities, Apple Remains the Largest Position at $65.9 Billion
Berkshire Hathaway, managed by Warren Buffett, reports a portfolio of $299.3 billion as of September 30, 2026. Apple accounts for 22% of the portfolio, followed by American Express (17.1%).
Warren Buffett focuses on a value-oriented approach, seeking businesses that are financially strong and possess durable competitive advantages, often referred to as "moats."
Over decades, the investor has demonstrated the ability to generate superior returns compared to the market by betting on companies with strong cash flow generation and low debt levels.
This strategy combines a preference for both "value" and "growth" stocks, with a notable focus on sectors such as consumer discretionary, financial services, and energy.
Berkshire's positions thus reflect a concentration on established brands, recurring revenue streams, and attractive dividends, aligning with a macro-defensive outlook in an economically volatile context.
Key New Positions and Strengths
The August 14, 2026 filing details the top ten positions, which total $272.5 billion, representing 91% of the reported portfolio.
Apple Inc. holds $65.95 billion (22.0% of the total) with 227,917,808 shares.
American Express Co. is in second place with $51.28 billion (17.1% of the portfolio) and 151,610,700 shares.
Alphabet Inc. is valued at $37.76 billion (12.6% of the portfolio), corresponding to 105,979,600 shares.
Coca-Cola Co. is attributed $32.51 billion (10.9% of the portfolio) through 400,000,000 shares.
Bank of America Corp. represents $27.54 billion (9.2% of the portfolio), with 483,394,015 shares.
Chevron Corporation is held at $13.99 billion (4.7% of the portfolio) and 84,375,856 shares.
Occidental Petroleum Corp. accounts for $12.87 billion (4.3% of the portfolio) and 264,941,431 shares.
Chubb Limited is valued at $11.67 billion (3.9% of the portfolio), with 34,249,183 shares.
Moodyâs Corp. is present at $11.17 billion (3.7% of the portfolio) and 24,669,778 shares.
Kraft Heinz Co. completes the top ten with $7.69 billion (2.6% of the portfolio) via 325,634,818 shares.
The remaining sixteen positions total $26.8 billion, approximately 9% of the portfolio, but their details are not provided in the filing summary.
Reductions and Exits â What Buffett/Legendre is Leaving Behind
The 13F form does not report any major reductions or exits for the quarter closed, and no additional information is available on this point.
According to available information, the portfolio remains stable compared to previous declarations without indication of significant divestments.
Limitations of the 13F: What This Filing DOES NOT Say
The 13F only lists long positions in the United States, with a filing deadline of 45 days after the end of the quarter, meaning the data may already be outdated at the time of publication.
Short positions, options, derivatives, and securities held outside the U.S. are not included, leaving the overall portfolio view incomplete.
Additionally, the 13F does not specify the purchase price, acquisition date, or future management intentions, limiting the interpretation of investment signals.
