Berkshire Asset Management LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.29 Billion distributed in 297 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $112M, Microsoft Corp with a value of $96.8M, Abb Vie Inc. with a value of $88.1M, Apple Inc. with a value of $71.3M, and Chevron Corp with a value of $61.8M.

Examining the 13F form we can see an increase of $133M in the current position value, from $2.15B to 2.29B.

Berkshire Asset Management LLC is based out at Wilkes Barre, PA

Below you can find more details about Berkshire Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.29 Billion
Financial Services: $410 Million
Technology: $354 Million
Industrials: $332 Million
ETFs: $291 Million
Healthcare: $234 Million
Consumer Defensive: $210 Million
Consumer Cyclical: $159 Million
Energy: $145 Million
Other: $151 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 297
  • Current Value $2.29 Billion
  • Prior Value $2.15 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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