GB Meka
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Value style

Warren Buffett

Berkshire Hathaway · Buys great companies for less than they're really worth and holds for the long run

13F report Q2 2026Filed with the SEC on 2026-08-14
Portfolio value (US stocks)
$299.3B
Stocks held
29
New / Added
1 / 6
Trimmed / Sold out
5 / 1

Top 5 holdings: AAPL 22.0%, AXP 17.1%, KO 10.9%, GOOGL 9.4%, BAC 9.2%

Holdings in or near the buy zone today

From stocks Warren Buffett holds · latest close

See all

Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated

Trades in Q2 2026

Compared with the previous quarter's report

DHI

D R HORTON INC

$580,504
0.00% of portfolio

All holdings

Weight = value of that stock ÷ total value of US stocks in the report

AAPLHeld

APPLE INC · Technology

22.0%
$66.0B
Since report +16.9%
AXPHeld

AMERICAN EXPRESS CO · Financial Services

17.1%
$51.3B
Since report -9.1%
KOHeld

COCA COLA CO · Consumer Defensive

10.9%
$32.5B
Since report +7.6%
GOOGLAddedHit target T1

ALPHABET INC · Communication Services · shares +45%

9.4%
$28.2B
Since report -2.0%
BACTrimmed

BANK OF AMER CORP · Financial Services · shares -6%

9.2%
$27.5B
Since report -3.4%
CVXHeld

CHEVRON CORPORATION · Energy

4.7%
$14.0B
Since report +24.9%
OXYHeld

OCCIDENTAL PETE CORP · Energy

4.3%
$12.9B
Since report +14.1%
CHUBB LIMITEDHeld

CHUBB LIMITED

3.9%
$11.7B
MCOHeld

MOODYS CORP · Financial Services

3.7%
$11.2B
Since report +0.9%
GOOGAddedNear target

ALPHABET INC · Communication Services · shares +658%

3.2%
$9.6B
Since report -1.9%
KHCHeld

KRAFT HEINZ CO · Consumer Defensive

2.6%
$7.7B
Since report -0.5%
DVAHeld

DAVITA INC · Healthcare

2.1%
$6.4B
Since report -19.8%
DALAdded

DELTA AIR LINES INC · Industrials · shares +44%

1.8%
$5.4B
Since report -10.2%
SIRIHeld

SIRIUSXM HOLDINGS INC · Communication Services

1.2%
$3.7B
Since report -10.3%
VRSNHeldNear target

VERISIGN INC · Technology

0.8%
$2.3B
Since report +14.0%
KRTrimmed

KROGER CO · Consumer Defensive · shares -22%

0.7%
$2.2B
Since report +8.8%
ALLYTrimmed

ALLY FINL INC · Financial Services · shares -7%

0.4%
$1.2B
Since report -15.0%
LENAdded

LENNAR CORP · Consumer Cyclical · shares +30%

0.4%
$1.2B
Since report -9.2%
LLYVKHeld

LIBERTY LIVE HOLDINGS INC

0.4%
$1.1B
NYTHeld

NEW YORK TIMES CO MTN BE · Communication Services

0.4%
$1.1B
Since report -7.9%

Portfolio value over time

Each quarter per the 13F report (value at quarter end)

Latest $299.3B

Q1 202536 stocks
Q2 202541 stocks
Q3 202541 stocks
Q4 202542 stocks
Q1 202629 stocks
Q2 202629 stocks
Top holdings’ weight over time
QuarterAAPLAXPKOGOOGLBAC
Q2 202622.0%17.1%10.9%9.4%9.2%
Q1 202622.0%17.4%11.6%5.9%9.5%
Q4 202522.6%20.5%10.2%2.0%10.4%
Q3 202522.7%18.8%9.9%1.6%11.0%
Q2 202522.3%18.8%11.0%–11.1%
Q1 202525.8%15.8%11.1%–10.2%

Sector breakdown

Financial Services
30.7%
Technology
22.8%
Communication Services
14.2%
Consumer Defensive
14.2%
Energy
9.0%
Other / funds / unknown
4.4%
Healthcare
2.1%
Industrials
1.9%
Consumer Cyclical
0.5%
Basic Materials
0.1%

Other whales

13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice