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BERKSHIRE ASSET MANAGEMENT LLC/PA

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000949012

$2.55B

disclosed book value

270

positions

4.5%

largest position share

Positions, as of 2026-06-30

top 100 of 270 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1JPMJPMORGAN CHASE & CO346,587$113.4M4.5%
2DELLDELL TECHNOLOGIES INC257,813$111.2M4.4%
3CSCOCISCO SYS INC861,826$101.2M4%
4ABBVABBVIE INC381,518$96.0M3.8%
5AAPLAPPLE INC281,752$81.5M3.2%
6NUENUCOR CORP361,396$80.5M3.2%
7MSFTMICROSOFT CORP191,328$71.4M2.8%
8BACBANK OF AMER CORP1.2M$67.0M2.6%
9CVXCHEVRON CORPORATION393,831$65.3M2.6%
10JNJJohnson & Johnson249,620$63.4M2.5%
11MTBM & T BK CORP244,663$58.2M2.3%
12QCOMQUALCOMM INC301,473$55.7M2.2%
13WMWASTE MGMT INC DEL239,938$53.5M2.1%
14TE CONNECTIVITY PLC251,538$50.7M2%
15PNCPNC FINL SVCS GROUP INC199,715$49.2M1.9%
16NSCNORFOLK SOUTHN CORP156,244$49.2M1.9%
17DEDEERE & CO72,548$46.0M1.8%
18EMREMERSON ELEC CO317,414$45.4M1.8%
19LMTLOCKHEED MARTIN CORP86,366$44.0M1.7%
20CHUBB LIMITED129,006$44.0M1.7%
21WMTWALMART INC385,637$43.7M1.7%
22PPLPPL CORP1.2M$42.2M1.7%
23KMIKINDER MORGAN INC DEL1.2M$39.3M1.5%
24SCHWSCHWAB CHARLES CORP414,077$38.2M1.5%
25EOGEOG RES INC285,424$37.0M1.5%
26MCDMCDONALDS CORP135,331$36.6M1.4%
27SCHFSCHWAB STRATEGIC TR1.3M$35.3M1.4%
28MDLZMONDELEZ INTL INC599,001$34.6M1.4%
29BMYBRISTOL-MYERS SQUIBB CO595,848$34.3M1.3%
30SPSMSPDR SERIES TRUST593,958$34.3M1.3%
31PGPROCTER & GAMBLE CO232,744$34.1M1.3%
32LOWLOWES COS INC152,500$33.6M1.3%
33LENLENNAR CORP317,481$28.7M1.1%
34ABTABBOTT LABORATORIES313,219$28.4M1.1%
35SCHMSCHWAB STRATEGIC TR730,699$26.9M1.1%
36HSYHERSHEY CO150,185$26.3M1%
37HONHONEYWELL INTL INC114,889$25.7M1%
38AOSSMITH A O CORP409,811$25.7M1%
39HONAHONEYWELL AEROSPACE INC114,614$25.3M1%
40PEPPEPSICO INC178,738$24.2M0.9%
41WPCWP CAREY INC334,738$23.9M0.9%
42VEUVANGUARD INTL EQUITY INDEX F272,741$22.8M0.9%
43VOVANGUARD INDEX FDS257,116$20.7M0.8%
44WFCWELLS FARGO & CO235,933$19.5M0.8%
45PHMPULTE GROUP INC131,951$18.1M0.7%
46VBVANGUARD INDEX FDS56,738$17.2M0.7%
47SCHGSCHWAB STRATEGIC TR425,185$14.4M0.6%
48BRK/BBERKSHIRE HATHAWAY INC DEL24,409$12.2M0.5%
49SPYSTATE STR SPDR S&P 500 ETF T16,036$12.0M0.5%
50KOCOCA COLA CO140,605$11.4M0.4%
51VEAVANGUARD TAX-MANAGED FDS156,941$11.2M0.4%
52CCITIGROUP INC77,271$10.8M0.4%
53COPConocoPhillips100,490$10.4M0.4%
54IWFISHARES TR80,832$10.0M0.4%
55SCHVSCHWAB STRATEGIC TR283,186$9.9M0.4%
56SCHXSCHWAB STRATEGIC TR332,719$9.8M0.4%
57SCHESCHWAB STRATEGIC TR269,821$9.8M0.4%
58AMZNAMAZON COM INC40,601$9.7M0.4%
59AMGNAMGEN INC26,566$9.6M0.4%
60DISDISNEY WALT CO85,031$8.2M0.3%
61AVGOBROADCOM INC20,452$7.7M0.3%
62GOOGLALPHABET INC19,451$7.0M0.3%
63GOOGALPHABET INC18,524$6.5M0.3%
64VWOVANGUARD INTL EQUITY INDEX F96,284$5.7M0.2%
65SCHBSCHWAB STRATEGIC TR194,384$5.6M0.2%
66GEGE Aerospace13,767$5.1M0.2%
67VTWVVANGUARD SCOTTSDALE FDS26,196$5.1M0.2%
68NVDANVIDIA CORPORATION25,030$5.0M0.2%
69SEAGATE TECHNOLOGY HLDNGS PL5,161$5.0M0.2%
70LLYELI LILLY & CO3,943$4.7M0.2%
71EXMOCEXXON MOBIL CORP33,889$4.6M0.2%
72GEVGE VERNOVA INC3,851$4.5M0.2%
73MRKMERCK & CO INC34,092$4.4M0.2%
74XLPSELECT SECTOR SPDR TR50,676$4.2M0.2%
75CATCATERPILLAR INC3,912$4.2M0.2%
76TTITETRA TECHNOLOGIES INC DEL367,500$4.2M0.2%
77ADPAUTOMATIC DATA PROCESSING IN18,318$4.1M0.2%
78IWMISHARES TR13,374$4.0M0.2%
79MUMICRON TECHNOLOGY INC3,394$3.9M0.2%
80RTXRTX CORPORATION18,999$3.6M0.1%
81GISGENERAL MILLS INC101,173$3.5M0.1%
82MEDTRONIC PLC43,725$3.4M0.1%
83IGROISHARES TR38,466$3.4M0.1%
84IBMINTERNATIONAL BUSINESS MACHS11,535$3.2M0.1%
85MRPMILLROSE PPTYS INC106,594$3.2M0.1%
86IWDISHARES TR12,804$3.1M0.1%
87UNHUNITEDHEALTH GROUP INC7,238$3.0M0.1%
88PMPHILIP MORRIS INTL INC16,423$3.0M0.1%
89AXPAMERICAN EXPRESS CO8,688$2.9M0.1%
90HDHOME DEPOT INC8,033$2.8M0.1%
91AEPAMERICAN ELEC PWR CO INC20,696$2.8M0.1%
92BXBLACKSTONE INC23,689$2.8M0.1%
93KHCKRAFT HEINZ CO113,938$2.7M0.1%
94FLRFLUOR CORP50,000$2.6M0.1%
95MSMorgan Stanley11,949$2.5M0.1%
96METAMETA PLATFORMS INC4,389$2.5M0.1%
97EFAISHARES TR22,756$2.4M0.1%
98ORCLORACLE CORP15,512$2.3M0.1%
99IJHISHARES TR29,456$2.3M0.1%
100SYYSYSCO CORP26,460$2.2M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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