Berkshire Hathaway filed its 2026 second-quarter 13F report with the U.S. Securities and Exchange Commission on Aug. 15, according to BlockBeats. The filing shows a clear portfolio reshuffle in the second quarter after Warren Buffett stepped down, with the company making a large bet on Google parent Alphabet while cutting positions in financial and consumer stocks.
Equity portfolio value climbed to $299 billion
As of June 30, 2026, Berkshire’s stock portfolio was valued at $299 billion, up from $263 billion in the previous quarter. In the second quarter, the company opened one new position, increased seven holdings, reduced six and fully exited one name. Its top 10 holdings accounted for 88.74% of the portfolio.
Alphabet became the biggest new highlight
Alphabet was the most notable move in the quarter. Berkshire added about 48.1 million combined Class A and Class C shares of Alphabet, with the new stake valued at more than $17 billion. That move pushed Google above Bank of America to become Berkshire’s fourth-largest holding.
Berkshire’s top five holdings are now Apple, American Express, Coca-Cola, Alphabet and Bank of America.
Outside Alphabet, Berkshire also modestly increased its stakes in Delta Air Lines, Lennar and Macy’s. The addition to Delta drew attention. BlockBeats said the market views that move as a possible sign the company is optimistic about a recovery in air travel demand and improvements in corporate operations.
Financial and consumer positions were cut
On the selling side, Berkshire focused its reductions on financial and consumer stocks. It cut about 30.2 million shares of Bank of America, lowering that position by 5.89%, with the trimmed stake corresponding to about $1.72 billion in market value, making it the largest reduction in the quarter. Berkshire also cut about 4.2 million shares of Capital One Financial, reducing that holding by about 58%, and sold about 11 million shares of Kroger, lowering the position by about 22%.
A post-Buffett reallocation is taking shape
BlockBeats, citing market views, said Berkshire ended its previous streak of 14 straight quarters of net stock selling in the second quarter and was a net buyer of nearly $20 billion in equities. The filing is seen as a sign that new leader Greg Abel is steering the portfolio toward technology and growth, beginning a broader asset-allocation shift in the post-Buffett era.