Berkshire Hathaway 13F & Buffett Portfolio Tracker
Berkshire Hathaway 13F report Top Holdings & Asset Allocation Matrix
Verified against 13F report and quarterly report 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
This institutional analytical terminal delivers systematic telemetry into Warren Buffett's public stock holdings, quarterly 13F filings, and record cash reserves. Operating as an interactive holdings valuation engine and predictive allocation matrix, this terminal maps Berkshire Hathaway's multi-decade capital shifts, Apple (AAPL) position trimming, Bank of America (BAC) regulatory threshold reductions, and continuous Occidental Petroleum (OXY) accumulation. Portfolio managers and equity research analysts evaluate 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: 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.
Equally instructive is Berkshire's disciplined restraint regarding share repurchases. Under operating guidelines established by Buffett and Charlie Munger, Berkshire only repurchases its own stock when both executives believe the repurchase price is below Berkshire's conservatively calculated intrinsic value. Slowing buybacks to zero during market melt-ups signals that even Berkshire's own equity trades at full valuation, reinforcing cash conservation until broad equity risk premiums widen substantially.
Frequently Asked Questions: Berkshire Hathaway 13F & Buffett Allocation
1. What is the 13F report 45-day reporting lag?
Institutional investment managers managing over $100M must file 13F report 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.
Track Institutional Superinvestor Telemetry with Gemral Edge Pro
Upgrade to Gemral Edge Pro ($39/month or $349/year) for automated 13F report and insider transaction alerts, or access algorithmic market breakouts via Crypto Pattern Scanner VIP ($239/month).
Upgrade to Edge Pro ($39/mo)Risk Disclaimer & Regulatory Disclosure: 13F filings reflect institutional holdings as of the prior calendar quarter-end and are subject to a 45-day regulatory reporting delay. Past investment allocations by Warren Buffett or Berkshire Hathaway do not guarantee future performance. Gemral Edge provides objective quantitative data indexing and does not provide individualized investment advice or broker-dealer execution services.
13F report Normalization Methodology & Manager Float Dynamics
Institutional 13F filings are mandated by the U.S. securities regulator within 45 days of quarter-end. Because Berkshire Hathaway operates insurance float mechanisms that generate continuous premium liquidity, cash allocation choices (Treasury bills vs equities) serve as macro valuations benchmarks. Gemral Edge reconstructs historical cost basis brackets and weighted cash reserves directly from primary U.S. securities-regulator public accessions without secondary vendor adjustments.
Access Real-Time Terminal Intelligence & Quantitative Signals
Unlock instant Telegram alerts, full congressional portfolio archives, and algorithmic catalyst radar.
Upgrade to Gemral Edge Pro ($39/mo)