Warren Buffett's Top Holdings in Berkshire Hathaway Portfolio (March 2026)

Warren Buffett's Berkshire Hathaway portfolio, as of March 31, 2026, is strategically positioned across diverse sectors, with a focus on financials, energy, and technology. The company's largest holding is Bank of America (BAC), which accounts for 9.52% of the total portfolio value. Buffett's stake in BAC saw a slight reduction of 0.71% compared to the previous period, reflecting a strategic adjustment in the financial services sector.

Next, Berkshire Hathaway holds a substantial position in Chevron (CVX), representing 6.64% of the portfolio. This energy sector holding experienced a significant reduction in shares, with a -35.17% change from the prior period, indicating a notable shift in Buffett's stance on the oil and gas industry.

Alphabet Inc. (GOOGL) is another cornerstone of Buffett's portfolio, holding 5.93% of the assets. Unlike the other two, Buffett increased his stake in Google by 203.99%, showcasing confidence in the tech giant's long-term growth potential.

In the healthcare sector, Berkshire Hathaway holds a 1.76% stake in DAVITA INC (DVA). Buffett's position in this company decreased by 5.22% during the period, suggesting a cautious approach to the healthcare industry's evolving landscape.

Buffett's portfolio also includes Delta Air Lines (DAL) at 1.01% allocation. This industrials holding saw a substantial reduction of 44.62% in shares, reflecting a significant divestment from the airline sector during the review period.

Other notable holdings include a 0.48% stake in NEW YORK TIMES CO MTN BE (NYT), which increased by 199% from the prior period. Berkshire Hathaway also holds Alphabet (GOOG) at 0.39% allocation, with a 100% increase in shares. Additional positions include Lennar Corp. (LEN) at 0.33%, Nucor Corp. (NUE) at 0.25%, and Constellation Brands (STZ) at 0.04%, each with varying share changes reflecting Buffett's nuanced investment strategy.

For detailed insights into Warren Buffett's investment activities, you can explore his profile on InsiderSet. To dive deeper into specific stock holdings, visit the individual company pages, such as Bank of America, Chevron, and Alphabet.