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Daniel Sparks, The Motley Fool
Sat, May 16, 2026 astatine 2:26 PM CDT 5 min read
Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) released its archetypal 13-F filing nether caller CEO Greg Abel precocious connected Friday, and it included 2 of the astir striking equity moves the conglomerate has made successful years. Most notably, Abel and his squad chose not to trim Berkshire's monolithic involvement successful Apple (NASDAQ: AAPL) -- halting a multi-quarter selling inclination that erstwhile CEO Warren Buffett had presided implicit for astir 2 years. Equally telling, Berkshire much than tripled its presumption successful Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), a presumption the Buffett-era squad had lone initiated months earlier.
These moves awesome a ballot of assurance successful large tech from a CEO antecedently known for his operating enactment moving Berkshire's postulation of utilities. They whitethorn besides corroborate thing galore longtime Berkshire shareholders had suspected: that the anterior selling of Apple was little astir a souring presumption connected the iPhone shaper and much astir right-sizing a presumption that had grown tremendous done years of compounding. I predicted successful that Abel would enactment an extremity to the trimming -- and truthful far, that is precisely what is happening.
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But determination is much to this filing than conscionable Apple and Alphabet. The cleanup of respective different positions reveals however Abel whitethorn tally the portfolio going forward.
A reshuffled portfolio with 2 wide signals
The 13-F revealed that Berkshire held its Apple presumption dependable astatine astir 228 cardinal shares. While that involvement is good beneath Berkshire's all-time highest of much than 900 cardinal shares, it inactive represents astir 22% of the conglomerate's equity portfolio, and it remains Berkshire's largest position. American Express and Coca-Cola followed astatine astir 17% and 12% of the portfolio, respectively.
The much melodramatic determination was successful Alphabet. Berkshire's stock number successful the hunt elephantine roseate from astir 17.85 cardinal astatine the extremity of 2025 to astir 58 cardinal by the extremity of March -- pushing the position's worth to astir $17 billion. That is simply a sizable bet, peculiarly considering Buffett's humanities reluctance to put heavy successful technology.
The buying didn't halt there. Berkshire disclosed a caller $2.65 cardinal involvement successful Delta Air Lines (NYSE: DAL) and a tiny presumption successful Macy's (though this presumption was truthful tiny that it was immaterial) -- some signals of a willingness to participate spaces Buffett had avoided successful caller years.
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