§ 13F · FUND PROFILE
BERKSHIRE ASSET MANAGEMENT LLC/PA.
AUM · $2.5B (13F)Positions · 270Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$55M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | 347K | $113M | 4.5% | ±0% |
| 2 | DELL | DELL TECHNOLOGIES INC | 258K | $111M | 4.4% | −17% |
| 3 | CSCO | CISCO SYS INC | 862K | $101M | 4.0% | ±0% |
| 4 | ABBV | ABBVIE INC | 382K | $96M | 3.8% | ±0% |
| 5 | AAPL | APPLE INC | 282K | $82M | 3.2% | ±0% |
| 6 | NUE | NUCOR CORP | 361K | $81M | 3.2% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 191K | $71M | 2.8% | +1% |
| 8 | BAC | BANK OF AMER CORP | 1.18M | $67M | 2.6% | ±0% |
| 9 | CVX | CHEVRON CORPORATION | 394K | $65M | 2.6% | ±0% |
| 10 | JNJ | Johnson & Johnson | 250K | $63M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERKSHIRE SIGNAL
AC read
BERKSHIRE ASSET MANAGEMENT LLC/PA is a Other fund managing $2.5 billion in assets. The fund runs a broad portfolio of 270 positions.
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