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 (2026-06-30)

BERKSHIRE ASSET MANAGEMENT LLC/PA (CIK 949012) reported $2.55B across 270 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JPM ($113.4M, 4.45%), DELL ($111.2M, 4.37%), CSCO ($101.2M, 3.97%), ABBV ($96.0M, 3.77%), AAPL ($81.5M, 3.20%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JPMJPMORGAN CHASE & CO$113.4M4.45%346,587Added
2DELLDELL TECHNOLOGIES INC$111.2M4.37%257,813Trimmed
3CSCOCISCO SYS INC$101.2M3.97%861,826Added
4ABBVABBVIE INC$96.0M3.77%381,518Added
5AAPLAPPLE INC$81.5M3.20%281,752Trimmed
6NUENUCOR CORP$80.5M3.16%361,396Added
7MSFTMICROSOFT CORP$71.4M2.80%191,328Added
8BACBANK OF AMER CORP$67.0M2.63%1.2MAdded
9CVXCHEVRON CORPORATION$65.3M2.56%393,831Added
10JNJJohnson & Johnson$63.4M2.49%249,620Trimmed
11MTBM & T BK CORP$58.2M2.29%244,663Added
12QCOMQUALCOMM INC$55.7M2.19%301,473Added
13WMWASTE MGMT INC DEL$53.5M2.10%239,938Added
14TELTE CONNECTIVITY PLC$50.7M1.99%251,538Added
15NSCNORFOLK SOUTHN CORP$49.2M1.93%156,244Added
16PNCPNC FINL SVCS GROUP INC$49.2M1.93%199,715Added
17DEDEERE & CO$46.0M1.81%72,548Added
18EMREMERSON ELEC CO$45.4M1.78%317,414Added
19LMTLOCKHEED MARTIN CORP$44.0M1.73%86,366Added
20CBCHUBB LIMITED$44.0M1.72%129,006Added
21WMTWALMART INC$43.7M1.71%385,637Added
22PPLPPL CORP$42.2M1.66%1.2MAdded
23KMIKINDER MORGAN INC DEL$39.3M1.54%1.2MAdded
24SCHWSCHWAB CHARLES CORP$38.2M1.50%414,077Added
25EOGEOG RES INC$37.0M1.45%285,424Added

Source: SEC Form 13F filings · as of 2026-06-30