Berkshire Asset Management LLC Purchases in Q2 2025

Berkshire Asset Management LLC

  • $2.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
3.32K
+ 1.11%
$71.63 - $125.98 $238K - $419K
302K $37.1M
HON
Honeywell International Inc

Industrials
2.16K
+ 1.0%
$182.86 - $232.88 $395K - $503K
219K $51M
NUE
Nucor Corp

Basic Materials
14.4K
+ 4.14%
$103.22 - $131.43 $1.48M - $1.89M
362K $46.8M
MTB
M&T Bank Corp

Financial Services
2.1K
+ 0.86%
$156.58 - $193.99 $328K - $406K
247K $47.9M
NSC
Norfolk Southern Corp

Industrials
3.3K
+ 2.13%
$206.34 - $257.46 $680K - $848K
158K $40.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.34K
+ 0.52%
$17.76 - $22.1 $94.9K - $118K
1.03M $22.8M
DIS
Walt Disney CO

Communication Services
5
+ 0.01%
$81.72 - $124.01 $409 - $620
89.8K $11.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
739
+ 0.37%
$149.76 - $186.42 $111K - $138K
201K $37.5M
QCOM
Qualcomm Inc

Technology
3.48K
+ 1.17%
$124.66 - $159.48 $433K - $554K
301K $47.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.24K
+ 0.53%
$54.19 - $67.22 $67K - $83.2K
233K $15.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
364
+ 0.06%
$22.92 - $28.05 $8.34K - $10.2K
655K $18.4M
KMI
Kinder Morgan, Inc.

Energy
1.93K
+ 0.16%
$25.21 - $29.4 $48.5K - $56.6K
1.23M $36M
AMZN
Amazon Com Inc

Consumer Cyclical
419
+ 1.19%
$167.32 - $223.3 $70.1K - $93.6K
35.5K $7.79M
NVDA
Nvidia Corp

Technology
1.44K
+ 8.15%
$94.31 - $157.99 $136K - $227K
19.1K $3.02M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.93K
+ 0.79%
$35.35 - $42.68 $104K - $125K
373K $15.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.63K
+ 2.09%
$19.6 - $24.44 $110K - $137K
275K $6.73M
META
Meta Platforms, Inc.

Communication Services
91
+ 2.39%
$484.66 - $738.09 $44.1K - $67.2K
3.9K $2.88M
IBM
International Business Machines Corp

Technology
1
+ 0.01%
$221.03 - $294.78 $221 - $295
12.7K $3.75M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.68K
New
$116.93 - $119.39 $548K - $559K
4.68K $557K
GS
Goldman Sachs Group Inc

Financial Services
418
+ 30.8%
$462.22 - $707.75 $193K - $296K
1.78K $1.26M
COF
Capital One Financial Corp

Financial Services
2.28K
New
$150.57 - $212.76 $344K - $486K
2.28K $485K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
460
+ 0.23%
$19.1 - $23.83 $8.79K - $11K
197K $4.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
452
+ 0.28%
$24.38 - $30.18 $11K - $13.6K
163K $4.91M
PM
Philip Morris International Inc.

Consumer Defensive
349
+ 2.4%
$149.23 - $184.95 $52.1K - $64.5K
14.9K $2.71M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.26K
+ 1.85%
$23.55 - $27.67 $100K - $118K
234K $6.48M
MS
Morgan Stanley

Financial Services
142
+ 1.25%
$99.83 - $140.86 $14.2K - $20K
11.5K $1.62M
RTX
Raytheon Technologies Corp

Industrials
212
+ 1.18%
$113.75 - $148.48 $24.1K - $31.5K
18.1K $2.64M
PLTR
Palantir Technologies Inc.

Technology
1.87K
New
$74.01 - $144.25 $138K - $270K
1.87K $255K
COIN
Coinbase Global, Inc.

Technology
691
New
$151.47 - $375.07 $105K - $259K
691 $242K
PSX
Phillips 66

Energy
1.83K
New
$92.87 - $125.73 $170K - $230K
1.83K $217K
FCX
Freeport Mcmoran Inc

Basic Materials
4.93K
New
$29.15 - $44.46 $144K - $219K
4.93K $213K
MCK
Mckesson Corp

Healthcare
281
New
$652.83 - $732.78 $183K - $206K
281 $205K
CTRA
Coterra Energy Inc.

Energy
8.11K
New
$22.6 - $29.07 $183K - $236K
8.11K $205K
WMB
Williams Companies, Inc.

Energy
3.21K
New
$54.33 - $62.87 $174K - $202K
3.21K $201K
TSLA
Tesla, Inc.

Consumer Cyclical
635
New
$221.86 - $362.89 $141K - $230K
635 $201K
UBER
Uber Technologies, Inc

Technology
2.15K
New
$64.62 - $93.3 $139K - $200K
2.15K $200K
PH
Parker Hannifin Corp

Industrials
61
+ 5.38%
$517.23 - $700.54 $31.6K - $42.7K
1.2K $834K
EOSE
Eos Energy Enterprises, Inc.

Industrials
10K
+ 14.93%
$3.3 - $7.11 $33K - $71.1K
77K $394K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.58K
+ 6.49%
$77.94 - $79.5 $123K - $126K
25.9K $2.06M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.48K
+ 0.92%
$63.54 - $68.5 $348K - $375K
600K $40.5M
VTWV
Vanguard Russell 2000 Value Et

ETFs
72
+ 0.39%
$116.09 - $139.09 $8.36K - $10K
18.5K $2.57M
AMP
Ameriprise Financial Inc

Financial Services
75
+ 6.01%
$422.19 - $533.73 $31.7K - $40K
1.32K $705K
NFLX
Netflix Inc

Communication Services
6
+ 2.91%
$855.86 - $1339.13 $5.14K - $8.03K
212 $283K
LHX
L3 Harris Technologies, Inc.

Industrials
8
+ 0.38%
$200.21 - $256.99 $1.6K - $2.06K
2.1K $526K
SCHO
Schwab Short Term Us Treasury

ETFs
3.19K
+ 2.5%
$24.19 - $24.45 $77.2K - $78K
131K $3.19M
DHR
Danaher Corp

Healthcare
495
+ 16.53%
$174.64 - $205.16 $86.4K - $102K
3.49K $689K
ADP
Automatic Data Processing Inc

Industrials
23
+ 0.1%
$276.76 - $326.81 $6.37K - $7.52K
22K $6.78M
KKR
Kkr & Co. Inc.

Financial Services
6
+ 0.16%
$92.79 - $134.29 $557 - $806
3.81K $506K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.07%
$152.93 - $181.74 $612 - $727
5.96K $1.08M
Activity Summary
Buys All Purchases 83 New Holdings 13 Increased Positions 70 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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