BERKSHIRE ASSET MANAGEMENT LLC/PA
•CIK: 949012•Filing: Q4 2025
**BERKSHIRE ASSET MANAGEMENT LLC/PA** maintains a substantial $2.3B AUM across a diversified portfolio of 261 holdings. The firm exhibits significant conviction in large-cap industrials and technology, evidenced by top positions including JPM ($112.3M) and MSFT ($88.9M). Notable allocations also include ABBV ($86.1M), AAPL ($74.4M), and BAC ($64.4M). This concentration suggests a value-oriented, long-term approach across established market leaders.
Total AUM
$2.3B
QoQ Performance
-3.1%
Positions
222
Top 10 Concentration
31.8%
Latest Filing
Q4 2025
Top Holdings Allocation
JPMORGAN4.9%
MSFT3.9%
ABBV3.8%
AAPL3.3%
CSCO2.9%
BAC2.8%
CHV2.6%
NUE2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.4%
Technology13.4%
Healthcare10.2%
Consumer7.2%
Financial6.2%
Industrial5.6%
Consumer Staples3.0%
Materials2.6%
🚪 Exited Positionssold since Q3 2025
+175 more exited positions
Changes from Q3 2025
NEW83 new positions
↑30 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023