Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BERKSHIRE ASSET MANAGEMENT LLC/PA 13F Holdings -- Portfolio & Top Positions (2026-03-31)

BERKSHIRE ASSET MANAGEMENT LLC/PA (CIK 949012) reported $2.33B across 260 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPM ($101.9M, 4.37%), ABBV ($82.8M, 3.55%), CVX ($81.5M, 3.49%), AAPL ($71.5M, 3.07%), MSFT ($70.5M, 3.02%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JPMJPMORGAN CHASE & CO$101.9M4.37%346,340Trimmed
2ABBVABBVIE INC$82.8M3.55%380,870Added
3CVXCHEVRON CORPORATION$81.5M3.49%393,783Added
4AAPLAPPLE INC$71.5M3.07%281,756Added
5MSFTMICROSOFT CORP$70.5M3.02%190,355Added
6CSCOCISCO SYS INC$66.9M2.87%861,657Trimmed
7JNJJOHNSON & JOHNSON$61.0M2.62%249,741Trimmed
8NUENUCOR CORP$60.9M2.61%360,065Added
9BACBANK AMERICA CORP$57.2M2.45%1.2MAdded
10WMWASTE MGMT INC DEL$54.8M2.35%238,681Added
11TELTE CONNECTIVITY PLC$52.4M2.25%250,634Trimmed
12LMTLOCKHEED MARTIN CORP$52.0M2.23%85,956Added
13DELLDELL TECHNOLOGIES INC$51.1M2.19%311,632Added
14MTBM & T BK CORP$50.5M2.17%244,256Added
15HONHONEYWELL INTL INC$48.8M2.09%216,047Added
16WMTWALMART INC$47.8M2.05%384,220Trimmed
17NSCNORFOLK SOUTHN CORP$44.7M1.92%155,740Trimmed
18PPLPPL CORP$44.0M1.89%1.2MAdded
19CBCHUBB LTD SWITZ$41.9M1.80%128,652Added
20PNCPNC FINL SVCS GROUP INC$41.5M1.78%199,273Added
21EMREMERSON ELEC CO$41.4M1.78%316,076Trimmed
22KMIKINDER MORGAN INC DEL$41.0M1.76%1.2MAdded
23EOGEOG RES INC$40.9M1.75%282,563Added
24DEDEERE & CO$40.6M1.74%72,147Added
25MCDMCDONALDS CORP$39.7M1.70%127,867Trimmed

Source: SEC Form 13F filings · as of 2026-03-31