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CIK: 0000949012
Total reported value
$2.5B
$2.5B
285 檔
15.2%
In Q2 2025, Berkshire Asset Management Llc/pa's U.S. equity holdings reached a combined market value of $2.5B, distributed across 285 disclosed stock positions.
During Q2 2025, Berkshire Asset Management Llc/pa's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.69% | +0.08% | -0.36% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.22% | -0.77% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 3.23% | +0.22% | +0.05% | |
| 4 | CSCO | Cisco Systems Inc | Stock-Tech | 2.79% | +1.10% | -0.28% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.59% | +0.13% | +0.38% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 2.57% | +0.18% | -1.01% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.54% | -0.93% | +1.48% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 2.44% | -0.25% | -0.21% | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 2.31% | -2.09% | EXIT | |
| 10 | EMR | Emerson Electric Co | Stock-Industrials | 2.18% | — | -0.20% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 2.17% | +0.53% | +1.17% | |
| 12 | MTB | M & T Bank CORP | Stock-Financials | 2.17% | +0.12% | +0.86% | |
| 13 | NUE | Nucor CORP | Stock-Materials | 2.12% | +0.55% | +4.14% | |
| 14 | TEL | TE Connectivity plc | Stock-Tech | 1.95% | -0.26% | +0.17% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.90% | -0.23% | -0.36% | |
| 16 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.84% | +0.01% | +2.13% | |
| 17 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.84% | -0.11% | +0.92% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.82% | -0.50% | -0.10% | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 1.77% | -0.23% | -0.07% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.76% | -0.13% | -0.33% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.34% | -0.17% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.71% | -0.26% | -0.48% | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.71% | -0.08% | -0.12% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.70% | -0.14% | -0.08% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.70% | -0.09% | -0.13% | |
| 26 | PNC | Pnc Financial Services Group | Stock-Financials | 1.70% | +0.15% | +0.37% | |
| 27 | DELL | Dell Technologies -c | Stock-Tech | 1.68% | +2.18% | +1.11% | |
| 28 | DE | Deere & Co | Stock-Industrials | 1.64% | +0.07% | -0.31% | |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.63% | -0.22% | +0.16% | |
| 30 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.52% | -0.04% | -0.32% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.52% | -0.21% | -0.45% | |
| 32 | EOG | Eog Resources Inc | Stock-Energy | 1.46% | -0.30% | +1.67% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.21% | -0.19% | -0.66% | |
| 34 | AOS | Smith (a.o.) CORP | Stock-Industrials | 1.11% | -0.11% | -3.06% | |
| 35 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.09% | -0.28% | -0.30% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.23% | +1.57% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.03% | +0.09% | +0.52% | |
| 38 | GIS | General Mills Inc | Stock-Consumer Staples | 0.98% | -0.54% | -1.12% | |
| 39 | WPC | Wp Carey Inc | Stock-Real Estate | 0.93% | -0.02% | +0.03% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.88% | -0.04% | -0.07% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.83% | +0.11% | +0.06% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.02% | -0.77% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | +0.03% | -0.07% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | +0.13% | +0.79% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.71% | +0.03% | +0.53% | |
| 46 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.68% | +0.03% | -0.17% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.62% | +0.03% | -0.18% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | +0.15% | -0.16% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.01% | -1.82% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.51% | — | -0.22% |
According to official SEC Form 13F filings, Berkshire Asset Management Llc/pa reported a total U.S. public equity portfolio value of $2.5B across 285 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JPM, MSFT, ABBV) accounted for 15.2% of total reported equity market value during Q2 2025.
During Q2 2025, Berkshire Asset Management Llc/pa's top holdings by market value included JPM (4.7%)、MSFT (4.2%)、ABBV (3.2%). The largest single position, JPM, represented 4.7% of total portfolio value.
In Q2 2025, Berkshire Asset Management Llc/pa made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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