Portfolio (Quarterly)
Guide ↗
Berkshire Hathaway Inc
· CIK 0001067983| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DHI | D R HORTON INC | Consumer Cyclical | 3,564.0 | $581K | — | NEW | — | $162.88 | -8.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
34.7%
Technology
22.9%
Communication Services
14.4%
Consumer Defensive
14.2%
Energy
9.0%
Healthcare
2.2%
Industrials
1.8%
Consumer Cyclical
0.5%
Basic Materials
0.3%