Subject: 1/4ly reporting vs semiannual
I'm sure everyone now realizes the importance of quarterly reporting.

"
Berkshire Hathaway’s (BRK.A) (BRK.B) largest equity holdings carry a mixed set of Seeking Alpha Quant Ratings, with energy and financial names such as Chevron (CVX), Bank of America (BAC), Occidental Petroleum (OXY), and DaVita (DVA) earning Strong Buy ratings, while mega-cap holdings including Apple (AAPL), Coca-Cola (KO), and American Express (AXP) hold more neutral Hold ratings.

Berkshire Hathaway’s (BRK.A) (BRK.B) equity portfolio has delivered a 26.05% return over the past year, outperforming the S&P 500’s roughly 24.2% gain, according to Stockcircle data. Over longer periods, the Warren Buffett-led portfolio has returned 52.85% over three years, 64.85% over five years, and 202.27% over the past decade.

Despite the portfolio’s strong long-term performance, Berkshire Hathaway shares have slipped about 4.9% over the past year.

According to its latest 13F filing, the investment behemoth’s top three holdings remained unchanged from Q4 2025 to Q1 2026, with the firm maintaining stakes of 227.9M shares in Apple (AAPL), 151.6M shares in American Express (AXP), and 400M shares in Coca-Cola (KO), although the market value of the Apple and American Express positions declined while Coca-Cola’s stake increased in value during the quarter.

Bank of America (BAC) was its fourth biggest holding at the end of Q1, accounting for 9.1% of the portfolio. However, Berkshire trimmed its BAC holdings to 513.6M shares from 517.3M in Q4 2025.

Seeking Alpha reviewed Berkshire’s 15 largest holdings and their corresponding Quant Ratings:

Chevron (CVX): Quant Rating: Strong Buy
Bank of America (BAC): Quant Rating: Strong Buy
Occidental Petroleum (OXY): Quant Rating: Strong Buy
DaVita (DVA): Quant Rating: Strong Buy
Alphabet (GOOGL): Quant Rating: Hold
Sterling Infrastructure (STRL): Quant Rating: Hold
Apple (AAPL): Quant Rating: Hold
Coca-Cola (KO): Quant Rating: Hold
Chubb (CB): Quant Rating: Hold
American Express (AXP): Quant Rating: Hold
Delta Air Lines (DAL): Quant Rating: Hold
Kroger (KR): Quant Rating: Hold
VeriSign (VRSN): Quant Rating: Hold
Kraft Heinz (KHC): Quant Rating: Hold
Moody’s (MCO): Quant Rating: Hold
Quarterly Snapshot

Berkshire Hathaway (BRK.A) (BRK.B) initiated several new positions in the first quarter of 2026, including 39.8M shares of Delta Air Lines (DAL) valued at $2.65B, 3.6M shares of Alphabet (GOOG) worth about $1.03B, and 3.0M shares of Macy’s (M) valued at roughly $55M.

At the same time, Berkshire exited many holdings, including Visa (V), UnitedHealth Group (UNH), Mastercard (MA), Aon (AON), Domino’s Pizza (DPZ), Pool Corp. (POOL), Amazon (AMZN), Charter Communications (CHTR), and Diageo (DEO), among others.

The conglomerate also added to several existing positions in Q1 2026, including Alphabet (GOOGL), where the stake more than tripled to 54.2M shares, as well as the New York Times Co. (NYT) and homebuilder Lennar (LEN) (LEN.B).

Berkshire also reduced several existing positions during the quarter, including Constellation Brands (STZ), where the stake was cut by 95%, Nucor (NUE) by 39%, Chevron (CVX) by 35%, DaVita (DVA) by 5%, Liberty Live Holdings (LLYVK) by 3%, and Bank of America (BAC) by 1%.

Fresh Stock Ideas, Every Day
Explore diverse investing perspectives with daily analysis from experts across the market.
Subscribe to Stock Ideas.""