Warren Buffett's Berkshire Hathaway Updates Portfolio for Q3 2025
Warren Buffett's Berkshire Hathaway has updated its portfolio with significant allocations to technology, financial services, and unchanged positions in key sectors.
Warren Buffett's Berkshire Hathaway reported updates to its portfolio as of September 30, 2025. The company continues to maintain a strong position in major tech giants like Apple Inc. (AAPL), increasing its holdings by 14.92% year-over-year, while also seeing some notable shifts in other sectors.
Berkshire Hathaway has increased its allocation to Bank of America Corporation (BAC) by approximately 6.15%, reflecting sustained performance in the financial services sector. The company has also seen a slight decrease in shares held in Goog LLC (GOOGL), though this position remains a significant portion of the portfolio.
Domino's Pizza Inc. (DPZ) and Lennar Corporation (LEN) have experienced unchanged positions, with minimal changes in both share counts and stock values. The investment firm has maintained its focus on consumer cyclical companies, while Nuecor Corporation (NUE) shows a slight decrease in shares held.
Warren Buffett's Berkshire Hathaway continues to hold steady positions in sectors like basic materials and consumer discretionary, with no major shifts observed in these areas.