Berkshire Asset Management LLC Incresed Positions in Q3 2025

Berkshire Asset Management LLC

  • $2.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.03K
+ 0.73%
$202.38 - $256.87 $411K - $521K
280K $71.3M
DELL
Dell Technologies Inc.

Technology
1.93K
+ 0.64%
$120.96 - $141.77 $233K - $273K
304K $43.1M
CVX
Chevron Corp

Energy
6.28K
+ 1.6%
$145.57 - $161.83 $915K - $1.02M
398K $61.8M
LEN
Lennar Corp

Consumer Cyclical
210
+ 0.07%
$107.73 - $142.4 $22.6K - $29.9K
304K $38.3M
LOW
Lowes Companies Inc

Consumer Cyclical
457
+ 0.3%
$215.01 - $273.02 $98.3K - $125K
152K $38.2M
AOS
Smith A O Corp

Industrials
15.1K
+ 4.03%
$67.24 - $74.3 $1.01M - $1.12M
389K $28.5M
PPL
Ppl Corp

Utilities
3.61K
+ 0.31%
$33.54 - $37.24 $121K - $134K
1.16M $43M
HSY
Hershey CO

Consumer Defensive
2.9K
+ 2.0%
$161.95 - $193.45 $469K - $560K
148K $27.7M
LMT
Lockheed Martin Corp

Industrials
54
+ 0.06%
$410.74 - $499.21 $22.2K - $27K
86.5K $43.2M
QCOM
Qualcomm Inc

Technology
2.52K
+ 0.84%
$145.84 - $173.55 $368K - $438K
303K $50.5M
WMT
Walmart Inc.

Consumer Defensive
427
+ 0.11%
$94.4 - $104.27 $40.3K - $44.5K
390K $40.2M
VB
Vanguard Small Cap ETF

ETFs
2.14K
+ 2.84%
$237.58 - $259.17 $508K - $554K
77.4K $19.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.57K
+ 2.57%
$42.26 - $47.16 $404K - $451K
382K $17.7M
WPC
W. P. Carey Inc.

Real Estate
1.22K
+ 0.37%
$61.29 - $68.7 $74.8K - $83.8K
330K $22.3M
GOOG
Alphabet Inc.

Communication Services
1.23K
+ 5.87%
$175.16 - $255.24 $216K - $315K
22.3K $5.42M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.3K
+ 1.87%
$21.69 - $23.34 $418K - $450K
1.05M $24.4M
MCD
Mcdonalds Corp

Consumer Cyclical
491
+ 0.38%
$291.67 - $316.99 $143K - $156K
130K $39.4M
PEP
Pepsico Inc

Consumer Defensive
1.24K
+ 0.71%
$133.81 - $152.16 $166K - $189K
175K $24.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.2K
+ 2.16%
$28.15 - $30.13 $398K - $426K
669K $19.8M
ORCL
Oracle Corp

Technology
372
+ 1.76%
$218.96 - $328.33 $81.5K - $122K
21.5K $6.03M
GOOGL
Alphabet Inc.

Communication Services
613
+ 3.48%
$174.36 - $254.72 $107K - $156K
18.2K $4.43M
AVGO
Broadcom Inc.

Technology
497
+ 2.5%
$264.74 - $369.57 $132K - $184K
20.3K $6.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
369
+ 1.99%
$617.65 - $666.84 $228K - $246K
18.9K $12.6M
VTWV
Vanguard Russell 2000 Value Et

ETFs
5.31K
+ 28.69%
$138.45 - $158.63 $735K - $842K
23.8K $3.71M
MTB
M&T Bank Corp

Financial Services
1.1K
+ 0.44%
$183.74 - $204.05 $201K - $224K
248K $49M
NVDA
Nvidia Corp

Technology
2.77K
+ 14.5%
$153.3 - $186.58 $424K - $516K
21.9K $4.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.7K
+ 16.01%
$49.43 - $54.52 $577K - $637K
84.6K $4.59M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.37K
+ 5.75%
$30.13 - $33.37 $282K - $313K
172K $5.75M
INTC
Intel Corp

Technology
259
+ 0.36%
$19.31 - $35.5 $5K - $9.19K
73K $2.45M
VEA
Vanguard Ftse Developed Market

ETFs
7K
+ 5.39%
$56.02 - $60.3 $392K - $422K
137K $8.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.41K
+ 2.69%
$24.46 - $26.5 $181K - $196K
283K $7.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
466
+ 1.88%
$459.11 - $506.91 $214K - $236K
25.2K $12.7M
LLY
Eli Lilly & CO

Healthcare
847
+ 21.37%
$625.65 - $812.69 $530K - $688K
4.81K $3.67M
BX
Blackstone Inc.

Financial Services
250
+ 1.02%
$152.77 - $188.68 $38.2K - $47.2K
24.7K $4.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
749
+ 38.25%
$546.99 - $602.2 $410K - $451K
2.71K $1.63M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.86K
+ 2.08%
$27.61 - $29.15 $134K - $142K
239K $6.96M
RTX
Raytheon Technologies Corp

Industrials
520
+ 2.87%
$144.19 - $167.33 $75K - $87K
18.6K $3.12M
STX
Seagate Technology Holdings PLC

Technology
3
+ 0.06%
$142.01 - $236.06 $426 - $708
5.13K $1.21M
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 5.79%
$211.65 - $238.24 $435K - $489K
37.5K $8.24M
META
Meta Platforms, Inc.

Communication Services
566
+ 14.51%
$695.21 - $791.73 $393K - $448K
4.47K $3.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.8K
+ 30.2%
$181.56 - $190.33 $327K - $343K
7.76K $1.47M
TJX
Tjx Companies Inc

Consumer Cyclical
824
+ 12.09%
$121.35 - $144.54 $100K - $119K
7.64K $1.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
171
+ 0.19%
$25.29 - $28.33 $4.32K - $4.84K
91.3K $2.55M
AEP
American Electric Power CO Inc

Utilities
323
+ 1.6%
$103.26 - $115.0 $33.4K - $37.1K
20.6K $2.31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 1.38%
$224.68 - $282.71 $11.2K - $14.1K
3.68K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
56
+ 3.15%
$696.56 - $806.32 $39K - $45.2K
1.83K $1.46M
MRK
Merck & Co., Inc.

Healthcare
206
+ 0.55%
$77.6 - $87.37 $16K - $18K
37.3K $3.13M
XOM
Exxon Mobil Corp

Energy
162
+ 0.47%
$105.83 - $117.22 $17.1K - $19K
34.8K $3.92M
MKL
Markel Corp

Financial Services
105
+ 77.78%
$1898.34 - $2031.8 $199K - $213K
240 $458K
Activity Summary
Buys All Purchases 127 New Holdings 24 Increased Positions 103 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Berkshire Asset Management LLC Portfolio

Follow Berkshire Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkshire Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email