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

Warren Buffett's Berkshire Hathaway portfolio as of March 31, 2026, includes significant holdings in major companies across various sectors. The investor's portfolio is diversified, with top holdings including Bank of America Corporation (BAC), Chevron Corporation (CVX), and Alphabet Inc. (GOOGL), among others.

Bank of America Corporation (BAC), a key player in the Financial Services sector, holds a substantial position in Buffett's portfolio with a 9.52% allocation. The investment saw a slight decrease in shares (-0.71%) from the previous period, reflecting a minor adjustment in Buffett's strategy. For more details on BAC, visit BAC.

Chevron Corporation (CVX), operating in the Energy sector, represents another major holding with a 6.64% allocation. Buffett's stake in CVX experienced a significant reduction, with a 35.17% decrease in shares, indicating a strategic shift or response to market conditions. Learn more about Chevron at CVX.

Alphabet Inc. (GOOGL), part of the Communication Services sector, is a standout holding with a 5.93% allocation. Buffett's investment in GOOGL saw an impressive increase of 203.99% in shares during the period, highlighting confidence in the tech giant's growth potential. Explore Alphabet Inc. here: GOOGL.

DAVITA INC (DVA), in the Healthcare sector, holds a 1.76% allocation. Buffett's stake in DVA decreased slightly by 5.22% in shares, suggesting a modest reduction in exposure to the healthcare sector. For more on DVA, click here.

DELTA AIR LINES INC (DAL), representing the Industrials sector with a 1.01% allocation, saw a substantial reduction in Buffett's holdings, with a 44.62% decrease in shares. This indicates a significant divestment from the airline industry. Read more about Delta Air Lines at DAL.

NEW YORK TIMES CO MTN BE (NYT), holding a small 0.48% allocation in the Communication Services sector, experienced a massive increase of 199% in shares during the period. Buffett's interest in the media company has notably grown. Visit NYT for more information.

ALPHABET INC (GOOG), another Communication Services holding with a 0.39% allocation, saw Buffett's stake increase by 100% in shares, matching the growth in the other Alphabet stock. Check out Google's position here: GOOG.

LENNAR CORP (LEN), in the Consumer Cyclical sector with a 0.33% allocation, benefited from Buffett's confidence, as shares increased by 43.24%. Learn about Lennar Corporation at LEN.

NUCOR CORP (NUE), representing Basic Materials with a 0.25% allocation, saw a decrease of 39.03% in Buffett's shares, indicating a reduction in exposure to the steel industry. More on NUCOR can be found here.

CONSTELLATION BRANDS INC (STZ), with a minimal 0.04% allocation in the Consumer Defensive sector, experienced a steep decline of 95.13% in Buffett's shares. For more details on STZ, visit STZ.