Buffett's Portfolio Shifts Signal Valuation Discipline.

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Buffett's Portfolio Shifts Signal Valuation Discipline. Berkshire Hathaway's latest quarterly filing reveals a $275 billion equity portfolio maintaining its concentrated, quality-focused strategy. Apple remains the largest holding at 22.6 percent, followed by American Express at 20.5 percent. Notable changes include modest Apple trimming after strong gains, continued Bank of America scaling, and strategic energy additions through Chevron. Buffett initiated a new position in New York Times, signaling interest in durable subscription media with recurring revenue. Insurance exposure grew with increased Chubb holdings, while media restructuring converted Liberty Media tracking stocks into Sirius XM shares. Top ten holdings represent over 88 percent of the portfolio, reflecting Buffett's unwavering preference for dominant consumer franchises, financial networks, and energy majors.

Monday, March 2, 2026 at 10:20 AM

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