BERKSHIRE ASSET MANAGEMENT LLC/PA

data from 30/09/2025

Capitalization

$ 2.353 B 6.70 %

Average holding period

25 ans

Performance

$ 5.005 B 1 210 112.97 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BERKSHIRE ASSET MANAGEMENT LLC/PA

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 JPM JPMORGAN CHASE & CO. 4.74% 111.546 M $ 353632 2009/09/30 9.095 M $ 8.80 %
2025/09/30 MSFT MICROSOFT CORP 4.12% 96.819 M $ 186927 2009/09/30 3.849 M $ 4.13 %
2025/09/30 ABBV ABBVIE INC 3.74% 88.078 M $ 380399 2013/03/31 17.625 M $ 24.74 %
2025/09/30 AAPL APPLE INC 3.03% 71.304 M $ 280031 2009/09/30 13.750 M $ 24.11 %
2025/09/30 CVX CHEVRON CORP NEW 2.63% 61.797 M $ 397945 2009/09/30 4.739 M $ 8.45 %
2025/09/30 BAC BANK AMERICA CORP 2.61% 61.354 M $ 1189264 2009/09/30 5.108 M $ 9.02 %
2025/09/30 CSCO CISCO SYS INC 2.55% 60.077 M $ 878056 2009/09/30 -851.792 K $ -1.38 %
2025/09/30 TEL TE CONNECTIVITY PLC 2.38% 55.981 M $ 255005 2024/12/31 12.998 M $ 30.15 %
2025/09/30 WM WASTE MGMT INC DEL 2.19% 51.641 M $ 233850 2010/12/31 -1.882 M $ -3.49 %
2025/09/30 QCOM QUALCOMM INC 2.15% 50.477 M $ 303417 2013/12/31 2.136 M $ 4.46 %
2025/09/30 MTB M & T BK CORP 2.08% 49.021 M $ 248059 2009/09/30 896.475 K $ 1.87 %
2025/09/30 NUE NUCOR CORP 2.08% 48.881 M $ 360931 2009/09/30 2.129 M $ 4.55 %
2025/09/30 NSC NORFOLK SOUTHN CORP 2.02% 47.444 M $ 157932 2009/09/30 7.029 M $ 17.36 %
2025/09/30 EMR EMERSON ELEC CO 2.01% 47.260 M $ 360270 2009/09/30 -776.244 K $ -1.61 %
2025/09/30 JNJ JOHNSON & JOHNSON 2.00% 47.019 M $ 253582 2009/09/30 8.312 M $ 21.39 %
2025/09/30 HON HONEYWELL INTL INC 1.92% 45.188 M $ 214671 2009/09/30 -4.899 M $ -9.61 %
2025/09/30 LMT LOCKHEED MARTIN CORP 1.84% 43.181 M $ 86499 2009/09/30 3.118 M $ 7.79 %
2025/09/30 DELL DELL TECHNOLOGIES INC 1.83% 43.138 M $ 304284 2023/03/31 5.796 M $ 15.64 %
2025/09/30 PPL PPL CORP 1.83% 42.975 M $ 1156484 2009/09/30 3.770 M $ 9.65 %
2025/09/30 ABT ABBOTT LABS 1.74% 40.912 M $ 305450 2009/09/30 -636.065 K $ -1.52 %
2025/09/30 WMT WALMART INC 1.71% 40.183 M $ 389897 2010/12/31 2.056 M $ 5.40 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 1.71% 40.167 M $ 199903 2009/09/30 2.915 M $ 7.78 %
2025/09/30 MCD MCDONALDS CORP 1.67% 39.399 M $ 129650 2009/09/30 1.514 M $ 4.01 %
2025/09/30 SCHW SCHWAB CHARLES CORP 1.67% 39.231 M $ 410929 2020/12/31 1.740 M $ 4.64 %
2025/09/30 LEN LENNAR CORP 1.63% 38.316 M $ 303998 2025/03/31 4.687 M $ 13.95 %
2025/09/30 LOW LOWES COS INC 1.62% 38.173 M $ 151894 2016/09/30 4.458 M $ 13.27 %
2025/09/30 MDLZ MONDELEZ INTL INC 1.57% 36.953 M $ 591527 2012/12/31 -2.983 M $ -7.37 %
2025/09/30 CB CHUBB LIMITED 1.55% 36.539 M $ 129456 2016/03/31 -971.772 K $ -2.58 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.53% 36.021 M $ 234434 2009/09/30 -1.335 M $ -3.56 %
2025/09/30 KMI KINDER MORGAN INC DEL 1.47% 34.597 M $ 1222070 2018/12/31 -1.336 M $ -3.71 %
2025/09/30 DE DEERE & CO 1.38% 32.398 M $ 70852 2022/06/30 -3.653 M $ -10.08 %
2025/09/30 EOG EOG RES INC 1.27% 29.788 M $ 265683 2021/06/30 -2.014 M $ -6.26 %
2025/09/30 AOS SMITH A O CORP 1.21% 28.546 M $ 388854 2025/03/31 2.931 M $ 11.96 %
2025/09/30 HSY HERSHEY CO 1.18% 27.668 M $ 147917 2024/06/30 3.060 M $ 12.71 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 1.04% 24.548 M $ 544305 2015/03/31 -686.331 K $ -2.57 %
2025/09/30 PEP PEPSICO INC 1.04% 24.547 M $ 174784 2009/09/30 1.458 M $ 6.36 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 1.04% 24.416 M $ 1048781 2017/03/31 1.215 M $ 5.34 %
2025/09/30 WPC WP CAREY INC 0.95% 22.266 M $ 329526 2012/09/30 1.704 M $ 8.32 %
2025/09/30 GIS GENERAL MLS INC 0.89% 20.948 M $ 415470 2009/09/30 -577.647 K $ -2.68 %
2025/09/30 WFC WELLS FARGO CO NEW 0.85% 19.948 M $ 237989 2010/06/30 894.375 K $ 4.62 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.84% 19.840 M $ 669359 2017/03/31 1.042 M $ 5.67 %
2025/09/30 VB VANGUARD INDEX FDS 0.84% 19.679 M $ 77391 2009/09/30 1.302 M $ 7.30 %
2025/09/30 VO VANGUARD INDEX FDS 0.80% 18.833 M $ 64113 2009/09/30 892.340 K $ 4.97 %
2025/09/30 PHM PULTE GROUP INC 0.78% 18.274 M $ 138300 2013/09/30 3.808 M $ 25.29 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.76% 17.894 M $ 250726 2013/12/31 966.298 K $ 6.17 %
2025/09/30 SPSM SPDR SERIES TRUST 0.75% 17.706 M $ 382259 2023/06/30 1.386 M $ 8.73 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.61% 14.283 M $ 447587 2019/03/31 1.269 M $ 9.24 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.54% 12.686 M $ 25233 2013/12/31 420.295 K $ 3.49 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.54% 12.591 M $ 18900 2009/09/30 895.603 K $ 7.82 %
2025/09/30 SGOV ISHARES TR 0.48% 11.327 M $ 112478 2024/06/30 1.124 K $ 0.01 %
2025/09/30 DIS DISNEY WALT CO 0.43% 10.055 M $ 87815 2009/09/30 -854.159 K $ -7.67 %
2025/09/30 COP CONOCOPHILLIPS 0.41% 9.651 M $ 102028 2009/09/30 496.911 K $ 5.40 %
2025/09/30 IWF ISHARES TR 0.40% 9.495 M $ 20271 2009/09/30 969.168 K $ 10.32 %
2025/09/30 KO COCA COLA CO 0.39% 9.264 M $ 139686 2009/09/30 -623.456 K $ -6.26 %
2025/09/30 C CITIGROUP INC 0.36% 8.445 M $ 83203 2011/06/30 1.438 M $ 19.24 %
2025/09/30 AMZN AMAZON COM INC 0.35% 8.243 M $ 37542 2013/12/31 6.387 K $ 0.08 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.35% 8.204 M $ 136923 2015/09/30 378.075 K $ 5.10 %
2025/09/30 SPTI SPDR SERIES TRUST 0.33% 7.750 M $ 268155 2024/06/30 35.064 K $ 0.45 %
2025/09/30 AMGN AMGEN INC 0.32% 7.585 M $ 26880 2013/09/30 82.311 K $ 1.07 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.32% 7.444 M $ 282621 2018/12/31 522.893 K $ 7.77 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.30% 6.959 M $ 239076 2017/12/31 337.268 K $ 5.20 %
2025/09/30 GE GE AEROSPACE 0.29% 6.850 M $ 22771 2021/09/30 992.505 K $ 16.87 %
2025/09/30 AVGO BROADCOM INC 0.29% 6.713 M $ 20347 2018/03/31 1.077 M $ 19.68 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.27% 6.370 M $ 21703 2009/09/30 -327.785 K $ -4.83 %
2025/09/30 ORCL ORACLE CORP 0.26% 6.034 M $ 21453 2011/06/30 1.320 M $ 28.64 %
2025/09/30 SCHE SCHWAB STRATEGIC TR 0.24% 5.752 M $ 172358 2017/03/31 526.460 K $ 10.72 %
2025/09/30 MDT MEDTRONIC PLC 0.24% 5.539 M $ 58159 2015/03/31 484.078 K $ 9.26 %
2025/09/30 GOOG ALPHABET INC 0.23% 5.420 M $ 22254 2015/12/31 1.391 M $ 37.30 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.21% 5.036 M $ 195872 2016/09/30 370.600 K $ 7.89 %
2025/09/30 SPTS SPDR SERIES TRUST 0.21% 4.857 M $ 165646 2024/06/30 5.004 K $ 0.10 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.19% 4.586 M $ 84637 2013/12/31 344.366 K $ 9.54 %
2025/09/30 GOOGL ALPHABET INC 0.19% 4.434 M $ 18240 2015/12/31 1.179 M $ 37.95 %
2025/09/30 BX BLACKSTONE INC 0.18% 4.220 M $ 24702 2019/06/30 520.094 K $ 14.22 %
2025/09/30 NVDA NVIDIA CORPORATION 0.17% 4.077 M $ 21853 2017/09/30 545.668 K $ 18.10 %
2025/09/30 HD HOME DEPOT INC 0.17% 4.023 M $ 9929 2009/09/30 394.597 K $ 10.51 %
2025/09/30 IAU ISHARES GOLD TR 0.17% 3.985 M $ 54758 2024/06/30 570.030 K $ 16.69 %
2025/09/30 XOM EXXON MOBIL CORP 0.17% 3.924 M $ 34803 2009/09/30 171.472 K $ 4.59 %
2025/09/30 VTWV VANGUARD SCOTTSDALE FDS 0.16% 3.713 M $ 23824 2021/03/31 310.648 K $ 12.06 %
2025/09/30 LLY ELI LILLY & CO 0.16% 3.671 M $ 4811 2010/12/31 -65.524 K $ -2.12 %
2025/09/30 GEV GE VERNOVA INC 0.15% 3.624 M $ 5894 2024/06/30 509.698 K $ 16.21 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.15% 3.610 M $ 12796 2009/09/30 -160.450 K $ -4.28 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.15% 3.603 M $ 45149 2014/09/30 103.842 K $ 2.97 %
2025/09/30 IEF ISHARES TR 0.15% 3.463 M $ 35899 2024/06/30 27.528 K $ 0.72 %
2025/09/30 IWD ISHARES TR 0.14% 3.394 M $ 16669 2013/06/30 187.668 K $ 4.82 %
2025/09/30 KHC KRAFT HEINZ CO 0.14% 3.381 M $ 129822 2015/09/30 28.676 K $ 0.85 %
2025/09/30 MRP MILLROSE PPTYS INC 0.14% 3.312 M $ 98547 2025/03/31 483.719 K $ 17.89 %
2025/09/30 IWM ISHARES TR 0.14% 3.294 M $ 13615 2011/09/30 360.988 K $ 12.13 %
2025/09/30 META META PLATFORMS INC 0.14% 3.281 M $ 4467 2016/06/30 -14.472 K $ -0.50 %
2025/09/30 PFE PFIZER INC 0.14% 3.277 M $ 128606 2009/09/30 168.818 K $ 5.12 %
2025/09/30 SCHO SCHWAB STRATEGIC TR 0.14% 3.275 M $ 134241 2024/06/30 2.617 K $ 0.08 %
2025/09/30 MRK MERCK & CO INC 0.13% 3.135 M $ 37347 2010/03/31 177.162 K $ 6.03 %
2025/09/30 RTX RTX CORPORATION 0.13% 3.118 M $ 18633 2024/12/31 385.988 K $ 14.59 %
2025/09/30 CBU COMMUNITY FINANCIAL SYSTEM I 0.13% 3.095 M $ 52786 2009/09/30 93.753 K $ 3.11 %
2025/09/30 IGRO ISHARES TR 0.13% 3.075 M $ 38595 2021/06/30 30.938 K $ 0.99 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.12% 2.910 M $ 8427 2013/12/31 283.138 K $ 10.68 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.12% 2.874 M $ 8654 2013/12/31 111.898 K $ 4.13 %
2025/09/30 T AT&T INC 0.12% 2.804 M $ 99296 2009/09/30 -70.655 K $ -2.42 %
2025/09/30 DVY ISHARES TR 0.12% 2.798 M $ 19691 2010/09/30 183.393 K $ 7.00 %
2025/09/30 REZI RESIDEO TECHNOLOGIES INC 0.12% 2.734 M $ 63319 2020/12/31 1.362 M $ 95.74 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.11% 2.658 M $ 16386 2009/09/30 -296.817 K $ -10.94 %