Berkshire Hathaway's second-quarter 2026 13F filing with the SEC (U.S. securities regulator) showed a marked portfolio reshuffle in the second quarter after Warren Buffett stepped down, led by a roughly 48.1 million-share increase in Alphabet's Class A and Class C shares worth more than $17 billion. The move pushed Alphabet, Google's parent, past Bank of America to become Berkshire's fourth-largest holding, behind Apple, American Express and Coca-Cola. As of June 30, 2026, Berkshire's stock portfolio was valued at $29.9 billion, up from $26.3 billion in the previous quarter. The company added one new position, increased seven holdings, cut six and exited one, with the top 10 positions accounting for 88.74% of the portfolio. Berkshire also modestly added Delta Air Lines, Lennar and Macy's, while reducing Bank of America, Capital One Financial and Kroger. Market observers said the quarter ended 14 consecutive quarters of net stock selling, with Berkshire becoming a net buyer of nearly $20 billion in equities as Greg Abel steers allocations toward technology-led growth in the post-Buffett era.