So, you're looking at BRK.B and wondering what's actually under the hood. It's a fair question. Honestly, most people think buying a share of Berkshire Hathaway is basically just a bet on Warren Buffett's brain. And while that's kinda true, the "Oracle of Omaha" officially stepped down as CEO on January 1, 2026. Now, Greg Abel is the one steering the ship, and the portfolio he inherited is a wild mix of old-school soda, massive insurance plays, and a surprising amount of Silicon Valley tech.
When you ask what stocks are in brk b, you’re actually asking about two different things. First, there's the massive $317 billion "marketable securities" portfolio—the stuff they report to the SEC. But then there’s the "invisible" part: the companies Berkshire owns 100% of, like GEICO or BNSF Railway. You can't buy shares of GEICO on the stock market anymore because Berkshire swallowed it whole.
The Heavy Hitters: 74% of the Pie
Berkshire’s strategy has always been about "concentration." They don't throw darts at a board; they back the truck up when they find something they like. As of early 2026, about three-quarters of the entire stock portfolio is tucked into just eight companies.
- Apple (AAPL): Even after selling off a massive chunk of shares over the last two years (we're talking hundreds of millions of shares), Apple is still the king. It makes up roughly 20-21% of the portfolio. Buffett used to hate tech, but he realized the iPhone isn't a "gadget"—it's a sticky ecosystem that people literally can't live without.
- American Express (AXP): This is the one to watch this year. Amex is currently sitting at about 18.2% of the portfolio. Some analysts, like the folks over at The Motley Fool, think it might actually overtake Apple as Berkshire’s #1 holding by the end of 2026 if Greg Abel keeps trimming the Apple stake.
- Bank of America (BAC): Sitting at roughly 10%, BofA is the survivor of Buffett’s once-massive banking spree. He dumped most other banks (like Goldman Sachs and JPMorgan) years ago, but he’s stuck with Brian Moynihan’s team.
- Coca-Cola (KO): The ultimate "forever" stock. Berkshire owns 400 million shares. They haven't touched this position in decades. The dividends alone are basically a money printer for the company.
- Chevron (CVX) & Occidental Petroleum (OXY): Combined, these two energy giants make up nearly 10% of the portfolio. Berkshire has been aggressively buying OXY shares whenever the price dips, showing a massive bet on American oil and gas production.
The New Kids on the Block (and the AI Pivot)
It’s weird to think of a 95-year-old’s company as an AI play, but here we are. One of the biggest surprises for people looking into what stocks are in brk b is seeing Alphabet (GOOGL) and Amazon (AMZN) on the list.
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Berkshire picked up about 17.8 million shares of Alphabet recently. Why? Because Google Cloud is finally printing real money, and their custom AI chips (TPUs) are becoming a cheaper alternative to Nvidia for a lot of companies. Amazon is a smaller position—about 10 million shares—and most insiders think this was a move by Buffett’s lieutenants, Todd Combs or Ted Weschler, rather than the man himself.
The Stocks You "Can't" See
When you buy BRK.B, you aren't just getting a glorified mutual fund. You're buying a conglomerate. This is where it gets messy for the average investor. Berkshire owns dozens of companies outright.
- GEICO: The insurance powerhouse that provides the "float"—cash Berkshire uses to buy other stocks.
- BNSF Railway: One of the largest freight railroads in North America.
- Berkshire Hathaway Energy: A massive utility business that’s currently pivoting hard toward renewables and natural gas.
- Duracell: Yes, the batteries.
- Dairy Queen: Yes, the Blizzards.
- Precision Castparts: They make parts for aerospace engines. This was one of Buffett’s biggest (and most expensive) acquisitions ever.
What Most People Get Wrong
People often look at the 13F filings—the quarterly reports Berkshire sends to the SEC—and think they’re seeing the "current" portfolio. They aren't. Those reports are delayed by 45 days. If you're looking at a report in February 2026, you're actually seeing what they owned back in December 2025.
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Also, the "B" shares (BRK.B) are exactly the same as the "A" shares (BRK.A) in terms of the underlying assets. The only difference is the price and voting rights. One A-share is worth a small house; one B-share is worth a nice dinner out.
Why It Still Matters in 2026
With Greg Abel now in charge, the big question is whether Berkshire will stay this concentrated. Abel is a "utility guy" by trade. He’s more operational than Buffett was. We might see him move toward more "boring" industrial acquisitions rather than high-flying tech stocks.
However, the core of what stocks are in brk b remains remarkably stable. The company is currently sitting on a record mountain of cash—over $300 billion. They are essentially waiting for the market to crash so they can buy quality companies at a discount.
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Actionable Steps for You
If you're thinking about buying BRK.B because of its holdings, here’s how to handle it:
- Check the 13F filings: Go to the SEC’s EDGAR database or sites like WhaleWisdom to see the latest moves. Look for the "Portfolio Date" to make sure it's current.
- Don't just copy the trades: Berkshire has a much longer time horizon than you do. They don't care if a stock drops 20% in a month; they care if it's still dominant in 10 years.
- Watch the cash pile: If the cash mountain keeps growing, it means Abel thinks the market is overvalued. That’s a signal in itself.
- Understand the "Float": Learn how GEICO’s insurance premiums fund the rest of the business. It's the secret sauce that makes the stock portfolio possible.
If you're looking for a "set it and forget it" investment, BRK.B is still one of the best ways to own a piece of the American economy, from iPhones and credit cards to railroads and insurance. Just don't expect it to behave like a tech ETF; it's a slow-and-steady beast.
Next Steps:
I can break down the specific financials of Berkshire's top 10 holdings if you want to see which ones are currently "cheap" based on their price-to-earnings ratios. Just let me know which sector—tech, finance, or energy—you're most interested in.