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Berkshire Hathaway takes new position in Alphabet, cuts stake in Apple

Warren Buffett’s Berkshire Hathaway disclosed in an SEC filing its holdings as of September 30, 2025. Berkshire Hathaway’s one new buy during the third quarter was Alphabet (GOOGL). Berkshire Hathaway exited one position during the quarter, D.R. Horton (DHI). Berkshire Hathaway increased its stake in a number of holdings, including by size of previous position, Chubb (CB), SiriusXM (SIRI), Lennar (LEN), Domino’s Pizza (DPZ) and Lamar (LAMR). Berkshire Hathaway reduced its stake in a number of holdings, including by size of previous position, VeriSign (VRSN), DaVita (DVA), Nucor (NUE), Bank of America (BAC), and Apple (AAPL). Berkshire Hathaway’s top holdings as of September 30, in order of size, were Apple, American Express (AXP), Bank of America, Coca-Cola (KO) and Chevron (CVX).

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